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Schwab Short-Term US Treasury ETF

654 hedge funds and large institutions have $7.7B invested in Schwab Short-Term US Treasury ETF in 2025 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 271 increasing their positions, 240 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more call options, than puts

Call options by funds: $2.4M | Put options by funds: $1.71M

38% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 50

13% more repeat investments, than reductions

Existing positions increased: 271 | Existing positions reduced: 240

2% more funds holding

Funds holding: 641654 (+13)

3% more capital invested

Capital invested by funds: $7.47B → $7.7B (+$237M)

0.2% less ownership

Funds ownership: 70.08%69.88% (-0.2%)

2% less funds holding in top 10

Funds holding in top 10: 5352 (-1)

Holders
654
Holders Change
+13
Holders Change %
+2.03%
% of All Funds
8.61%
Holding in Top 10
52
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.89%
% of All Funds
0.68%
New
69
Increased
271
Reduced
240
Closed
50
Calls
$2.4M
Puts
$1.71M
Net Calls
+$690K
Net Calls Change
-$904K
Name Holding Trade Value Shares
Change
Change in
Stake
JWS
226
Juncture Wealth Strategies
Arizona
$2.12M -$96K -3,950 -4%
MWM
227
MBE Wealth Management
Wisconsin
$2.12M +$345K +14,211 +20%
JCIA
228
Jackson Creek Investment Advisors
Colorado
$2.1M -$34.1K -1,405 -2%
TLFA
229
True Link Financial Advisors
California
$2.09M +$854K +35,162 +70%
MFG
230
Mainsail Financial Group
Washington
$2.06M +$2.06M +84,948 New
WCFA
231
Walkner Condon Financial Advisors
Wisconsin
$2.01M -$904K -37,209 -31%
WHCI
232
W.H. Cornerstone Investments
Massachusetts
$1.99M +$1.98M +81,584 New
BOM
233
Bank of Marin
California
$1.99M -$109K -4,480 -5%
TSS
234
Two Sigma Securities
New York
$1.95M +$1.45M +59,787 +294%
CIR
235
Clear Investment Research
Georgia
$1.91M +$44K +1,809 +2%
FPAS
236
Focus Partners Advisor Solutions
Missouri
$1.9M +$432K +17,767 +30%
OFS
237
OneAscent Financial Services
Alabama
$1.89M +$897K +36,905 +91%
Lido Advisors
238
Lido Advisors
California
$1.88M +$4.25K +175 +0.2%
PGAM
239
Princeton Global Asset Management
New Jersey
$1.87M -$3.45K -142 -0.2%
DG
240
DMC Group
Alabama
$1.86M +$488K +20,072 +36%
PAG
241
Private Advisor Group
New Jersey
$1.82M +$155K +6,365 +9%
NWMG
242
National Wealth Management Group
Ohio
$1.81M +$154K +6,321 +9%
FWM
243
Forza Wealth Management
Florida
$1.8M
BCM
244
Birmingham Capital Management
Alabama
$1.78M -$729K -30,000 -29%
SA
245
Sanctuary Advisors
Indiana
$1.75M +$381K +15,680 +28%
JWM
246
JFG Wealth Management
Colorado
$1.74M -$149K -6,129 -8%
AWM
247
Apollon Wealth Management
South Carolina
$1.72M +$1.72M +70,650 New
GRP
248
Global Retirement Partners
California
$1.67M +$1.67M +68,645 New
FIM
249
Freedom Investment Management
Connecticut
$1.66M -$68.7K -2,826 -4%
CA
250
Calton & Associates
Florida
$1.64M -$1.27M -52,381 -44%

SCHO Hedge Fund Activity: Q2 2025 in Review

654 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Schwab Short-Term US Treasury ETF (SCHO) for Q2 2025, worth a combined $7.7B — up 3.2% from $7.47B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new SCHO positions and 50 closed out — a net gain of 19 holders — while 271 added to existing stakes and 240 trimmed.

The largest buyer was Cerity Partners, adding an estimated $77.9M. The largest seller was Renaissance Technologies, cutting an estimated $47.3M.

  • 654 institutional investors held Schwab Short-Term US Treasury ETF (SCHO) as of Q2 2025, up from 641 in Q1 2025.
  • Funds reported $7.7B of Schwab Short-Term US Treasury ETF stock for Q2 2025, up 3.2% quarter-over-quarter.
  • 69 funds opened new Schwab Short-Term US Treasury ETF positions in Q2 2025 and 50 closed out, a net change of +19 holders.
  • The largest Schwab Short-Term US Treasury ETF buyer in Q2 2025 was Cerity Partners, an estimated $77.9M added.
  • The largest Schwab Short-Term US Treasury ETF seller in Q2 2025 was Renaissance Technologies, an estimated $47.3M sold.

Based on aggregated 13F filings for Q2 2025.