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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
GWANC
376
Guardian Wealth Advisors (North Carolina)
North Carolina
$529K -$5.45K -225 -1%
CWP
377
Core Wealth Partners
California
$528K +$1.94K +80 +0.4%
IG
378
Ithaka Group
Virginia
$527K +$524K +21,645 New
LEFP
379
Leading Edge Financial Planning
Tennessee
$526K
RW
380
REDW Wealth
New Mexico
$511K -$7.63K -315 -1%
BFA
381
Bragg Financial Advisors
North Carolina
$507K
CA
382
Clearstead Advisors
Ohio
$504K -$150K -6,187 -23%
RCS
383
Retirement Capital Strategies
California
$504K
BF
384
Brucke Financial
Indiana
$501K -$6.51K -269 -1%
BWM
385
Blossom Wealth Management
California
$499K +$67.8K +2,802 +16%
PFGIA
386
Patriot Financial Group Insurance Agency
Massachusetts
$498K -$11.3K -468 -2%
BCI
387
Brinker Capital Investments
Pennsylvania
$498K -$45.4K -1,874 -8%
OPS
388
Orion Portfolio Solutions
Nebraska
$498K -$45.4K -1,874 -8%
SIM
389
Studio Investment Management
Illinois
$497K -$142K -5,850 -22%
TSS
390
Two Sigma Securities
New York
$495K -$580K -23,954 -54%
IFG
391
Independent Financial Group
California
$492K -$26.1K -1,079 -5%
WS
392
Wedbush Securities
California
$489K +$33.7K +1,392 +7%
BFM
393
Boothbay Fund Management
New York
$487K -$257K -10,600 -35%
JCM
394
Jacobi Capital Management
Pennsylvania
$474K -$10.2K -422 -2%
SG
395
Somerset Group
Minnesota
$472K -$4.36K -180 -0.9%
CFS
396
Coordinated Financial Services
Colorado
$470K +$100K +4,130 +27%
BJL
397
Brighton Jones LLC
Washington
$466K +$16.8K +692 +4%
BBNA
398
Bremer Bank National Association
Minnesota
$464K
SWM
399
Selective Wealth Management
Virginia
$461K +$460K +19,000 New
RWM
400
Revisor Wealth Management
Ohio
$460K +$62.7K +2,588 +16%

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.