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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
Jane Street
126
Jane Street
New York
$6.66M +$6.68M +274,548 New
PAW
127
Plan A Wealth
Nebraska
$6.52M +$611K +25,098 +10%
CW
128
CreativeOne Wealth
Kansas
$6.52M +$5.91M +242,798 +946%
BlackRock
129
BlackRock
New York
$6.45M +$1.62M +66,580 +33%
RTL
130
Red Tortoise LLC
Georgia
$6.43M +$862K +35,432 +15%
RCA
131
Resonant Capital Advisors
Wisconsin
$6.43M -$9.89M -406,247 -61%
IWC
132
Integrated Wealth Concepts
Massachusetts
$6.27M +$2.85M +117,062 +83%
Cambridge Investment Research Advisors
133
Cambridge Investment Research Advisors
Iowa
$6.24M +$401K +16,473 +7%
PS
134
Principal Securities
Iowa
$6.04M +$449K +18,451 +8%
CCWA
135
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$5.95M +$2.24M +91,939 +60%
ATI
136
Act Two Investors
California
$5.89M -$1.05M -43,306 -15%
HCM
137
Hutchinson Capital Management
California
$5.84M +$1.74M +71,335 +42%
AC
138
Apella Capital
Connecticut
$5.83M -$509K -20,925 -8%
EK
139
Evensky & Katz
Florida
$5.65M -$460K -18,883 -7%
FF
140
Farrow Financial
Vermont
$5.59M -$29.4K -1,206 -0.5%
CB
141
Commerce Bank
Missouri
$5.57M -$445K -18,300 -7%
HWM
142
HB Wealth Management
Georgia
$5.5M +$45.1K +1,852 +0.8%
ICM
143
Islay Capital Management
Texas
$5.42M +$696K +28,603 +15%
SP
144
Successful Portfolios
Florida
$5.41M +$155K +6,354 +3%
DAS
145
Dynamic Advisor Solutions
Arizona
$5.35M -$166K -6,806 -3%
Truist Financial
146
Truist Financial
North Carolina
$5.35M -$15.2M -625,313 -74%
VFS
147
Valpey Financial Services
New Hampshire
$5.29M +$61.1K +2,511 +1%
SF
148
Summit Financial
New Jersey
$5.27M +$1.06M +43,403 +25%
TRCT
149
Tower Research Capital (TRC)
New York
$5.24M +$5.24M +215,209 +38,987%
MWM
150
Maltin Wealth Management
New Jersey
$5.15M +$105K +4,300 +2%