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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
BFP
476
Brewster Financial Planning
New York
$264K +$263K +10,854 New
ECM
477
Exchange Capital Management
Michigan
$264K -$23.2K -958 -8%
LFA
478
Lauterbach Financial Advisors
Texas
$263K +$1.31K +54 +0.5%
CFO
479
CVA Family Office
Colorado
$261K -$3.29K -136 -1%
TIA
480
Tiemann Investment Advisors
California
$254K
WFA
481
WMG Financial Advisors
Tennessee
$252K -$5.96K -246 -2%
KBFS
482
Kohmann Bosshard Financial Services
Ohio
$252K -$180K -7,420 -42%
AWA
483
Arkadios Wealth Advisors
Georgia
$250K +$249K +10,285 New
KAS
484
Kestra Advisory Services
Texas
$247K -$343K -14,159 -58%
MWM
485
Modera Wealth Management
New Jersey
$245K -$12.6K -519 -5%
VWM
486
Venturi Wealth Management
Texas
$243K +$192K +7,944 +386%
IJWM
487
Inman Jager Wealth Management
Mississippi
$239K +$21.7K +897 +10%
BH
488
Burk Holdings
Oklahoma
$238K +$237K +9,781 New
AR
489
Apeiron RIA
Texas
$238K -$7.26K -300 -3%
W
490
WorthPointe
California
$237K +$236K +9,757 New
FM
491
Foster & Motley
Ohio
$237K -$70.2K -2,901 -23%
IC
492
IEQ Capital
California
$234K +$233K +9,628 New
GCM
493
Generation Capital Management
New York
$232K
AIFAIM
494
American Institute for Advanced Investment Management
Arizona
$231K +$230K +9,500 New
IAA
495
Independent Advisor Alliance
North Carolina
$229K -$668K -27,607 -75%
AMIM
496
Aull & Monroe Investment Management
Alabama
$228K -$9.18K -379 -4%
MWM
497
Meridian Wealth Management
Kentucky
$227K +$226K +9,335 New
CCFM
498
Clear Creek Financial Management
Washington
$227K +$226K +9,331 New
ATPW
499
Ashton Thomas Private Wealth
Arizona
$227K -$152K -6,276 -40%
Northern Trust
500
Northern Trust
Illinois
$224K -$11.9K -490 -5%

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.