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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
NL
451
NWAM LLC
Washington
$359K -$14.9K -615 -4%
LKBC
452
L.K. Benson & Company
Maryland
$358K +$3.69K +152 +1%
FCB
453
First County Bank
Connecticut
$355K +$20.1K +828 +6%
BAMG
454
Brand Asset Management Group
Missouri
$353K +$1.34K +55 +0.4%
HCP
455
Hardin Capital Partners
South Carolina
$344K -$3.4K -140 -1%
EAM
456
Empirical Asset Management
Massachusetts
$339K -$3.62K -149 -1%
RFA
457
Resurgent Financial Advisors
Georgia
$338K +$6.85K +282 +2%
AWS
458
Arkfeld Wealth Strategies
Nebraska
$335K -$524K -21,557 -61%
SIA
459
Soltis Investment Advisors
Utah
$334K -$276K -11,368 -45%
SI
460
Stonekeep Investments
New Mexico
$331K +$3.86K +159 +1%
RWA
461
Roberts Wealth Advisors
California
$330K -$82.8K -3,409 -20%
FAG
462
Financial Architects (Georgia)
Georgia
$328K +$1.94K +80 +0.6%
LA
463
Latitude Advisors
Florida
$327K +$3.4K +140 +1%
LGWM
464
Litman Gregory Wealth Management
California
$327K +$4.86K +200 +2%
AOWM
465
Alpha Omega Wealth Management
Virginia
$323K -$923 -38 -0.3%
PFG
466
PAX Financial Group
Texas
$322K -$253K -10,424 -44%
SC
467
Scratch Capital
Idaho
$319K -$996 -41 -0.3%
PFGIA
468
Patriot Financial Group Insurance Agency
Massachusetts
$316K -$182K -7,501 -37%
LRPA
469
L. Roy Papp & Associates
Arizona
$311K +$16K +660 +5%
CA
470
CGN Advisors
Kansas
$311K -$31.2K -1,285 -9%
GLLW
471
Graves Light Lenhart Wealth
Virginia
$311K
CIP
472
Capital Insight Partners
Arizona
$310K -$6.56K -270 -2%
BPWM
473
Badgley Phelps Wealth Managers
Washington
$310K +$18.7K +771 +6%
TFA
474
Toth Financial Advisory
Virginia
$303K -$5.1K -210 -2%
SPW
475
Sonoma Private Wealth
California
$302K

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.