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Schwab Short-Term U.S. Treasury ETF (SCHO) Institutional Ownership

Schwab Short-Term U.S. Treasury ETF logo
$24.29 +0.02 (+0.08%)
Closing price 05/23/2025 04:10 PM Eastern
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$24.28 -0.02 (-0.06%)
As of 05/23/2025 08:00 PM Eastern
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Institutional Ownership Changes (13F Filings) for Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO)

Number of
Institutional Buyers
(last 12 months)
591
Total
Institutional Inflows
(last 12 months)
$5.80B
Number of
Institutional Sellers
(last 12 months)
261
Total
Institutional Outflows
(last 12 months)
$600.67M
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Skip Chart & View Institutional Buying and Selling Data

SCHO Institutional Buying and Selling by Quarter

Schwab Short-Term U.S. Treasury ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/22/2025 WBI Investments LLC18,374$447K0.1%N/A0.004%
5/21/2025 Geneos Wealth Management Inc.50,812$1.24M0.0%+89.3%0.011%
5/20/2025 Fortis Capital Advisors LLC23,313$567K0.1%N/A0.005%
5/20/2025 Belpointe Asset Management LLC62,408$1.52M0.1%+69.8%0.014%
5/20/2025 Focus Partners Wealth140,174$3.41M0.0%+2.1%0.031%
5/19/2025 SCS Capital Management LLC1,313,120$31.96M0.4%-37.3%0.292%
5/16/2025 Logan Capital Management Inc.4,997$122K0.0%-46.9%0.001%
5/16/2025 Signature Estate & Investment Advisors LLC27,598$672K0.0%-55.9%0.006%
5/16/2025 Hamilton Capital LLC193,949$4.72M0.3%+0.9%0.043%
5/16/2025 Ashton Thomas Private Wealth LLC9,315$227K0.0%-40.3%0.002%
5/16/2025 Goldman Sachs Group Inc.88,615$2.16M0.0%-17.1%0.020%
5/16/2025 Jones Financial Companies Lllp7,630$186K0.0%-75.1%0.002%
5/16/2025 Coordinated Financial Services Inc. CO19,300$470K0.4%N/A0.004%
5/16/2025 National Wealth Management Group LLC67,918$1.65M1.1%+22.8%0.015%
5/16/2025 NewEdge Advisors LLC122,860$2.99M0.0%+109.0%0.027%
5/16/2025 Integrated Wealth Concepts LLC240,546$5.86M0.1%+4.8%0.054%
5/16/2025 Greenline Partners LLC40,039$975K0.1%-94.0%0.009%
5/16/2025 Advisors Asset Management Inc.4,196$102K0.0%-47.3%0.001%
5/15/2025 GW Henssler & Associates Ltd.159,348$3.88M0.2%+96.2%0.035%
5/15/2025 Focus Partners Advisor Solutions LLC60,057$1.46M0.0%+1.9%0.013%
5/15/2025 Royal Bank of Canada502,764$12.24M0.0%+4.2%0.112%
5/15/2025 Weitzel Financial Services Inc.29,218$712K0.3%-5.8%0.007%
5/15/2025 MAI Capital Management1,037,866$25.26M0.2%+1.8%0.231%
5/15/2025 Calton & Associates Inc.119,571$2.91M0.7%+194.6%0.027%
5/15/2025 Vista Cima Wealth Management LLC200,000$4.87M2.2%+439.6%0.045%
5/15/2025 Titleist Asset Management LLC24,804$604K0.1%-2.0%0.006%
5/15/2025 Baird Financial Group Inc.95,332$2.32M0.0%+77.5%0.021%
5/15/2025 Vident Advisory LLC48,362$1.18M0.0%-43.3%0.011%
5/15/2025 WPG Advisers LLC11,767$286K0.3%N/A0.003%
5/15/2025 Tortoise Investment Management LLC131,478$3.20M0.3%-14.5%0.029%
5/14/2025 Ieq Capital LLC9,628$234K0.0%N/A0.002%
5/14/2025 Valley Financial Group Inc.99,277$2.42M1.6%-1.1%0.022%
5/14/2025 BWM Planning LLC346,989$8.45M3.6%+11.8%0.077%
5/14/2025 CreativeOne Wealth LLC268,329$6.53M0.2%+4.6%0.060%
5/14/2025 Jane Street Group LLC11,903,400$289.73M0.1%+18,907.4%2.649%
5/14/2025 Islay Capital Management LLC245,837$5.98M4.0%+145.7%0.055%
5/14/2025 Comerica Bank18,407$448K0.0%+4.1%0.004%
5/14/2025 Freedom Investment Management Inc.71,105$1.73M0.1%-4.7%0.016%
