Free Trial

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
Extended Trading
$24.44 0.00 (-0.02%)
As of 10/24/2025 06:52 PM 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.

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
Get SCHO Insider Trade Alerts

Want to know when executives and insiders are buying or selling Schwab Short-Term U.S. Treasury ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
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

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.



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