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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
SFA
176
Seneca Financial Advisors
New York
$3.13M -$2.04M -83,775 -40%
BC
177
Bulwark Capital
Florida
$3.08M +$3.07M +126,438 New
BIM
178
Breakwater Investment Management
Washington
$3.07M -$158K -6,490 -5%
QC
179
Quadrature Capital
United Kingdom
$3.03M +$2.65M +109,135 +727%
ES
180
ETF Store
Kansas
$3.02M -$165K -6,794 -5%
WA
181
WBH Advisory
Maryland
$3.01M -$83K -3,418 -3%
BPA
182
Beacon Pointe Advisors
California
$2.98M -$529K -21,767 -15%
LTL
183
Lowery Thomas LLC
California
$2.98M -$68.1K -2,801 -2%
AF
184
Allworth Financial
California
$2.97M +$23.9K +985 +0.8%
NFTC
185
North Forty Two & Co
Oregon
$2.95M -$116K -4,754 -4%
JBW
186
Journey Beyond Wealth
Georgia
$2.9M -$704K -28,964 -20%
TIM
187
Tortoise Investment Management
New York
$2.9M -$304K -12,518 -10%
LA
188
Lifeworks Advisors
Michigan
$2.85M +$42.5K +1,749 +2%
BI
189
Beckerman Institutional
New Jersey
$2.82M +$446K +18,367 +19%
DAS
190
Diversify Advisory Services
Utah
$2.8M +$2.8M +115,078 New
AAS
191
Ameritas Advisory Services
Nebraska
$2.8M +$2.44M +100,603 +715%
VFG
192
Valley Financial Group
Pennsylvania
$2.73M +$311K +12,799 +13%
VCA
193
Verdence Capital Advisors
Maryland
$2.72M +$544K +22,406 +25%
EF
194
Elite Financial
Idaho
$2.66M +$1.74M +71,503 +188%
BEI
195
Benjamin Edwards Inc
Missouri
$2.6M +$327K +13,456 +14%
IWB
196
Innovative Wealth Building
Maryland
$2.59M -$245K -10,098 -9%
SWM
197
SigFig Wealth Management
California
$2.57M +$46.2K +1,900 +2%
RWM
198
Rialto Wealth Management
New York
$2.57M -$105K -4,318 -4%
PPW
199
Pasadena Private Wealth
California
$2.55M -$1.65M -68,111 -39%
AIM
200
AHL Investment Management
Florida
$2.53M -$208K -8,570 -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.