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

Schwab Short-Term U.S. Treasury ETF logo
$24.29 -0.05 (-0.21%)
Closing price 05/2/2025 04:10 PM Eastern
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$24.28 0.00 (-0.02%)
As of 05/2/2025 07:59 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)
578
Total
Institutional Inflows
(last 12 months)
$5.45B
Number of
Institutional Sellers
(last 12 months)
232
Total
Institutional Outflows
(last 12 months)
$516.94M
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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
5/2/2025 Kingsview Wealth Management LLC41,876$1.02M0.0%+6.3%0.009%
5/2/2025 Members Trust Co8,722$212K0.0%N/A0.002%
5/2/2025 Litman Gregory Wealth Management LLC13,215$322K0.0%+32.1%0.003%
5/2/2025 Verdence Capital Advisors LLC89,112$2.17M0.2%+310.3%0.020%
5/2/2025 PAX Financial Group LLC23,634$575K0.1%-20.6%0.005%
5/2/2025 Wealthfront Advisers LLC3,916,163$95.32M0.3%+4.3%0.871%
5/2/2025 Pinkerton Retirement Specialists LLC81,190$1.98M0.3%+8.6%0.018%
5/2/2025 Whittier Trust Co. of Nevada Inc.2,948$72K0.0%N/A0.001%
5/2/2025 Blake Schutter Theil Wealth Advisors LLC36,758$895K1.0%-1.9%0.008%
5/2/2025 Dakota Wealth Management315,411$7.68M0.2%-6.6%0.070%
5/1/2025 Bleakley Financial Group LLC42,436$1.03M0.0%-12.8%0.009%
5/1/2025 Zullo Investment Group Inc.11,909$290K0.1%+10.8%0.003%
5/1/2025 CWM LLC28,420$692K0.0%-19.8%0.006%
5/1/2025 Pittenger & Anderson Inc.31,674$771K0.0%+52.9%0.007%
5/1/2025 TruNorth Capital Management LLC1,643,899$40.01M9.9%+3.2%0.366%
5/1/2025 ARK & TLK Investments LLC57,128$1.39M0.5%+2.4%0.013%
5/1/2025 Fifth Third Securities Inc.325,853$7.93M0.7%+62.0%0.072%
5/1/2025 Gateway Wealth Partners LLC26,445$644K0.1%+10.8%0.006%
5/1/2025 Diversify Wealth Management LLC461,365$11.27M0.8%-3.6%0.103%
4/30/2025 Cerity Partners LLC61,720$1.50M0.0%+3.6%0.014%
4/30/2025 DMC Group LLC56,404$1.37M1.1%+11.5%0.013%
4/30/2025 Allworth Financial LP120,752$2.94M0.0%-19.8%0.027%
4/30/2025 Leavell Investment Management Inc.1,138,258$27.71M1.4%+5.6%0.253%
4/30/2025 Nisa Investment Advisors LLC737,900$17.96M0.1%+528.0%0.164%
4/30/2025 Peterson Wealth Advisors LLC386,250$9.40M1.7%+5.2%0.086%
4/30/2025 Trek Financial LLC36,668$892K0.1%+99.8%0.008%
4/30/2025 Stratos Wealth Partners LTD.38,740$943K0.0%+6.5%0.009%
4/30/2025 Stratos Wealth Advisors LLC1,072,926$26.12M1.4%+29.6%0.239%
4/30/2025 Black Diamond Financial LLC500,455$12.18M1.8%+8.7%0.111%
4/29/2025 Sightline Wealth Advisors LLC17,121$417K0.2%+39.9%0.004%
4/29/2025 Financial Counselors Inc.1,200,638$29.22M0.4%+4.1%0.267%
4/29/2025 Cooksen Wealth LLC1,302$32K0.0%N/A0.000%
4/29/2025 TD Private Client Wealth LLC5,729$139K0.0%+638.3%0.001%
4/29/2025 Envestnet Asset Management Inc.7,645,106$186.08M0.1%+6.1%1.700%
4/29/2025 Hexagon Capital Partners LLC55,649$1.35M0.3%-0.8%0.012%
4/29/2025 Pure Portfolios Holdings LLC333,975$8.13M3.0%+1.8%0.074%
4/29/2025 Cloud Capital Management LLC575,512$14.01M9.9%N/A0.128%
4/29/2025 Capital Planning LLC15,918$387K0.1%+47.4%0.004%
4/29/2025 Concurrent Investment Advisors LLC18,814$458K0.0%-12.3%0.004%
4/29/2025 Bank of New York Mellon Corp186,561$4.54M0.0%+361.0%0.041%
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4/29/2025 Seascape Capital Management8,611$210K0.1%-8.5%0.002%
4/29/2025 Elite Financial Inc.38,025$925K0.5%N/A0.008%
4/29/2025 World Investment Advisors561,180$13.66M0.4%-16.5%0.125%
