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

Schwab Short-Term U.S. Treasury ETF logo
$24.09 0.00 (0.00%)
As of 07/2/2026 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO)

Number of
Institutional Buyers
(last 12 months)
493
Total
Institutional Inflows
(last 12 months)
$1.77B
Number of
Institutional Sellers
(last 12 months)
353
Total
Institutional Outflows
(last 12 months)
$1.37B
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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
7/2/2026 MassMutual Private Wealth & Trust FSB1,696,406$40.95M1.1%+48.1%0.316%
7/2/2026 Versant Capital Management Inc134,827$3.26M0.3%+20.3%0.025%
7/2/2026 First County Bank CT 32,046$774K0.4%+9.3%0.006%
7/1/2026 Adelphi Trust Co26,864$648K0.4%+79.2%0.005%
6/18/2026Western Wealth Management LLC63,922$1.55M0.1%+118.6%0.012%
6/3/2026DBK Financial Counsel LLC104,595$2.54M1.9%-1.7%0.020%
6/3/2026Stillwater Private Wealth LLC39,663$962K0.8%N/A0.008%
6/3/2026NewEdge Advisors LLC145,087$3.52M0.0%+12.6%0.028%
5/29/2026Immaculate Wealth Management LLC14,750$358K2.8%N/A0.003%
5/27/2026Allen Capital Group LLC274,651$6.67M0.6%N/A0.053%
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5/27/2026Birmingham Capital Management Co. Inc. AL20,600$500K0.2%-51.6%0.004%
5/22/2026WNY Asset Management LLC174,656$4.24M0.4%N/A0.034%
5/21/2026JDM Financial Group LLC41,449$1.01M0.2%-30.3%0.008%
5/19/2026Western Wealth Management LLC63,922$1.55M0.1%+118.6%0.012%
5/19/2026Orographic Financial Advisors LLC49,946$1.21M0.9%N/A0.010%
5/19/2026Bank of America Corp DE110,717,308$2.69B0.2%-9.6%21.524%
5/19/2026Cassady Wealth & Retirement Planning LLC10,385$252K0.1%-5.2%0.002%
5/19/2026Arkadios Wealth Advisors15,673$380K0.0%-4.9%0.003%
5/18/2026EverSource Wealth Advisors LLC52,828$1.28M0.0%-8.5%0.010%
5/18/2026Royal Bank of Canada519,253$12.60M0.0%+0.5%0.101%
5/15/2026Northeast Financial Group Inc.522,603$12.69M3.1%-12.1%0.102%
5/15/2026Waverly Advisors LLC1,521,242$36.92M0.3%+73.4%0.296%
5/15/2026Cumberland Partners Ltd46,048$1.12M0.1%+26.7%0.009%
5/15/2026Vivaldi Capital Management LP555,616$13.49M1.9%+2.3%0.108%
5/14/2026Morningstar Investment Management LLC1,613,491$39.16M2.4%-6.6%0.314%
5/14/2026Gibbs Wealth Management8,411$204K0.0%N/A0.002%
5/14/2026Sei Investments Co.16,741,000$406.30M0.4%-10.0%3.254%
5/14/2026Lido Advisors LLC103,489$2.51M0.0%-43.9%0.020%
5/13/2026Cetera Investment Advisers804,911$19.54M0.0%-23.7%0.156%
5/13/2026Wealthspire Retirement LLC42,018$1.02M0.1%-2.4%0.008%
5/13/2026American Investment Services Inc.180,905$4.39M1.0%+10.9%0.035%
5/13/2026Clearwater Capital Advisors LLC194,349$4.72M0.4%-64.8%0.038%
5/13/2026Measured Wealth Private Client Group LLC1,676$41K0.0%-20.5%0.000%
5/13/2026Alesco Advisors LLC An ESL Co752,236$18.26M0.5%+21.6%0.146%
5/8/2026PNC Financial Services Group Inc.4,104,187$99.61M0.1%+5.9%0.798%
5/8/2026HORAN Wealth LLC9,666$236K0.0%N/A0.002%
5/7/2026Florida Financial Advisors LLC26,740$649K0.2%+6.3%0.005%
5/7/2026Nelson Capital Management LLC21,360$518K0.1%-6.6%0.004%
5/7/2026Momentum Wealth Planning LLC400,329$9.72M8.6%+51.0%0.078%
5/6/2026Bartlett & CO. Wealth Management LLC17,816$432K0.0%+7.4%0.003%
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5/6/2026Modera Wealth Management LLC9,075$220K0.0%-19.4%0.002%
5/6/2026Morling Financial Advisors LLC13,070$317K0.1%+34.9%0.003%
5/6/2026Assetmark Inc.17,127$416K0.0%-93.8%0.003%
5/6/2026Main Street Group LTD181,331$4.40M1.3%-20.1%0.035%
5/6/2026Independent Financial Group LLC24,394$592K0.0%N/A0.005%
