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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
KSB
576
Kennebec Savings Bank
Maine
$27.3K +$1.24K +51 +5%
VBA
577
von Borstel & Associates
Oregon
$27K +$26.9K +1,110 New
WWMSC
578
Wagner Wealth Management (South Carolina)
South Carolina
$26.8K +$4.65K +192 +21%
AWM
579
AllSquare Wealth Management
New York
$26.6K
RF
580
Rossby Financial
Florida
$26.5K +$26.3K +1,086 New
GSWM
581
Golden State Wealth Management
California
$26.2K +$121 +5 +0.5%
OPTFSNA
582
Old Point Trust & Financial Services N A
Virginia
$24.8K
MFA
583
Morling Financial Advisors
California
$24.8K +$24.7K +1,020 New
VFM
584
Vision Financial Markets
Connecticut
$24.3K
Russell Investments Group
585
Russell Investments Group
United Kingdom
$23K +$22.9K +946 New
DJSG
586
D.J. St. Germain
Massachusetts
$23K +$22.9K +944 New
NFSG
587
Newbridge Financial Services Group
Florida
$21K
AAP
588
Arax Advisory Partners
Colorado
$20.6K +$7.19K +297 +54%
BBPWM
589
Blue Bell Private Wealth Management
Pennsylvania
$20.5K
BHWM
590
Beaird Harris Wealth Management
Texas
$20.2K -$969 -40 -5%
DAM
591
Delta Asset Management
Tennessee
$19.7K
1IA
592
1620 Investment Advisors
Massachusetts
$19.5K -$3.63K -150 -16%
FHA
593
First Horizon Advisors
Tennessee
$19.1K
BBHC
594
Brown Brothers Harriman & Co
New York
$18.6K +$14K +578 +311%
CA
595
CoreCap Advisors
Michigan
$18.1K -$13.2K -546 -42%
GWM
596
GSB Wealth Management
Connecticut
$16.6K +$16.5K +682 New
Franklin Resources
597
Franklin Resources
California
$16.2K
VNA
598
Valley National Advisers
Pennsylvania
$16K -$484 -20 -3%
RA
599
Rise Advisors
New York
$15.4K +$97 +4 +0.6%
FVIM
600
Fort Vancouver Investment Management
Washington
$14K +$242 +10 +2%

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.