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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
BIA
151
Bigelow Investment Advisors
Maine
$4.42M +$1.37M +56,292 +45%
DWM
152
Dakota Wealth Management
Florida
$4.41M -$3.26M -134,370 -43%
HI
153
Harrington Investments
California
$4.41M -$40.6K -1,670 -0.9%
KPWS
154
Kestra Private Wealth Services
Texas
$4.21M -$88.2K -3,629 -2%
HCM
155
Hutchinson Capital Management
California
$4.19M -$41.3K -1,699 -1%
Baird Financial Group
156
Baird Financial Group
Wisconsin
$4.08M +$1.75M +71,932 +75%
Rockefeller Capital Management
157
Rockefeller Capital Management
New York
$4.05M +$1.9M +78,089 +89%
GHA
158
GW Henssler & Associates
Georgia
$4.02M +$138K +5,661 +4%
CCWA
159
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.94M -$150K -6,176 -4%
CKAIS
160
Christensen King & Associates Investment Services
Washington
$3.85M -$28.3K -1,166 -0.7%
GCG
161
Gilbert Capital Group
Maine
$3.69M +$3.68M +151,494 New
EWA
162
ERTS Wealth Advisors
Michigan
$3.66M -$1.08M -44,632 -23%
SWP
163
SIMA Wealth Partners
Virginia
$3.64M +$370K +15,237 +11%
CWA
164
Cornerstone Wealth Advisors
Minnesota
$3.64M +$101K +4,175 +3%
DFC
165
DBK Financial Counsel
Ohio
$3.55M +$221K +9,111 +7%
BCM
166
Brookstone Capital Management
Illinois
$3.48M -$15.6K -644 -0.4%
SSWM
167
Sheets Smith Wealth Management
North Carolina
$3.39M -$177K -7,287 -5%
Focus Partners Wealth
168
Focus Partners Wealth
Massachusetts
$3.35M -$70.2K -2,888 -2%
PK
169
Pflug Koory
Nebraska
$3.31M +$1.18M +48,378 +55%
RSWA
170
Robinson Smith Wealth Advisors
Maine
$3.31M -$191K -7,851 -5%
CVM
171
Cheviot Value Management
California
$3.29M +$147K +6,034 +5%
IA
172
Inspire Advisors
Idaho
$3.26M +$1.4M +57,443 +75%
AIS
173
American Investment Services
Massachusetts
$3.24M +$214K +8,826 +7%
BAM
174
Berkshire Asset Management
Pennsylvania
$3.19M +$77.6K +3,192 +3%
AIA
175
Aventus Investment Advisors
Florida
$3.18M +$3.17M +130,446 New

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.