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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
CIA
401
Concurrent Investment Advisors
Florida
$458K -$64K -2,642 -12%
KPP
402
Kings Path Partners
Texas
$458K +$193K +7,980 +74%
AFA
403
Avant Financial Advisors
Texas
$456K
Comerica Bank
404
Comerica Bank
Texas
$448K +$17.5K +722 +4%
WI
405
WBI Investments
New Jersey
$447K +$445K +18,374 New
IWN
406
Independent Wealth Network
Iowa
$445K -$4.46K -184 -1%
VBFP
407
Valtinson Bruner Financial Planning
Minnesota
$444K -$31.6K -1,303 -7%
SIAG
408
Signet Investment Advisory Group
Rhode Island
$440K +$3.39K +140 +0.8%
TFG
409
Team Financial Group
California
$440K -$2.66K -110 -0.6%
NCM
410
Northwest Capital Management
Oregon
$439K
MWM
411
Maridea Wealth Management
New York
$434K +$176K +7,252 +69%
LAIC
412
Lederer & Associates Investment Counsel
California
$433K +$484 +20 +0.1%
Janney Montgomery Scott
413
Janney Montgomery Scott
Pennsylvania
$422K +$24.5K +1,013 +6%
OIA
414
OneDigital Investment Advisors
Kansas
$417K -$180K -7,451 -30%
SWA
415
Sightline Wealth Advisors
Connecticut
$417K +$118K +4,879 +40%
PSCM
416
Per Stirling Capital Management
Texas
$414K -$1.65K -68 -0.4%
FF
417
Friedenthal Financial
New Jersey
$414K -$96.7K -3,992 -19%
RWA
418
Roberts Wealth Advisors
California
$413K -$13.7K -564 -3%
TA
419
TFB Advisors
Kansas
$412K -$15.6K -643 -4%
HA
420
HC Advisors
Georgia
$411K +$30.8K +1,270 +8%
JF
421
Joule Financial
Kentucky
$410K +$76.7K +3,167 +23%
AAS
422
Avantax Advisory Services
Texas
$408K -$25.8K -1,067 -6%
CFA
423
Cahill Financial Advisors
Minnesota
$404K -$74.5K -3,076 -16%
Citigroup
424
Citigroup
New York
$400K -$24K -992 -6%
WAM
425
Worth Asset Management
Texas
$397K +$26K +1,072 +7%

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.