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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
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%

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.