We are live on ! Find out more
SCHO icon

Schwab Short-Term US Treasury ETF

693 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 76 funds opening new positions, 296 increasing their positions, 239 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 51

24% more repeat investments, than reductions

Existing positions increased: 296 | Existing positions reduced: 239

1% more funds holding

Funds holding: 683693 (+10)

3% less capital invested

Capital invested by funds: $8.01B → $7.78B (-$230M)

2.42% less ownership

Funds ownership: 67.57%65.15% (-2.4%)

4% less funds holding in top 10

Funds holding in top 10: 5452 (-2)

Holders
693
Holders Change
+10
Holders Change %
+1.46%
% of All Funds
8.54%
Holding in Top 10
52
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.7%
% of All Funds
0.64%
New
76
Increased
296
Reduced
239
Closed
51
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FEG
51
Fund Evaluation Group
Ohio
$18.8M
Northwestern Mutual Wealth Management
52
Northwestern Mutual Wealth Management
Wisconsin
$18.5M -$1.25M -51,322 -6%
BOPW
53
Brandywine Oak Private Wealth
Pennsylvania
$18.3M -$3.77K -155 -0%
AA
54
Alesco Advisors
New York
$18.3M +$3.25M +133,435 +22%
BDF
55
Black Diamond Financial
Maryland
$17.5M +$629K +25,850 +4%
KWM
56
KRM Wealth Management
Nevada
$17.3M +$2.17M +89,095 +14%
BP
57
BWM Planning
Texas
$17.1M +$1.79M +73,725 +12%
II
58
Inspire Investing
Idaho
$16.7M -$1.18M -48,376 -7%
AllianceBernstein
59
AllianceBernstein
Tennessee
$16.4M +$16.4M +672,388 New
FFA
60
Farther Finance Advisors
California
$16.1M +$3.18M +130,797 +25%
RF
61
Robinswood Financial
Washington
$16M +$682K +28,015 +4%
JWM
62
JPL Wealth Management
Colorado
$15.8M +$903K +37,116 +6%
Raymond James Financial
63
Raymond James Financial
Florida
$15.6M -$2.23M -91,583 -12%
AWE
64
Avidian Wealth Enterprises
Texas
$15.5M +$1.12M +45,813 +8%
PFA
65
Pure Financial Advisors
California
$15.3M +$779K +31,986 +5%
CRA
66
Clear Retirement Advice
California
$14.5M +$230K +9,432 +2%
BSCCG
67
Blue Sky Capital Consultants Group
California
$14.5M +$4.17M +171,272 +40%
AWM
68
AE Wealth Management
Kansas
$14.1M +$14M +576,027 +11,397%
SFGP
69
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$14M +$5.61M +230,607 +66%
PC
70
Prairiewood Capital
North Dakota
$14M +$894K +36,712 +7%
MAM
71
Marotta Asset Management
Virginia
$13.7M -$687K -28,210 -5%
VCM
72
Vivaldi Capital Management
Illinois
$13.5M +$306K +12,576 +2%
BIG
73
Brooklyn Investment Group
New York
$13.4M -$3.23M -132,685 -19%
TCM
74
Towneley Capital Management
California
$13.3M +$280K +11,492 +2%
MWP
75
Meridian Wealth Partners
Pennsylvania
$13.2M +$548K +22,498 +4%