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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
DA
176
Dover Advisors
Virginia
$3.47M -$335K -13,748 -9%
GHA
177
GW Henssler & Associates
Georgia
$3.41M -$435K -17,865 -11%
PCIA
178
Prime Capital Investment Advisors
Kansas
$3.35M +$625K +25,658 +23%
Commonwealth Equity Services
179
Commonwealth Equity Services
Massachusetts
$3.33M -$247K -10,131 -7%
GI
180
GLOBALT Investments
Georgia
$3.3M +$1.08M +44,257 +48%
BEI
181
Benjamin Edwards Inc
Missouri
$3.27M +$165K +6,779 +5%
WHCI
182
W.H. Cornerstone Investments
Massachusetts
$3.24M +$168K +6,917 +5%
JBW
183
Journey Beyond Wealth
Georgia
$3.23M -$94K -3,860 -3%
CVM
184
Cheviot Value Management
California
$3.22M +$190K +7,813 +6%
BI
185
Beckerman Institutional
New Jersey
$3.19M +$124K +5,104 +4%
BCM
186
Brookstone Capital Management
Illinois
$3.14M -$286K -11,746 -8%
HWMC
187
Heritage Wealth Management (California)
California
$3.13M +$1.27M +52,000 +68%
GLR
188
Great Lakes Retirement
Ohio
$3.11M +$288K +11,837 +10%
SWP
189
SIMA Wealth Partners
Virginia
$3.1M -$670K -27,506 -18%
TFA
190
TrustWell Financial Advisors
Florida
$3.1M +$53.7K +2,208 +2%
IRP
191
Investment Research Partners
Pennsylvania
$3.1M +$402K +16,500 +15%
DWM
192
Dakota Wealth Management
Florida
$3.07M -$232K -9,537 -7%
KPWS
193
Kestra Private Wealth Services
Texas
$3.06M -$157K -6,466 -5%
AF
194
Allworth Financial
California
$3.03M -$293K -12,038 -9%
RWM
195
Rialto Wealth Management
New York
$3.03M +$1.77M +72,524 +139%
PNC
196
Park National Corp
Ohio
$3M +$2.1M +86,330 +231%
MAM
197
McLean Asset Management
Virginia
$3M +$15.5K +636 +0.5%
ES
198
ETF Store
Kansas
$2.98M +$101K +4,131 +3%
LPAM
199
Lodestar Private Asset Management
California
$2.96M +$96.5K +3,964 +3%
VCA
200
Verdence Capital Advisors
Maryland
$2.95M -$145K -5,973 -5%