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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
DAS
126
Dynamic Advisor Solutions
Arizona
$6.18M -$1.18M -48,370 -16%
IWC
127
Integrated Wealth Concepts
Massachusetts
$6.16M +$294K +12,089 +5%
Osaic Holdings
128
Osaic Holdings
Arizona
$6.13M -$164K -6,731 -3%
VA
129
VestGen Advisors
Illinois
$6.1M +$6.07M +250,018 New
ABC
130
Associated Banc-Corp
Wisconsin
$6.03M +$127K +5,247 +2%
MHR
131
Matthew Hamilton Rosenberg
$5.92M -$1.58M -64,972 -21%
Goldman Sachs
132
Goldman Sachs
New York
$5.86M +$3.69M +151,934 +171%
Cambridge Investment Research Advisors
133
Cambridge Investment Research Advisors
Iowa
$5.83M +$325K +13,368 +6%
FFN
134
Focus Financial Network
Minnesota
$5.8M +$1.11M +45,690 +24%
CMBA
135
C.M. Bidwell & Associates
Hawaii
$5.49M +$2.27M +93,244 +71%
CB
136
Commerce Bank
Missouri
$5.42M +$1.26M +51,955 +31%
MWM
137
Maltin Wealth Management
New Jersey
$5.35M +$430K +17,687 +9%
HWM
138
HB Wealth Management
Georgia
$5.33M +$5.31M +218,518 New
MWM
139
Mission Wealth Management
California
$5.16M +$5.15M +211,762 New
CAPTRUST Financial Advisors
140
CAPTRUST Financial Advisors
North Carolina
$5.15M -$502K -20,654 -9%
ICM
141
Islay Capital Management
Texas
$4.98M -$1.01M -41,545 -17%
SP
142
Successful Portfolios
Florida
$4.91M -$99.3K -4,085 -2%
ISWM
143
Independent Solutions Wealth Management
New York
$4.9M +$350K +14,391 +8%
PS
144
Principal Securities
Iowa
$4.86M +$3.12M +128,413 +181%
SHGA
145
Sand Hill Global Advisors
California
$4.77M +$4.76M +195,739 New
MPM
146
Meritage Portfolio Management
Kansas
$4.66M -$7.48K -308 -0.2%
VFS
147
Valpey Financial Services
New Hampshire
$4.61M +$4.59M +188,959 New
PAW
148
Plan A Wealth
Nebraska
$4.55M +$3.07M +126,481 +210%
FF
149
Farrow Financial
Vermont
$4.43M +$91.5K +3,764 +2%
CHJWM
150
Carlton Hofferkamp & Jenks Wealth Management
Texas
$4.42M -$400K -16,468 -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.