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Schwab Short-Term US Treasury ETF

682 hedge funds and large institutions have $7.75B invested in Schwab Short-Term US Treasury ETF in 2026 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 294 increasing their positions, 235 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
682
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
51
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CW
126
CreativeOne Wealth
Kansas
$6.52M
BlackRock
127
BlackRock
New York
$6.45M
RTL
128
Red Tortoise LLC
Georgia
$6.43M
RCA
129
Resonant Capital Advisors
Wisconsin
$6.43M
IWC
130
Integrated Wealth Concepts
Massachusetts
$6.27M
Cambridge Investment Research Advisors
131
Cambridge Investment Research Advisors
Iowa
$6.24M
PS
132
Principal Securities
Iowa
$6.04M
CCWA
133
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$5.95M
ATI
134
Act Two Investors
California
$5.89M
HCM
135
Hutchinson Capital Management
California
$5.84M
AC
136
Apella Capital
Connecticut
$5.83M
EK
137
Evensky & Katz
Florida
$5.65M
FF
138
Farrow Financial
Vermont
$5.59M
CB
139
Commerce Bank
Missouri
$5.57M
HWM
140
HB Wealth Management
Georgia
$5.5M
ICM
141
Islay Capital Management
Texas
$5.42M
SP
142
Successful Portfolios
Florida
$5.41M
DAS
143
Dynamic Advisor Solutions
Arizona
$5.35M
Truist Financial
144
Truist Financial
North Carolina
$5.35M
VFS
145
Valpey Financial Services
New Hampshire
$5.29M
SF
146
Summit Financial
New Jersey
$5.27M
TRCT
147
Tower Research Capital (TRC)
New York
$5.24M
MWM
148
Maltin Wealth Management
New Jersey
$5.15M
MB
149
MidFirst Bank
Oklahoma
$5.07M
KA
150
Kovack Advisors
Florida
$5.02M