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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
WA
201
WBH Advisory
Maryland
$2.86M
AAS
202
Asset Allocation Strategies
Michigan
$2.86M
VA
203
VestGen Advisors
Illinois
$2.85M
BIM
204
Breakwater Investment Management
Washington
$2.81M
SP
205
Sherman Porfolios
Idaho
$2.8M
NFTC
206
North Forty Two & Co
Oregon
$2.8M
WWM
207
WT Wealth Management
Arizona
$2.78M
PRS
208
Pinkerton Retirement Specialists
Idaho
$2.75M
NWMG
209
National Wealth Management Group
Ohio
$2.73M
VCM
210
Versant Capital Management
Arizona
$2.72M
GS
211
GTS Securities
New York
$2.69M
GCG
212
Gilbert Capital Group
Maine
$2.62M
BRPW
213
Ballast Rock Private Wealth
South Carolina
$2.61M
LA
214
Lifeworks Advisors
Michigan
$2.6M
Rockefeller Capital Management
215
Rockefeller Capital Management
New York
$2.6M
XPN
216
XY Planning Network
Montana
$2.58M
EF
217
Elite Financial
Idaho
$2.57M
VA
218
Valmark Advisers
Ohio
$2.53M
Lido Advisors
219
Lido Advisors
California
$2.51M
Jones Financial Companies
220
Jones Financial Companies
Missouri
$2.49M
TWP
221
Triad Wealth Partners
Kansas
$2.47M
SSWM
222
Sheets Smith Wealth Management
North Carolina
$2.44M
CIC
223
Carnegie Investment Counsel
Ohio
$2.41M
HI
224
Harbour Investments
Wisconsin
$2.41M
PGAM
225
Princeton Global Asset Management
New Jersey
$2.24M