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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
FEG
51
Fund Evaluation Group
Ohio
$18.8M
Northwestern Mutual Wealth Management
52
Northwestern Mutual Wealth Management
Wisconsin
$18.5M
BOPW
53
Brandywine Oak Private Wealth
Pennsylvania
$18.3M
AA
54
Alesco Advisors
New York
$18.3M
BDF
55
Black Diamond Financial
Maryland
$17.5M
KWM
56
KRM Wealth Management
Nevada
$17.3M
BP
57
BWM Planning
Texas
$17.1M
II
58
Inspire Investing
Idaho
$16.7M
AllianceBernstein
59
AllianceBernstein
Tennessee
$16.4M
FFA
60
Farther Finance Advisors
California
$16.1M
JWM
61
JPL Wealth Management
Colorado
$15.8M
Raymond James Financial
62
Raymond James Financial
Florida
$15.6M
AWE
63
Avidian Wealth Enterprises
Texas
$15.5M
PFA
64
Pure Financial Advisors
California
$15.3M
CRA
65
Clear Retirement Advice
California
$14.5M
BSCCG
66
Blue Sky Capital Consultants Group
California
$14.5M
AWM
67
AE Wealth Management
Kansas
$14.1M
SFGP
68
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$14M
PC
69
Prairiewood Capital
North Dakota
$14M
MAM
70
Marotta Asset Management
Virginia
$13.7M
VCM
71
Vivaldi Capital Management
Illinois
$13.5M
BIG
72
Brooklyn Investment Group
New York
$13.4M
TCM
73
Towneley Capital Management
California
$13.3M
MWP
74
Meridian Wealth Partners
Pennsylvania
$13.2M
DWM
75
Diversify Wealth Management
Utah
$12.9M