5/14/2025 Synovus Financial Corp16,234$395K0.0%-7.2%0.004%
5/14/2025 Smartleaf Asset Management LLC6,971$170K0.0%+490.3%0.002%
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5/14/2025 Northwestern Mutual Wealth Management Co.838,089$20.40M0.0%-1.7%0.186%
5/14/2025 Rede Wealth LLC98,231$2.39M0.8%-5.9%0.022%
5/14/2025 D.B. Root & Company LLC67,102$1.63M0.5%+13.8%0.015%
5/14/2025 Ameriprise Financial Inc.21,839,892$531.93M0.1%+2.3%4.860%
5/14/2025 CW Advisors LLC38,213$930K0.0%-8.8%0.009%
5/14/2025 VanderPol Investments L.L.C.24,342$592K1.3%+2.1%0.005%
5/14/2025 TFB Advisors LLC16,940$412K0.1%-3.7%0.004%
5/14/2025 Tradition Wealth Management LLC23,642$575K0.1%-16.0%0.005%
5/14/2025 Berkshire Asset Management LLC PA127,660$3.10M0.1%+36.1%0.028%
5/14/2025 HC Advisors LLC16,871$411K0.3%+8.1%0.004%
5/13/2025 Freestone Capital Holdings LLC59,390$1.45M0.1%-1.8%0.013%
5/13/2025 Compass Financial Group INC SD63,714$1.55M0.3%+36.3%0.014%
5/13/2025 Seek First Inc.51,948$1.26M1.1%N/A0.012%
5/13/2025 Raymond James Financial Inc.668,398$16.27M0.0%+4.3%0.149%
5/13/2025 American Investment Services Inc.124,108$3.02M0.5%+5.0%0.028%
5/13/2025 United Capital Management of KS Inc.1,644,432$40.03M8.3%+4.8%0.366%
5/13/2025 EverSource Wealth Advisors LLC33,849$824K0.0%-34.3%0.008%
5/13/2025 Evensky & Katz LLC295,455$7.19M0.5%-16.8%0.066%
5/13/2025 NFP Retirement Inc.39,590$964K0.1%-15.3%0.009%
5/13/2025 HighTower Advisors LLC335,545$8.17M0.0%+30.8%0.075%
5/12/2025 Kohmann Bosshard Financial Services LLC10,353$252K0.0%-41.7%0.002%
5/12/2025 Meridian Wealth Management LLC9,335$227K0.0%N/A0.002%
5/12/2025 Independent Advisor Alliance9,411$229K0.0%-74.6%0.002%
5/12/2025 Northeast Financial Group Inc.487,733$11.87M4.2%+0.6%0.108%
5/12/2025 Cobblestone Capital Advisors LLC NY99,053$2.41M0.1%-9.1%0.022%
5/12/2025 Cooper Financial Group9,046$220K0.0%N/A0.002%
5/12/2025 Robinson Smith Wealth Advisors LLC143,423$3.49M2.9%+5.4%0.032%
5/12/2025 JFG Wealth Management LLC77,559$1.89M0.4%-7.7%0.017%
5/12/2025 Johnson Financial Group LLC103,188$2.51M0.3%-4.5%0.023%
5/12/2025 Benjamin Edwards Inc.93,086$2.27M0.0%+16.2%0.021%
5/12/2025 JPMorgan Chase & Co.21,461,902$522.38M0.0%+3.4%4.774%
5/12/2025 Balanced Rock Investment Advisors LLC63,368$1.54M1.2%+1.5%0.014%
5/12/2025 Townsquare Capital LLC571,996$13.92M0.1%+1.8%0.127%
5/12/2025 Savvy Advisors Inc.54,941$1.34M0.1%+5.6%0.012%
5/12/2025 National Bank of Canada FI182,448$4.44M0.0%+24,291.4%0.041%
5/12/2025 WBH Advisory Inc.126,989$3.09M0.3%+2.4%0.028%
5/12/2025 Alesco Advisors LLC367,782$8.95M0.3%+0.4%0.082%
5/9/2025 Altfest L J & Co. Inc.27,077$659K0.1%+63.4%0.006%
5/9/2025 Elgethun Capital Management11,478$279K0.1%N/A0.003%
5/9/2025 Exencial Wealth Advisors LLC26,682$649K0.0%-21.5%0.006%
5/9/2025 PrairieView Partners LLC33,205$808K0.1%-23.3%0.007%
5/9/2025 Clear Investment Research LLC76,515$1.86M2.5%-1.7%0.017%
5/9/2025 Bouchey Financial Group Ltd247,020$6.01M0.5%+7.8%0.055%
5/9/2025 Wealthspire Advisors LLC55,473$1.35M0.0%-3.6%0.012%
5/9/2025 Ithaka Group LLC21,645$527K0.1%N/A0.005%
5/9/2025 Associated Banc Corp242,289$5.90M0.2%-0.5%0.054%
5/9/2025 Atria Wealth Solutions Inc.79,892$1.95M0.0%-59.9%0.018%
5/9/2025 Farrow Financial Inc.177,986$4.33M2.9%N/A0.040%
5/9/2025 Costello Asset Management INC3,813$93K0.0%N/A0.001%
5/9/2025 Blair William & Co. IL97,510$2.37M0.0%+4.5%0.022%
Everyone’s watching Nvidia right now. Here’s why I’m excited. (Ad)

