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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
SWM
401
SeaCrest Wealth Management
New York
$520K -$19.2K -790 -4%
BWM
402
Blossom Wealth Management
California
$520K +$20.7K +853 +4%
AAP
403
Arax Advisory Partners
Colorado
$520K +$497K +20,469 +2,417%
RW
404
REDW Wealth
New Mexico
$512K +$462 +19 +0.1%
MCM
405
Mainstream Capital Management
California
$506K +$504K +20,740 New
RCS
406
Retirement Capital Strategies
California
$505K
TFG
407
Team Financial Group
California
$500K +$59.5K +2,447 +14%
BJL
408
Brighton Jones LLC
Washington
$498K +$31K +1,277 +7%
IFG
409
Independent Financial Group
California
$490K -$2.33K -96 -0.5%
WS
410
Wedbush Securities
California
$480K -$9.31K -383 -2%
JCM
411
Jacobi Capital Management
Pennsylvania
$479K +$4.96K +204 +1%
CA
412
Clearstead Advisors
Ohio
$472K -$33.5K -1,377 -7%
KPP
413
Kings Path Partners
Texas
$467K +$8.55K +352 +2%
MHFA
414
Mission Hills Financial Advisory
California
$467K +$465K +19,140 New
ONB
415
Old National Bancorp
Indiana
$464K +$463K +19,050 New
SWM
416
Selective Wealth Management
Virginia
$461K
CFA
417
Cahill Financial Advisors
Minnesota
$460K +$55.3K +2,274 +14%
DE
418
Diversified Enterprises
Delaware
$459K -$144K -5,912 -24%
AFA
419
Avant Financial Advisors
Texas
$457K
IWN
420
Independent Wealth Network
Iowa
$456K +$10.1K +416 +2%
SG
421
Somerset Group
Minnesota
$453K -$19.3K -793 -4%
BFA
422
Bragg Financial Advisors
North Carolina
$452K -$55.7K -2,291 -11%
SWA
423
Sightline Wealth Advisors
Connecticut
$450K +$32.2K +1,326 +8%
SIAG
424
Signet Investment Advisory Group
Rhode Island
$449K +$7.9K +325 +2%
B
425
Birchbrook
Maine
$444K -$143K -5,869 -24%

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.