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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
PAI
326
Pittenger & Anderson Inc
Nebraska
$771K +$265K +10,953 +53%
SB
327
Strategic Blueprint
Georgia
$758K -$1.07M -44,248 -59%
DWM
328
Dopkins Wealth Management
New York
$756K -$14.9K -616 -2%
EE
329
EWG Elevate
California
$723K +$23.3K +962 +3%
GS
330
GTS Securities
New York
$719K +$716K +29,550 New
RI
331
Ridgewood Investments
New Jersey
$714K -$49.6K -2,050 -7%
WFS
332
Weitzel Financial Services
Iowa
$712K -$43.8K -1,808 -6%
MS
333
Madden Securities
Texas
$708K +$160K +6,623 +29%
PWM
334
Perigon Wealth Management
California
$704K -$6.37K -263 -0.9%
SL
335
SWMG LLC
Texas
$700K +$695K +28,712 New
Carson Wealth (CWM LLC)
336
Carson Wealth (CWM LLC)
Nebraska
$692K -$170K -7,003 -20%
TCWM
337
Total Clarity Wealth Management
Illinois
$687K
NCM
338
Nelson Capital Management
California
$684K -$30K -1,240 -4%
VWA
339
VSM Wealth Advisory
Maryland
$683K -$80.4K -3,321 -11%
PCWA
340
Pacific Capital Wealth Advisors
California
$678K +$63.1K +2,605 +10%
SEIA
341
Signature Estate & Investment Advisors
California
$672K -$846K -34,958 -56%
IA
342
IFP Advisors
Florida
$667K +$249K +10,287 +60%
LJAC
343
L.J. Altfest & Co
New York
$659K +$254K +10,509 +63%
UB
344
UMB Bank
Missouri
$658K +$2.64K +109 +0.4%
EWA
345
Exencial Wealth Advisors
Oklahoma
$649K -$177K -7,327 -22%
GWP
346
Gateway Wealth Partners
Wisconsin
$644K +$62.6K +2,584 +11%
WB
347
WesBanco Bank
West Virginia
$635K +$1.09K +45 +0.2%
AWMM
348
Aegis Wealth Management (Maryland)
Maryland
$623K
SPIO
349
Seven Post Investment Office
California
$614K +$2.28K +94 +0.4%
WWM
350
Western Wealth Management
Colorado
$613K -$2.91K -120 -0.5%

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.