We are live on ! Find out more
SCHO icon

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
VWM
476
Venturi Wealth Management
Texas
$302K +$57.9K +2,381 +24%
KAS
477
Kestra Advisory Services
Texas
$301K +$53.7K +2,211 +22%
FG
478
Fairman Group
Pennsylvania
$301K
MGIA
479
Moneta Group Investment Advisors
Missouri
$293K -$25K -1,028 -8%
ASN
480
Advisory Services Network
Georgia
$290K +$17.3K +714 +6%
WCP
481
Wealthcare Capital Partners
Pennsylvania
$289K +$288K +11,860 New
SEIA
482
Signature Estate & Investment Advisors
California
$288K -$384K -15,784 -57%
MWM
483
Maridea Wealth Management
New York
$286K -$148K -6,088 -34%
ZIG
484
Zullo Investment Group
Pennsylvania
$285K -$5.56K -229 -2%
CCM
485
Chilton Capital Management
Texas
$282K -$10.2K -421 -4%
IJWM
486
Inman Jager Wealth Management
Mississippi
$279K +$39.8K +1,636 +17%
RIM
487
Rockbridge Investment Management
New York
$277K
IAA
488
Independent Advisor Alliance
North Carolina
$276K +$46.2K +1,902 +20%
PWM
489
PBMares Wealth Management
Virginia
$274K
USCWA
490
U.S. Capital Wealth Advisors
Texas
$274K +$273K +11,233 New
LFA
491
Lauterbach Financial Advisors
Texas
$266K +$1.92K +79 +0.7%
AWA
492
Arkadios Wealth Advisors
Georgia
$266K +$14.8K +610 +6%
BFP
493
Brewster Financial Planning
New York
$265K
SRCM
494
Signature Resources Capital Management
California
$264K -$3.5K -144 -1%
RA
495
RFG Advisory
Alabama
$263K +$263K +10,804 New
CPCM
496
Cardinal Point Capital Management
Ontario, Canada
$263K +$6.39M +263,049 New
CFO
497
CVA Family Office
Colorado
$262K +$364 +15 +0.1%
TC
498
TownSquare Capital
Utah
$260K -$13.6M -561,326 -98%
ECM
499
Exchange Capital Management
Michigan
$260K -$4.28K -176 -2%
SAM
500
Summit Asset Management
Tennessee
$259K -$39.7K -1,635 -13%

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.