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

Schwab Short-Term U.S. Treasury ETF logo
$24.45 +0.02 (+0.08%)
Closing price 10/24/2025 04:10 PM Eastern
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$24.44 0.00 (-0.02%)
As of 10/24/2025 06:52 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)
627
Total
Institutional Inflows
(last 12 months)
$5.71B
Number of
Institutional Sellers
(last 12 months)
294
Total
Institutional Outflows
(last 12 months)
$977.06M
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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
10/24/2025Lederer & Associates Investment Counsel CA12,910$315K0.2%-27.6%0.003%
10/24/2025MGO One Seven LLC266,072$6.49M0.1%-27.4%0.057%
10/24/2025Aventus Investment Advisors Inc.119,563$2.92M2.5%-8.3%0.025%
10/24/2025Williams Financial LLC945,377$23.07M23.8%+1.5%0.201%
10/24/2025Madden Advisory Services Inc.26,790$654K0.3%N/A0.006%
10/24/2025Towercrest Capital Management48,480$1.18M0.2%+6.0%0.010%
10/24/2025Associated Banc Corp231,874$5.66M0.1%-6.3%0.049%
10/24/2025Phil A. Younker & Associates Ltd.382,781$9.34M7.2%+20.9%0.082%
10/24/2025Clearview Wealth Advisors LLC59,492$1.45M0.9%+4.9%0.013%
10/24/2025Hidden Cove Wealth Management LLC42,134$1.03M0.7%+25.5%0.009%
10/24/2025Bay Colony Advisory Group Inc d b a Bay Colony Advisors38,192$932K0.1%-26.1%0.008%
10/24/2025Valmark Advisers Inc.64,170$1.57M0.0%-1.2%0.014%
10/24/2025Maltin Wealth Management Inc.204,307$4.99M2.1%-6.9%0.044%
10/24/2025Mainsail Financial Group LLC91,182$2.23M1.0%+7.3%0.019%
10/24/2025Pasadena Private Wealth LLC56,385$1.38M0.2%-46.0%0.012%
10/23/2025 Vermillion Wealth Management Inc.2,257$55K0.0%-55.4%0.000%
10/23/2025 Trevian Wealth Management LLC39,081$954K0.5%N/A0.008%
10/23/2025 Moisand Fitzgerald Tamayo LLC3,441,065$83.96M9.9%+6.0%0.735%
10/23/2025 Foster & Motley Inc.9,353$228K0.0%+6.3%0.002%
10/23/2025 Zullo Investment Group Inc.11,059$270K0.1%-5.3%0.002%
10/23/2025 Independent Solutions Wealth Management LLC197,566$4.82M0.9%-1.7%0.042%
10/23/2025 Benjamin Edwards Inc.117,541$2.87M0.0%+10.3%0.025%
10/23/2025 Barnes Dennig Private Wealth Management LLC43,163$1.05M1.1%N/A0.009%
10/23/2025 Compass Financial Group INC SD50,727$1.24M0.2%-23.3%0.011%
10/23/2025 Ethos Financial Group LLC46,647$1.14M0.1%+1.7%0.010%
10/23/2025 HB Wealth Management LLC235,303$5.74M0.0%+7.7%0.050%
10/23/2025 Seneca Financial Advisors LLC41,588$1.02M0.3%-67.6%0.009%
10/23/2025 WMG Financial Advisors LLC10,753$262K0.1%+4.7%0.002%
10/22/2025 MassMutual Private Wealth & Trust FSB840,843$20.52M0.5%+2.0%0.180%
10/22/2025 Cerity Partners LLC2,767,502$67.53M0.1%-15.3%0.591%
10/22/2025 Galvin Gaustad & Stein LLC852,449$20.80M1.7%+8.4%0.182%
10/22/2025 BCS Wealth Management23,292$568K0.1%-8.9%0.005%
10/22/2025 Forza Wealth Management LLC15,398$376K0.1%-79.1%0.003%
10/22/2025 Red Tortoise LLC219,854$5.36M2.3%-18.9%0.047%
10/22/2025 Courage Miller Partners LLC797,617$19.46M5.8%+9.8%0.170%
10/22/2025 Blossom Wealth Management22,392$546K0.9%+4.9%0.005%
10/22/2025 Bigelow Investment Advisors LLC170,717$4.17M1.7%-5.8%0.036%
10/22/2025 Blue Sky Capital Consultants Group Inc.390,273$9.52M4.1%+1,553.0%0.083%
10/22/2025 DBK Financial Counsel LLC107,225$2.62M2.2%-26.3%0.023%
10/22/2025 WT Wealth Management114,694$2.80M0.8%-73.2%0.024%
10/22/2025 Alpha Omega Wealth Management LLC10,149$248K0.0%-23.3%0.002%
10/22/2025 Sims Investment Management LLC405,938$9.91M3.6%+11.6%0.087%
10/22/2025 Abacus Planning Group Inc.312,329$7.62M1.1%+1.6%0.067%
10/21/2025 Eagle Strategies LLC316,166$7.71M1.0%+483.5%0.068%
10/21/2025 Christensen King & Associates Investment Services Inc.162,404$3.96M1.7%+2.7%0.035%
10/21/2025 Global Retirement Partners LLC65,382$1.60M0.0%-4.8%0.014%
10/21/2025 SigFig Wealth Management LLC111,536$2.72M0.1%+5.5%0.024%
10/21/2025 TruNorth Capital Management LLC1,823,975$44.51M8.8%+4.8%0.389%
10/21/2025 Pflug Koory LLC148,660$3.63M1.7%+9.6%0.032%
10/21/2025 Altfest L J & Co. Inc.29,831$728K0.1%+5.8%0.006%
