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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
DWM
76
Diversify Wealth Management
Utah
$12.9M +$432K +17,762 +3%
Bank of New York Mellon
77
Bank of New York Mellon
New York
$12.9M +$11.9M +489,399 +1,131%
CL
78
Choreo LLC
Illinois
$12.8M +$12.9M +528,562 New
NFG
79
Northeast Financial Group
Pennsylvania
$12.7M -$1.74M -71,633 -12%
WIA
80
World Investment Advisors
California
$12.6M -$1.1M -45,241 -8%
Royal Bank of Canada
81
Royal Bank of Canada
Ontario, Canada
$12.6M +$64.8K +2,662 +0.5%
AFP
82
Arnold Financial Planning
Iowa
$12.6M +$2.05M +84,284 +19%
BA
83
Bard Associates
Illinois
$12.3M +$5.63M +231,101 +83%
WCA
84
Westover Capital Advisors
Delaware
$12.2M +$363K +14,911 +3%
US Bancorp
85
US Bancorp
Minnesota
$11.9M -$221K -9,079 -2%
TWM
86
TRB Wealth Management
Texas
$11.7M +$11.8M +483,780 New
PWA
87
Peterson Wealth Advisors
Utah
$11.5M -$221K -9,062 -2%
LRPA
88
L. Roy Papp & Associates
Arizona
$11.5M +$7.22M +296,433 +168%
Osaic Holdings
89
Osaic Holdings
Arizona
$11.4M +$1.5M +61,602 +15%
FNT
90
First National Trust
Pennsylvania
$11.3M +$1.28M +52,641 +13%
SC
91
Savant Capital
Illinois
$11M -$11.7M -481,123 -52%
CAPTRUST Financial Advisors
92
CAPTRUST Financial Advisors
North Carolina
$10.8M +$3.94M +162,036 +57%
ZRP
93
Zynergy Retirement Planning
New Jersey
$10.6M -$1.11M -45,426 -9%
MA
94
Mutual Advisors
Nebraska
$10.3M -$81.7K -3,357 -0.8%
SIM
95
Sims Investment Management
Ohio
$10.3M +$287K +11,782 +3%
MML Investors Services
96
MML Investors Services
Massachusetts
$10.1M -$1.56M -63,888 -13%
SWA
97
Stratos Wealth Advisors
Ohio
$10.1M -$6.07M -249,224 -37%
DSAM
98
Dock Street Asset Management
Florida
$9.78M +$1.9M +77,939 +24%
MWP
99
Momentum Wealth Planning
Florida
$9.72M +$3.29M +135,274 +51%
Creative Planning
100
Creative Planning
Kansas
$9.69M -$694K -28,508 -7%