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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
GFP
301
Guardian Financial Partners
California
$1.07M +$49.7K +2,045 +5%
FAM
302
Frontier Asset Management
Wyoming
$1.06M -$1.53M -63,033 -59%
EAM
303
Evanson Asset Management
California
$1.06M -$110K -4,533 -9%
CCM
304
Coldstream Capital Management
Washington
$1.05M -$645K -26,555 -38%
CIA
305
Concurrent Investment Advisors
Florida
$1.05M +$588K +24,210 +129%
DBRC
306
D.B. Root & Company
Pennsylvania
$1.05M -$586K -24,129 -36%
LA
307
Lindenwold Advisors
Pennsylvania
$1.03M -$88.7K -3,650 -8%
LF
308
LifePlan Financial
Minnesota
$1.03M +$13.2K +545 +1%
JWCA
309
J.W. Cole Advisors
Florida
$1.03M +$29K +1,192 +3%
CWM
310
Congress Wealth Management
Massachusetts
$1.02M +$92.7K +3,814 +10%
TCM
311
Twele Capital Management
Minnesota
$1.02M +$49.2K +2,025 +5%
KWM
312
Kingsview Wealth Management
Oregon
$1M -$16.6K -682 -2%
VCWM
313
Vista Cima Wealth Management
Arizona
$995K +$10.3K +422 +1%
MA
314
McBroom & Associates
Nevada
$990K
NRI
315
NFP Retirement Inc
California
$985K +$19.5K +801 +2%
PAI
316
Pittenger & Anderson Inc
Nebraska
$977K +$204K +8,380 +26%
Corient Private Wealth
317
Corient Private Wealth
Florida
$953K -$117K -4,803 -11%
SPL
318
Smart Portfolios LLC
Washington
$950K
SAM
319
Sherman Asset Management
California
$946K +$11.3K +464 +1%
BH
320
Burk Holdings
Oklahoma
$934K +$693K +28,509 +291%
EWM
321
Elmwood Wealth Management
California
$926K
BSTWA
322
Blake Schutter Theil Wealth Advisors
Ohio
$926K +$29.6K +1,220 +3%
AWM
323
Accurate Wealth Management
Florida
$915K +$323K +13,287 +54%
UCFA
324
United Capital Financial Advisors
Texas
$902K -$34.4K -1,415 -4%
AWAG
325
ARS Wealth Advisors Group
Florida
$902K +$675K +27,780 +302%

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.