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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
NA
176
NewEdge Advisors
Louisiana
$2.99M +$1.55M +64,066 +109%
AF
177
Allworth Financial
California
$2.94M -$721K -29,780 -20%
CA
178
Calton & Associates
Florida
$2.91M +$1.91M +78,979 +195%
WCFA
179
Walkner Condon Financial Advisors
Wisconsin
$2.91M -$182K -7,531 -6%
IWB
180
Innovative Wealth Building
Maryland
$2.83M -$355K -14,677 -11%
LA
181
Lifeworks Advisors
Michigan
$2.8M +$206K +8,513 +8%
AIM
182
AHL Investment Management
Florida
$2.74M -$145K -5,985 -5%
GI
183
GLOBALT Investments
Georgia
$2.72M -$286K -11,806 -10%
DA
184
Dover Advisors
Virginia
$2.69M -$606K -25,040 -18%
RWM
185
Rialto Wealth Management
New York
$2.67M +$58.9K +2,434 +2%
AIM
186
Archer Investment Management
Texas
$2.63M -$927K -38,278 -26%
FAM
187
Frontier Asset Management
Wyoming
$2.59M -$2.6M -107,401 -50%
JFGLC
188
Johnson Financial Group LLC (Colorado)
Colorado
$2.51M -$118K -4,880 -5%
BCM
189
Birmingham Capital Management
Alabama
$2.51M
CAG
190
Csenge Advisory Group
Florida
$2.42M +$391K +16,148 +19%
VFG
191
Valley Financial Group
Pennsylvania
$2.42M -$25.9K -1,071 -1%
CCA
192
Cobblestone Capital Advisors
New York
$2.41M -$239K -9,867 -9%
RW
193
Rede Wealth
Virginia
$2.39M -$149K -6,173 -6%
HA
194
Herold Advisors
New York
$2.38M +$111K +4,584 +5%
William Blair & Company
195
William Blair & Company
Illinois
$2.37M +$101K +4,167 +4%
BI
196
Beckerman Institutional
New Jersey
$2.37M +$172K +7,092 +8%
AAS
197
Asset Allocation Strategies
Michigan
$2.36M +$92.4K +3,818 +4%
MAM
198
McLean Asset Management
Virginia
$2.34M -$84.4K -3,486 -4%
FA
199
Fortis Advisors
Pennsylvania
$2.33M -$42.9K -1,770 -2%
Baird Financial Group
200
Baird Financial Group
Wisconsin
$2.32M +$1.01M +41,627 +78%

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.