SCHO icon

Schwab Short-Term US Treasury ETF
SCHO

Overview Fund Activity

638 hedge funds and large institutions have $7.65B invested in Schwab Short-Term US Treasury ETF in 2025 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 268 increasing their positions, 235 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
638
Holders Change
+3
Holders Change %
+0.47%
% of All Funds
8.56%
Holding in Top 10
47
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-9.62%
% of All Funds
0.63%
New
62
Increased
268
Reduced
235
Closed
50
Calls
$2.4M
Puts
$1.71M
Net Calls
+$690K
Net Calls Change
-$904K

Top Buyers

1
Cerity Partners
Cerity Partners
New York
$79.7M
2
SGAM
Stephens Group Asset Management
Arkansas
$45.8M
3
Ameriprise
Ameriprise
Minnesota
$571M
4
MFT
Moisand Fitzgerald Tamayo
Florida
$79.1M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$93.1M

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
$59.3M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$494M
3
FCI
Financial Counselors Inc
Kansas
$0
4
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$0
5
UCMOK
United Capital Management of KS
Kansas
$25.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIFAIM
501
American Institute for Advanced Investment Management
Arizona
$232K – – –
WA
502
WPG Advisers
Maryland
$227K -$60.2K -2,470 -21%
EP
503
Edgestream Partners
New Jersey
$226K +$226K +9,285 New
LIA
504
Lynx Investment Advisory
District of Columbia
$226K +$4.71K +193 +2%
ARC
505
Advisor Resource Council
Texas
$223K -$4.59M -188,193 -95%
IWM
506
IHT Wealth Management
Illinois
$221K +$14.4K +590 +7%
SPA
507
Sentinel Pension Advisors
Massachusetts
$221K +$9.61K +394 +5%
SA
508
Strategic Advocates
Utah
$217K -$2.93K -120 -1%
CCFM
509
Clear Creek Financial Management
Washington
$217K -$10.6K -433 -5%
BCM
510
Blume Capital Management
California
$217K – – –
AMIM
511
Aull & Monroe Investment Management
Alabama
$217K -$11.7K -480 -5%
AA
512
Advisory Alpha
Michigan
$216K +$216K +8,879 New
FM
513
Foster & Motley
Ohio
$215K -$23.2K -951 -10%
XT
514
XTX Topco
Cayman Islands
$214K +$214K +8,788 New
MWM
515
Meridian Wealth Management
Kentucky
$213K -$14.8K -605 -6%
WLIM
516
White Lighthouse Investment Management
Massachusetts
$211K – – –
SCM
517
Seascape Capital Management
New Hampshire
$210K +$559 +23 +0.3%
Empower Advisory Group
518
Empower Advisory Group
Colorado
$209K -$11.7K -481 -5%
CAS
519
Coppell Advisory Solutions
Texas
$208K +$208K +8,558 New
HNB
520
Huntington National Bank
Ohio
$208K -$147K – –
WAM
521
Weatherly Asset Management
California
$207K – – –
BPW
522
BLVD Private Wealth
Kentucky
$206K +$206K +8,442 New
AO
523
Advisor OS
Illinois
$205K +$4.63K +190 +2%
BFG
524
Bouchey Financial Group
New York
$204K -$5.82M -238,660 -97%
IPA
525
Investment Planning Advisors
Georgia
$204K – – –
19 20
21
22 23