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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
PPH
101
Pure Portfolios Holdings
Oregon
$8.13M +$145K +5,976 +2%
FTS
102
Fifth Third Securities
Ohio
$7.93M +$3.02M +124,725 +62%
US Bancorp
103
US Bancorp
Minnesota
$7.89M +$1.95M +80,398 +33%
HI
104
Harbour Investments
Wisconsin
$7.77M -$1.52M -62,615 -16%
DWM
105
Dakota Wealth Management
Florida
$7.68M -$542K -22,379 -7%
SC
106
Savant Capital
Illinois
$7.53M -$285K -11,783 -4%
APG
107
Abacus Planning Group
South Carolina
$7.52M -$10.3K -426 -0.1%
MHR
108
Matthew Hamilton Rosenberg
$7.49M +$641K +26,480 +9%
GSF
109
Grove Street Fiduciary
New Hampshire
$7.4M -$419K -17,322 -5%
DAS
110
Dynamic Advisor Solutions
Arizona
$7.35M +$7.31M +301,980 New
Commonwealth Equity Services
111
Commonwealth Equity Services
Massachusetts
$7.31M +$2.01M +82,987 +38%
EK
112
Evensky & Katz
Florida
$7.19M -$1.45M -59,817 -17%
FFA
113
Farther Finance Advisors
California
$6.83M -$3.28M -135,536 -33%
DIA
114
Dean Investment Associates
Ohio
$6.82M -$973K -40,177 -13%
CW
115
CreativeOne Wealth
Kansas
$6.53M +$287K +11,851 +5%
CFP
116
Curran Financial Partners
South Carolina
$6.3M +$678K +28,008 +12%
Osaic Holdings
117
Osaic Holdings
Arizona
$6.29M +$395K +16,302 +7%
SG
118
StoneX Group
New York
$6.2M -$928K -38,323 -13%
BFG
119
Bouchey Financial Group
New York
$6.01M +$434K +17,927 +8%
MIA
120
Milestone Investment Advisors
Wisconsin
$5.99M +$2.88M +118,853 +93%
ICM
121
Islay Capital Management
Texas
$5.98M +$3.53M +145,799 +146%
ABC
122
Associated Banc-Corp
Wisconsin
$5.9M -$27.3K -1,129 -0.5%
IWC
123
Integrated Wealth Concepts
Massachusetts
$5.85M +$269K +11,093 +5%
APC
124
Asset Planning Corporation
Tennessee
$5.79M +$568K +23,458 +11%
WAM
125
WNY Asset Management
New York
$5.74M +$1.73M +71,592 +44%

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.