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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
NCM
376
Nelson Capital Management
California
$598K -$87.7K -3,608 -13%
SA
377
Stewardship Advisors
Pennsylvania
$592K +$57.1K +2,351 +11%
VI
378
VanderPol Investments
Michigan
$590K -$3.94K -162 -0.7%
AAS
379
Avantax Advisory Services
Texas
$588K +$179K +7,374 +44%
SIG
380
Spinnaker Investment Group
California
$585K -$415K -17,082 -42%
ACA
381
Aptus Capital Advisors
Alabama
$585K +$2.14K +88 +0.4%
MSFS
382
Main Street Financial Solutions
Pennsylvania
$577K +$5.64K +232 +1%
BSCCG
383
Blue Sky Capital Consultants Group
California
$576K +$574K +23,610 New
Financial Engines Advisors
384
Financial Engines Advisors
California
$575K -$13.2K -544 -2%
BCI
385
Brinker Capital Investments
Pennsylvania
$557K +$58.1K +2,392 +12%
AWM
386
Axxcess Wealth Management
California
$551K +$549K +22,608 New
LOPW
387
Live Oak Private Wealth
North Carolina
$550K +$267 +11 +0%
CM
388
Columbus Macro
Pennsylvania
$546K +$544K +22,407 New
NFW
389
Noble Family Wealth
Florida
$542K -$12.1K -500 -2%
DWM
390
Dopkins Wealth Management
New York
$540K -$217K -8,920 -29%
CFS
391
Coordinated Financial Services
Colorado
$537K +$65.9K +2,713 +14%
BF
392
Brucke Financial
Indiana
$535K +$35.3K +1,453 +7%
FAFN
393
First Affirmative Financial Network
Colorado
$532K +$531K +21,836 New
CWP
394
Core Wealth Partners
California
$532K +$2.82K +116 +0.5%
Thrivent Financial for Lutherans
395
Thrivent Financial for Lutherans
Minnesota
$531K -$2.88M -118,604 -84%
ACA
396
American Capital Advisory
Idaho
$528K -$3.86K -159 -0.7%
LEFP
397
Leading Edge Financial Planning
Tennessee
$526K -$1.22K -50 -0.2%
AG
398
Ascent Group
Virginia
$526K +$524K +21,559 New
BBHC
399
Brown Brothers Harriman & Co
New York
$523K +$503K +20,692 +2,708%
GWANC
400
Guardian Wealth Advisors (North Carolina)
North Carolina
$521K -$8.84K -364 -2%

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.