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Schwab Short-Term US Treasury ETF

682 hedge funds and large institutions have $7.75B invested in Schwab Short-Term US Treasury ETF in 2026 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 294 increasing their positions, 235 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
682
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
51
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TA
701
TFB Advisors
Kansas
AIM
702
Archer Investment Management
Texas
QCM
703
Quantinno Capital Management
New York
USCWA
704
U.S. Capital Wealth Advisors
Texas
FAG
705
Financial Architects (Georgia)
Georgia
MA
706
McBroom & Associates
Nevada
AWM
707
Axxcess Wealth Management
California
SPW
708
Sonoma Private Wealth
California
Envestnet Portfolio Solutions
709
Envestnet Portfolio Solutions
Illinois
Brown Advisory
710
Brown Advisory
Maryland
RIM
711
Rockbridge Investment Management
New York
AR
712
Apeiron RIA
Texas
IPA
713
Investment Planning Advisors
Georgia
GCM
714
Generation Capital Management
New York
TCM
715
Tuttle Capital Management
Connecticut
CPA
716
Capital Performance Advisors
California
AWA
717
Arete Wealth Advisors
Illinois
WI
718
WBI Investments
New Jersey
AIA
719
Accelerate Investment Advisors
California
Pathstone Holdings
720
Pathstone Holdings
New Jersey
CIA
721
Cape Investment Advisory
Georgia
RP
722
Rice Partnership
Hawaii
BF
723
BOK Financial
Oklahoma
WTC
724
WhitTier Trust Company
Nevada
MCM
725
MidAtlantic Capital Management
Virginia