SCHO icon

Schwab Short-Term US Treasury ETF
SCHO

Overview Fund Activity

635 hedge funds and large institutions have $7.45B invested in Schwab Short-Term US Treasury ETF in 2025 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 266 increasing their positions, 228 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
635
Holders Change
+7
Holders Change %
+1.11%
% of All Funds
8.63%
Holding in Top 10
52
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+10.64%
% of All Funds
0.71%
New
71
Increased
266
Reduced
228
Closed
50
Calls
$2.53M
Puts
$935K
Net Calls
+$1.59M
Net Calls Change
+$1.31M

Top Buyers

1
Renaissance Technologies
Renaissance Technologies
New York
+$35.3M
2
II
Inspire Investing
Idaho
+$22.7M
3
LA
LVW Advisors
New York
+$21M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$17M
5
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
+$15.1M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$1.26B
2
GP
Greenline Partners
New York
-$82.3M
3
SCM
SCS Capital Management
Massachusetts
-$19M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$18.1M
5
MAM
Marotta Asset Management
Virginia
-$13.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFA
551
Founders Financial Alliance
North Carolina
$58.2K +$268 +11 +0.5%
CFP
552
Comprehensive Financial Planning
Pennsylvania
$56.2K +$949 +39 +2%
FRA
553
Front Row Advisors
California
$55.4K – – –
TCM
554
Tradewinds Capital Management
Washington
$55.3K +$49 +2 +0.1%
TVWM
555
Tower View Wealth Management
Wisconsin
$51.6K +$51.6K +2,119 New
FFWM
556
Future Financial Wealth Management
Ohio
$51.5K +$243 +10 +0.5%
CIAS
557
Capital Investment Advisory Services
North Carolina
$45.4K +$45.4K +1,865 New
T
558
Transce3nd
Texas
$44.8K -$52K -2,137 -54%
BAM
559
Bellevue Asset Management
Washington
$43.4K -$8.01K -329 -16%
DCM
560
Davis Capital Management
Florida
$38.8K -$9.69K -398 -20%
GJIA
561
Glass Jacobson Investment Advisors
Maryland
$38.6K – – –
WSFS
562
Wilmington Savings Fund Society
Delaware
$34.5K – – –
NB
563
NBT Bank
New York
$33.7K -$24.3K -1,000 -42%
BTI
564
Blue Trust Inc
Georgia
$33.2K -$56.3K -2,313 -63%
SIM
565
Synergy Investment Management
Florida
$31.8K – – –
AW
566
Avion Wealth
Texas
$31K – – –
SWM
567
Spire Wealth Management
Virginia
$29.8K – – –
BF
568
BOK Financial
Oklahoma
$28.6K – – –
SIS
569
Sound Income Strategies
Florida
$28.3K -$2.63K -108 -9%
KSB
570
Kennebec Savings Bank
Maine
$27.3K +$1.24K +51 +5%
VBA
571
von Borstel & Associates
Oregon
$27K +$27K +1,110 New
WWM
572
Wagner Wealth Management
South Carolina
$26.8K +$4.67K +192 +21%
AWM
573
AllSquare Wealth Management
New York
$26.6K – – –
RF
574
Rossby Financial
Florida
$26.5K +$26.5K +1,086 New
GSWM
575
Golden State Wealth Management
California
$26.2K +$122 +5 +0.5%
21 22
23
24 25