5/5/2026Westover Capital Advisors LLC503,560$12.22M2.2%+3.1%0.098%
5/5/2026Wealthfront Advisers LLC2,978,594$72.29M0.2%-26.9%0.579%
5/5/2026Members Advisory Group LLC396,056$9.61M3.3%N/A0.077%
5/5/2026Bank of New York Mellon Corp532,688$12.93M0.0%+1,130.5%0.104%
5/5/2026Milestone Investment Advisors LLC390,298$9.47M2.3%+6.4%0.076%
5/5/2026Blackhawk Capital Partners LLC1,241,367$30.13M11.1%N/A0.241%
5/5/2026Sherman Asset Management Inc.49,839$1.21M1.1%+25.0%0.010%
5/5/2026Three Seasons Wealth LLC25,609$622K0.2%N/A0.005%
5/5/2026Journey Advisory Group LLC859,892$20.87M1.8%+8.1%0.167%
5/5/2026Ethos Financial Group LLC51,261$1.24M0.1%+8.0%0.010%
5/5/2026Signet Financial Management LLC31,910$774K0.1%+166.8%0.006%
5/5/2026Sanctuary Advisors LLC27,316$663K0.0%+25.5%0.005%
5/4/2026Beckerman Institutional LLC131,574$3.19M1.7%+4.0%0.026%
5/4/2026Blake Schutter Theil Wealth Advisors LLC30,387$738K0.6%-16.5%0.006%
5/4/2026Archer Investment Corp4,605$112K0.0%N/A0.001%
5/4/2026Team Financial Group LLC64,830$1.57M0.7%+70.0%0.013%
5/4/2026Uptick Partners LLC9,422$229K0.0%N/A0.002%
5/4/2026Tradewinds LLC.10,268$248K0.1%N/A0.002%
5/4/2026Lifeworks Advisors LLC107,294$2.60M0.3%-11.0%0.021%
5/2/2026Associated Banc Corp274,670$6.67M0.2%+10.9%0.053%
5/2/2026Diversify Wealth Management LLC534,366$12.95M0.2%+3.4%0.104%
5/2/2026Valmark Advisers Inc.104,040$2.53M0.0%+25.4%0.020%
5/2/2026Pittenger & Anderson Inc.80,441$1.95M0.1%+54.4%0.016%
5/2/2026Carnegie Investment Counsel99,276$2.41M0.0%+3.4%0.019%
5/1/2026Midwest Trust Co1,846,314$44.81M0.6%+39.6%0.359%
5/1/2026Fifth Third Bancorp28,859$700K0.0%+5,244.3%0.006%
5/1/2026Signature Resources Capital Management LLC18,818$457K0.2%+9.5%0.004%
5/1/2026Oakwell Private Wealth Management LLC386,884$9.39M1.7%+4.1%0.075%
5/1/2026Farrow Financial Inc.230,174$5.59M3.2%-0.5%0.045%
5/1/2026Simplicity Wealth LLC28,144$683K0.0%-19.4%0.006%
5/1/2026Sequoia Financial Advisors LLC27,134$659K0.0%-16.5%0.005%
5/1/2026DMC Group LLC84,157$2.04M1.4%+1.3%0.017%
4/30/2026Robinson Smith Wealth Advisors LLC11,863$288K0.2%-30.6%0.002%
4/30/2026Kestra Advisory Services LLC26,675$647K0.0%-39.7%0.005%
4/29/2026Nicholas Hoffman & Company LLC.11,275$274K0.0%N/A0.002%
4/29/2026Hartline Investment Corp27,650$671K0.1%+17.4%0.006%
4/29/2026K2 Financial Inc.47,245$1.15M0.8%-10.3%0.009%
4/29/2026Resonant Capital Advisors LLC264,865$6.43M0.3%-60.5%0.053%
4/29/2026Downshift Financial LLC35,535$862K0.4%+11.6%0.007%
4/28/2026Carlton Hofferkamp & Jenks Wealth Management LLC174,069$4.23M1.3%-4.9%0.035%
4/28/2026Stephens Inc. AR8,742$212K0.0%N/A0.002%
4/28/2026Walkner Condon Financial Advisors LLC76,892$1.87M0.2%+2.4%0.015%
4/28/2026NBT Bank N A NY1,302$32K0.0%+5,325.0%0.000%
4/28/2026Howe & Rusling Inc.9,172$223K0.0%-45.2%0.002%
4/28/2026Clear Retirement Advice LLC598,083$14.52M11.4%+1.6%0.120%
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4/28/2026Revisor Wealth Management LLC12,533$304K0.1%-6.8%0.003%
4/28/2026Koshinski Asset Management Inc.31,373$761K0.0%-29.2%0.006%
4/28/2026Beacon Financial Advisory LLC58,759$1.43M0.3%-3.7%0.012%
4/28/2026WBH Advisory Inc.118,172$2.86M0.2%-4.2%0.024%
4/27/2026HB Wealth Management LLC226,802$5.51M0.0%+0.8%0.046%
4/27/2026World Investment Advisors519,885$12.62M0.2%-8.0%0.105%
4/27/2026Lodestar Private Asset Management LLC121,851$2.96M0.3%+3.4%0.025%
4/27/2026Marotta Asset Management564,482$13.66M2.5%-4.8%0.114%
4/27/2026Private Advisor Group LLC298,398$7.24M0.0%+20.7%0.060%
4/27/2026Sound Income Strategies LLC4,017$97K0.0%+186.1%0.001%


