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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
CW
751
Cedarwood Wealth
Colorado
-$253K -10,442 Closed
DAS
752
Daybright Advisory Services
Florida
-$249K -10,241 Closed
WSCM
753
Wellington Shields Capital Management
New York
-$243K -10,000 Closed
LSIA
754
LaSalle St. Investment Advisors
Illinois
-$237K -9,762 Closed
HW
755
HORAN Wealth
Ohio
-$236K -9,666 Closed
UFPG
756
United Financial Planning Group
New York
-$210K -8,646 Closed
WAM
757
Weatherly Asset Management
California
-$206K -8,500 Closed
SIS
758
Sound Income Strategies
Florida
-$97.2K -4,017 Closed
FPF
759
First Pacific Financial
Washington
-$86K -3,545 Closed
SC
760
Stance Capital
Massachusetts
-$71.2K -2,934 Closed
HI
761
Horizon Investments
North Carolina
-$24.6K -1,020 Closed
FCT
762
First Community Trust
Iowa
-$21.1K -868 Closed
UCB
763
United Community Bank
South Carolina
-$19.9K -818 Closed
GSEP
764
Golden State Equity Partners
California
-$19.7K -813 Closed
HFS
765
Hantz Financial Services
Michigan
-$18K -750 Closed
WIM
766
Westside Investment Management
California
-$7.33K -302 Closed
SFS
767
Sunrise Financial Services
Washington
-$5.53K -228 Closed
MWA
768
Merkkuri Wealth Advisors
New York
-$4.93K -203 Closed
PWAM
769
Private Wealth Asset Management
Iowa
-$3.81K -157 Closed
QCMNJ
770
Quantum Capital Management (New Jersey)
New Jersey
-$3.79K -156 Closed
TPWA
771
Twin Peaks Wealth Advisors
California
-$3.64K -150 Closed
PIS
772
POM Investment Strategies
North Carolina
-$3.37K -139 Closed
MA
773
Montag & Associates
Georgia
-$2.86K -118 Closed
RFP
774
Root Financial Partners
California
-$1.68K -69 Closed
MG
775
Mather Group
Illinois
-$194 -8 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.