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Schwab Short-Term US Treasury ETF

641 hedge funds and large institutions have $7.47B invested in Schwab Short-Term US Treasury ETF in 2025 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 268 increasing their positions, 230 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

170% more call options, than puts

Call options by funds: $2.53M | Put options by funds: $935K

43% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 51

17% more repeat investments, than reductions

Existing positions increased: 268 | Existing positions reduced: 230

10% more funds holding in top 10

Funds holding in top 10: 4853 (+5)

1% more funds holding

Funds holding: 632641 (+9)

5.03% less ownership

Funds ownership: 75.11%70.08% (-5%)

25% less capital invested

Capital invested by funds: $9.94B → $7.47B (-$2.47B)

Holders
641
Holders Change
+9
Holders Change %
+1.42%
% of All Funds
8.59%
Holding in Top 10
53
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+10.42%
% of All Funds
0.71%
New
73
Increased
268
Reduced
230
Closed
51
Calls
$2.53M
Puts
$935K
Net Calls
+$1.59M
Net Calls Change
+$1.31M
Name Holding Trade Value Shares
Change
Change in
Stake
FIM
226
Freedom Investment Management
Connecticut
$1.73M -$84.1K -3,472 -5%
PCIA
227
Prime Capital Investment Advisors
Kansas
$1.72M +$79.2K +3,270 +5%
PS
228
Principal Securities
Iowa
$1.7M
CCM
229
Coldstream Capital Management
Washington
$1.7M
AI
230
Atria Investments
North Carolina
$1.69M -$1.6M -66,113 -49%
MFG
231
Mendota Financial Group
Wisconsin
$1.67M -$942K -38,909 -36%
PAG
232
Private Advisor Group
New Jersey
$1.67M -$1.07M -44,179 -39%
NWMG
233
National Wealth Management Group
Ohio
$1.65M +$305K +12,588 +23%
DBRC
234
D.B. Root & Company
Pennsylvania
$1.63M +$198K +8,161 +14%
CFGSD
235
Compass Financial Group (South Dakota)
South Dakota
$1.55M +$411K +16,982 +36%
BRIA
236
Balanced Rock Investment Advisors
Massachusetts
$1.54M +$23.4K +965 +2%
BAM
237
Belpointe Asset Management
Nevada
$1.52M +$621K +25,644 +70%
Koshinski Asset Management
238
Koshinski Asset Management
Illinois
$1.51M -$30.2K -1,249 -2%
Cerity Partners
239
Cerity Partners
New York
$1.5M +$51.3K +2,118 +4%
PAW
240
Plan A Wealth
Nebraska
$1.47M +$1.46M +60,260 New
FPAS
241
Focus Partners Advisor Solutions
Missouri
$1.46M +$27.8K +1,147 +2%
FCH
242
Freestone Capital Holdings
Washington
$1.45M -$25.9K -1,068 -2%
SFA
243
Sequoia Financial Advisors
Ohio
$1.42M +$567K +23,401 +67%
SIP
244
Sellwood Investment Partners
Oregon
$1.41M -$319K -13,157 -18%
EWM
245
Evermay Wealth Management
Virginia
$1.41M -$882K -36,441 -39%
ATI
246
ARK & TLK Investments
Oklahoma
$1.39M +$32.3K +1,333 +2%
WA
247
Win Advisors
Florida
$1.38M +$923K +38,134 +204%
Bank of Montreal
248
Bank of Montreal
Ontario, Canada
$1.38M +$1.34M +55,252 +3,913%
DG
249
DMC Group
Alabama
$1.37M +$141K +5,814 +11%
DPI
250
Diversified Portfolios Inc
Michigan
$1.37M +$962K +39,711 +238%

SCHO Hedge Fund Activity: Q1 2025 in Review

641 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Schwab Short-Term US Treasury ETF (SCHO) for Q1 2025, worth a combined $7.47B — down 25% from $9.94B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new SCHO positions and 51 closed out — a net gain of 22 holders — while 268 added to existing stakes and 230 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $35.1M. The largest seller was Bank of America, cutting an estimated $1.26B.

  • 641 institutional investors held Schwab Short-Term US Treasury ETF (SCHO) as of Q1 2025, up from 632 in Q4 2024.
  • Funds reported $7.47B of Schwab Short-Term US Treasury ETF stock for Q1 2025, down 25% quarter-over-quarter.
  • 73 funds opened new Schwab Short-Term US Treasury ETF positions in Q1 2025 and 51 closed out, a net change of +22 holders.
  • The largest Schwab Short-Term US Treasury ETF buyer in Q1 2025 was Renaissance Technologies, an estimated $35.1M added.
  • The largest Schwab Short-Term US Treasury ETF seller in Q1 2025 was Bank of America, an estimated $1.26B sold.

Based on aggregated 13F filings for Q1 2025.