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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
OMC
651
Old Mission Capital
Illinois
-$885K -36,800 Closed
WCM
652
Wealthcare Capital Management
Virginia
-$785K -32,618 Closed
OP
653
ORG Partners
Indiana
-$514K -21,363 Closed
HSA
654
HBK Sorce Advisory
Pennsylvania
-$400K -16,620 Closed
RF
655
RHS Financial
California
-$390K -16,229 Closed
AWM
656
Axxcess Wealth Management
California
-$360K -14,960 Closed
CAAS
657
Capital Asset Advisory Services
Michigan
-$361K -14,960 Closed
FMC
658
First Merchants Corp
Indiana
-$308K -12,800 Closed
SA
659
Seneschal Advisors
Washington
-$269K -11,200 Closed
Susquehanna International Group
660
Susquehanna International Group
Pennsylvania
-$268K -11,154 Closed
REMPR
661
Roof Eidam Maycock Peralta (REMP)
California
-$247K -10,280 Closed
AQR Capital Management
662
AQR Capital Management
Connecticut
-$230K -9,574 Closed
WC
663
Waterloo Capital
Texas
-$225K -9,350 Closed
FWM
664
FFT Wealth Management
Pennsylvania
-$222K -9,228 Closed
DWT
665
Dorsey & Whitney Trust
South Dakota
-$212K -8,816 Closed
DWA
666
Delap Wealth Advisory
Oregon
-$209K -8,706 Closed
SWM
667
Stark Wealth Management
Pennsylvania
-$208K -8,645 Closed
MCM
668
Mengis Capital Management
Oregon
-$202K -8,411 Closed
HH
669
Hilltop Holdings
Texas
-$202K -8,406 Closed
WWA
670
Wingate Wealth Advisors
Massachusetts
-$64.2K -2,670 Closed
FA
671
Fedenia Advisers
Wisconsin
-$54K -2,244 Closed
MCM
672
MidAtlantic Capital Management
Virginia
-$47.7K -1,984 Closed
CJ
673
Caitlin John
Michigan
-$36.4K -1,512 Closed
AEPWM
674
Atlantic Edge Private Wealth Management
Florida
-$30.6K -1,270 Closed
HI
675
Hendershot Investments
Virginia
-$30.6K -1,270 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.