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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
CPA
726
Capital Performance Advisors
California
-$225K -9,250 Closed
AWA
727
Arete Wealth Advisors
Illinois
-$217K -8,922 Closed
WI
728
WBI Investments
New Jersey
-$214K -8,790 Closed
AIA
729
Accelerate Investment Advisors
California
-$204K -8,388 Closed
Pathstone Holdings
730
Pathstone Holdings
New Jersey
-$203K -8,335 Closed
CIA
731
Cape Investment Advisory
Georgia
-$191K -7,844 Closed
RP
732
Rice Partnership
Hawaii
-$81.5K -3,345 Closed
BF
733
BOK Financial
Oklahoma
-$77.6K -3,186 Closed
WTC
734
WhitTier Trust Company
Nevada
-$61.5K -2,524 Closed
MCM
735
MidAtlantic Capital Management
Virginia
-$48.4K -1,984 Closed
Simplex Trading
736
Simplex Trading
Illinois
-$26.4K -1,083 Closed
WSFS
737
Wilmington Savings Fund Society
Delaware
-$21.3K -872 Closed
VR
738
Vision Retirement
New Jersey
-$19.8K -813 Closed
GSWM
739
Golden State Wealth Management
California
-$16.7K -683 Closed
Federated Hermes
740
Federated Hermes
Pennsylvania
-$11.6K -478 Closed
WP
741
WealthShield Partners
North Carolina
-$11.3K -464 Closed
Bessemer Group
742
Bessemer Group
New Jersey
-$6K -257 Closed
OC
743
Optima Capital
Oregon
-$4.19K -172 Closed
VNA
744
Valley National Advisers
Pennsylvania
-$1K -74 Closed
SIC
745
SJS Investment Consulting
Ohio
-$1.2K -49 Closed
AW
746
Ankerstar Wealth
Texas
-$97 -4 Closed
LFA
747
LGT Financial Advisors
Texas
-$49 -2 Closed