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

Schwab Short-Term U.S. Treasury ETF logo
$24.39 -0.01 (-0.04%)
Closing price 08/28/2025 04:10 PM Eastern
Extended Trading
$24.40 +0.01 (+0.04%)
As of 04:37 AM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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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)
622
Total
Institutional Inflows
(last 12 months)
$5.67B
Number of
Institutional Sellers
(last 12 months)
286
Total
Institutional Outflows
(last 12 months)
$947.80M
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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
8/27/2025 Orion Porfolio Solutions LLC22,835$557K0.0%+11.7%0.005%
8/27/2025 Seneca Financial Advisors LLC128,301$3.13M1.2%-39.5%0.027%
8/26/2025 Thrivent Financial for Lutherans21,764$531K0.0%-84.5%0.005%
8/25/2025 BLVD Private Wealth LLC8,442$206K0.2%N/A0.002%
8/20/2025 Coppell Advisory Solutions LLC8,558$208K0.0%N/A0.002%
8/18/2025 Tactive Advisors LLC15,356$374K0.1%N/A0.003%
8/18/2025 Geneos Wealth Management Inc.36,603$892K0.0%-28.0%0.008%
8/15/2025 Tower Research Capital LLC TRC 97,572$2.38M0.1%+337.8%0.021%
8/15/2025 Asset Allocation Strategies LLC102,042$2.49M0.5%+5.2%0.022%
8/15/2025 Corient Private Wealth LLC78,204$1.91M0.0%+78.1%0.017%
8/15/2025 Captrust Financial Advisors211,359$5.15M0.0%-8.9%0.045%
8/15/2025 Lantern Wealth Advisors LLC102,296$2.49M1.4%N/A0.022%
8/15/2025 Two Sigma Securities LLC80,122$1.95M0.2%+294.0%0.017%
8/15/2025 Sherman Asset Management Inc.38,821$946K0.8%+1.2%0.008%
8/15/2025 Orion Porfolio Solutions LLC22,835$557K0.0%+11.7%0.005%
8/15/2025 MML Investors Services LLC299,919$7.31M0.0%+114.5%0.064%
8/15/2025 IHT Wealth Management LLC9,078$221K0.0%+7.0%0.002%
8/15/2025 Benjamin Edwards Inc.106,542$2.60M0.0%+14.5%0.023%
8/15/2025 BNP Paribas Financial Markets444,031$10.83M0.0%+17.2%0.095%
8/15/2025 Bank of America Corp DE109,087,556$2.66B0.2%+0.7%23.314%
8/15/2025 Ameriprise Financial Inc.23,077,707$570.78M0.1%+5.7%4.932%
8/14/2025 Jane Street Group LLC284,093$6.93M0.0%-97.6%0.061%
8/14/2025 Ausdal Financial Partners Inc.51,362$1.25M0.1%-35.3%0.011%
8/14/2025 Raymond James Financial Inc.615,689$15.01M0.0%-7.9%0.132%
8/14/2025 AllSquare Wealth Management LLC3,091$75K0.0%+183.3%0.001%
8/14/2025 Diversify Wealth Management LLC486,704$11.83M0.7%+5.5%0.104%
8/14/2025 Diversify Advisory Services LLC115,078$2.80M0.1%N/A0.025%
8/14/2025 Tennessee Valley Asset Management Partners50,854$1.24M0.3%-3.3%0.011%
8/14/2025 Vivaldi Capital Management LP478,649$11.67M1.8%-9.5%0.102%
8/14/2025 Sand Hill Global Advisors LLC195,739$4.77M0.2%N/A0.042%
8/14/2025 BNP Paribas27,553$672K0.0%+126.5%0.006%
8/14/2025 Sei Investments Co.17,026,193$415.10M0.5%+3.0%3.639%
8/14/2025 NewEdge Advisors LLC98,137$2.39M0.0%-20.1%0.021%
8/14/2025 Transce3nd LLC1,419$35K0.0%-22.9%0.000%
8/14/2025 Cerity Partners LLC3,267,650$79.67M0.1%+5,194.3%0.698%
8/13/2025 StoneX Group Inc.263,530$6.43M0.3%+3.4%0.056%
8/13/2025 Cheviot Value Management LLC135,302$3.29M0.4%+4.7%0.029%
