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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
BEI
176
Benjamin Edwards Inc
Missouri
$3.39M +$137K +5,666 +4%
William Blair & Company
177
William Blair & Company
Illinois
$3.37M +$457K +18,897 +16%
Commonwealth Equity Services
178
Commonwealth Equity Services
Massachusetts
$3.34M +$32.8K +1,357 +1%
GLR
179
Great Lakes Retirement
Ohio
$3.29M +$196K +8,093 +6%
PCIA
180
Prime Capital Investment Advisors
Kansas
$3.27M -$62.6K -2,589 -2%
VCM
181
Versant Capital Management
Arizona
$3.25M +$550K +22,772 +20%
PNC
182
Park National Corp
Ohio
$3.25M +$264K +10,933 +9%
TWP
183
Triad Wealth Partners
Kansas
$3.18M +$735K +30,425 +30%
BI
184
Beckerman Institutional
New Jersey
$3.16M -$21.2K -876 -0.7%
Jones Financial Companies
185
Jones Financial Companies
Missouri
$3.14M +$659K +27,243 +26%
GI
186
GLOBALT Investments
Georgia
$3.13M -$152K -6,288 -5%
ES
187
ETF Store
Kansas
$3.13M +$161K +6,657 +5%
JBW
188
Journey Beyond Wealth
Georgia
$3.11M -$95.3K -3,944 -3%
ES
189
Eagle Strategies
New York
$3.11M -$5.22M -216,017 -63%
KPWS
190
Kestra Private Wealth Services
Texas
$3.1M +$58.2K +2,408 +2%
RWM
191
Rialto Wealth Management
New York
$3.1M +$88.4K +3,659 +3%
TFA
192
TrustWell Financial Advisors
Florida
$3.09M +$10.3K +426 +0.3%
NP
193
NorthRock Partners
Minnesota
$3.09M -$610K -25,247 -16%
AF
194
Allworth Financial
California
$3.05M +$44.2K +1,827 +1%
HWMC
195
Heritage Wealth Management (California)
California
$3.02M -$96.7K -4,000 -3%
WWM
196
WT Wealth Management
Arizona
$3.01M +$239K +9,882 +9%
MAM
197
McLean Asset Management
Virginia
$2.98M
BCI
198
Blue Capital Inc
Nebraska
$2.98M +$2.98M +123,250 New
SWM
199
SigFig Wealth Management
California
$2.97M +$48.8K +2,017 +2%
LPAM
200
Lodestar Private Asset Management
California
$2.96M +$19.5K +805 +0.7%

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.