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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
FAG
451
Financial Architects (Georgia)
Georgia
$326K -$2.06K -85 -0.6%
LA
452
Latitude Advisors
Florida
$324K +$2.3K +95 +0.7%
GS
453
GWN Securities
Florida
$324K +$322K +13,292 New
AOWM
454
Alpha Omega Wealth Management
Virginia
$323K +$920 +38 +0.3%
LGWM
455
Litman Gregory Wealth Management
California
$322K +$77.7K +3,210 +32%
SC
456
Scratch Capital
Idaho
$320K -$109K -4,483 -25%
MGIA
457
Moneta Group Investment Advisors
Missouri
$318K +$5.18K +214 +2%
CIP
458
Capital Insight Partners
Arizona
$316K
GLLW
459
Graves Light Lenhart Wealth
Virginia
$310K -$1.99K -82 -0.6%
TFA
460
Toth Financial Advisory
Virginia
$307K -$71.8K -2,964 -19%
SPW
461
Sonoma Private Wealth
California
$302K +$22.6K +932 +8%
SAM
462
Summit Asset Management
Tennessee
$299K +$47.7K +1,969 +19%
FG
463
Fairman Group
Pennsylvania
$297K
BP
464
BNP Paribas
France
$296K -$759K -31,345 -72%
LRPA
465
L. Roy Papp & Associates
Arizona
$295K +$18.1K +749 +7%
CCM
466
Chilton Capital Management
Texas
$291K
BPWM
467
Badgley Phelps Wealth Managers
Washington
$291K +$20.2K +836 +8%
ZIG
468
Zullo Investment Group
Pennsylvania
$290K +$28K +1,157 +11%
WA
469
WPG Advisers
Maryland
$286K -$42.1K -1,740 -13%
ECM
470
Elgethun Capital Management
South Dakota
$279K +$278K +11,478 New
RIM
471
Rockbridge Investment Management
New York
$277K -$48.3K -1,995 -15%
ASN
472
Advisory Services Network
Georgia
$274K +$56.3K +2,324 +26%
PWM
473
PBMares Wealth Management
Virginia
$274K
CIC
474
Carnegie Investment Counsel
Ohio
$270K -$23.6K -974 -8%
SRCM
475
Signature Resources Capital Management
California
$267K +$148K +6,092 +125%

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.