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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
TCM
76
Towneley Capital Management
California
$13.4M +$192K +7,934 +1%
MAM
77
Marotta Asset Management
Virginia
$13.4M -$147K -6,064 -1%
AFP
78
Arnold Financial Planning
Iowa
$13.2M +$714K +29,557 +6%
Nuveen
79
Nuveen
North Carolina
$13.2M +$13.2M +547,077 New
CL
80
Choreo LLC
Illinois
$12.8M -$5.17K -214 -0%
US Bancorp
81
US Bancorp
Minnesota
$12.6M +$745K +30,841 +6%
WCA
82
Westover Capital Advisors
Delaware
$12.2M +$88.1K +3,646 +0.7%
BSCCG
83
Blue Sky Capital Consultants Group
California
$12.2M -$2.13M -88,309 -15%
TWM
84
TRB Wealth Management
Texas
$12.1M +$416K +17,206 +4%
Royal Bank of Canada
85
Royal Bank of Canada
Ontario, Canada
$11.8M -$689K -28,507 -5%
PJC
86
Phillip James Consulting
Minnesota
$11.8M +$11.8M +488,526 New
PWA
87
Peterson Wealth Advisors
Utah
$11.8M +$364K +15,066 +3%
LRPA
88
L. Roy Papp & Associates
Arizona
$11.3M -$124K -5,139 -1%
FNT
89
First National Trust
Pennsylvania
$11.2M -$37.8K -1,565 -0.3%
SIM
90
Sims Investment Management
Ohio
$11M +$796K +32,913 +8%
ZRP
91
Zynergy Retirement Planning
New Jersey
$10.8M +$255K +10,566 +2%
MA
92
Mutual Advisors
Nebraska
$10.1M -$169K -6,975 -2%
BWM
93
Brown Wealth Management
Illinois
$9.9M +$313K +12,930 +3%
MIA
94
Milestone Investment Advisors
Wisconsin
$9.84M +$417K +17,245 +4%
DSAM
95
Dock Street Asset Management
Florida
$9.59M -$138K -5,702 -1%
OPWM
96
Oakwell Private Wealth Management
Texas
$9.53M +$190K +7,860 +2%
CAPTRUST Financial Advisors
97
CAPTRUST Financial Advisors
North Carolina
$9.52M -$1.27M -52,691 -12%
MHR
98
Matthew Hamilton Rosenberg
$9.44M +$124K +5,119 +1%
EFH
99
Eaton Financial Holdings
Florida
$9.33M +$5.43M +224,533 +139%
CCM
100
Cloud Capital Management
Washington
$9.29M +$899K +37,203 +11%

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.