SCHO Institutional Ownership - Frequently Asked Questions

During the previous two years, 814 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 ($2.69B), JPMorgan Chase & Co. ($514.39M), Ameriprise Financial Inc. ($473.87M), Sei Investments Co. ($406.30M), Envestnet Asset Management Inc. ($165.13M), Stifel Financial Corp ($146.90M), and PNC Financial Services Group Inc. ($99.61M).Learn more on Schwab Short-Term U.S. Treasury ETF's institutional investors.

Of the 771 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 ($96.27M), Williams Financial LLC ($24.17M), Jane Street Group LLC ($20.49M), JPMorgan Chase & Co. ($14.11M), Ameriprise Financial Inc. ($10.88M), Sei Investments Co. ($9.73M), and Envestnet Asset Management Inc. ($5.48M).

Institutional investors have bought a total of 72,672,854 shares in the last 24 months. This purchase volume represents approximately $1.77B in transactions.

Of the 353 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: Bank of America Corp DE ($11.78M), Jane Street Group LLC ($11.62M), Ameriprise Financial Inc. ($3.68M), Clearwater Capital Advisors LLC ($2.39M), JPMorgan Chase & Co. ($2.21M), Sei Investments Co. ($1.86M), and Renaissance Technologies LLC ($1.78M).

Institutional investors have sold a total of 56,269,860 shares in the last 24 months. This volume of shares sold represents approximately $1.37B in transactions.


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This page (NYSEARCA:SCHO) was last updated on 7/5/2026 by MarketBeat.com Staff.
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