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

Schwab Short-Term U.S. Treasury ETF logo
$24.37 +0.03 (+0.12%)
Closing price 10/7/2025 04:10 PM Eastern
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$24.36 -0.01 (-0.02%)
As of 10/7/2025 07:47 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)
623
Total
Institutional Inflows
(last 12 months)
$5.68B
Number of
Institutional Sellers
(last 12 months)
289
Total
Institutional Outflows
(last 12 months)
$944.40M
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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
10/7/2025McLean Asset Management Corp124,871$3.04M0.6%+35.3%0.027%
10/7/2025Stephens Group Asset Management LLC2,081,846$50.80M3.4%+10.9%0.447%
10/7/20251620 Investment Advisors Inc.19,117$466K0.3%-27.8%0.004%
10/7/2025Team Financial Group LLC23,800$581K0.3%+16.0%0.005%
10/6/2025ARS Wealth Advisors Group LLC37,803$922K0.1%+2.2%0.008%
10/6/2025SMI Advisory Services LLC360,722$8.79M1.7%+0.8%0.078%
10/6/2025Grove Bank & Trust5,324$130K0.0%+112.2%0.001%
10/3/2025 Breakwater Investment Management117,923$2.88M1.1%-6.3%0.025%
10/2/2025 AHL Investment Management Inc.97,781$2.39M1.6%-5.9%0.021%
9/30/2025Gilbert Capital Group Inc.151,494$3.69M3.1%N/A0.032%
9/29/2025Vestwell Advisors LLC28,891$704K0.3%N/A0.006%
9/26/2025Corient Private Wealth LLC39,102$953K0.0%-10.9%0.008%
9/25/2025National Wealth Management Group LLC74,239$1.81M1.0%+9.3%0.016%
9/24/2025Momentum Wealth Planning LLC269,821$6.58M5.6%N/A0.058%
9/12/2025Valeo Financial Advisors LLC12,926$315K0.0%N/A0.003%
9/10/2025WT Wealth Management427,965$10.43M3.1%-6.4%0.091%
9/4/2025ZynergyRetirementPlanningLLC375,085$9.15M6.1%-2.2%0.080%
9/4/2025Osaic Holdings Inc.251,472$6.13M0.0%-2.6%0.054%
8/27/2025Orion Porfolio Solutions LLC22,835$557K0.0%+11.7%0.005%
8/27/2025Seneca Financial Advisors LLC128,301$3.13M1.2%-39.5%0.027%
8/26/2025Thrivent Financial for Lutherans21,764$531K0.0%-84.5%0.005%
8/25/2025BLVD Private Wealth LLC8,442$206K0.2%N/A0.002%
8/20/2025Coppell Advisory Solutions LLC8,558$208K0.0%N/A0.002%
8/18/2025Tactive Advisors LLC15,356$374K0.1%N/A0.003%
8/18/2025Geneos Wealth Management Inc.36,603$892K0.0%-28.0%0.008%
8/15/2025Tower Research Capital LLC TRC 97,572$2.38M0.1%+337.8%0.021%
8/15/2025Asset Allocation Strategies LLC102,042$2.49M0.5%+5.2%0.022%
8/15/2025Corient Private Wealth LLC78,204$1.91M0.0%+78.1%0.017%
8/15/2025Captrust Financial Advisors211,359$5.15M0.0%-8.9%0.045%
8/15/2025Lantern Wealth Advisors LLC102,296$2.49M1.4%N/A0.022%
8/15/2025Two Sigma Securities LLC80,122$1.95M0.2%+294.0%0.017%
8/15/2025Sherman Asset Management Inc.38,821$946K0.8%+1.2%0.008%
8/15/2025Orion Porfolio Solutions LLC22,835$557K0.0%+11.7%0.005%
8/15/2025MML Investors Services LLC299,919$7.31M0.0%+114.5%0.064%
8/15/2025IHT Wealth Management LLC9,078$221K0.0%+7.0%0.002%
8/15/2025Benjamin Edwards Inc.106,542$2.60M0.0%+14.5%0.023%
8/15/2025BNP Paribas Financial Markets444,031$10.83M0.0%+17.2%0.095%
8/15/2025Bank of America Corp DE109,087,556$2.66B0.2%+0.7%23.314%
8/15/2025Ameriprise Financial Inc.23,077,707$570.78M0.1%+5.7%4.932%
8/14/2025Jane Street Group LLC284,093$6.93M0.0%-97.6%0.061%
8/14/2025Ausdal Financial Partners Inc.51,362$1.25M0.1%-35.3%0.011%
8/14/2025Raymond James Financial Inc.615,689$15.01M0.0%-7.9%0.132%
8/14/2025AllSquare Wealth Management LLC3,091$75K0.0%+183.3%0.001%
8/14/2025Diversify Wealth Management LLC486,704$11.83M0.7%+5.5%0.104%
8/14/2025Diversify Advisory Services LLC115,078$2.80M0.1%N/A0.025%
8/14/2025Tennessee Valley Asset Management Partners50,854$1.24M0.3%-3.3%0.011%
8/14/2025Vivaldi Capital Management LP478,649$11.67M1.8%-9.5%0.102%
8/14/2025Sand Hill Global Advisors LLC195,739$4.77M0.2%N/A0.042%
8/14/2025BNP Paribas27,553$672K0.0%+126.5%0.006%
