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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
Creative Planning
101
Creative Planning
Kansas
$9.05M -$594K -24,573 -6%
WRCM
102
Western Reserve Capital Management
Ohio
$9.03M +$1.12M +46,410 +14%
CMBA
103
C.M. Bidwell & Associates
Hawaii
$8.84M +$7.86K +325 +0.1%
MOS
104
MGO One Seven
Ohio
$8.67M -$407K -16,842 -4%
PAS
105
Park Avenue Securities
New York
$8.66M +$7.92M +327,662 +1,052%
IWC
106
Integrated Wealth Concepts
Massachusetts
$8.65M +$2.42M +99,914 +39%
Cambridge Investment Research Advisors
107
Cambridge Investment Research Advisors
Iowa
$8.47M +$2.26M +93,688 +36%
Baird Financial Group
108
Baird Financial Group
Wisconsin
$8.4M +$1.68M +69,705 +25%
PAG
109
Private Advisor Group
New Jersey
$8.35M +$1.15M +47,378 +16%
GP
110
Greenline Partners
New York
$8.29M -$46K -1,904 -0.6%
CWD
111
Clarity Wealth Development
Oregon
$8.14M +$8.15M +337,232 New
CB
112
Commerce Bank
Missouri
$8.13M +$2.6M +107,650 +47%
AFG
113
Altiora Financial Group
Ohio
$8.04M -$121K -5,005 -1%
RC
114
Roundview Capital
New Jersey
$7.89M -$308K -12,735 -4%
ABC
115
Associated Banc-Corp
Wisconsin
$7.86M +$1.23M +50,926 +19%
SAS
116
SMI Advisory Services
Indiana
$7.74M +$100K +4,138 +1%
MWP
117
Momentum Wealth Planning
Florida
$7.61M -$2.06M -85,027 -21%
MWM
118
Maltin Wealth Management
New Jersey
$7.53M +$2.41M +99,901 +47%
FF
119
Farrow Financial
Vermont
$7.28M +$1.73M +71,491 +31%
APG
120
Abacus Planning Group
South Carolina
$7.24M -$15.6K -647 -0.2%
VFA
121
Values First Advisors
Tennessee
$7.16M +$7.17M +296,679 New
SWA
122
Stratos Wealth Advisors
Ohio
$7.08M -$3M -124,261 -30%
GSF
123
Grove Street Fiduciary
New Hampshire
$7.06M -$20.5K -847 -0.3%
PAW
124
Plan A Wealth
Nebraska
$6.96M +$485K +20,045 +7%
RCA
125
Resonant Capital Advisors
Wisconsin
$6.92M +$524K +21,674 +8%

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.