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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
PPA
551
Painted Porch Advisors
California
$72.5K +$72.1K +2,977 New
WTC
552
WhitTier Trust Company
Nevada
$71.8K +$71.4K +2,948 New
RMP
553
Richards, Merrill & Peterson
Washington
$63.8K
CW
554
Cooksen Wealth
Texas
$62.8K +$31.5K +1,302 New
FW
555
Fairway Wealth
Ohio
$62.7K
PCM
556
Perritt Capital Management
Illinois
$61.2K +$436 +18 +0.7%
FFA
557
Founders Financial Alliance
North Carolina
$58.2K +$266 +11 +0.5%
CFP
558
Comprehensive Financial Planning
Pennsylvania
$56.2K +$944 +39 +2%
FRA
559
Front Row Advisors
California
$55.4K
TCM
560
Tradewinds Capital Management
Washington
$55.3K +$48 +2 +0.1%
TVWM
561
Tower View Wealth Management
Wisconsin
$51.6K +$51.3K +2,119 New
FFWM
562
Future Financial Wealth Management
Ohio
$51.5K +$242 +10 +0.5%
CIAS
563
Capital Investment Advisory Services
North Carolina
$45.4K +$45.2K +1,865 New
T
564
Transce3nd
Texas
$44.8K -$51.7K -2,137 -54%
BAM
565
Bellevue Asset Management
Washington
$43.4K -$7.97K -329 -16%
DCM
566
Davis Capital Management
Florida
$38.8K -$9.64K -398 -20%
GJIA
567
Glass Jacobson Investment Advisors
Maryland
$38.6K
WSFS
568
Wilmington Savings Fund Society
Delaware
$34.5K
NB
569
NBT Bank
New York
$33.7K -$24.2K -1,000 -42%
BTI
570
Blue Trust Inc
Georgia
$33.2K -$56K -2,313 -63%
SIM
571
Synergy Investment Management
Florida
$31.8K
AW
572
Avion Wealth
Texas
$31K
SWM
573
Spire Wealth Management
Virginia
$29.8K
BF
574
BOK Financial
Oklahoma
$28.6K
SIS
575
Sound Income Strategies
Florida
$28.3K -$2.62K -108 -9%

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.