SCHO icon

Schwab Short-Term US Treasury ETF
SCHO

Overview Fund Activity

635 hedge funds and large institutions have $7.45B invested in Schwab Short-Term US Treasury ETF in 2025 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 266 increasing their positions, 228 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
635
Holders Change
+7
Holders Change %
+1.11%
% of All Funds
8.63%
Holding in Top 10
52
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+10.64%
% of All Funds
0.71%
New
71
Increased
266
Reduced
228
Closed
50
Calls
$2.53M
Puts
$935K
Net Calls
+$1.59M
Net Calls Change
+$1.31M

Top Buyers

1
Renaissance Technologies
Renaissance Technologies
New York
+$35.3M
2
II
Inspire Investing
Idaho
+$22.7M
3
LA
LVW Advisors
New York
+$21M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$17M
5
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
+$15.1M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$1.26B
2
GP
Greenline Partners
New York
-$82.3M
3
SCM
SCS Capital Management
Massachusetts
-$19M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$18.1M
5
MAM
Marotta Asset Management
Virginia
-$13.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
451
Scratch Capital
Idaho
$320K -$109K -4,483 -25%
MGIA
452
Moneta Group Investment Advisors
Missouri
$318K +$5.21K +214 +2%
CIP
453
Capital Insight Partners
Arizona
$316K – – –
GLLW
454
Graves Light Lenhart Wealth
Virginia
$310K -$2K -82 -0.6%
TFA
455
Toth Financial Advisory
Virginia
$307K -$72.1K -2,964 -19%
SPW
456
Sonoma Private Wealth
California
$302K +$22.7K +932 +8%
SAM
457
Summit Asset Management
Tennessee
$299K +$47.9K +1,969 +19%
FG
458
Fairman Group
Pennsylvania
$297K – – –
BP
459
BNP Paribas
France
$296K -$763K -31,345 -72%
LRPA
460
L. Roy Papp & Associates
Arizona
$295K +$18.2K +749 +7%
CCM
461
Chilton Capital Management
Texas
$291K – – –
BPWM
462
Badgley Phelps Wealth Managers
Washington
$291K +$20.3K +836 +8%
ZIG
463
Zullo Investment Group
Pennsylvania
$290K +$28.2K +1,157 +11%
WA
464
WPG Advisers
Maryland
$286K -$42.4K -1,740 -13%
ECM
465
Elgethun Capital Management
South Dakota
$279K +$279K +11,478 New
RIM
466
Rockbridge Investment Management
New York
$277K -$48.6K -1,995 -15%
ASN
467
Advisory Services Network
Georgia
$274K +$56.6K +2,324 +26%
PWM
468
PBMares Wealth Management
Virginia
$274K – – –
CIC
469
Carnegie Investment Counsel
Ohio
$270K -$23.7K -974 -8%
SRCM
470
Signature Resources Capital Management
California
$267K +$148K +6,092 +125%
BFP
471
Brewster Financial Planning
New York
$264K +$264K +10,854 New
ECM
472
Exchange Capital Management
Michigan
$264K -$23.3K -958 -8%
LFA
473
Lauterbach Financial Advisors
Texas
$263K +$1.31K +54 +0.5%
CFO
474
CVA Family Office
Colorado
$261K -$3.31K -136 -1%
TIA
475
Tiemann Investment Advisors
California
$254K – – –
17 18
19
20 21