8/13/2025 Gateway Wealth Partners LLC36,532$891K0.2%+38.1%0.008%
8/13/2025 Brown Advisory Inc.16,177$394K0.0%-30.8%0.003%
8/13/2025 SCS Capital Management LLC1,331,753$32.47M0.4%+1.4%0.285%
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8/13/2025 Milestone Investment Advisors LLC339,194$8.27M2.2%+37.9%0.072%
8/13/2025 Baird Financial Group Inc.167,264$4.08M0.0%+75.5%0.036%
8/13/2025 EverSource Wealth Advisors LLC35,164$857K0.0%+3.9%0.008%
8/13/2025 Trek Financial LLC57,313$1.40M0.1%+56.3%0.012%
8/13/2025 CW Advisors LLC42,027$1.03M0.0%+10.0%0.009%
8/13/2025 Pinkerton Wealth LLC93,057$2.27M0.3%+14.6%0.020%
8/13/2025 Beacon Pointe Advisors LLC122,343$2.98M0.0%-15.1%0.026%
8/13/2025 Grove Street Fiduciary LLC297,664$7.26M3.5%-2.0%0.064%
8/13/2025 ARK & TLK Investments LLC54,857$1.34M0.4%-4.0%0.012%
8/13/2025 MBM Wealth Consultants LLC612,274$14.93M4.0%+6.9%0.131%
8/13/2025 Edgestream Partners L.P.9,285$226K0.0%N/A0.002%
8/13/2025 Lumbard & Kellner LLC46,622$1.14M0.5%-12.6%0.010%
8/13/2025 VestGen Advisors LLC250,018$6.10M0.2%N/A0.053%
8/13/2025 Meridian Wealth Partners LLC470,193$11.46M1.7%+5.1%0.100%
8/13/2025 Quadrature Capital Ltd124,146$3.03M0.1%+727.0%0.027%
8/13/2025 Northwestern Mutual Wealth Management Co.830,923$20.26M0.0%-0.9%0.178%
8/13/2025 Elgethun Capital Management10,478$255K0.1%-8.7%0.002%
8/12/2025 J.W. Cole Advisors Inc.42,117$1.03M0.0%+2.9%0.009%
8/12/2025 Associated Banc Corp247,536$6.04M0.2%+2.2%0.053%
8/12/2025 XTX Topco Ltd8,788$214K0.0%N/A0.002%
8/12/2025 Steward Partners Investment Advisory LLC32,516$793K0.0%+289.0%0.007%
8/12/2025 Burk Holdings LLC38,290$934K0.6%N/A0.008%
8/12/2025 CreativeOne Wealth LLC267,594$6.52M0.2%-0.3%0.057%
8/12/2025 Act Two Investors LLC394,909$9.63M2.0%+9.8%0.084%
8/12/2025 Global Retirement Partners LLC68,645$1.67M0.0%N/A0.015%
8/12/2025 Coldstream Capital Management Inc.43,240$1.05M0.0%-38.0%0.009%
8/12/2025 Titleist Asset Management LLC15,279$373K0.0%-38.4%0.003%
8/12/2025 MAI Capital Management1,075,981$26.23M0.2%+3.7%0.230%
8/12/2025 JPMorgan Chase & Co.20,251,104$493.72M0.0%-5.6%4.328%
8/12/2025 Passive Capital Management LLC.1,116,812$27.12M8.4%-5.5%0.239%
8/12/2025 Cumberland Partners Ltd52,980$1.29M0.1%+11.4%0.011%
8/12/2025 BWM Planning LLC499,090$12.17M4.2%+43.8%0.107%
8/12/2025 NFP Retirement Inc.40,391$985K0.1%+2.0%0.009%
8/11/2025 Alteri Wealth LLC45,850$1.12M0.4%+9.0%0.010%
8/11/2025 VSM Wealth Advisory LLC26,347$642K0.2%-6.1%0.006%
8/11/2025 Brown Wealth Management LLC422,850$10.31M3.2%-21.1%0.094%
8/11/2025 North Forty Two & Co.121,061$2.95M3.1%-3.8%0.027%
8/11/2025 Morling Financial Advisors LLC4,932$120K0.0%+383.5%0.001%
8/11/2025 Traub Capital Management LLC28,437$693K0.6%N/A0.006%
8/11/2025 Birchbrook Inc.18,222$444K0.2%-24.4%0.004%
8/11/2025 Perennial Investment Advisors LLC8,236$201K0.0%-7.8%0.002%
8/11/2025 Diversified Portfolios Inc.16,678$407K0.0%-70.4%0.004%
8/11/2025 Inspire Advisors LLC133,561$3.26M0.3%+75.5%0.030%
8/11/2025 United Advisor Group LLC51,652$1.26M0.2%N/A0.011%
