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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
Truist Financial
51
Truist Financial
North Carolina
$18M -$497K -20,516 -3%
Nisa Investment Advisors
52
Nisa Investment Advisors
Missouri
$18M +$15M +620,400 +528%
JAG
53
Journey Advisory Group
Kentucky
$17M +$10.3M +427,225 +157%
Raymond James Financial
54
Raymond James Financial
Florida
$16.3M +$672K +27,741 +4%
GGS
55
Galvin Gaustad & Stein
Arizona
$15.9M +$1.92M +79,377 +14%
AssetMark Inc
56
AssetMark Inc
California
$15.9M -$8.91M -368,130 -36%
NG
57
Novem Group
New York
$15.4M +$1.58M +65,244 +12%
RCA
58
Resonant Capital Advisors
Wisconsin
$15.2M +$759K +31,357 +5%
RF
59
Robinswood Financial
Washington
$14.6M +$483K +19,948 +3%
JWM
60
JPL Wealth Management
Colorado
$14.1M +$1.52M +62,688 +12%
MAM
61
Marotta Asset Management
Virginia
$14.1M -$6.62M -273,522 -49%
CCM
62
Cloud Capital Management
Washington
$14M +$13.9M +575,512 New
MWC
63
MBM Wealth Consultants
Missouri
$13.9M +$1.26M +51,907 +10%
TC
64
TownSquare Capital
Utah
$13.9M +$247K +10,220 +2%
PFA
65
Pure Financial Advisors
California
$13.9M -$317K -13,083 -2%
WIA
66
World Investment Advisors
California
$13.7M -$2.69M -111,275 -17%
WA
67
Waverly Advisors
Alabama
$13.4M +$1.39M +57,357 +12%
AWE
68
Avidian Wealth Enterprises
Texas
$13.3M +$3.55M +146,760 +37%
BA
69
Ballast Advisors
Minnesota
$13.1M +$204K +8,435 +2%
BWM
70
Brown Wealth Management
Illinois
$13.1M +$164K +6,759 +1%
VCM
71
Vivaldi Capital Management
Illinois
$12.9M +$2.27M +93,606 +22%
MSG
72
Main Street Group
Virginia
$12.4M +$661K +27,284 +6%
Royal Bank of Canada
73
Royal Bank of Canada
Ontario, Canada
$12.2M +$491K +20,258 +4%
BDF
74
Black Diamond Financial
Maryland
$12.2M +$971K +40,085 +9%
NFG
75
Northeast Financial Group
Pennsylvania
$11.9M +$74.7K +3,083 +0.6%

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.