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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
GAA
676
Global Assets Advisory
Florida
-$339K -13,938 Closed
GS
677
GWN Securities
Florida
-$324K -13,292 Closed
KBFS
678
Kohmann Bosshard Financial Services
Ohio
-$252K -10,353 Closed
MWM
679
Modera Wealth Management
New Jersey
-$245K -10,065 Closed
IC
680
IEQ Capital
California
-$234K -9,628 Closed
CFG
681
Cooper Financial Group
California
-$220K -9,046 Closed
Members Trust
682
Members Trust
Florida
-$212K -8,722 Closed
BDFN
683
Bond & Devick Financial Network
Minnesota
-$207K -8,509 Closed
LA
684
LexAurum Advisors
Kansas
-$201K -8,264 Closed
WT
685
Washington Trust
Rhode Island
-$131K -5,400 Closed
LCM
686
Logan Capital Management
Pennsylvania
-$122K -4,997 Closed
AAM
687
Advisors Asset Management
Colorado
-$102K -4,196 Closed
FW
688
Fairway Wealth
Ohio
-$62.7K -2,578 Closed
GJIA
689
Glass Jacobson Investment Advisors
Maryland
-$38.6K -1,604 Closed
SIM
690
Synergy Investment Management
Florida
-$31.8K -1,308 Closed
CW
691
Cooksen Wealth
Texas
-$62.8K -1,302 Closed
SWM
692
Spire Wealth Management
Virginia
-$29.8K -1,224 Closed
VBA
693
von Borstel & Associates
Oregon
-$27K -1,110 Closed
RF
694
Rossby Financial
Florida
-$26.5K -1,086 Closed
Russell Investments Group
695
Russell Investments Group
United Kingdom
-$23K -946 Closed
WCM
696
Weaver Capital Management
Georgia
-$13.2K -544 Closed
RBC
697
Roble Belko & Company
Pennsylvania
-$10K -414 Closed
BA
698
Bristlecone Advisors
Washington
-$8.23K -338 Closed
HR
699
Howe & Rusling
New York
-$6.47K -266 Closed
WB
700
Webster Bank
Connecticut
-$5.4K -222 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.