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Schwab Short-Term US Treasury ETF

690 hedge funds and large institutions have $7.76B invested in Schwab Short-Term US Treasury ETF in 2026 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 295 increasing their positions, 238 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
690
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
PAW
126
Plan A Wealth
Nebraska
$6.52M
CW
127
CreativeOne Wealth
Kansas
$6.52M
BlackRock
128
BlackRock
New York
$6.45M
RTL
129
Red Tortoise LLC
Georgia
$6.43M
RCA
130
Resonant Capital Advisors
Wisconsin
$6.43M
IWC
131
Integrated Wealth Concepts
Massachusetts
$6.27M
Cambridge Investment Research Advisors
132
Cambridge Investment Research Advisors
Iowa
$6.24M
PS
133
Principal Securities
Iowa
$6.04M
CCWA
134
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$5.95M
ATI
135
Act Two Investors
California
$5.89M
HCM
136
Hutchinson Capital Management
California
$5.84M
AC
137
Apella Capital
Connecticut
$5.83M
EK
138
Evensky & Katz
Florida
$5.65M
FF
139
Farrow Financial
Vermont
$5.59M
CB
140
Commerce Bank
Missouri
$5.57M
HWM
141
HB Wealth Management
Georgia
$5.5M
ICM
142
Islay Capital Management
Texas
$5.42M
SP
143
Successful Portfolios
Florida
$5.41M
DAS
144
Dynamic Advisor Solutions
Arizona
$5.35M
Truist Financial
145
Truist Financial
North Carolina
$5.35M
VFS
146
Valpey Financial Services
New Hampshire
$5.29M
SF
147
Summit Financial
New Jersey
$5.27M
TRCT
148
Tower Research Capital (TRC)
New York
$5.24M
MWM
149
Maltin Wealth Management
New Jersey
$5.15M
MB
150
MidFirst Bank
Oklahoma
$5.07M