SCHO icon

Schwab Short-Term US Treasury ETF
SCHO

Overview Fund Activity

635 hedge funds and large institutions have $7.45B invested in Schwab Short-Term US Treasury ETF in 2025 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 266 increasing their positions, 228 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
635
Holders Change
+7
Holders Change %
+1.11%
% of All Funds
8.63%
Holding in Top 10
52
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+10.64%
% of All Funds
0.71%
New
71
Increased
266
Reduced
228
Closed
50
Calls
$2.53M
Puts
$935K
Net Calls
+$1.59M
Net Calls Change
+$1.31M

Top Buyers

1
Renaissance Technologies
Renaissance Technologies
New York
+$35.3M
2
II
Inspire Investing
Idaho
+$22.7M
3
LA
LVW Advisors
New York
+$21M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$17M
5
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
+$15.1M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$1.26B
2
GP
Greenline Partners
New York
-$82.3M
3
SCM
SCS Capital Management
Massachusetts
-$19M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$18.1M
5
MAM
Marotta Asset Management
Virginia
-$13.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
JBW
151
Journey Beyond Wealth
Georgia
$3.6M +$307K +12,596 +9%
SSWM
152
Sheets Smith Wealth Management
North Carolina
$3.56M -$76.6K -3,149 -2%
CWA
153
Cornerstone Wealth Advisors
Minnesota
$3.53M +$804K +33,015 +29%
BPA
154
Beacon Pointe Advisors
California
$3.51M -$66.5K -2,734 -2%
RSWA
155
Robinson Smith Wealth Advisors
Maine
$3.49M +$178K +7,297 +5%
BCM
156
Brookstone Capital Management
Illinois
$3.49M +$1.41M +57,911 +68%
Focus Partners Wealth
157
Focus Partners Wealth
Massachusetts
$3.41M +$65.2K +2,678 +2%
MML Investors Services
158
MML Investors Services
Massachusetts
$3.4M -$3.59M -147,474 -51%
Thrivent Financial for Lutherans
159
Thrivent Financial for Lutherans
Minnesota
$3.39M -$729K -30,205 -18%
DFC
160
DBK Financial Counsel
Ohio
$3.32M -$18.7K -767 -0.6%
CLGM
161
Capitolis Liquid Global Markets
New York
$3.27M +$3.27M +134,200 New
BIM
162
Breakwater Investment Management
Washington
$3.22M +$3.29K +135 +0.1%
CMBA
163
C.M. Bidwell & Associates
Hawaii
$3.21M +$1.65M +67,623 +105%
TIM
164
Tortoise Investment Management
New York
$3.2M -$542K -22,288 -14%
ES
165
ETF Store
Kansas
$3.18M +$533K +21,903 +20%
CVM
166
Cheviot Value Management
California
$3.14M +$3.14M +129,268 New
BAM
167
Berkshire Asset Management
Pennsylvania
$3.1M +$821K +33,847 +36%
WA
168
WBH Advisory
Maryland
$3.09M +$72.3K +2,971 +2%
GWM
169
Geneos Wealth Management
Colorado
$3.07M +$2.41M +99,187 +370%
NFTC
170
North Forty Two & Co
Oregon
$3.06M +$99.3K +4,080 +3%
LTL
171
Lowery Thomas LLC
California
$3.04M -$268K -11,010 -8%
BIA
172
Bigelow Investment Advisors
Maine
$3.04M +$956K +39,257 +46%
AIS
173
American Investment Services
Massachusetts
$3.02M +$143K +5,885 +5%
NA
174
NewEdge Advisors
Louisiana
$2.99M +$1.56M +64,066 +109%
AF
175
Allworth Financial
California
$2.94M -$725K -29,780 -20%
5 6
7
8 9