8/14/2025Sei Investments Co.17,026,193$415.10M0.5%+3.0%3.639%
8/14/2025NewEdge Advisors LLC98,137$2.39M0.0%-20.1%0.021%
8/14/2025Transce3nd LLC1,419$35K0.0%-22.9%0.000%
8/14/2025Cerity Partners LLC3,267,650$79.67M0.1%+5,194.3%0.698%
8/13/2025StoneX Group Inc.263,530$6.43M0.3%+3.4%0.056%
8/13/2025Cheviot Value Management LLC135,302$3.29M0.4%+4.7%0.029%
8/13/2025Gateway Wealth Partners LLC36,532$891K0.2%+38.1%0.008%
8/13/2025Brown Advisory Inc.16,177$394K0.0%-30.8%0.003%
8/13/2025SCS Capital Management LLC1,331,753$32.47M0.4%+1.4%0.285%
8/13/2025Milestone Investment Advisors LLC339,194$8.27M2.2%+37.9%0.072%
8/13/2025Baird Financial Group Inc.167,264$4.08M0.0%+75.5%0.036%
8/13/2025EverSource Wealth Advisors LLC35,164$857K0.0%+3.9%0.008%
8/13/2025Trek Financial LLC57,313$1.40M0.1%+56.3%0.012%
8/13/2025CW Advisors LLC42,027$1.03M0.0%+10.0%0.009%
8/13/2025Pinkerton Wealth LLC93,057$2.27M0.3%+14.6%0.020%
8/13/2025Beacon Pointe Advisors LLC122,343$2.98M0.0%-15.1%0.026%
8/13/2025Grove Street Fiduciary LLC297,664$7.26M3.5%-2.0%0.064%
8/13/2025ARK & TLK Investments LLC54,857$1.34M0.4%-4.0%0.012%
8/13/2025MBM Wealth Consultants LLC612,274$14.93M4.0%+6.9%0.131%
8/13/2025Edgestream Partners L.P.9,285$226K0.0%N/A0.002%
8/13/2025Lumbard & Kellner LLC46,622$1.14M0.5%-12.6%0.010%
8/13/2025VestGen Advisors LLC250,018$6.10M0.2%N/A0.053%
8/13/2025Meridian Wealth Partners LLC470,193$11.46M1.7%+5.1%0.100%
8/13/2025Quadrature Capital Ltd124,146$3.03M0.1%+727.0%0.027%
8/13/2025Northwestern Mutual Wealth Management Co.830,923$20.26M0.0%-0.9%0.178%
8/13/2025Elgethun Capital Management10,478$255K0.1%-8.7%0.002%
8/12/2025J.W. Cole Advisors Inc.42,117$1.03M0.0%+2.9%0.009%
8/12/2025Associated Banc Corp247,536$6.04M0.2%+2.2%0.053%
8/12/2025XTX Topco Ltd8,788$214K0.0%N/A0.002%
8/12/2025Steward Partners Investment Advisory LLC32,516$793K0.0%+289.0%0.007%
8/12/2025Burk Holdings LLC38,290$934K0.6%N/A0.008%
8/12/2025CreativeOne Wealth LLC267,594$6.52M0.2%-0.3%0.057%
8/12/2025Act Two Investors LLC394,909$9.63M2.0%+9.8%0.084%
8/12/2025Global Retirement Partners LLC68,645$1.67M0.0%N/A0.015%
8/12/2025Coldstream Capital Management Inc.43,240$1.05M0.0%-38.0%0.009%
8/12/2025Titleist Asset Management LLC15,279$373K0.0%-38.4%0.003%
8/12/2025MAI Capital Management1,075,981$26.23M0.2%+3.7%0.230%
8/12/2025JPMorgan Chase & Co.20,251,104$493.72M0.0%-5.6%4.328%
8/12/2025Passive Capital Management LLC.1,116,812$27.12M8.4%-5.5%0.239%
8/12/2025Cumberland Partners Ltd52,980$1.29M0.1%+11.4%0.011%
8/12/2025BWM Planning LLC499,090$12.17M4.2%+43.8%0.107%
8/12/2025NFP Retirement Inc.40,391$985K0.1%+2.0%0.009%
8/11/2025Alteri Wealth LLC45,850$1.12M0.4%+9.0%0.010%
8/11/2025VSM Wealth Advisory LLC26,347$642K0.2%-6.1%0.006%
8/11/2025Brown Wealth Management LLC422,850$10.31M3.2%-21.1%0.094%
8/11/2025North Forty Two & Co.121,061$2.95M3.1%-3.8%0.027%
8/11/2025Morling Financial Advisors LLC4,932$120K0.0%+383.5%0.001%
8/11/2025Traub Capital Management LLC28,437$693K0.6%N/A0.006%
8/11/2025Birchbrook Inc.18,222$444K0.2%-24.4%0.004%
8/11/2025Perennial Investment Advisors LLC8,236$201K0.0%-7.8%0.002%
8/11/2025Diversified Portfolios Inc.16,678$407K0.0%-70.4%0.004%
(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 711 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 235,316,994 shares in the last 24 months. This purchase volume represents approximately $5.68B 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 38,893,079 shares in the last 24 months. This volume of shares sold represents approximately $944.40M in transactions.


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This page (NYSEARCA:SCHO) was last updated on 10/8/2025 by MarketBeat.com Staff
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