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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
OPTFSNA
626
Old Point Trust & Financial Services N A
Virginia
$7.8K -$17K -700 -69%
PFBT
627
Parkside Financial Bank & Trust
Missouri
$7.56K
SAM
628
Smartleaf Asset Management
Massachusetts
$7.43K -$162K -6,666 -96%
WIM
629
Westside Investment Management
California
$7.36K
CWM
630
Crowley Wealth Management
Delaware
$7.31K
SC
631
SouthState Corp
Florida
$7.07K +$7.05K +290 New
OSAM
632
O'Shaughnessy Asset Management
Connecticut
$6.83K
PWA
633
Physician Wealth Advisors
Utah
$6.53K
MAFA
634
MJT & Associates Financial Advisory
Minnesota
$6.29K
BC
635
Barrett & Company
Rhode Island
$5.27K
MWA
636
Medallion Wealth Advisors
Connecticut
$5.15K +$5.15K +212 New
FGC
637
Financial Gravity Companies
Texas
$5.05K +$5.03K +207 New
PA
638
Parallel Advisors
California
$4.97K
ADL
639
Asset Dedication LLC
California
$4.12K +$24 +1 +0.6%
QCMNJ
640
Quantum Capital Management (New Jersey)
New Jersey
$3.8K
TPWA
641
Twin Peaks Wealth Advisors
California
$3.65K +$3.65K +150 New
JWA
642
JFS Wealth Advisors
Pennsylvania
$3.51K
PWA
643
Principia Wealth Advisory
Texas
$3.1K -$219 -9 -7%
MA
644
Montag & Associates
Georgia
$2.88K +$2.87K +118 New
SWIM
645
Smallwood Wealth Investment Management
New Jersey
$2.36K +$2.36K +97 New
Simplex Trading
646
Simplex Trading
Illinois
$2K +$2.19K +90 New
SL
647
Salomon & Ludwin
Virginia
$1.84K +$1.85K +76 New
GPFA
648
Game Plan Financial Advisors
Ohio
$1.73K +$24 +1 +1%
MWA
649
Moser Wealth Advisors
Washington
$1.62K
KFI
650
Key Financial Inc
Pennsylvania
$1.56K

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.