We are live on ! Find out more
SCHO icon

Schwab Short-Term US Treasury ETF

719 hedge funds and large institutions have $8.38B invested in Schwab Short-Term US Treasury ETF in 2026 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 320 increasing their positions, 224 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 53

43% more repeat investments, than reductions

Existing positions increased: 320 | Existing positions reduced: 224

8% more capital invested

Capital invested by funds: $7.78B → $8.38B (+$596M)

3% more funds holding

Funds holding: 696719 (+23)

1.22% more ownership

Funds ownership: 65.16%66.38% (+1.2%)

2% less funds holding in top 10

Funds holding in top 10: 5251 (-1)

Holders
719
Holders Change
+23
Holders Change %
+3.3%
% of All Funds
8.7%
Holding in Top 10
51
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.92%
% of All Funds
0.62%
New
93
Increased
320
Reduced
224
Closed
53
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GPFA
701
Game Plan Financial Advisors
Ohio
$1.78K +$24 +1 +1%
SL
702
Salomon & Ludwin
Virginia
$1.61K
SFG
703
Strive Financial Group
Indiana
$1.59K
TC
704
Trust Company
Kansas
$1.47K +$1.47K +61 New
TCM
705
Triumph Capital Management
Colorado
$1.35K
SIS
706
Strategic Investment Solutions
Illinois
$1.21K +$846 +35 +233%
HDIM
707
Hanson & Doremus Investment Management
Vermont
$1K
OW
708
Olistico Wealth
Oklahoma
$990
WWMSC
709
Wagner Wealth Management (South Carolina)
South Carolina
$853
SWM
710
Spire Wealth Management
Virginia
$748
CI
711
Cordant Inc
Oregon
$725 -$6.65K -275 -90%
TWC
712
TD Waterhouse Canada
Ontario, Canada
$649 +$653 +27 New
SA
713
Strategic Advocates
Utah
$483
MFC
714
Morris Financial Concepts
South Carolina
$435 +$435 +18 New
FMP
715
Financial Management Professionals
Texas
$410 +$411 +17 New
VNA
716
Valley National Advisers
Pennsylvania
$338 +$338 +14 New
OHWP
717
Oak Harbor Wealth Partners
North Carolina
$290 -$1.81K -75 -86%
BF
718
Brooklyn FI
New York
$241 +$242 +10 New
VA
719
Vestwell Advisors
New York
$134
TRCT
720
Tower Research Capital (TRC)
New York
$97 -$5.22M -215,757 -100%
KFP
721
Kerr Financial Planning
California
$97 +$24 +1 +33%
National Bank of Canada
722
National Bank of Canada
Quebec, Canada
$72
State Street
723
State Street
Massachusetts
-$75.2M -3,100,000 Closed
BCP
724
Blackhawk Capital Partners
Wisconsin
-$30.1M -1,241,367 Closed
VCM
725
Vivaldi Capital Management
Illinois
-$13.5M -555,616 Closed

SCHO Hedge Fund Activity: Q2 2026 in Review

719 of the 8,264 institutional investors tracked by Wall St. Rank reported a position in Schwab Short-Term US Treasury ETF (SCHO) for Q2 2026, worth a combined $8.38B — up 7.7% from $7.78B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new SCHO positions and 53 closed out — a net gain of 40 holders — while 320 added to existing stakes and 224 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $135M. The largest seller was State Street, exiting entirely with an estimated $75.2M sold.

  • 719 institutional investors held Schwab Short-Term US Treasury ETF (SCHO) as of Q2 2026, up from 696 in Q1 2026.
  • Funds reported $8.38B of Schwab Short-Term US Treasury ETF stock for Q2 2026, up 7.7% quarter-over-quarter.
  • 93 funds opened new Schwab Short-Term US Treasury ETF positions in Q2 2026 and 53 closed out, a net change of +40 holders.
  • The largest Schwab Short-Term US Treasury ETF buyer in Q2 2026 was Envestnet Asset Management, an estimated $135M added.
  • The largest Schwab Short-Term US Treasury ETF seller in Q2 2026 was State Street, an estimated $75.2M sold.

Based on aggregated 13F filings for Q2 2026.