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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
8.69%
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
BPA
126
Beacon Pointe Advisors
California
$6.81M -$8.56K -354 -0.1%
FTS
127
Fifth Third Securities
Ohio
$6.28M -$1.82M -75,348 -22%
ATI
128
Act Two Investors
California
$6.18M +$325K +13,454 +6%
BW
129
BIP Wealth
Georgia
$6.18M +$6.19M +256,043 New
HCM
130
Hutchinson Capital Management
California
$6.13M +$322K +13,305 +6%
PS
131
Principal Securities
Iowa
$5.99M -$23.2K -961 -0.4%
AC
132
Apella Capital
Connecticut
$5.92M +$146K +6,030 +3%
Thrivent Financial for Lutherans
133
Thrivent Financial for Lutherans
Minnesota
$5.81M +$4.78M +197,833 +462%
WA
134
WBH Advisory
Maryland
$5.78M +$2.93M +121,323 +103%
VFS
135
Valpey Financial Services
New Hampshire
$5.7M +$441K +18,224 +8%
DAS
136
Dynamic Advisor Solutions
Arizona
$5.68M +$359K +14,842 +7%
CCWA
137
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$5.66M -$253K -10,448 -4%
SP
138
Successful Portfolios
Florida
$5.54M +$174K +7,218 +3%
FFN
139
Focus Financial Network
Minnesota
$5.52M -$1.65M -68,352 -23%
HWM
140
HB Wealth Management
Georgia
$5.45M -$23.7K -980 -0.4%
EK
141
Evensky & Katz
Florida
$5.38M -$243K -10,040 -4%
SF
142
Summit Financial
New Jersey
$5.38M +$141K +5,835 +3%
Focus Partners Wealth
143
Focus Partners Wealth
Massachusetts
$5.37M -$3.11M -128,595 -37%
ICM
144
Islay Capital Management
Texas
$5.3M -$87.8K -3,632 -2%
Goldman Sachs
145
Goldman Sachs
New York
$5.22M +$3.28M +135,747 +168%
CVM
146
Cheviot Value Management
California
$5.14M +$1.95M +80,476 +61%
BIA
147
Bigelow Investment Advisors
Maine
$4.99M +$210K +8,706 +4%
BlackRock
148
BlackRock
New York
$4.97M -$1.44M -59,594 -22%
CWMS
149
CFG Wealth Management Services
Indiana
$4.96M
SHGA
150
Sand Hill Global Advisors
California
$4.87M

SCHO Hedge Fund Activity: Q2 2026 in Review

719 of the 8,274 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.