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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
FHA
601
First Horizon Advisors
Tennessee
$19.1K
AW
602
Avion Wealth
Texas
$19K -$12.8K -528 -40%
VFA
603
Valeo Financial Advisors
Indiana
$17.6K +$314K +12,926 New
RA
604
Rise Advisors
New York
$16.2K +$802 +33 +5%
Franklin Resources
605
Franklin Resources
California
$16.2K
VNA
606
Valley National Advisers
Pennsylvania
$16K
ABWM
607
Alpine Bank Wealth Management
Colorado
$15.5K +$15.5K +636 New
GSWM
608
Golden State Wealth Management
California
$15.2K -$11K -453 -42%
FVIM
609
Fort Vancouver Investment Management
Washington
$14.1K +$121 +5 +0.9%
NC
610
NewSquare Capital
Pennsylvania
$13.8K +$13.7K +564 New
TAM
611
Tucker Asset Management
Colorado
$13.4K +$13.4K +550 New
Fifth Third Bancorp
612
Fifth Third Bancorp
Ohio
$13.2K +$2.09K +86 +19%
ME
613
McIlrath & Eck
Washington
$13.1K
CFB
614
Cullen/Frost Bankers
Texas
$13.1K +$121 +5 +0.9%
NS
615
NBC Securities
Alabama
$13K
RP
616
Rice Partnership
Hawaii
$12.8K +$12.8K +526 New
LFA
617
LGT Financial Advisors
Texas
$12K
WA
618
Whipplewood Advisors
Colorado
$11.5K -$1.02M -42,065 -99%
WP
619
WealthShield Partners
North Carolina
$11.3K +$11.3K +464 New
CFG
620
Chapman Financial Group
Hawaii
$10.6K +$10.6K +436 New
CI
621
Cordant Inc
Oregon
$10.1K +$875 +36 +9%
FGA
622
Fortis Group Advisors
New Jersey
$9.8K
GEA
623
Glen Eagle Advisors
New Jersey
$9.75K
AIA
624
Arcadia Investment Advisors
Idaho
$8.68K
MAWAG
625
Mid-American Wealth Advisory Group
Missouri
$7.9K +$7.87K +324 New

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.