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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
DWM
76
Diversify Wealth Management
Utah
$11.3M -$412K -17,024 -4%
WWM
77
WT Wealth Management
Arizona
$11.1M -$1.02M -42,099 -8%
WCA
78
Westover Capital Advisors
Delaware
$11M +$1.06M +43,668 +11%
AC
79
Apella Capital
Connecticut
$11M -$8.01M -330,862 -42%
MWP
80
Meridian Wealth Partners
Pennsylvania
$10.9M -$41.7K -1,722 -0.4%
Creative Planning
81
Creative Planning
Kansas
$10.8M -$92.9K -3,835 -0.9%
BlackRock
82
BlackRock
New York
$10M -$3.28M -135,493 -25%
FNT
83
First National Trust
Pennsylvania
$9.59M -$5.96M -246,238 -38%
PC
84
Prairiewood Capital
North Dakota
$9.54M +$526K +21,730 +6%
Mariner
85
Mariner
Kansas
$9.54M -$1.08M -44,692 -10%
SGAM
86
Stephens Group Asset Management
Arkansas
$9.5M -$9.6M -396,582 -50%
SIM
87
Sims Investment Management
Ohio
$9.43M +$840K +34,681 +10%
PWA
88
Peterson Wealth Advisors
Utah
$9.4M +$465K +19,187 +5%
MA
89
Mutual Advisors
Nebraska
$9.36M +$264K +10,905 +3%
ZRP
90
Zynergy Retirement Planning
New Jersey
$9.23M +$5.15M +212,705 +124%
BNP Paribas Financial Markets
91
BNP Paribas Financial Markets
France
$9.22M -$8.71M -359,787 -49%
AA
92
Alesco Advisors
New York
$8.95M +$39.7K +1,638 +0.4%
MOS
93
MGO One Seven
Ohio
$8.93M +$771K +31,839 +10%
RC
94
Roundview Capital
New Jersey
$8.92M -$212K -8,749 -2%
PAYA
95
Phil A. Younker & Associates
Alaska
$8.8M -$729K -30,106 -8%
ATI
96
Act Two Investors
California
$8.75M +$4.37M +180,663 +101%
SAS
97
SMI Advisory Services
Indiana
$8.51M +$1.22M +50,422 +17%
BP
98
BWM Planning
Texas
$8.45M +$889K +36,722 +12%
RWB
99
RMR Wealth Builders
New Jersey
$8.21M +$2.28M +94,172 +39%
HighTower Advisors
100
HighTower Advisors
Illinois
$8.17M +$1.91M +78,949 +31%

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.