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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
GLR
201
Great Lakes Retirement
Ohio
$2.5M +$245K +10,094 +11%
RW
202
Rede Wealth
Virginia
$2.5M +$101K +4,162 +4%
LWA
203
Lantern Wealth Advisors
New York
$2.49M +$2.49M +102,296 New
JFGLC
204
Johnson Financial Group LLC (Colorado)
Colorado
$2.49M -$27K -1,112 -1%
AAS
205
Asset Allocation Strategies
Michigan
$2.49M +$124K +5,087 +5%
GS
206
GTS Securities
New York
$2.48M +$1.75M +72,012 +244%
IA
207
IFP Advisors
Florida
$2.47M +$1.8M +73,918 +270%
HA
208
Herold Advisors
New York
$2.46M +$78.5K +3,231 +3%
Citadel Advisors
209
Citadel Advisors
Florida
$2.45M +$1.26M +52,056 +108%
GI
210
GLOBALT Investments
Georgia
$2.44M -$279K -11,491 -10%
CCA
211
Cobblestone Capital Advisors
New York
$2.43M +$10.3K +422 +0.4%
VT
212
Vise Technologies
New York
$2.42M +$2.41M +99,091 New
CAG
213
Csenge Advisory Group
Florida
$2.4M -$14.7K -605 -0.6%
NA
214
NewEdge Advisors
Louisiana
$2.39M -$601K -24,723 -20%
TRCT
215
Tower Research Capital (TRC)
New York
$2.38M +$1.83M +75,286 +338%
LPAM
216
Lodestar Private Asset Management
California
$2.35M +$37.6K +1,547 +2%
William Blair & Company
217
William Blair & Company
Illinois
$2.34M -$34K -1,400 -1%
PRS
218
Pinkerton Retirement Specialists
Idaho
$2.27M +$288K +11,867 +15%
MAM
219
McLean Asset Management
Virginia
$2.24M -$90.7K -3,733 -4%
FA
220
Fortis Advisors
Pennsylvania
$2.24M -$95.3K -3,921 -4%
Bank of Montreal
221
Bank of Montreal
Ontario, Canada
$2.22M +$839K +34,514 +61%
CFP
222
Curran Financial Partners
South Carolina
$2.21M -$4.09M -168,419 -65%
DT
223
Diversified Trust
Tennessee
$2.18M +$13.8K +566 +0.6%
Carson Wealth (CWM LLC)
224
Carson Wealth (CWM LLC)
Nebraska
$2.14M +$1.45M +59,524 +209%
SOS
225
Silver Oak Securities
Tennessee
$2.12M +$137K +5,646 +7%

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.