We are live on ! Find out more
SCHO icon

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
AP
676
Aspect Partners
Virginia
-$25.7K -1,068 Closed
PIS
677
POM Investment Strategies
North Carolina
-$19.4K -806 Closed
PA
678
PSI Advisors
Florida
-$18.9K -786 Closed
CFGS
679
Concourse Financial Group Securities
Alabama
-$17.5K -726 Closed
MA
680
Modus Advisors
Minnesota
-$17.4K -721 Closed
CCP
681
Clarkston Capital Partners
Michigan
-$15.5K -644 Closed
Simplex Trading
682
Simplex Trading
Illinois
-$11K -486 Closed
DRP
683
Decker Retirement Planning
Utah
-$10.3K -428 Closed
LC
684
Lavaca Capital
Texas
-$8.32K -346 Closed
GM
685
GeoWealth Management
Illinois
-$7.36K -306 Closed
OC
686
Oarsman Capital
Wisconsin
-$6.79K -282 Closed
SNB
687
Security National Bank
Nebraska
-$5.2K -216 Closed
BCMLT
688
Beacon Capital Management LLC (Tennessee)
Tennessee
-$4.97K -207 Closed
VHAM
689
Van Hulzen Asset Management
California
-$3.2K -133 Closed
QCG
690
Quadrant Capital Group
Ohio
-$1.93K -80 Closed
NRWA
691
North Ridge Wealth Advisors
Oregon
-$722 -30 Closed
FLP
692
Financial Life Planners
Arizona
-$693 -29 Closed
PWM
693
Parkworth Wealth Management
California
-$75 -3 Closed
HC
694
Hurley Capital
New York
-$56 -2 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.