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Schwab Short-Term US Treasury ETF

690 hedge funds and large institutions have $7.76B invested in Schwab Short-Term US Treasury ETF in 2026 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 295 increasing their positions, 238 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
690
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
William Blair & Company
201
William Blair & Company
Illinois
$2.93M
SAP
202
Strategic Advisory Partners
North Carolina
$2.91M
AIA
203
Aventus Investment Advisors
Florida
$2.88M
WA
204
WBH Advisory
Maryland
$2.86M
AAS
205
Asset Allocation Strategies
Michigan
$2.86M
VA
206
VestGen Advisors
Illinois
$2.85M
BIM
207
Breakwater Investment Management
Washington
$2.81M
SP
208
Sherman Porfolios
Idaho
$2.8M
NFTC
209
North Forty Two & Co
Oregon
$2.8M
WWM
210
WT Wealth Management
Arizona
$2.78M
PRS
211
Pinkerton Retirement Specialists
Idaho
$2.75M
NWMG
212
National Wealth Management Group
Ohio
$2.73M
VCM
213
Versant Capital Management
Arizona
$2.72M
GS
214
GTS Securities
New York
$2.69M
GCG
215
Gilbert Capital Group
Maine
$2.62M
BRPW
216
Ballast Rock Private Wealth
South Carolina
$2.61M
LA
217
Lifeworks Advisors
Michigan
$2.6M
Rockefeller Capital Management
218
Rockefeller Capital Management
New York
$2.6M
XPN
219
XY Planning Network
Montana
$2.58M
EF
220
Elite Financial
Idaho
$2.57M
DFC
221
DBK Financial Counsel
Ohio
$2.54M
VA
222
Valmark Advisers
Ohio
$2.53M
Lido Advisors
223
Lido Advisors
California
$2.51M
Jones Financial Companies
224
Jones Financial Companies
Missouri
$2.49M
TWP
225
Triad Wealth Partners
Kansas
$2.47M