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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
Wealth Enhancement Advisory Services
26
Wealth Enhancement Advisory Services
Minnesota
$34M -$18M -744,150 -35%
BOPW
27
Brandywine Oak Private Wealth
Pennsylvania
$33.5M -$415K -17,139 -1%
SCM
28
SCS Capital Management
Massachusetts
$32M -$18.9M -780,317 -37%
HPA
29
High Probability Advisors
New York
$30.4M +$3.52M +145,429 +13%
FCA
30
FLC Capital Advisors
California
$29.7M +$970K +40,052 +3%
FCI
31
Financial Counselors Inc
Kansas
$29.2M +$1.15M +47,555 +4%
PCM
32
Passive Capital Management
Maryland
$28.8M +$744K +30,740 +3%
LIM
33
Leavell Investment Management
Alabama
$27.7M +$1.46M +60,250 +6%
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$26.7M +$7.2M +297,486 +37%
SWA
35
Stratos Wealth Advisors
Ohio
$26.1M +$5.93M +245,100 +30%
MCM
36
MAI Capital Management
Ohio
$25.3M +$444K +18,342 +2%
HF
37
Holcombe Financial
Georgia
$23.6M -$1.35M -55,853 -5%
AFG
38
Altiora Financial Group
Ohio
$22.7M -$2.51M -103,852 -10%
II
39
Inspire Investing
Idaho
$22.7M +$22.6M +932,160 New
MFG
40
Merit Financial Group
Georgia
$21.9M +$10.5M +432,282 +92%
AWM
41
Avior Wealth Management
Nebraska
$20.4M +$447K +18,475 +2%
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
$20.4M -$349K -14,434 -2%
UBS Group
43
UBS Group
Switzerland
$20.3M +$1.9M +78,468 +10%
MPWT
44
MassMutual Private Wealth & Trust
Connecticut
$20.2M +$175K +7,221 +0.9%
CST
45
Charles Schwab Trust
Nevada
$20M -$365K -15,082 -2%
TCM
46
Towneley Capital Management
California
$19.8M +$667K +27,566 +4%
WF
47
Williams Financial
Vermont
$19.5M -$308K -12,701 -2%
FEG
48
Fund Evaluation Group
Ohio
$18.8M
CMP
49
Courage Miller Partners
Virginia
$18.4M +$85.2K +3,519 +0.5%
AF
50
Advisornet Financial
Minnesota
$18.4M +$2.07M +85,517 +13%

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.