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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
AGWCA
626
Annis Gardner Whiting Capital Advisors
Florida
$4.09K +$4.07K +168 New
ADL
627
Asset Dedication LLC
California
$4.09K +$24 +1 +0.6%
QCMNJ
628
Quantum Capital Management (New Jersey)
New Jersey
$3.8K
JWA
629
JFS Wealth Advisors
Pennsylvania
$3.5K +$3.49K +144 New
PWA
630
Principia Wealth Advisory
Texas
$3.3K +$2.08K +86 +172%
CWP
631
Concord Wealth Partners
Virginia
$2.92K
GWMI
632
Guardian Wealth Management (Illinois)
Illinois
$2.77K -$2.64K -109 -49%
TCOV
633
Trust Company of Vermont
Vermont
$2.7K +$2.69K +111 New
GPFA
634
Game Plan Financial Advisors
Ohio
$1.71K
MWA
635
Moser Wealth Advisors
Washington
$1.6K +$24 +1 +2%
KFI
636
Key Financial Inc
Pennsylvania
$1.56K
TFA
637
Transamerica Financial Advisors
Florida
$1K
OW
638
Olistico Wealth
Oklahoma
$998 +$993 +41 New
NP
639
NorthRock Partners
Minnesota
$949 -$42.5K -1,754 -98%
DF
640
Dunhill Financial
United Kingdom
$129 +$339 +14 New
CIBC Private Wealth Group
641
CIBC Private Wealth Group
Georgia
$121
CMA
642
Cedar Mountain Advisors
Oregon
$92 -$1.57K -65 -94%
IAS
643
IMA Advisory Services
Colorado
$4
BCP
644
Blackhawk Capital Partners
Wisconsin
-$6.72M -279,289 Closed
AWS
645
Aspen Wealth Strategies
Colorado
-$5.54M -230,076 Closed
EFS
646
Econ Financial Services
Pennsylvania
-$1.66M -69,105 Closed
Bank of Nova Scotia
647
Bank of Nova Scotia
Ontario, Canada
-$1.52M -63,000 Closed
Jane Street
648
Jane Street
New York
-$1.51M -62,625 Closed
NW
649
Naviter Wealth
Arkansas
-$1.01M -41,816 Closed
VFIC
650
Valley Forge Investment Consultants
Pennsylvania
-$997K -41,445 Closed

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.