SCHO icon

Schwab Short-Term US Treasury ETF
SCHO

Overview Fund Activity

634 hedge funds and large institutions have $7.64B invested in Schwab Short-Term US Treasury ETF in 2025 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 267 increasing their positions, 234 reducing their positions, and 50 closing their positions.

Holders
634
Holders Change
-1
Holders Change %
-0.16%
% of All Funds
8.51%
Holding in Top 10
45
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-13.46%
% of All Funds
0.6%
New
62
Increased
267
Reduced
234
Closed
50
Calls
$2.4M
Puts
$1.71M
Net Calls
+$690K
Net Calls Change
-$904K

Top Buyers

1
Cerity Partners
1
Cerity Partners
New York
$79.7M
2
SGAM
2
Stephens Group Asset Management
Arkansas
$45.8M
3
Ameriprise
3
Ameriprise
Minnesota
$571M
4
MT
4
Midwest Trust
Kansas
$29.3M
5
MFT
5
Moisand Fitzgerald Tamayo
Florida
$79.1M

Top Sellers

1
WCF
1
West Coast Financial
California
$0
2
Renaissance Technologies
2
Renaissance Technologies
New York
$59.3M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$494M
4
FCI
4
Financial Counselors Inc
Kansas
$0
5
Nisa Investment Advisors
5
Nisa Investment Advisors
Missouri
$0
Name Market Value Shares Shares
Change 		Shares
Change %
FCA
26
FLC Capital Advisors
California
$35.5M 1,454,813 +234,601 +19%
Wealth Enhancement Advisory Services
27
Wealth Enhancement Advisory Services
Minnesota
$35.2M 1,451,447 +55,145 +4%
BOPW
28
Brandywine Oak Private Wealth
Pennsylvania
$34M 1,396,128 +21,567 +2%
SCM
29
SCS Capital Management
Massachusetts
$32.5M 1,331,753 +18,633 +1%
HPA
30
High Probability Advisors
New York
$30.9M 1,266,810 +19,054 +2%
MT
31
Midwest Trust
Kansas
$29.3M 1,202,205 +1,202,205 New
LIM
32
Leavell Investment Management
Alabama
$28.7M 1,177,227 +38,969 +3%
PCM
33
Passive Capital Management
Maryland
$27.1M 1,116,812 -65,292 -6%
MFG
34
Merit Financial Group
Georgia
$26.6M 1,092,969 +191,629 +21%
MCM
35
MAI Capital Management
Ohio
$26.2M 1,075,981 +38,115 +4%
SWA
36
Stratos Wealth Advisors
Ohio
$26M 1,068,265 -4,661 -0.4%
UCMOK
37
United Capital Management of KS
Kansas
$25.8M 1,056,570 -587,862 -36%
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$25.5M 1,045,800 -51,989 -5%
HF
39
Holcombe Financial
Georgia
$24.7M 1,013,527 +43,710 +5%
CST
40
Charles Schwab Trust
Nevada
$22.7M 932,766 +112,752 +14%
WF
41
Williams Financial
Vermont
$22.7M 931,641 +132,069 +17%
UBS Group
42
UBS Group
Switzerland
$22.5M 920,985 +85,043 +10%
AFG
43
Altiora Financial Group
Ohio
$22.4M 917,059 -17,185 -2%
AssetMark Inc
44
AssetMark Inc
California
$21.7M 888,728 +236,229 +36%
AWM
45
Avior Wealth Management
Nebraska
$21.1M 863,939 +23,811 +3%
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$20.3M 830,923 -7,166 -0.9%
MPWT
47
MassMutual Private Wealth & Trust
Connecticut
$20.1M 824,418 -7,008 -0.8%
GGS
48
Galvin Gaustad & Stein
Arizona
$19.2M 786,562 +132,363 +20%
FEG
49
Fund Evaluation Group
Ohio
$18.8M 772,924 – –
AF
50
Advisornet Financial
Minnesota
$18.7M 766,599 +9,501 +1%
1
2
3 4 5