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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
RC
101
Roundview Capital
New Jersey
$8.78M -$152K -6,246 -2%
SAS
102
SMI Advisory Services
Indiana
$8.69M +$200K +8,228 +2%
AC
103
Apella Capital
Connecticut
$8.65M -$2.31M -95,182 -21%
MIA
104
Milestone Investment Advisors
Wisconsin
$8.27M +$2.26M +93,212 +38%
BlackRock
105
BlackRock
New York
$7.9M -$2.11M -86,742 -21%
EFH
106
Eaton Financial Holdings
Florida
$7.86M +$7.83M +322,290 New
PAYA
107
Phil A. Younker & Associates
Alaska
$7.72M -$1.09M -44,942 -12%
GP
108
Greenline Partners
New York
$7.63M +$6.63M +273,042 +682%
Commonwealth Equity Services
109
Commonwealth Equity Services
Massachusetts
$7.54M +$216K +8,890 +3%
APG
110
Abacus Planning Group
South Carolina
$7.49M -$44.3K -1,823 -0.6%
MML Investors Services
111
MML Investors Services
Massachusetts
$7.31M +$3.89M +160,109 +115%
GSF
112
Grove Street Fiduciary
New Hampshire
$7.26M -$151K -6,196 -2%
HI
113
Harbour Investments
Wisconsin
$6.95M -$831K -34,182 -11%
Jane Street
114
Jane Street
New York
$6.93M +$6.9M +284,093 New
Mariner
115
Mariner
Kansas
$6.92M -$2.63M -108,206 -28%
RTL
116
Red Tortoise LLC
Georgia
$6.61M +$1.02M +41,880 +18%
SC
117
Savant Capital
Illinois
$6.6M -$937K -38,572 -12%
MWP
118
Momentum Wealth Planning
Florida
$6.58M +$6.56M +269,821 New
EK
119
Evensky & Katz
Florida
$6.53M -$670K -27,587 -9%
CW
120
CreativeOne Wealth
Kansas
$6.52M -$17.9K -735 -0.3%
APC
121
Asset Planning Corporation
Tennessee
$6.48M +$681K +28,025 +12%
SG
122
StoneX Group
New York
$6.42M +$210K +8,637 +3%
WAM
123
WNY Asset Management
New York
$6.39M +$643K +26,466 +11%
FFA
124
Farther Finance Advisors
California
$6.33M -$527K -21,703 -8%
DIA
125
Dean Investment Associates
Ohio
$6.25M -$578K -23,775 -8%

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.