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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
BWM
101
Brown Wealth Management
Illinois
$9.64M +$289K +11,866 +3%
MAG
102
Members Advisory Group
New York
$9.61M +$9.64M +396,056 New
MIA
103
Milestone Investment Advisors
Wisconsin
$9.47M +$574K +23,570 +6%
OPWM
104
Oakwell Private Wealth Management
Texas
$9.39M +$374K +15,361 +4%
MHR
105
Matthew Hamilton Rosenberg
$9.37M +$564K +23,163 +6%
MOS
106
MGO One Seven
Ohio
$9.13M +$2M +82,302 +28%
CMBA
107
C.M. Bidwell & Associates
Hawaii
$8.88M +$1.63M +67,155 +22%
Focus Partners Wealth
108
Focus Partners Wealth
Massachusetts
$8.52M +$278K +11,440 +3%
CCM
109
Cloud Capital Management
Washington
$8.44M -$4.91M -201,762 -37%
GP
110
Greenline Partners
New York
$8.38M +$665K +27,322 +9%
ES
111
Eagle Strategies
New York
$8.37M +$643K +26,395 +8%
RC
112
Roundview Capital
New Jersey
$8.24M -$403K -16,568 -5%
AFG
113
Altiora Financial Group
Ohio
$8.2M -$24.1K -989 -0.3%
FTS
114
Fifth Third Securities
Ohio
$8.14M -$697K -28,650 -8%
WRCM
115
Western Reserve Capital Management
Ohio
$7.96M +$318K +13,057 +4%
SAS
116
SMI Advisory Services
Indiana
$7.67M -$404K -16,602 -5%
APG
117
Abacus Planning Group
South Carolina
$7.3M -$279K -11,443 -4%
Mariner
118
Mariner
Kansas
$7.3M -$261K -10,722 -3%
PAG
119
Private Advisor Group
New Jersey
$7.24M +$1.24M +51,095 +21%
FFN
120
Focus Financial Network
Minnesota
$7.21M -$527K -21,633 -7%
GSF
121
Grove Street Fiduciary
New Hampshire
$7.12M -$43.3K -1,778 -0.6%
BPA
122
Beacon Pointe Advisors
California
$6.85M +$2.89M +118,855 +73%
Baird Financial Group
123
Baird Financial Group
Wisconsin
$6.75M +$97K +3,983 +1%
ABC
124
Associated Banc-Corp
Wisconsin
$6.67M +$659K +27,053 +11%
ACG
125
Allen Capital Group
Nebraska
$6.67M +$6.69M +274,651 New

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.