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Schwab Short-Term US Treasury ETF

696 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 77 funds opening new positions, 297 increasing their positions, 239 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 51

24% more repeat investments, than reductions

Existing positions increased: 297 | Existing positions reduced: 239

2% more funds holding

Funds holding: 682696 (+14)

3% less capital invested

Capital invested by funds: $8.01B → $7.78B (-$229M)

2.4% less ownership

Funds ownership: 67.56%65.16% (-2.4%)

4% less funds holding in top 10

Funds holding in top 10: 5452 (-2)

Holders
696
Holders Change
+14
Holders Change %
+2.05%
% of All Funds
8.52%
Holding in Top 10
52
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.7%
% of All Funds
0.64%
New
77
Increased
297
Reduced
239
Closed
51
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$2.69B -$287M -11,783,851 -10%
JP Morgan Chase
2
JP Morgan Chase
New York
$593M +$81.8M +3,361,687 +16%
SEI Investments
3
SEI Investments
Pennsylvania
$406M -$45.3M -1,859,555 -10%
Ameriprise
4
Ameriprise
Minnesota
$363M -$86.4M -3,549,871 -19%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$186M +$4.83M +198,621 +3%
Stifel Financial
6
Stifel Financial
Missouri
$154M +$8.06M +331,139 +5%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$99.6M +$5.55M +227,884 +6%
MFT
8
Moisand Fitzgerald Tamayo
Florida
$95.2M +$6.1M +250,417 +7%
Wealth Enhancement Advisory Services
9
Wealth Enhancement Advisory Services
Minnesota
$82.5M +$5.64M +231,762 +7%
State Street
10
State Street
Massachusetts
$75.2M
Wealthfront Advisers
11
Wealthfront Advisers
California
$72.3M -$26.7M -1,098,731 -27%
MA
12
MCF Advisors
Kentucky
$66.9M +$1.07M +43,767 +2%
BSB
13
Bangor Savings Bank
Maine
$62.5M +$3.24M +133,105 +5%
LPL Financial
14
LPL Financial
California
$56.4M +$14.5M +596,186 +34%
Wells Fargo
15
Wells Fargo
California
$55.9M +$3.58M +146,913 +7%
FFG
16
Fiduciary Financial Group
California
$52.8M +$5.47M +224,689 +12%
LA
17
LVW Advisors
New York
$51.3M +$992K +40,751 +2%
MFG
18
Merit Financial Group
Georgia
$49.9M +$4.1M +168,337 +9%
TCM
19
TruNorth Capital Management
Michigan
$47.7M +$640K +26,303 +1%
Morgan Stanley
20
Morgan Stanley
New York
$45.8M +$8.63M +354,669 +23%
MT
21
Midwest Trust
Kansas
$44.8M +$12.7M +523,622 +40%
UBS Group
22
UBS Group
Switzerland
$44.2M +$17.1M +702,153 +63%
FCA
23
FLC Capital Advisors
California
$41.7M +$2.18M +89,613 +6%
Cerity Partners
24
Cerity Partners
New York
$41.1M -$10.2M -417,878 -20%
HPA
25
High Probability Advisors
New York
$40.8M +$5.2M +213,719 +15%

SCHO Hedge Fund Activity: Q1 2026 in Review

696 of the 8,172 institutional investors tracked by Wall St. Rank reported a position in Schwab Short-Term US Treasury ETF (SCHO) for Q1 2026, worth a combined $7.78B — down 2.9% from $8.01B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new SCHO positions and 51 closed out — a net gain of 26 holders — while 297 added to existing stakes and 239 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $81.8M. The largest seller was Bank of America, cutting an estimated $287M.

  • 696 institutional investors held Schwab Short-Term US Treasury ETF (SCHO) as of Q1 2026, up from 682 in Q4 2025.
  • Funds reported $7.78B of Schwab Short-Term US Treasury ETF stock for Q1 2026, down 2.9% quarter-over-quarter.
  • 77 funds opened new Schwab Short-Term US Treasury ETF positions in Q1 2026 and 51 closed out, a net change of +26 holders.
  • The largest Schwab Short-Term US Treasury ETF buyer in Q1 2026 was JP Morgan Chase, an estimated $81.8M added.
  • The largest Schwab Short-Term US Treasury ETF seller in Q1 2026 was Bank of America, an estimated $287M sold.

Based on aggregated 13F filings for Q1 2026.