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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
Bank of America
1
Bank of America
North Carolina
$2.64B -$1.26B -51,963,959 -32%
Ameriprise
2
Ameriprise
Minnesota
$532M +$11.9M +492,753 +2%
JP Morgan Chase
3
JP Morgan Chase
New York
$522M +$16.9M +699,740 +3%
SEI Investments
4
SEI Investments
Pennsylvania
$402M +$6.24M +257,733 +2%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$186M +$10.6M +437,251 +6%
Stifel Financial
6
Stifel Financial
Missouri
$149M +$4.8M +198,230 +3%
Renaissance Technologies
7
Renaissance Technologies
New York
$107M +$35.1M +1,448,918 +49%
Wealthfront Advisers
8
Wealthfront Advisers
California
$95.3M +$3.88M +160,299 +4%
LPL Financial
9
LPL Financial
California
$84M +$2.16M +89,182 +3%
State Street
10
State Street
Massachusetts
$75.5M
Morgan Stanley
11
Morgan Stanley
New York
$74.1M +$10.3M +424,526 +16%
WCF
12
West Coast Financial
California
$73.8M +$14M +576,197 +23%
MA
13
MCF Advisors
Kentucky
$69.3M -$1.94M -80,142 -3%
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$66.1M +$4.75M +196,238 +8%
CCA
15
Clearwater Capital Advisors
Illinois
$60M +$427K +17,646 +0.7%
MFT
16
Moisand Fitzgerald Tamayo
Florida
$50.8M +$13M +537,559 +35%
MIM
17
Morningstar Investment Management
Illinois
$48M +$1.92M +79,394 +4%
Wells Fargo
18
Wells Fargo
California
$47.9M +$9.16M +378,121 +24%
Mercer Global Advisors
19
Mercer Global Advisors
Colorado
$46.8M -$1.48M -61,054 -3%
LA
20
LVW Advisors
New York
$46.7M +$20.9M +862,521 +82%
BSB
21
Bangor Savings Bank
Maine
$44M +$3.43M +141,520 +8%
UCMOK
22
United Capital Management of KS
Kansas
$40M +$1.83M +75,480 +5%
TCM
23
TruNorth Capital Management
Michigan
$40M +$1.24M +51,014 +3%
FFG
24
Fiduciary Financial Group
California
$39.3M +$3.08M +127,393 +9%
DC
25
Davenport & Co
Virginia
$35.3M +$8.1M +334,370 +30%

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.