So, unless you’ve been living under a rock, you probably saw the news… Nvidia just signed a $7 BILLION deal with Saudi Arabia to power its new AI empire 🤯 We’re talking about hundreds of thousands of chips, including their latest Grace Blackwell supercomputer.

🎯 Click here to watch the video and get the free ticker XGPT just flagged.
5/9/2025 Cheviot Value Management LLC129,268$3.14M0.4%N/A0.029%
5/9/2025 Cumberland Partners Ltd47,555$1.16M0.1%+4.6%0.011%
5/9/2025 PNC Financial Services Group Inc.2,714,600$66.07M0.0%+7.8%0.604%
5/8/2025 Clearwater Capital Advisors LLC2,465,234$60.00M5.8%+0.7%0.548%
5/8/2025 Altiora Financial Group LLC934,244$22.74M4.8%-10.0%0.208%
5/8/2025 Strategic Advocates LLC9,038$220K0.1%-8.3%0.002%
5/8/2025 Commerce Bank170,338$4.15M0.0%-2.7%0.038%
5/8/2025 Lindenwold Advisors INC45,933$1.12M0.6%-13.8%0.010%
5/8/2025 US Bancorp DE324,005$7.89M0.0%+33.0%0.072%
5/8/2025 Pasadena Private Wealth LLC172,604$4.20M0.8%-11.8%0.038%
(Data available from 1/1/2016 forward)

SCHO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SCHO shares?

During the previous two years, 769 institutional investors and hedge funds held shares of Schwab Short-Term U.S. Treasury ETF. The most heavily invested institutionals were Bank of America Corp DE ($3.86B), Ameriprise Financial Inc. ($531.93M), JPMorgan Chase & Co. ($522.38M), Sei Investments Co. ($391.40M), Jane Street Group LLC ($289.73M), Envestnet Asset Management Inc. ($186.08M), and Charles Schwab Investment Management Inc. ($172.91M).Learn more on SCHO's institutional investors.

Which institutional investors have been buying Schwab Short-Term U.S. Treasury ETF stock?

Of the 696 institutional investors that purchased Schwab Short-Term U.S. Treasury ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank of America Corp DE ($82.05M), JPMorgan Chase & Co. ($36.49M), Williams Financial LLC ($24.41M), Jane Street Group LLC ($20.49M), Sei Investments Co. ($9.72M), Ameriprise Financial Inc. ($9.65M), and Osaic Holdings Inc. ($7.22M).

How much institutional buying is happening at Schwab Short-Term U.S. Treasury ETF?

Institutional investors have bought a total of 295,194,952 shares in the last 24 months. This purchase volume represents approximately $7.12B in transactions.

Which Schwab Short-Term U.S. Treasury ETF major shareholders have been selling company stock?

Of the 443 institutional investors that sold Schwab Short-Term U.S. Treasury ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Jane Street Group LLC ($8.59M), Bank of Montreal Can ($2.61M), Ameriprise Financial Inc. ($2.17M), Hamilton Capital LLC ($1.57M), Greenline Partners LLC ($1.52M), Morningstar Investment Management LLC ($1.12M), and Bell Investment Advisors Inc ($853.71K).

How much institutional selling is happening at Schwab Short-Term U.S. Treasury ETF?

Institutional investors have sold a total of 41,206,155 shares in the last 24 months. This volume of shares sold represents approximately $993.94M in transactions.


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This page (NYSEARCA:SCHO) was last updated on 5/25/2025 by MarketBeat.com Staff
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