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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
LPAM
201
Lodestar Private Asset Management
California
$2.31M +$140K +5,771 +6%
BEI
202
Benjamin Edwards Inc
Missouri
$2.27M +$313K +12,947 +16%
GLR
203
Great Lakes Retirement
Ohio
$2.25M -$116K -4,772 -5%
JWS
204
Juncture Wealth Strategies
Arizona
$2.21M -$26.9K -1,110 -1%
VCA
205
Verdence Capital Advisors
Maryland
$2.17M +$1.63M +67,393 +310%
DT
206
Diversified Trust
Tennessee
$2.16M +$1.16K +48 +0.1%
Goldman Sachs
207
Goldman Sachs
New York
$2.16M -$442K -18,259 -17%
Rockefeller Capital Management
208
Rockefeller Capital Management
New York
$2.14M -$123K -5,070 -5%
JCIA
209
Jackson Creek Investment Advisors
Colorado
$2.13M +$30K +1,241 +1%
PK
210
Pflug Koory
Nebraska
$2.12M +$107K +4,403 +5%
BOM
211
Bank of Marin
California
$2.09M +$230K +9,486 +12%
SOS
212
Silver Oak Securities
Tennessee
$1.98M -$356K -14,694 -15%
PRS
213
Pinkerton Retirement Specialists
Idaho
$1.98M +$155K +6,411 +9%
AWS
214
Atria Wealth Solutions
New York
$1.94M -$2.89M -119,343 -60%
AFP
215
Ausdal Financial Partners
Iowa
$1.93M -$460 -19 -0%
JWM
216
JFG Wealth Management
Colorado
$1.89M -$157K -6,503 -8%
Lido Advisors
217
Lido Advisors
California
$1.87M +$1.86M +76,837 New
PGAM
218
Princeton Global Asset Management
New Jersey
$1.87M +$91K +3,757 +5%
CIR
219
Clear Investment Research
Georgia
$1.86M -$32.8K -1,354 -2%
SWM
220
SigFig Wealth Management
California
$1.86M +$117K +4,824 +5%
IA
221
Inspire Advisors
Idaho
$1.85M +$1.12M +46,408 +156%
VA
222
Valmark Advisers
Ohio
$1.84M -$156K -6,455 -8%
FWM
223
Forza Wealth Management
Florida
$1.8M
WAP
224
Wealthcare Advisory Partners
Pennsylvania
$1.78M -$1.42M -58,526 -44%
MWM
225
MBE Wealth Management
Wisconsin
$1.77M +$1.36M +56,099 +341%

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.