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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
SPL
301
Smart Portfolios LLC
Washington
$949K
SWP
302
Stratos Wealth Partners
Ohio
$943K +$57.2K +2,363 +6%
UCFA
303
United Capital Financial Advisors
Texas
$935K +$109K +4,490 +13%
SAM
304
Sherman Asset Management
California
$934K +$89.3K +3,689 +11%
CWM
305
Congress Wealth Management
Massachusetts
$930K -$88.9K -3,673 -9%
EF
306
Elite Financial
Idaho
$925K +$921K +38,025 New
EWM
307
Elmwood Wealth Management
California
$925K -$243K -10,038 -21%
Jones Financial Companies
308
Jones Financial Companies
Missouri
$916K +$168K +6,956 +23%
BSTWA
309
Blake Schutter Theil Wealth Advisors
Ohio
$895K -$17.5K -722 -2%
TF
310
Trek Financial
Arizona
$892K +$443K +18,313 +100%
TCM
311
TT Capital Management
California
$884K -$33.9K -1,400 -4%
FIC
312
Family Investment Center
Missouri
$878K +$24K +990 +3%
AWS
313
Arkfeld Wealth Strategies
Nebraska
$859K -$1.04K -43 -0.1%
SPF
314
South Plains Financial
Texas
$857K
BWP
315
Balboa Wealth Partners
Arizona
$851K +$847K +34,976 New
CIC
316
Chilton Investment Company
Connecticut
$832K -$26.6K -1,100 -3%
WFA
317
Websterrogers Financial Advisors
South Carolina
$832K +$5.81K +240 +0.7%
PS
318
Planned Solutions
California
$829K +$9.56K +395 +1%
EWA
319
EverSource Wealth Advisors
Alabama
$824K -$429K -17,700 -34%
TWP
320
Tempus Wealth Planning
California
$822K +$31K +1,279 +4%
VFPW
321
Vantage Financial Partners (Wisconsin)
Wisconsin
$809K -$567K -23,426 -41%
PP
322
PrairieView Partners
Minnesota
$808K -$245K -10,106 -23%
CA
323
Cambridge Advisors
Nebraska
$799K
KCIC
324
Kuhn & Co Investment Counsel
Illinois
$795K -$44.2K -1,825 -5%
CBA
325
Coastal Bridge Advisors
Connecticut
$775K +$771K +31,835 New

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.