10/21/2025 Silver Oak Securities Incorporated13,635$333K0.0%-84.3%0.003%
10/21/2025 Investment Planning Advisors Inc.9,658$236K0.1%+15.6%0.002%
10/21/2025 RB Capital Management LLC8,400$205K0.0%N/A0.002%
10/21/2025 Roberts Wealth Advisors LLC9,666$236K0.1%-28.6%0.002%
10/20/2025 Northwest Capital Management Inc14,575$356K0.4%-2.7%0.003%
10/20/2025 Stonebridge Financial Group LLC327,085$7.98M0.7%N/A0.070%
10/20/2025 Merit Financial Group LLC1,562,797$38.13M0.4%+43.0%0.334%
10/20/2025 Access Financial Services Inc.1,346,749$32.86M11.9%+112.5%0.288%
10/20/2025 Diversified Trust Co72,518$1.77M0.0%-18.9%0.015%
10/20/2025 LVW Advisors LLC1,982,002$48.36M4.9%+8.0%0.423%
10/20/2025 Pure Financial Advisors LLC588,389$14.36M0.2%+1.9%0.126%
10/17/2025 WorthPointe LLC9,252$226K0.1%-5.8%0.002%
10/17/2025 FLC Capital Advisors1,525,261$37.22M7.2%+4.8%0.326%
10/17/2025 Towneley Capital Management Inc DE529,429$12.92M2.8%-1.1%0.113%
10/17/2025 Perigon Wealth Management LLC28,634$699K0.0%-16.0%0.006%
10/17/2025 Apella Capital LLC284,838$6.97M0.2%-20.2%0.061%
10/17/2025 Valley Forge Investment Consultants Inc. ADV8,386$205K0.1%N/A0.002%
10/17/2025 Apollon Wealth Management LLC76,739$1.87M0.0%+8.6%0.016%
10/16/2025 New Hampshire Trust33,331$813K0.2%+31.9%0.007%
10/16/2025 Signature Resources Capital Management LLC16,545$404K0.2%+53.0%0.004%
10/16/2025 K2 Financial Inc.56,708$1.38M1.1%+12.1%0.012%
10/16/2025 Marotta Asset Management585,005$14.25M2.7%+2.1%0.125%
10/16/2025 Litman Gregory Wealth Management LLC12,875$314K0.0%-4.0%0.003%
10/16/2025 Curran Financial Partners LLC34,537$843K0.2%-61.9%0.007%
10/16/2025 HBK Sorce Advisory LLC24,518$599K0.0%N/A0.005%
10/16/2025 Stonekeep Investments LLC14,080$344K0.2%+3.6%0.003%
10/16/2025 Sheets Smith Wealth Management131,206$3.20M0.4%-5.5%0.028%
10/15/2025 CWM LLC67,798$1.65M0.0%-22.9%0.014%
10/15/2025 Inspire Investing LLC660,920$16.13M1.6%+0.8%0.141%
10/15/2025 Pure Portfolios Holdings LLC572,199$13.96M4.4%+26.6%0.122%
10/15/2025 World Investment Advisors560,781$13.68M0.3%-2.1%0.120%
10/15/2025 Brookstone Capital Management144,182$3.52M0.0%+1.1%0.031%
10/15/2025 Private Trust Co. NA5,165$126K0.0%-7.9%0.001%
10/15/2025 Successful Portfolios LLC202,762$4.95M2.9%+0.7%0.043%
10/15/2025 DAVENPORT & Co LLC1,636,548$39.93M0.2%+8.5%0.350%
10/15/2025 Scratch Capital LLC12,251$299K0.2%-6.5%0.003%
10/15/2025 Revisor Wealth Management LLC13,034$318K0.1%-17.8%0.003%
10/15/2025 Anderson Hoagland & Co.60,245$1.47M0.1%+3.4%0.013%
10/15/2025 Veery Capital LLC52,224$1.27M0.4%+4.2%0.011%
10/14/2025 Tactive Advisors LLC17,015$415K0.1%+10.8%0.004%
10/14/2025 GLOBALT Investments LLC GA94,648$2.31M0.1%-5.6%0.020%
10/14/2025 High Probability Advisors LLC1,423,526$34.73M4.8%+12.4%0.304%
10/14/2025 Great Waters Wealth Management53,815$1.31M0.2%+2.2%0.011%
10/14/2025 Weitzel Financial Services Inc.27,486$671K0.3%-5.4%0.006%
10/14/2025 Bulwark Capital Corp98,294$2.40M1.9%-22.3%0.021%
10/14/2025 Farther Finance Advisors LLC236,423$5.77M0.1%-8.9%0.050%
10/14/2025 Juncture Wealth Strategies LLC82,973$2.03M0.7%-4.5%0.018%
10/14/2025 Prairiewood Capital LLC496,441$12.11M4.0%+14.1%0.106%
10/14/2025 Mendota Financial Group LLC64,297$1.57M1.2%-3.8%0.014%
10/14/2025 Dopkins Wealth Management LLC15,609$381K0.2%-29.5%0.003%
(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, 788 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 713 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 ($24.55M), 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 236,639,285 shares in the last 24 months. This purchase volume represents approximately $5.71B in transactions.

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

Of the 289 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 40,233,011 shares in the last 24 months. This volume of shares sold represents approximately $977.06M in transactions.


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This page (NYSEARCA:SCHO) was last updated on 10/25/2025 by MarketBeat.com Staff
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