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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
Janney Montgomery Scott
426
Janney Montgomery Scott
Pennsylvania
$443K +$20.4K +839 +5%
LAIC
427
Lederer & Associates Investment Counsel
California
$434K +$729 +30 +0.2%
TA
428
TFB Advisors
Kansas
$429K +$16.2K +668 +4%
HA
429
HC Advisors
Georgia
$427K +$15.7K +645 +4%
SF
430
Synovus Financial
Georgia
$426K +$29.7K +1,222 +8%
DWM
431
David Wealth Management
Virginia
$425K +$222K +9,144 +111%
M
432
MYeCFO
California
$417K +$416K +17,122 New
PSCM
433
Per Stirling Capital Management
Texas
$415K
JF
434
Joule Financial
Kentucky
$411K
DPI
435
Diversified Portfolios Inc
Michigan
$407K -$965K -39,711 -70%
Envestnet Portfolio Solutions
436
Envestnet Portfolio Solutions
Illinois
$397K -$666K -27,406 -63%
WI
437
WBI Investments
New Jersey
$396K -$51.3K -2,111 -11%
Brown Advisory
438
Brown Advisory
Maryland
$394K -$175K -7,208 -31%
BCWM
439
Bartlett & Co Wealth Management
Ohio
$390K
VBFP
440
Valtinson Bruner Financial Planning
Minnesota
$390K -$55.3K -2,276 -12%
RWM
441
Revisor Wealth Management
Ohio
$385K -$73.4K -3,021 -16%
BAAM
442
Baker Avenue Asset Management
California
$383K
CNWM
443
Clay Northam Wealth Management
California
$378K -$1.94K -80 -0.5%
TA
444
Tactive Advisors
Florida
$374K +$373K +15,356 New
Natixis Advisors
445
Natixis Advisors
Massachusetts
$373K +$15.6K +641 +4%
TAM
446
Titleist Asset Management
Texas
$373K -$231K -9,525 -38%
CCG
447
Ceeto Capital Group
Florida
$366K
NCM
448
Northwest Capital Management
Oregon
$365K -$74.1K -3,050 -17%
FF
449
Friedenthal Financial
New Jersey
$362K -$52.3K -2,152 -13%
GCA
450
Genesee Capital Advisors
New York
$360K +$3.5K +144 +1%

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.