4/29/2025 von Borstel & Associates Inc.1,110$27K0.0%N/A0.000%
4/29/2025 Capital Investment Advisory Services LLC1,865$45K0.0%N/A0.000%
4/29/2025 Phil A. Younker & Associates Ltd.361,493$8.80M8.7%-7.7%0.080%
4/29/2025 Strategic Blueprint LLC31,142$758K0.0%-58.7%0.007%
4/29/2025 Brookstone Capital Management143,193$3.49M0.0%+67.9%0.032%
4/29/2025 OneDigital Investment Advisors LLC17,140$417K0.0%-30.3%0.004%
4/29/2025 Silver Oak Securities Incorporated81,358$1.98M0.2%-15.3%0.018%
4/29/2025 Courage Miller Partners LLC757,138$18.43M6.2%+0.5%0.168%
4/28/2025 Rosenberg Matthew Hamilton307,630$7.49M1.9%+9.4%0.068%
4/28/2025 MBM Wealth Consultants LLC572,719$13.94M4.1%+10.0%0.127%
4/28/2025 Mutual Advisors LLC384,034$9.36M0.3%+2.9%0.085%
4/28/2025 Meritage Portfolio Management191,425$4.66M0.3%-6.3%0.043%
4/28/2025 Milestone Investment Advisors LLC245,982$5.99M1.7%+93.5%0.055%
4/28/2025 Holcombe Financial Inc.969,817$23.61M19.6%-5.4%0.216%
4/28/2025 Resonant Capital Advisors LLC623,211$15.17M1.1%+5.3%0.139%
4/28/2025 Revisor Wealth Management LLC18,885$460K0.2%+15.9%0.004%
4/28/2025 Novem Group630,719$15.35M2.2%+11.5%0.140%
4/28/2025 Elmwood Wealth Management Inc.38,000$925K0.4%-20.9%0.008%
4/28/2025 Private Trust Co. NA4,646$113K0.0%+21.3%0.001%
4/28/2025 Swmg LLC28,712$700K0.3%N/A0.006%
4/28/2025 American Capital Advisory LLC21,832$531K0.3%-35.5%0.005%
4/28/2025 Rossby Financial LCC1,086$26K0.0%N/A0.000%
4/28/2025 DAVENPORT & Co LLC1,452,088$35.34M0.2%+29.9%0.323%
4/28/2025 Clear Creek Financial Management LLC9,331$227K0.0%N/A0.002%
4/25/2025 Lodestar Private Asset Management LLC94,820$2.31M0.3%+6.5%0.021%
4/25/2025 Red Tortoise LLC229,221$5.58M2.9%+21.4%0.051%
4/25/2025 Koshinski Asset Management Inc.61,965$1.51M0.1%-2.0%0.014%
4/25/2025 Prairiewood Capital LLC391,928$9.54M3.9%+5.9%0.087%
4/25/2025 K2 Financial Inc.52,029$1.27M1.2%+6.7%0.012%
4/25/2025 LifePlan Financial LLC41,689$1.02M0.9%+2.6%0.009%
4/25/2025 Ameritas Advisory Services LLC14,070$342K0.0%-19.4%0.003%
4/25/2025 IRON Financial LLC15,004$365K0.2%-18.5%0.003%
4/25/2025 Innovative Wealth Building LLC116,287$2.83M2.6%-11.2%0.026%
4/25/2025 Avidian Wealth Enterprises LLC544,445$13.25M0.6%+36.9%0.121%
4/25/2025 Journey Beyond Wealth LLC147,957$3.60M3.4%+9.3%0.033%
4/24/2025 TPG Advisors LLC8,497$207K0.2%-15.4%0.002%
4/24/2025 Sims Investment Management LLC387,558$9.43M4.2%+9.8%0.086%
4/24/2025 ZynergyRetirementPlanningLLC383,699$9.23M6.6%+124.4%0.085%
4/24/2025 Bartlett & CO. Wealth Management LLC15,996$389K0.0%+5.0%0.004%
4/24/2025 Family Investment Center Inc.36,066$878K0.2%+2.8%0.008%
4/24/2025 Beacon Financial Advisory LLC51,002$1.24M0.4%-3.3%0.011%
4/23/2025 Creative Financial Designs Inc. ADV41,232$1.00M0.1%+57.9%0.009%
4/23/2025 Sequoia Financial Advisors LLC58,169$1.42M0.0%+67.3%0.013%
4/23/2025 Pure Financial Advisors LLC570,014$13.87M0.3%-2.2%0.127%
4/23/2025 Inman Jager Wealth Management LLC9,820$239K0.2%+10.1%0.002%
4/23/2025 Golden State Wealth Management LLC2,155$52K0.0%+100.8%0.000%
4/23/2025 Williams Financial LLC799,572$19.46M13.6%-1.6%0.178%
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As you may recall, Biden and the Fed were working on a central bank digital currency, or CBDC. Had they gotten away with it, the Fed and U.S. banks could have seized control of our financial lives forever. But Trump stopped them cold on January 23rd, 2025, when he outlawed CBDCs… Paving the way for Elon Musk's secret master plan.

