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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
AWAG
501
ARS Wealth Advisors Group
Florida
$224K +$223K +9,199 New
EFG
502
Ethos Financial Group
Pennsylvania
$223K
LIA
503
Lynx Investment Advisory
District of Columbia
$221K -$194 -8 -0.1%
DI
504
Diligent Investors
California
$221K +$605 +25 +0.3%
Empower Advisory Group
505
Empower Advisory Group
Colorado
$220K -$872 -36 -0.4%
CFG
506
Cooper Financial Group
California
$220K +$219K +9,046 New
SA
507
Strategic Advocates
Utah
$220K -$19.9K -820 -8%
PIA
508
Perennial Investment Advisors
California
$218K -$146K -6,036 -40%
BCM
509
Blume Capital Management
California
$217K -$12.1K -500 -5%
Members Trust
510
Members Trust
Florida
$212K +$211K +8,722 New
WLIM
511
White Lighthouse Investment Management
Massachusetts
$211K
SPA
512
Sentinel Pension Advisors
Massachusetts
$211K -$2.3K -95 -1%
SCM
513
Seascape Capital Management
New Hampshire
$210K -$19.4K -802 -9%
BDFN
514
Bond & Devick Financial Network
Minnesota
$207K +$206K +8,509 New
WAM
515
Weatherly Asset Management
California
$207K
TA
516
TPG Advisors
Illinois
$207K -$37.5K -1,548 -15%
IWM
517
IHT Wealth Management
Illinois
$207K +$1.38K +57 +0.7%
TIA
518
Traphagen Investment Advisors
New Jersey
$205K +$204K +8,437 New
NSG
519
Nalls Sherbakoff Group
Tennessee
$205K +$204K +8,413 New
FDW
520
Fourth Dimension Wealth
Ohio
$204K
SPIA
521
Steward Partners Investment Advisory
New York
$203K +$14.1K +584 +8%
IPA
522
Investment Planning Advisors
Georgia
$203K +$202K +8,358 New
DWM
523
David Wealth Management
Virginia
$201K +$200K +8,274 New
LA
524
LexAurum Advisors
Kansas
$201K -$2.62K -108 -1%
AO
525
Advisor OS
Illinois
$200K +$199K +8,217 New

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.