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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
8.7%
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
Bank of America
1
Bank of America
North Carolina
$2.74B +$68.1M +2,818,488 +3%
JP Morgan Chase
2
JP Morgan Chase
New York
$536M -$55M -2,276,845 -9%
Ameriprise
3
Ameriprise
Minnesota
$470M +$100M +4,142,104 +27%
SEI Investments
4
SEI Investments
Pennsylvania
$420M +$15.7M +648,099 +4%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$320M +$135M +5,577,503 +73%
AllianceBernstein
6
AllianceBernstein
Tennessee
$151M +$134M +5,535,967 +823%
Stifel Financial
7
Stifel Financial
Missouri
$134M -$19.5M -808,659 -13%
MA
8
MCF Advisors
Kentucky
$107M +$40.5M +1,676,213 +61%
LPL Financial
9
LPL Financial
California
$105M +$49M +2,027,374 +87%
Wealth Enhancement Advisory Services
10
Wealth Enhancement Advisory Services
Minnesota
$98.6M +$16.6M +685,914 +20%
MFT
11
Moisand Fitzgerald Tamayo
Florida
$98.5M +$3.9M +161,415 +4%
Wells Fargo
12
Wells Fargo
California
$86.3M +$30.7M +1,269,290 +55%
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$85.7M -$13.4M -553,153 -13%
Wealthfront Advisers
14
Wealthfront Advisers
California
$71.9M +$41.8K +1,730 +0.1%
BSB
15
Bangor Savings Bank
Maine
$66.6M +$4.4M +181,853 +7%
UBS Group
16
UBS Group
Switzerland
$61.9M +$17.9M +741,619 +41%
MT
17
Midwest Trust
Kansas
$61.2M +$16.6M +687,327 +37%
MFG
18
Merit Financial Group
Georgia
$59M +$9.29M +384,453 +19%
FFG
19
Fiduciary Financial Group
California
$55.6M +$3.1M +128,147 +6%
LA
20
LVW Advisors
New York
$52.7M +$1.69M +69,861 +3%
TCM
21
TruNorth Capital Management
Michigan
$51M +$3.56M +147,440 +8%
FCA
22
FLC Capital Advisors
California
$45M +$3.48M +144,087 +8%
MML Investors Services
23
MML Investors Services
Massachusetts
$44.7M +$34.6M +1,432,166 +343%
Morgan Stanley
24
Morgan Stanley
New York
$43.7M -$1.84M -76,233 -4%
HPA
25
High Probability Advisors
New York
$42.5M +$1.84M +76,007 +5%

SCHO Hedge Fund Activity: Q2 2026 in Review

719 of the 8,264 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.