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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
EWA
326
Exencial Wealth Advisors
Oklahoma
$894K +$242K +9,977 +37%
GWM
327
Geneos Wealth Management
Colorado
$892K -$2.17M -89,426 -71%
GWP
328
Gateway Wealth Partners
Wisconsin
$891K +$245K +10,087 +38%
FIC
329
Family Investment Center
Missouri
$885K +$5.9K +243 +0.7%
HIC
330
Hartline Investment Corp
Illinois
$879K +$876K +36,050 New
TCM
331
TT Capital Management
California
$876K -$8.92K -367 -1%
CC
332
Commons Capital
Massachusetts
$870K -$95K -3,912 -10%
SPF
333
South Plains Financial
Texas
$858K
EWA
334
EverSource Wealth Advisors
Alabama
$857K +$32K +1,315 +4%
GTAM
335
Global Trust Asset Management
Florida
$857K +$317K +13,050 +59%
WFA
336
Websterrogers Financial Advisors
South Carolina
$842K +$8.58K +353 +1%
FCA
337
Fortis Capital Advisors
Kansas
$838K +$269K +11,078 +48%
TWP
338
Tempus Wealth Planning
California
$838K +$14K +576 +2%
PWM
339
Perigon Wealth Management
California
$831K +$126K +5,186 +18%
HCWM
340
Hidden Cove Wealth Management
Washington
$818K +$815K +33,562 New
PCWA
341
Pacific Capital Wealth Advisors
California
$807K +$131K +5,398 +19%
CA
342
Cambridge Advisors
Nebraska
$799K -$2.02K -83 -0.3%
CBA
343
Coastal Bridge Advisors
Connecticut
$798K +$22.1K +910 +3%
PS
344
Planned Solutions
California
$798K -$32K -1,317 -4%
KCIC
345
Kuhn & Co Investment Counsel
Illinois
$796K +$24 +1 +0%
SPIA
346
Steward Partners Investment Advisory
New York
$793K +$587K +24,158 +289%
OIA
347
OneDigital Investment Advisors
Kansas
$783K +$364K +14,985 +87%
WA
348
Win Advisors
Florida
$783K -$601K -24,722 -43%
MS
349
Madden Securities
Texas
$777K +$67.7K +2,785 +10%
CIC
350
Chilton Investment Company
Connecticut
$765K -$69K -2,840 -8%

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.