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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
SIA
351
Soltis Investment Advisors
Utah
$610K -$222K -9,178 -27%
TAM
352
Titleist Asset Management
Texas
$604K -$12.1K -500 -2%
DE
353
Diversified Enterprises
Delaware
$602K +$397K +16,409 +197%
VI
354
VanderPol Investments
Michigan
$592K +$12.1K +499 +2%
AWM
355
Accurate Wealth Management
Florida
$592K +$591K +24,420 New
Financial Engines Advisors
356
Financial Engines Advisors
California
$587K +$581 +24 +0.1%
B
357
Birchbrook
Maine
$586K -$208K -8,591 -26%
FFG
358
First Financial Group
North Carolina
$584K +$53.8K +2,220 +10%
ACA
359
Aptus Capital Advisors
Alabama
$582K -$69.8K -2,883 -11%
NHT
360
New Hampshire Trust
New Hampshire
$576K +$23.4K +965 +4%
TWM
361
Tradition Wealth Management
Minnesota
$575K -$109K -4,494 -16%
PFG
362
PAX Financial Group
Texas
$575K -$149K -6,149 -21%
MSFS
363
Main Street Financial Solutions
Pennsylvania
$571K -$18.5K -764 -3%
Brown Advisory
364
Brown Advisory
Maryland
$569K -$8.3K -343 -1%
FCA
365
Fortis Capital Advisors
Kansas
$567K +$564K +23,313 New
AWM
366
AE Wealth Management
Kansas
$565K +$470K +19,428 +511%
BWM
367
BCS Wealth Management
Tennessee
$565K +$26.8K +1,106 +5%
AFS
368
Access Financial Services
Minnesota
$557K +$554K +22,895 New
NFW
369
Noble Family Wealth
Florida
$553K -$24.2K -1,000 -4%
LOPW
370
Live Oak Private Wealth
North Carolina
$549K -$17.7K -731 -3%
TRCT
371
Tower Research Capital (TRC)
New York
$542K +$536K +22,139 +15,061%
SWM
372
SeaCrest Wealth Management
New York
$539K -$156K -6,434 -23%
GTAM
373
Global Trust Asset Management
Florida
$538K +$535K +22,100 New
SA
374
Stewardship Advisors
Pennsylvania
$533K +$45.6K +1,882 +9%
ACA
375
American Capital Advisory
Idaho
$531K -$291K -12,010 -35%

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.