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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
CIM
551
Contravisory Investment Management
Massachusetts
$157K
AUB
552
Atlantic Union Bankshares
Virginia
$154K +$153K +6,301 New
MSWA
553
Marshall & Sterling Wealth Advisors
New York
$149K +$1.55K +64 +1%
FDW
554
Fourth Dimension Wealth
Ohio
$142K -$61.6K -2,535 -30%
TPCW
555
TD Private Client Wealth
New York
$139K -$1.17K -48 -0.8%
PTC
556
Private Trust Company
Ohio
$137K +$23.4K +962 +21%
LFG
557
Larson Financial Group
Missouri
$127K +$19.9K +819 +19%
VWM
558
Vermillion Wealth Management
Minnesota
$123K -$13.3K -547 -10%
BF
559
BOK Financial
Oklahoma
$122K +$92.6K +3,811 +324%
MFA
560
Morling Financial Advisors
California
$120K +$95K +3,912 +384%
EB
561
Eastern Bank
Massachusetts
$118K
CAL
562
Capital Analysts LLC
Pennsylvania
$114K -$18.9K -778 -14%
LB
563
Legacy Bridge
Iowa
$112K
FFO
564
Fortitude Family Office
Arizona
$106K +$105K +4,328 New
SWP
565
Strategic Wealth Partners
Ohio
$103K +$103K +4,243 New
FDCDDQ
566
Federation des caisses Desjardins du Quebec
Quebec, Canada
$102K
AIM
567
Anchor Investment Management
South Carolina
$97K
CAM
568
Costello Asset Management
Pennsylvania
$93.3K +$292 +12 +0.3%
GC
569
Garde Capital
Washington
$78.8K
BWL
570
Bogart Wealth LLC
Virginia
$78.6K +$607 +25 +0.8%
MAS
571
MPWM Advisory Solutions
Georgia
$76.9K +$76.7K +3,156 New
HNW
572
High Note Wealth
Minnesota
$76.7K -$14.6K -600 -16%
AWM
573
AllSquare Wealth Management
New York
$75.4K +$48.6K +2,000 +183%
PPA
574
Painted Porch Advisors
California
$66.3K -$6.22K -256 -9%
RMP
575
Richards, Merrill & Peterson
Washington
$63.9K

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.