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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
WCM
601
Weaver Capital Management
Georgia
$13.2K
ME
602
McIlrath & Eck
Washington
$13.1K
NS
603
NBC Securities
Alabama
$13K +$13K +535 New
CFB
604
Cullen/Frost Bankers
Texas
$12.9K +$97 +4 +0.8%
LFA
605
LGT Financial Advisors
Texas
$12K -$702 -29 -6%
WA
606
Whipplewood Advisors
Colorado
$11.4K +$1.02M +42,065 +8,950%
Fifth Third Bancorp
607
Fifth Third Bancorp
Ohio
$11.1K -$12.6K -520 -53%
RBC
608
Roble Belko & Company
Pennsylvania
$10K +$10K +414 New
FGA
609
Fortis Group Advisors
New Jersey
$9.79K
GEA
610
Glen Eagle Advisors
New Jersey
$9.74K
CI
611
Cordant Inc
Oregon
$9.22K +$654 +27 +8%
AIA
612
Arcadia Investment Advisors
Idaho
$8.67K -$9.59K -396 -53%
BA
613
Bristlecone Advisors
Washington
$8.23K +$8.18K +338 New
PFBT
614
Parkside Financial Bank & Trust
Missouri
$7.55K +$7.51K +310 New
WIM
615
Westside Investment Management
California
$7.35K
CWM
616
Crowley Wealth Management
Delaware
$7.3K
OSAM
617
O'Shaughnessy Asset Management
Connecticut
$6.82K +$6.78K +280 New
PWA
618
Physician Wealth Advisors
Utah
$6.52K
HR
619
Howe & Rusling
New York
$6.47K +$6.44K +266 New
MAFA
620
MJT & Associates Financial Advisory
Minnesota
$6.28K +$6.25K +258 New
WB
621
Webster Bank
Connecticut
$5.4K
CA
622
Continuum Advisory
Idaho
$5.33K -$5.18K -214 -49%
BC
623
Barrett & Company
Rhode Island
$5.26K
PA
624
Parallel Advisors
California
$4.96K -$30.4K -1,256 -86%
FGAM
625
Financial Gravity Asset Management
Texas
$4.75K +$4.72K +195 New

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.