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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
CMP
51
Courage Miller Partners
Virginia
$20.5M +$745K +30,825 +4%
AF
52
Advisornet Financial
Minnesota
$20.5M +$1.63M +67,427 +9%
NG
53
Novem Group
New York
$19.9M +$861K +35,631 +5%
BDF
54
Black Diamond Financial
Maryland
$19.8M +$2.39M +98,896 +14%
BOPW
55
Brandywine Oak Private Wealth
Pennsylvania
$19.5M +$1.36M +56,152 +7%
Northwestern Mutual Wealth Management
56
Northwestern Mutual Wealth Management
Wisconsin
$19.5M +$1.11M +45,736 +6%
KWM
57
KRM Wealth Management
Nevada
$18.8M +$1.61M +66,692 +9%
TH
58
Transmarket Holdings
Illinois
$18.8M +$18.8M +777,452 New
FEG
59
Fund Evaluation Group
Ohio
$18.7M
BP
60
BWM Planning
Texas
$17.9M +$952K +39,388 +6%
RF
61
Robinswood Financial
Washington
$16.5M +$541K +22,380 +3%
FFA
62
Farther Finance Advisors
California
$16.3M +$320K +13,233 +2%
CRA
63
Clear Retirement Advice
California
$16.2M +$1.74M +71,811 +12%
BA
64
Bard Associates
Illinois
$15.8M +$3.49M +144,529 +28%
AWE
65
Avidian Wealth Enterprises
Texas
$15.7M +$349K +14,425 +2%
Raymond James Financial
66
Raymond James Financial
Florida
$15.7M +$143K +5,930 +0.9%
PFA
67
Pure Financial Advisors
California
$15.6M +$435K +17,991 +3%
II
68
Inspire Investing
Idaho
$15.2M -$1.46M -60,470 -9%
PC
69
Prairiewood Capital
North Dakota
$15M +$1.1M +45,339 +8%
JWM
70
JPL Wealth Management
Colorado
$14.9M -$796K -32,932 -5%
SFGP
71
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$14.8M +$810K +33,492 +6%
Osaic Holdings
72
Osaic Holdings
Arizona
$14.6M +$3.23M +133,672 +28%
MWP
73
Meridian Wealth Partners
Pennsylvania
$14.1M +$967K +40,004 +7%
WIA
74
World Investment Advisors
California
$13.8M +$1.17M +48,372 +9%
Bank of New York Mellon
75
Bank of New York Mellon
New York
$13.6M +$709K +29,312 +6%

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.