We are live on ! Find out more
SCHO icon

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
MB
151
MidFirst Bank
Oklahoma
$5.07M +$383K +15,724 +8%
KA
152
Kovack Advisors
Florida
$5.02M +$5.05M +207,440 New
CWMS
153
CFG Wealth Management Services
Indiana
$4.96M +$72.9K +2,993 +1%
SHGA
154
Sand Hill Global Advisors
California
$4.9M
ISWM
155
Independent Solutions Wealth Management
New York
$4.86M +$44.4K +1,825 +0.9%
BIA
156
Bigelow Investment Advisors
Maine
$4.8M -$91.2K -3,746 -2%
SG
157
Sankala Group
Colorado
$4.76M +$73.9K +3,036 +2%
CCA
158
Clearwater Capital Advisors
Illinois
$4.72M -$8.71M -357,738 -65%
PK
159
Pflug Koory
Nebraska
$4.65M +$130K +5,330 +3%
HighTower Advisors
160
HighTower Advisors
Illinois
$4.61M -$5.19M -213,033 -53%
HI
161
Harrington Investments
California
$4.43M +$20.1K +824 +0.5%
CKAIS
162
Christensen King & Associates Investment Services
Washington
$4.41M +$196K +8,072 +5%
MSG
163
Main Street Group
Virginia
$4.4M -$1.11M -45,605 -20%
AIS
164
American Investment Services
Massachusetts
$4.39M +$434K +17,846 +11%
SG
165
StoneX Group
New York
$4.27M +$4.04M +165,827 +1,609%
WAM
166
WNY Asset Management
New York
$4.24M +$4.25M +174,656 New
CHJWM
167
Carlton Hofferkamp & Jenks Wealth Management
Texas
$4.22M -$220K -9,048 -5%
CWA
168
Cornerstone Wealth Advisors
Minnesota
$4.14M +$545K +22,393 +15%
EFH
169
Eaton Financial Holdings
Florida
$3.93M -$427K -17,554 -10%
NP
170
NorthRock Partners
Minnesota
$3.72M +$72.1K +2,963 +2%
LTL
171
Lowery Thomas LLC
California
$3.7M +$386K +15,866 +12%
JFGLC
172
Johnson Financial Group LLC (Colorado)
Colorado
$3.6M -$493K -20,241 -12%
CAG
173
Csenge Advisory Group
Florida
$3.56M +$345K +14,169 +11%
HCWM
174
Hidden Cove Wealth Management
Washington
$3.54M +$2.79M +114,416 +364%
NA
175
NewEdge Advisors
Louisiana
$3.52M +$394K +16,199 +13%