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4/23/2025 Independent Solutions Wealth Management LLC186,562$4.54M1.0%+3.4%0.041%
4/23/2025 Global Assets Advisory LLC13,938$339K0.1%N/A0.003%
4/23/2025 Balboa Wealth Partners34,976$851K0.2%N/A0.008%
4/23/2025 Sheets Smith Wealth Management146,165$3.56M0.4%-2.1%0.033%
4/23/2025 Win Advisors Inc.56,846$1.38M0.7%+203.8%0.013%
4/23/2025 Investment Planning Advisors Inc.8,358$203K0.1%N/A0.002%
4/23/2025 Blossom Wealth Management20,484$499K1.0%+15.8%0.005%
4/23/2025 Guardian Financial Partners LLC41,698$1.02M0.5%-2.9%0.009%
4/23/2025 Walkner Condon Financial Advisors LLC119,466$2.91M0.6%-5.9%0.027%
4/23/2025 Eagle Strategies LLC41,246$1.00M0.2%+19.3%0.009%
(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, 767 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. ($513.20M), JPMorgan Chase & Co. ($499.54M), Sei Investments Co. ($391.40M), Graham Capital Wealth Management LLC ($248.83M), 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 692 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 ($133.39M), JPMorgan Chase & Co. ($35.79M), Williams Financial LLC ($24.41M), Sei Investments Co. ($9.84M), Ameriprise Financial Inc. ($9.84M), Jane Street Group LLC ($8.65M), 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 336,514,755 shares in the last 24 months. This purchase volume represents approximately $8.12B in transactions.

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

Of the 433 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), Morningstar Investment Management LLC ($1.12M), Greenline Partners LLC ($899.49K), 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 38,406,893 shares in the last 24 months. This volume of shares sold represents approximately $925.85M in transactions.



This page (NYSEARCA:SCHO) was last updated on 5/4/2025 by MarketBeat.com Staff
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