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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
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%

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.