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Schwab Short-Term US Treasury ETF

682 hedge funds and large institutions have $7.75B invested in Schwab Short-Term US Treasury ETF in 2026 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 294 increasing their positions, 235 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
682
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
GI
176
GLOBALT Investments
Georgia
$3.3M
BEI
177
Benjamin Edwards Inc
Missouri
$3.27M
WHCI
178
W.H. Cornerstone Investments
Massachusetts
$3.24M
JBW
179
Journey Beyond Wealth
Georgia
$3.23M
CVM
180
Cheviot Value Management
California
$3.22M
BI
181
Beckerman Institutional
New Jersey
$3.19M
BCM
182
Brookstone Capital Management
Illinois
$3.14M
HWMC
183
Heritage Wealth Management (California)
California
$3.13M
GLR
184
Great Lakes Retirement
Ohio
$3.11M
SWP
185
SIMA Wealth Partners
Virginia
$3.1M
TFA
186
TrustWell Financial Advisors
Florida
$3.1M
IRP
187
Investment Research Partners
Pennsylvania
$3.1M
DWM
188
Dakota Wealth Management
Florida
$3.07M
KPWS
189
Kestra Private Wealth Services
Texas
$3.06M
AF
190
Allworth Financial
California
$3.03M
RWM
191
Rialto Wealth Management
New York
$3.03M
PNC
192
Park National Corp
Ohio
$3M
MAM
193
McLean Asset Management
Virginia
$3M
ES
194
ETF Store
Kansas
$2.98M
LPAM
195
Lodestar Private Asset Management
California
$2.96M
VCA
196
Verdence Capital Advisors
Maryland
$2.95M
SWM
197
SigFig Wealth Management
California
$2.94M
William Blair & Company
198
William Blair & Company
Illinois
$2.93M
SAP
199
Strategic Advisory Partners
North Carolina
$2.91M
AIA
200
Aventus Investment Advisors
Florida
$2.88M