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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
PCM
576
Perritt Capital Management
Illinois
$62K +$656 +27 +1%
GBT
577
Grove Bank & Trust
Florida
$61.2K +$61K +2,509 New
WTC
578
WhitTier Trust Company
Nevada
$60K -$11.8K -486 -16%
FFA
579
Founders Financial Alliance
North Carolina
$58.7K +$389 +16 +0.7%
CFP
580
Comprehensive Financial Planning
Pennsylvania
$56.8K +$607 +25 +1%
TCM
581
Tradewinds Capital Management
Washington
$55.4K +$97 +4 +0.2%
BTI
582
Blue Trust Inc
Georgia
$52.4K +$19K +783 +57%
FFWM
583
Future Financial Wealth Management
Ohio
$51.9K +$340 +14 +0.7%
FRA
584
Front Row Advisors
California
$45.7K -$9.72K -400 -18%
CIAS
585
Capital Investment Advisory Services
North Carolina
$43.4K -$2.04K -84 -5%
BAM
586
Bellevue Asset Management
Washington
$41.9K -$1.58K -65 -4%
WSFS
587
Wilmington Savings Fund Society
Delaware
$34.6K
T
588
Transce3nd
Texas
$34.6K -$10.2K -421 -23%
NB
589
NBT Bank
New York
$33.7K
GWM
590
GSB Wealth Management
Connecticut
$32.6K +$15.9K +654 +96%
CA
591
CoreCap Advisors
Michigan
$29.3K +$11.1K +458 +62%
SIS
592
Sound Income Strategies
Florida
$28.8K +$486 +20 +2%
KSB
593
Kennebec Savings Bank
Maine
$26.9K -$437 -18 -2%
VFM
594
Vision Financial Markets
Connecticut
$24.4K
DJSG
595
D.J. St. Germain
Massachusetts
$23K
TVWM
596
Tower View Wealth Management
Wisconsin
$21.3K -$30.3K -1,247 -59%
NFSG
597
Newbridge Financial Services Group
Florida
$21.1K
BBPWM
598
Blue Bell Private Wealth Management
Pennsylvania
$20.6K
BHWM
599
Beaird Harris Wealth Management
Texas
$20.2K
DAM
600
Delta Asset Management
Tennessee
$19.7K

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.