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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
IPA
726
Investment Planning Advisors
Georgia
-$238K -9,746 Closed
GCM
727
Generation Capital Management
New York
-$232K -9,514 Closed
TCM
728
Tuttle Capital Management
Connecticut
-$232K -9,500 Closed
CPA
729
Capital Performance Advisors
California
-$225K -9,250 Closed
WI
730
WBI Investments
New Jersey
-$214K -8,790 Closed
AIA
731
Accelerate Investment Advisors
California
-$204K -8,388 Closed
Pathstone Holdings
732
Pathstone Holdings
New Jersey
-$203K -8,335 Closed
CIA
733
Cape Investment Advisory
Georgia
-$191K -7,844 Closed
RP
734
Rice Partnership
Hawaii
-$81.5K -3,345 Closed
BF
735
BOK Financial
Oklahoma
-$77.6K -3,186 Closed
WTC
736
WhitTier Trust Company
Nevada
-$61.5K -2,524 Closed
MCM
737
MidAtlantic Capital Management
Virginia
-$48.4K -1,984 Closed
Simplex Trading
738
Simplex Trading
Illinois
-$26.4K -1,083 Closed
WSFS
739
Wilmington Savings Fund Society
Delaware
-$21.3K -872 Closed
VR
740
Vision Retirement
New Jersey
-$19.8K -813 Closed
GSWM
741
Golden State Wealth Management
California
-$16.7K -683 Closed
Federated Hermes
742
Federated Hermes
Pennsylvania
-$11.6K -478 Closed
WP
743
WealthShield Partners
North Carolina
-$11.3K -464 Closed
Bessemer Group
744
Bessemer Group
New Jersey
-$6K -257 Closed
OC
745
Optima Capital
Oregon
-$4.19K -172 Closed
SAG
746
SageView Advisory Group
California
-$3.85K -158 Closed
VNA
747
Valley National Advisers
Pennsylvania
-$1K -74 Closed
SIC
748
SJS Investment Consulting
Ohio
-$1.2K -49 Closed
AW
749
Ankerstar Wealth
Texas
-$97 -4 Closed
LFA
750
LGT Financial Advisors
Texas
-$49 -2 Closed

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.