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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
Truist Financial
51
Truist Financial
North Carolina
$18.3M +$223K +9,166 +1%
JAG
52
Journey Advisory Group
Kentucky
$18M +$968K +39,829 +6%
CMP
53
Courage Miller Partners
Virginia
$17.7M -$749K -30,835 -4%
NG
54
Novem Group
New York
$16.4M +$994K +40,924 +6%
II
55
Inspire Investing
Idaho
$16M -$6.72M -276,570 -30%
JWM
56
JPL Wealth Management
Colorado
$15.8M +$1.72M +70,586 +12%
AFS
57
Access Financial Services
Minnesota
$15.5M +$14.8M +610,888 +2,668%
Raymond James Financial
58
Raymond James Financial
Florida
$15M -$1.28M -52,709 -8%
MSG
59
Main Street Group
Virginia
$15M +$2.57M +105,968 +21%
MWC
60
MBM Wealth Consultants
Missouri
$14.9M +$961K +39,555 +7%
RCA
61
Resonant Capital Advisors
Wisconsin
$14.4M -$796K -32,742 -5%
RF
62
Robinswood Financial
Washington
$14.3M -$341K -14,028 -2%
Bank of New York Mellon
63
Bank of New York Mellon
New York
$14.3M +$9.7M +399,216 +214%
PFA
64
Pure Financial Advisors
California
$14.1M +$173K +7,122 +1%
MAM
65
Marotta Asset Management
Virginia
$14M +$6.94M +285,808 +99%
WIA
66
World Investment Advisors
California
$14M +$276K +11,378 +2%
BA
67
Ballast Advisors
Minnesota
$13.9M +$744K +30,629 +6%
National Bank of Canada
68
National Bank of Canada
Quebec, Canada
$13.9M +$9.41M +387,155 +212%
ACM
69
AlphaStar Capital Management
North Carolina
$13.8M +$13.8M +567,621 New
AWE
70
Avidian Wealth Enterprises
Texas
$13.7M +$460K +18,913 +3%
AA
71
Alesco Advisors
New York
$13.7M +$4.7M +193,610 +53%
WA
72
Waverly Advisors
Alabama
$13.7M +$232K +9,566 +2%
CCM
73
Cloud Capital Management
Washington
$13.5M -$539K -22,170 -4%
TCM
74
Towneley Capital Management
California
$13M -$6.78M -279,044 -34%
NFG
75
Northeast Financial Group
Pennsylvania
$12.6M +$668K +27,490 +6%

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.