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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
CAPTRUST Financial Advisors
126
CAPTRUST Financial Advisors
North Carolina
$5.65M -$324K -13,390 -5%
RTL
127
Red Tortoise LLC
Georgia
$5.58M +$977K +40,345 +21%
Cambridge Investment Research Advisors
128
Cambridge Investment Research Advisors
Iowa
$5.5M -$424K -17,504 -7%
GP
129
Greenline Partners
New York
$5.28M -$15.1M -624,437 -94%
SFA
130
Seneca Financial Advisors
New York
$5.16M -$33.2K -1,370 -0.6%
SP
131
Successful Portfolios
Florida
$5M +$53.1K +2,194 +1%
MWM
132
Maltin Wealth Management
New Jersey
$4.91M +$196K +8,075 +4%
CHJWM
133
Carlton Hofferkamp & Jenks Wealth Management
Texas
$4.84M -$566K -23,366 -11%
EWA
134
ERTS Wealth Advisors
Michigan
$4.74M +$28.7K +1,184 +0.6%
HC
135
Hamilton Capital
Ohio
$4.72M +$41.5K +1,713 +0.9%
FFN
136
Focus Financial Network
Minnesota
$4.67M +$102K +4,209 +2%
MPM
137
Meritage Portfolio Management
Kansas
$4.66M -$310K -12,802 -6%
ARC
138
Advisor Resource Council
Texas
$4.58M +$4.78M +197,327 New
ISWM
139
Independent Solutions Wealth Management
New York
$4.54M +$147K +6,074 +3%
Bank of New York Mellon
140
Bank of New York Mellon
New York
$4.54M +$3.54M +146,092 +361%
HI
141
Harrington Investments
California
$4.45M -$22.9K -947 -0.5%
National Bank of Canada
142
National Bank of Canada
Quebec, Canada
$4.44M +$4.4M +181,700 +24,291%
OFO
143
OneAscent Family Office
Alabama
$4.41M +$31.5K +1,300 +0.7%
FF
144
Farrow Financial
Vermont
$4.33M +$4.31M +177,986 New
KPWS
145
Kestra Private Wealth Services
Texas
$4.29M +$491K +20,267 +13%
HCM
146
Hutchinson Capital Management
California
$4.22M +$223K +9,216 +6%
PPW
147
Pasadena Private Wealth
California
$4.2M -$558K -23,060 -12%
CB
148
Commerce Bank
Missouri
$4.15M -$114K -4,724 -3%
CCWA
149
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.08M -$32.9K -1,359 -0.8%
GHA
150
GW Henssler & Associates
Georgia
$3.88M +$1.89M +78,129 +96%

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.