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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
OW
651
Olistico Wealth
Oklahoma
$1K
WWMSC
652
Wagner Wealth Management (South Carolina)
South Carolina
$828 -$26K -1,069 -97%
NRG
653
Nemes Rush Group
Michigan
$687 +$680 +28 New
TFA
654
Transamerica Financial Advisors
Florida
$539
CIBC Private Wealth Group
655
CIBC Private Wealth Group
Georgia
$121
CMA
656
Cedar Mountain Advisors
Oregon
$92
IAS
657
IMA Advisory Services
Colorado
$4
WCF
658
West Coast Financial
California
-$73.8M -3,033,672 Closed
FCI
659
Financial Counselors Inc
Kansas
-$29.2M -1,200,638 Closed
Nisa Investment Advisors
660
Nisa Investment Advisors
Missouri
-$18M -737,900 Closed
HC
661
Hamilton Capital
Ohio
-$4.72M -193,949 Closed
OFO
662
OneAscent Family Office
Alabama
-$4.41M -181,076 Closed
CLGM
663
Capitolis Liquid Global Markets
New York
-$3.27M -134,200 Closed
WG
664
Wealth Group
North Carolina
-$1.02M -41,804 Closed
SWP
665
Stratos Wealth Partners
Ohio
-$943K -38,740 Closed
BWP
666
Balboa Wealth Partners
Arizona
-$851K -34,976 Closed
SL
667
SWMG LLC
Texas
-$700K -28,712 Closed
TCWM
668
Total Clarity Wealth Management
Illinois
-$687K -28,546 Closed
SPIO
669
Seven Post Investment Office
California
-$614K -25,221 Closed
IG
670
Ithaka Group
Virginia
-$527K -21,645 Closed
SIM
671
Studio Investment Management
Illinois
-$497K -20,436 Closed
BFM
672
Boothbay Fund Management
New York
-$487K -20,000 Closed
WAM
673
Worth Asset Management
Texas
-$397K -16,297 Closed
CP
674
Capital Planning
Washington
-$387K -15,918 Closed
IF
675
IRON Financial
Illinois
-$365K -15,004 Closed

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.