SCHO icon

Schwab Short-Term US Treasury ETF
SCHO

Overview Fund Activity

637 hedge funds and large institutions have $7.64B invested in Schwab Short-Term US Treasury ETF in 2025 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 268 increasing their positions, 234 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
637
Holders Change
+2
Holders Change %
+0.31%
% of All Funds
8.55%
Holding in Top 10
46
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-11.54%
% of All Funds
0.62%
New
62
Increased
268
Reduced
234
Closed
50
Calls
$2.4M
Puts
$1.71M
Net Calls
+$690K
Net Calls Change
-$904K

Top Buyers

1
Cerity Partners
1
Cerity Partners
New York
$79.7M
2
SGAM
2
Stephens Group Asset Management
Arkansas
$45.8M
3
Ameriprise
3
Ameriprise
Minnesota
$571M
4
MFT
4
Moisand Fitzgerald Tamayo
Florida
$79.1M
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$93.1M

Top Sellers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$59.3M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$494M
3
FCI
3
Financial Counselors Inc
Kansas
$0
4
Nisa Investment Advisors
4
Nisa Investment Advisors
Missouri
$0
5
UCMOK
5
United Capital Management of KS
Kansas
$25.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Baird Financial Group
151
Baird Financial Group
Wisconsin
$4.08M +$1.75M +71,932 +75%
Rockefeller Capital Management
152
Rockefeller Capital Management
New York
$4.05M +$1.9M +78,089 +89%
GHA
153
GW Henssler & Associates
Georgia
$4.02M +$138K +5,661 +4%
CCWA
154
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.94M -$151K -6,176 -4%
CKAIS
155
Christensen King & Associates Investment Services
Washington
$3.85M -$28.4K -1,166 -0.7%
EWA
156
ERTS Wealth Advisors
Michigan
$3.66M -$1.09M -44,632 -23%
CWA
157
Cornerstone Wealth Advisors
Minnesota
$3.64M +$102K +4,175 +3%
DFC
158
DBK Financial Counsel
Ohio
$3.55M +$222K +9,111 +7%
BCM
159
Brookstone Capital Management
Illinois
$3.48M -$15.7K -644 -0.4%
SSWM
160
Sheets Smith Wealth Management
North Carolina
$3.39M -$178K -7,287 -5%
Focus Partners Wealth
161
Focus Partners Wealth
Massachusetts
$3.35M -$70.4K -2,888 -2%
PK
162
Pflug Koory
Nebraska
$3.31M +$1.18M +48,378 +55%
RSWA
163
Robinson Smith Wealth Advisors
Maine
$3.31M -$191K -7,851 -5%
CVM
164
Cheviot Value Management
California
$3.29M +$147K +6,034 +5%
IA
165
Inspire Advisors
Idaho
$3.26M +$1.4M +57,443 +75%
AIS
166
American Investment Services
Massachusetts
$3.24M +$215K +8,826 +7%
BAM
167
Berkshire Asset Management
Pennsylvania
$3.19M +$77.8K +3,192 +3%
SFA
168
Seneca Financial Advisors
New York
$3.13M -$2.04M -83,775 -40%
BC
169
Bulwark Capital
Florida
$3.08M +$3.08M +126,438 New
BIM
170
Breakwater Investment Management
Washington
$3.07M -$158K -6,490 -5%
QC
171
Quadrature Capital
United Kingdom
$3.03M +$2.66M +109,135 +727%
ES
172
ETF Store
Kansas
$3.02M -$166K -6,794 -5%
WA
173
WBH Advisory
Maryland
$3.01M -$83.3K -3,418 -3%
BPA
174
Beacon Pointe Advisors
California
$2.98M -$531K -21,767 -15%
LTL
175
Lowery Thomas LLC
California
$2.98M -$68.3K -2,801 -2%
5 6
7
8 9