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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
AA
526
Advisory Alpha
Michigan
$216K +$216K +8,879 New
FM
527
Foster & Motley
Ohio
$215K -$23.1K -951 -10%
XT
528
XTX Topco
Cayman Islands
$214K +$214K +8,788 New
MWM
529
Meridian Wealth Management
Kentucky
$213K -$14.7K -605 -6%
WLIM
530
White Lighthouse Investment Management
Massachusetts
$211K
SCM
531
Seascape Capital Management
New Hampshire
$210K +$559 +23 +0.3%
Empower Advisory Group
532
Empower Advisory Group
Colorado
$209K -$11.7K -481 -5%
CAS
533
Coppell Advisory Solutions
Texas
$208K +$208K +8,558 New
HNB
534
Huntington National Bank
Ohio
$208K
WAM
535
Weatherly Asset Management
California
$207K
BPW
536
BLVD Private Wealth
Kentucky
$206K +$205K +8,442 New
NSG
537
Nalls Sherbakoff Group
Tennessee
$205K
AO
538
Advisor OS
Illinois
$205K +$4.62K +190 +2%
BFG
539
Bouchey Financial Group
New York
$204K -$5.8M -238,660 -97%
IPA
540
Investment Planning Advisors
Georgia
$204K
TIA
541
Traphagen Investment Advisors
New Jersey
$204K -$1.99K -82 -1%
Pathstone Holdings
542
Pathstone Holdings
New Jersey
$203K -$289K -11,894 -59%
Northern Trust
543
Northern Trust
Illinois
$202K -$22.9K -941 -10%
PIA
544
Perennial Investment Advisors
California
$201K -$17K -700 -8%
AQR Capital Management
545
AQR Capital Management
Connecticut
$200K +$200K +8,216 New
Fidelity Investments
546
Fidelity Investments
Massachusetts
$199K +$108K +4,428 +119%
SA
547
SRH Advisors
Kansas
$186K
CTC
548
Central Trust Company
Missouri
$179K +$86.7K +3,567 +94%
AWM
549
AE Wealth Management
Kansas
$168K -$397K -16,348 -70%
CIA
550
Cape Investment Advisory
Georgia
$165K +$1.22K +50 +0.7%

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.