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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
SF
426
Synovus Financial
Georgia
$395K -$30.5K -1,258 -7%
BCWM
427
Bartlett & Co Wealth Management
Ohio
$389K +$18.5K +765 +5%
Pathstone Holdings
428
Pathstone Holdings
New Jersey
$389K +$489K +20,202 New
CP
429
Capital Planning
Washington
$387K +$124K +5,118 +47%
BAAM
430
Baker Avenue Asset Management
California
$383K
B
431
Bensler
Washington
$382K -$159K -6,558 -29%
CNWM
432
Clay Northam Wealth Management
California
$379K -$363 -15 -0.1%
GCA
433
Gradient Capital Advisors
California
$376K +$124K +5,116 +50%
NL
434
NWAM LLC
Washington
$374K
QC
435
Quadrature Capital
United Kingdom
$365K +$363K +15,011 New
IF
436
IRON Financial
Illinois
$365K -$82.6K -3,411 -19%
CCG
437
Ceeto Capital Group
Florida
$365K
Natixis Advisors
438
Natixis Advisors
Massachusetts
$357K +$27K +1,117 +8%
GCA
439
Genesee Capital Advisors
New York
$356K +$2.35K +97 +0.7%
LKBC
440
L.K. Benson & Company
Maryland
$354K +$1.67K +69 +0.5%
P
441
&Partners
Tennessee
$352K -$45.7K -1,888 -12%
BAMG
442
Brand Asset Management Group
Missouri
$351K +$1.52K +63 +0.4%
HCP
443
Hardin Capital Partners
South Carolina
$349K +$121 +5 +0%
EAM
444
Empirical Asset Management
Massachusetts
$342K -$16.8K -695 -5%
AAS
445
Ameritas Advisory Services
Nebraska
$342K -$82.3K -3,397 -19%
CA
446
CGN Advisors
Kansas
$342K -$75.3K -3,110 -18%
GAA
447
Global Assets Advisory
Florida
$339K +$337K +13,938 New
FCB
448
First County Bank
Connecticut
$334K +$332K +13,721 New
RFA
449
Resurgent Financial Advisors
Georgia
$330K -$113K -4,665 -26%
SI
450
Stonekeep Investments
New Mexico
$327K +$28.8K +1,188 +10%

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.