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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
GCA
501
Gradient Capital Advisors
California
$259K -$117K -4,824 -31%
ATPW
502
Ashton Thomas Private Wealth
Arizona
$257K +$29.3K +1,206 +13%
ECM
503
Elgethun Capital Management
South Dakota
$255K -$24.3K -1,000 -9%
TIA
504
Tiemann Investment Advisors
California
$255K
WFA
505
WMG Financial Advisors
Tennessee
$250K -$2.55K -105 -1%
TA
506
TPG Advisors
Illinois
$248K +$40.6K +1,669 +20%
P
507
&Partners
Tennessee
$247K -$105K -4,342 -30%
AR
508
Apeiron RIA
Texas
$243K +$4.88K +201 +2%
HS
509
Horan Securities
United States
$241K +$240K +9,886 New
SB
510
Strategic Blueprint
Georgia
$240K -$517K -21,281 -68%
W
511
WorthPointe
California
$239K +$1.51K +62 +0.6%
CIC
512
Carnegie Investment Counsel
Ohio
$239K -$31.1K -1,278 -12%
B
513
Bensler
Washington
$235K -$147K -6,043 -39%
GCM
514
Generation Capital Management
New York
$232K
AIFAIM
515
American Institute for Advanced Investment Management
Arizona
$232K
WA
516
WPG Advisers
Maryland
$227K -$60K -2,470 -21%
EP
517
Edgestream Partners
New Jersey
$226K +$226K +9,285 New
LIA
518
Lynx Investment Advisory
District of Columbia
$226K +$4.69K +193 +2%
ARC
519
Advisor Resource Council
Texas
$223K -$4.57M -188,193 -95%
IWM
520
IHT Wealth Management
Illinois
$221K +$14.3K +590 +7%
SPA
521
Sentinel Pension Advisors
Massachusetts
$221K +$9.57K +394 +5%
SA
522
Strategic Advocates
Utah
$217K -$2.92K -120 -1%
CCFM
523
Clear Creek Financial Management
Washington
$217K -$10.5K -433 -5%
BCM
524
Blume Capital Management
California
$217K
AMIM
525
Aull & Monroe Investment Management
Alabama
$217K -$11.7K -480 -5%

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.