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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
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%

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.