8/11/2025 Westover Capital Advisors LLC449,523$10.96M2.2%-0.9%0.100%
8/11/2025 Johnson Financial Group LLC102,076$2.49M0.2%-1.1%0.023%
8/11/2025 PAX Financial Group LLC13,210$322K0.1%-44.1%0.003%
8/11/2025 Farrow Financial Inc.181,750$4.43M2.7%+2.1%0.040%
8/8/2025 Tortoise Investment Management LLC118,960$2.90M0.3%-9.5%0.026%
8/8/2025 Rockefeller Capital Management L.P.166,119$4.05M0.0%+88.7%0.037%
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8/8/2025 Kingsview Wealth Management LLC41,194$1.00M0.0%-1.6%0.009%
8/8/2025 Cetera Investment Advisers1,045,800$25.50M0.0%-4.7%0.233%
8/8/2025 Creative Planning434,959$10.60M0.0%-2.1%0.097%
8/8/2025 Altiora Financial Group LLC917,059$22.36M4.4%-1.8%0.204%
8/8/2025 Meridian Wealth Management LLC8,730$213K0.0%-6.5%0.002%
8/8/2025 Empower Advisory Group LLC8,568$209K0.0%-5.3%0.002%
8/8/2025 Islay Capital Management LLC204,292$4.98M3.2%-16.9%0.045%
8/8/2025 W.H. Cornerstone Investments Inc.81,584$1.99M1.3%N/A0.018%
8/8/2025 PNC Financial Services Group Inc.3,819,204$93.11M0.1%+40.7%0.849%
8/8/2025 ERTS Wealth Advisors LLC150,212$3.66M1.3%-22.9%0.033%
(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, 786 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 ($2.66B), Ameriprise Financial Inc. ($570.78M), JPMorgan Chase & Co. ($493.72M), Sei Investments Co. ($415.10M), Envestnet Asset Management Inc. ($196.17M), Charles Schwab Investment Management Inc. ($172.91M), and Stifel Financial Corp ($142.48M).Learn more on Schwab Short-Term U.S. Treasury ETF's institutional investors.

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

Of the 709 institutional investors that purchased Schwab Short-Term U.S. Treasury ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank of America Corp DE ($82.86M), Williams Financial LLC ($24.54M), Jane Street Group LLC ($20.49M), JPMorgan Chase & Co. ($12.75M), Ameriprise Financial Inc. ($10.88M), Sei Investments Co. ($10.20M), and Envestnet Asset Management Inc. ($5.48M).

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

Institutional investors have bought a total of 234,680,173 shares in the last 24 months. This purchase volume represents approximately $5.67B in transactions.

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

Of the 286 institutional investors that sold Schwab Short-Term U.S. Treasury ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Jane Street Group LLC ($20.21M), Bank of Montreal Can ($2.61M), JPMorgan Chase & Co. ($1.58M), SCS Capital Management LLC ($780.32K), Wealth Enhancement Advisory Services LLC ($744.15K), Greenline Partners LLC ($624.44K), and United Capital Management of KS Inc. ($587.86K).

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

Institutional investors have sold a total of 39,031,431 shares in the last 24 months. This volume of shares sold represents approximately $947.80M in transactions.


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This page (NYSEARCA:SCHO) was last updated on 8/29/2025 by MarketBeat.com Staff
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