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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
SWM
201
SigFig Wealth Management
California
$2.94M +$389 +16 +0%
William Blair & Company
202
William Blair & Company
Illinois
$2.93M +$56.3K +2,314 +2%
SAP
203
Strategic Advisory Partners
North Carolina
$2.91M +$2.92M +119,987 New
AIA
204
Aventus Investment Advisors
Florida
$2.88M -$139K -5,727 -5%
WA
205
WBH Advisory
Maryland
$2.86M -$127K -5,223 -4%
AAS
206
Asset Allocation Strategies
Michigan
$2.86M +$158K +6,507 +6%
VA
207
VestGen Advisors
Illinois
$2.85M -$830K -34,108 -22%
BIM
208
Breakwater Investment Management
Washington
$2.81M -$48.4K -1,988 -2%
SP
209
Sherman Porfolios
Idaho
$2.8M +$456K +18,726 +19%
NFTC
210
North Forty Two & Co
Oregon
$2.8M -$2.56K -105 -0.1%
WWM
211
WT Wealth Management
Arizona
$2.78M -$150K -6,169 -5%
PRS
212
Pinkerton Retirement Specialists
Idaho
$2.75M -$66.6K -2,738 -2%
NWMG
213
National Wealth Management Group
Ohio
$2.73M +$63.6K +2,611 +2%
VCM
214
Versant Capital Management
Arizona
$2.72M +$256K +10,505 +10%
GS
215
GTS Securities
New York
$2.69M +$2.7M +110,957 New
GCG
216
Gilbert Capital Group
Maine
$2.62M -$35.6K -1,463 -1%
BRPW
217
Ballast Rock Private Wealth
South Carolina
$2.61M +$775K +31,857 +42%
LA
218
Lifeworks Advisors
Michigan
$2.6M -$323K -13,270 -11%
Rockefeller Capital Management
219
Rockefeller Capital Management
New York
$2.6M -$214K -8,786 -8%
XPN
220
XY Planning Network
Montana
$2.58M +$318K +13,053 +14%
EF
221
Elite Financial
Idaho
$2.57M -$77K -3,165 -3%
DFC
222
DBK Financial Counsel
Ohio
$2.54M -$44.3K -1,818 -2%
VA
223
Valmark Advisers
Ohio
$2.53M +$513K +21,059 +25%
Lido Advisors
224
Lido Advisors
California
$2.51M -$1.97M -81,036 -44%
Jones Financial Companies
225
Jones Financial Companies
Missouri
$2.49M +$513K +21,082 +26%