We are live on ! Find out more
SCHO icon

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
VFPW
351
Vantage Financial Partners (Wisconsin)
Wisconsin
$741K -$69.1K -2,843 -9%
WAP
352
Wealthcare Advisory Partners
Pennsylvania
$740K -$1.04M -42,654 -58%
Citigroup
353
Citigroup
New York
$732K +$330K +13,563 +82%
TWM
354
Tradition Wealth Management
Minnesota
$727K +$150K +6,191 +26%
PP
355
PrairieView Partners
Minnesota
$713K -$95.8K -3,944 -12%
EE
356
EWG Elevate
California
$710K -$14.7K -607 -2%
RI
357
Ridgewood Investments
New Jersey
$708K -$6.8K -280 -1%
WFS
358
Weitzel Financial Services
Iowa
$706K -$4.18K -172 -0.6%
VA
359
Vestwell Advisors
New York
$704K
TCM
360
Traub Capital Management
Massachusetts
$693K +$691K +28,437 New
HF
361
HRT Financial
New York
$691K -$647K -26,616 -48%
Comerica Bank
362
Comerica Bank
Texas
$689K +$240K +9,873 +54%
LJAC
363
L.J. Altfest & Co
New York
$688K +$27.5K +1,131 +4%
EH
364
Equitable Holdings
New York
$687K +$685K +28,186 New
FFG
365
First Financial Group
North Carolina
$676K +$90.9K +3,740 +16%
BP
366
BNP Paribas
France
$672K +$374K +15,389 +127%
UB
367
UMB Bank
Missouri
$659K -$146 -6 -0%
1IA
368
1620 Investment Advisors
Massachusetts
$645K +$624K +25,676 +3,210%
VWA
369
VSM Wealth Advisory
Maryland
$642K -$41.4K -1,705 -6%
AIM
370
Archer Investment Management
Texas
$641K -$1.99M -81,880 -76%
AWMM
371
Aegis Wealth Management (Maryland)
Maryland
$623K
BWM
372
BCS Wealth Management
Tennessee
$623K +$56.7K +2,335 +10%
WB
373
WesBanco Bank
West Virginia
$622K -$14.1K -580 -2%
NHT
374
New Hampshire Trust
New Hampshire
$616K +$39.4K +1,620 +7%
WWM
375
Western Wealth Management
Colorado
$607K -$6.63K -273 -1%

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.