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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
KF
276
Krilogy Financial
Missouri
$1.12M -$2.57K -106 -0.2%
LA
277
Lindenwold Advisors
Pennsylvania
$1.12M -$179K -7,378 -14%
TCM
278
Towercrest Capital Management
Pennsylvania
$1.12M -$26.2K -1,082 -2%
AWMG
279
Alliance Wealth Management Group
New Jersey
$1.12M -$6.78K -280 -0.6%
Corient Private Wealth
280
Corient Private Wealth
Florida
$1.07M -$627K -25,906 -37%
Envestnet Portfolio Solutions
281
Envestnet Portfolio Solutions
Illinois
$1.06M -$28K -1,157 -3%
BFG
282
Bleakley Financial Group
New Jersey
$1.03M -$151K -6,244 -13%
PWM
283
Pines Wealth Management
North Carolina
$1.03M -$283K -11,703 -22%
AW
284
Alteri Wealth
California
$1.02M +$274K +11,309 +37%
BFWM
285
Bright Futures Wealth Management
New York
$1.02M +$13.5K +559 +1%
KWM
286
Kingsview Wealth Management
Oregon
$1.02M +$60.4K +2,493 +6%
WG
287
Wealth Group
North Carolina
$1.02M +$227K +9,366 +29%
GFP
288
Guardian Financial Partners
California
$1.01M -$30K -1,239 -3%
LF
289
LifePlan Financial
Minnesota
$1.01M +$25.4K +1,048 +3%
ES
290
Eagle Strategies
New York
$1M +$162K +6,672 +19%
CFD
291
Creative Financial Designs
Indiana
$1M +$366K +15,119 +58%
SIG
292
Spinnaker Investment Group
California
$1M +$124K +5,103 +14%
JWCA
293
J.W. Cole Advisors
Florida
$996K +$194K +8,010 +24%
MA
294
McBroom & Associates
Nevada
$990K -$36.3K -1,498 -4%
OFS
295
OneAscent Financial Services
Alabama
$988K +$755K +31,174 +331%
VCWM
296
Vista Cima Wealth Management
Arizona
$983K +$80.4K +3,321 +9%
VCM
297
Versant Capital Management
Arizona
$974K +$559K +23,106 +137%
TCM
298
Twele Capital Management
Minnesota
$969K +$7.36K +304 +0.8%
CC
299
Commons Capital
Massachusetts
$964K +$959K +39,595 New
NRI
300
NFP Retirement Inc
California
$964K -$173K -7,150 -15%

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.