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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
CFA
201
Collaborative Fund Advisors
Nevada
$2.92M +$2.92M +120,994 New
SWP
202
SIMA Wealth Partners
Virginia
$2.92M -$171K -7,056 -6%
PRS
203
Pinkerton Retirement Specialists
Idaho
$2.88M +$144K +5,940 +5%
BWS
204
BFI Wealth Solutions
Texas
$2.88M +$2.89M +119,465 New
NFTC
205
North Forty Two & Co
Oregon
$2.85M +$64.1K +2,650 +2%
GHA
206
GW Henssler & Associates
Georgia
$2.84M -$544K -22,524 -16%
AAS
207
Asset Allocation Strategies
Michigan
$2.84M -$4.08K -169 -0.1%
VCA
208
Verdence Capital Advisors
Maryland
$2.84M -$97.4K -4,029 -3%
NWMG
209
National Wealth Management Group
Ohio
$2.83M +$111K +4,580 +4%
SA
210
Sanctuary Advisors
Indiana
$2.77M +$2.11M +87,369 +320%
SP
211
Sherman Porfolios
Idaho
$2.72M -$84.6K -3,499 -3%
Mariner
212
Mariner
Kansas
$2.71M -$4.55M -188,141 -63%
Lido Advisors
213
Lido Advisors
California
$2.7M +$204K +8,448 +8%
WHCI
214
W.H. Cornerstone Investments
Massachusetts
$2.69M -$530K -21,911 -16%
CFD
215
Creative Financial Designs
Indiana
$2.66M +$478K +19,770 +22%
BH
216
Burk Holdings
Oklahoma
$2.63M +$559K +23,144 +27%
GCM
217
Gambit Capital Management
Tennessee
$2.57M +$913K +37,764 +55%
XPN
218
XY Planning Network
Montana
$2.56M -$18.9K -784 -0.7%
FAM
219
Frontier Asset Management
Wyoming
$2.55M +$2.56M +105,764 New
VA
220
VestGen Advisors
Illinois
$2.55M -$299K -12,375 -10%
CCA
221
Clearwater Capital Advisors
Illinois
$2.53M -$2.16M -89,405 -46%
CIC
222
Carnegie Investment Counsel
Ohio
$2.47M +$77.8K +3,220 +3%
BRPW
223
Ballast Rock Private Wealth
South Carolina
$2.44M -$151K -6,235 -6%
AHC
224
Anderson Hoagland & Co
Missouri
$2.43M +$539K +22,316 +28%
LA
225
Lifeworks Advisors
Michigan
$2.38M -$206K -8,509 -8%

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.