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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
SA
526
SRH Advisors
Kansas
$185K -$10.9K -452 -6%
SAM
527
Smartleaf Asset Management
Massachusetts
$170K +$140K +5,790 +490%
CIA
528
Cape Investment Advisory
Georgia
$164K +$97 +4 +0.1%
CIM
529
Contravisory Investment Management
Massachusetts
$156K
SSB
530
Sandy Spring Bank
Maryland
$152K -$12.1K -499 -7%
MSWA
531
Marshall & Sterling Wealth Advisors
New York
$147K +$1.04K +43 +0.7%
HNB
532
Huntington National Bank
Ohio
$147K
TPCW
533
TD Private Client Wealth
New York
$139K +$120K +4,953 +638%
VWM
534
Vermillion Wealth Management
Minnesota
$136K +$2.88K +119 +2%
CAL
535
Capital Analysts LLC
Pennsylvania
$133K -$6.63K -274 -5%
WT
536
Washington Trust
Rhode Island
$131K
LCM
537
Logan Capital Management
Pennsylvania
$122K -$107K -4,417 -47%
EB
538
Eastern Bank
Massachusetts
$118K -$18.8K -778 -14%
PTC
539
Private Trust Company
Ohio
$113K +$19.7K +815 +21%
LB
540
Legacy Bridge
Iowa
$112K
LFG
541
Larson Financial Group
Missouri
$107K +$97 +4 +0.1%
AAM
542
Advisors Asset Management
Colorado
$102K -$91.2K -3,766 -47%
FDCDDQ
543
Federation des caisses Desjardins du Quebec
Quebec, Canada
$102K
AIM
544
Anchor Investment Management
South Carolina
$96.9K
CAM
545
Costello Asset Management
Pennsylvania
$92.8K +$92.3K +3,813 New
CTC
546
Central Trust Company
Missouri
$91.9K
HNW
547
High Note Wealth
Minnesota
$91.1K -$4.84K -200 -5%
Fidelity Investments
548
Fidelity Investments
Massachusetts
$90.9K +$76.7K +3,167 +557%
GC
549
Garde Capital
Washington
$78.7K +$78.3K +3,234 New
BWL
550
Bogart Wealth LLC
Virginia
$77.8K +$4.87K +201 +7%

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.