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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
CP
276
Cumberland Partners
Ontario, Canada
$1.29M +$132K +5,425 +11%
GWWM
277
Great Waters Wealth Management
Minnesota
$1.28M -$38.5K -1,586 -3%
AWS
278
Atria Wealth Solutions
New York
$1.27M -$675K -27,772 -35%
SAI
279
Savvy Advisors Inc
New York
$1.26M -$78.6K -3,234 -6%
BCA
280
Bay Colony Advisors
Massachusetts
$1.26M +$1.26M +51,676 New
UAG
281
United Advisor Group
Ohio
$1.26M +$1.25M +51,652 New
BFA
282
Beacon Financial Advisory
Ohio
$1.25M +$10.8K +445 +0.9%
AFP
283
Ausdal Financial Partners
Iowa
$1.25M -$681K -28,043 -35%
DA
284
Dover Advisors
Virginia
$1.24M -$1.45M -59,735 -54%
TVAMP
285
Tennessee Valley Asset Management Partners
Tennessee
$1.24M -$42.1K -1,733 -3%
KF
286
K2 Financial
California
$1.23M -$35.5K -1,462 -3%
SFA
287
Sequoia Financial Advisors
Ohio
$1.22M -$193K -7,949 -14%
VC
288
Veery Capital
Delaware
$1.22M -$996 -41 -0.1%
FIB
289
First Interstate Bank
Montana
$1.2M
CCFCSB
290
Cape Cod Five Cents Savings Bank
Massachusetts
$1.2M
FVWA
291
Foster Victor Wealth Advisors
South Carolina
$1.18M -$89.2K -3,673 -7%
VA
292
Vident Advisory
Georgia
$1.18M -$680 -28 -0.1%
AC
293
Avestar Capital
New York
$1.17M
LK
294
Lumbard & Kellner
New Hampshire
$1.14M -$163K -6,716 -13%
EFG
295
Ethos Financial Group
Pennsylvania
$1.12M +$889K +36,592 +394%
AW
296
Alteri Wealth
California
$1.12M +$91.6K +3,770 +9%
AWMG
297
Alliance Wealth Management Group
New Jersey
$1.11M -$2.75K -113 -0.2%
TCM
298
Towercrest Capital Management
Pennsylvania
$1.11M -$2.75K -113 -0.2%
VCM
299
Versant Capital Management
Arizona
$1.11M +$134K +5,517 +14%
PWM
300
Pines Wealth Management
North Carolina
$1.09M +$69.5K +2,859 +7%

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.