We are live on ! Find out more
SCHO icon

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
MAG
726
Members Advisory Group
New York
-$9.61M -396,056 Closed
ACG
727
Allen Capital Group
Nebraska
-$6.67M -274,651 Closed
Jane Street
728
Jane Street
New York
-$6.66M -274,548 Closed
KA
729
Kovack Advisors
Florida
-$5.02M -207,440 Closed
GS
730
GTS Securities
Florida
-$2.69M -110,957 Closed
RW
731
Rede Wealth
Virginia
-$1.16M -47,637 Closed
IAA
732
Independent Advisor Alliance
North Carolina
-$1.13M -46,387 Closed
WA
733
Win Advisors
Florida
-$1.08M -44,420 Closed
SPW
734
Stillwater Private Wealth
Pennsylvania
-$962K -39,663 Closed
KCPG
735
Kavar Capital Partners Group
Kansas
-$870K -35,831 Closed
CAMG
736
CWA Asset Management Group
Florida
-$828K -34,135 Closed
Susquehanna International Group
737
Susquehanna International Group
Pennsylvania
-$756K -31,157 Closed
SFA
738
Seneca Financial Advisors
New York
-$707K -29,141 Closed
AWM
739
Accurate Wealth Management
Florida
-$620K -25,602 Closed
CPIG
740
Chicago Partners Investment Group
Illinois
-$575K -23,695 Closed
ONB
741
Old National Bancorp
Indiana
-$560K -23,064 Closed
AI
742
Atria Investments
North Carolina
-$482K -19,859 Closed
LK
743
Lumbard & Kellner
New Hampshire
-$450K -18,530 Closed
LEFP
744
Leading Edge Financial Planning
Tennessee
-$405K -16,683 Closed
RFG
745
RFP Financial Group
Georgia
-$383K -15,798 Closed
BAAM
746
Baker Avenue Asset Management
California
-$382K -15,728 Closed
BCA
747
Bay Colony Advisors
Massachusetts
-$367K -15,125 Closed
WB
748
WesBanco Bank
West Virginia
-$364K -15,000 Closed
TSS
749
Two Sigma Securities
New York
-$327K -13,491 Closed
NHC
750
Nicholas Hoffman & Company
Georgia
-$274K -11,275 Closed

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.