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Schwab Short-Term US Treasury ETF

696 hedge funds and large institutions have $7.78B invested in Schwab Short-Term US Treasury ETF in 2026 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 297 increasing their positions, 239 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 51

24% more repeat investments, than reductions

Existing positions increased: 297 | Existing positions reduced: 239

2% more funds holding

Funds holding: 682696 (+14)

3% less capital invested

Capital invested by funds: $8.01B → $7.78B (-$229M)

2.4% less ownership

Funds ownership: 67.56%65.16% (-2.4%)

4% less funds holding in top 10

Funds holding in top 10: 5452 (-2)

Holders
696
Holders Change
+14
Holders Change %
+2.05%
% of All Funds
8.52%
Holding in Top 10
52
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.7%
% of All Funds
0.64%
New
77
Increased
297
Reduced
239
Closed
51
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BA
701
Ballast Advisors
Minnesota
-$15.8M -650,187 Closed
PAYA
702
Phil A. Younker & Associates
Alaska
-$9.8M -402,053 Closed
FTUS
703
Flow Traders U.S.
New York
-$7.45M -305,607 Closed
IAN
704
Integrated Advisors Network
Texas
-$3.74M -153,561 Closed
MWM
705
MFG Wealth Management
Indiana
-$1.29M -53,088 Closed
FAM
706
Frontier Asset Management
Wyoming
-$1.25M -51,361 Closed
JWCA
707
J.W. Cole Advisors
Florida
-$1.18M -51,008 Closed
AWM
708
Apollon Wealth Management
South Carolina
-$1.1M -45,328 Closed
Renaissance Technologies
709
Renaissance Technologies
New York
-$970K -39,823 Closed
EH
710
Equitable Holdings
New York
-$721K -29,576 Closed
DAS
711
Diversify Advisory Services
Utah
-$659K -27,040 Closed
GWANC
712
Guardian Wealth Advisors (North Carolina)
North Carolina
-$517K -21,196 Closed
JF
713
Joule Financial
Kentucky
-$481K -19,750 Closed
TA
714
TFB Advisors
Kansas
-$376K -15,424 Closed
AIM
715
Archer Investment Management
Texas
-$363K -14,902 Closed
QCM
716
Quantinno Capital Management
New York
-$360K -14,752 Closed
USCWA
717
U.S. Capital Wealth Advisors
Texas
-$359K -14,731 Closed
FAG
718
Financial Architects (Georgia)
Georgia
-$329K -13,490 Closed
MA
719
McBroom & Associates
Nevada
-$324K -13,296 Closed
AWM
720
Axxcess Wealth Management
California
-$317K -13,011 Closed
SPW
721
Sonoma Private Wealth
California
-$307K -12,581 Closed
Envestnet Portfolio Solutions
722
Envestnet Portfolio Solutions
Illinois
-$286K -11,718 Closed
Brown Advisory
723
Brown Advisory
Maryland
-$281K -11,519 Closed
RIM
724
Rockbridge Investment Management
New York
-$277K -11,365 Closed
AR
725
Apeiron RIA
Texas
-$253K -10,393 Closed

SCHO Hedge Fund Activity: Q1 2026 in Review

696 of the 8,172 institutional investors tracked by Wall St. Rank reported a position in Schwab Short-Term US Treasury ETF (SCHO) for Q1 2026, worth a combined $7.78B — down 2.9% from $8.01B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new SCHO positions and 51 closed out — a net gain of 26 holders — while 297 added to existing stakes and 239 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $81.8M. The largest seller was Bank of America, cutting an estimated $287M.

  • 696 institutional investors held Schwab Short-Term US Treasury ETF (SCHO) as of Q1 2026, up from 682 in Q4 2025.
  • Funds reported $7.78B of Schwab Short-Term US Treasury ETF stock for Q1 2026, down 2.9% quarter-over-quarter.
  • 77 funds opened new Schwab Short-Term US Treasury ETF positions in Q1 2026 and 51 closed out, a net change of +26 holders.
  • The largest Schwab Short-Term US Treasury ETF buyer in Q1 2026 was JP Morgan Chase, an estimated $81.8M added.
  • The largest Schwab Short-Term US Treasury ETF seller in Q1 2026 was Bank of America, an estimated $287M sold.

Based on aggregated 13F filings for Q1 2026.