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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
BP
76
BWM Planning
Texas
$12.2M +$3.7M +152,101 +44%
Royal Bank of Canada
77
Royal Bank of Canada
Ontario, Canada
$12M -$295K -12,123 -2%
DWM
78
Diversify Wealth Management
Utah
$11.8M +$616K +25,339 +5%
VCM
79
Vivaldi Capital Management
Illinois
$11.7M -$1.21M -49,998 -9%
BDF
80
Black Diamond Financial
Maryland
$11.5M -$714K -29,400 -6%
MWP
81
Meridian Wealth Partners
Pennsylvania
$11.5M +$554K +22,801 +5%
PPH
82
Pure Portfolios Holdings
Oregon
$11M +$2.87M +118,023 +35%
WCA
83
Westover Capital Advisors
Delaware
$11M -$102K -4,197 -0.9%
RWB
84
RMR Wealth Builders
New Jersey
$10.9M +$2.62M +107,768 +32%
BNP Paribas Financial Markets
85
BNP Paribas Financial Markets
France
$10.8M +$1.58M +65,157 +17%
PC
86
Prairiewood Capital
North Dakota
$10.6M +$1.05M +43,174 +11%
Creative Planning
87
Creative Planning
Kansas
$10.6M -$223K -9,183 -2%
WWM
88
WT Wealth Management
Arizona
$10.4M -$713K -29,337 -6%
BWM
89
Brown Wealth Management
Illinois
$10.3M -$2.75M -113,341 -21%
DI
90
Diligent Investors
California
$10M +$9.75M +401,231 +4,424%
MA
91
Mutual Advisors
Nebraska
$9.94M +$609K +25,058 +7%
US Bancorp
92
US Bancorp
Minnesota
$9.79M +$1.88M +77,501 +24%
ATI
93
Act Two Investors
California
$9.63M +$858K +35,306 +10%
FNT
94
First National Trust
Pennsylvania
$9.62M +$9.55K +393 +0.1%
PWA
95
Peterson Wealth Advisors
Utah
$9.32M -$93K -3,828 -1%
HighTower Advisors
96
HighTower Advisors
Illinois
$9.16M +$973K +40,029 +12%
ZRP
97
Zynergy Retirement Planning
New Jersey
$9.14M -$209K -8,614 -2%
MOS
98
MGO One Seven
Ohio
$8.94M -$3.47K -143 -0%
SIM
99
Sims Investment Management
Ohio
$8.87M -$580K -23,887 -6%
FTS
100
Fifth Third Securities
Ohio
$8.81M +$863K +35,538 +11%

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.