NYSEARCA:SCHO

Schwab Short-Term U.S. Treasury ETF Institutional Ownership

$51.32
+0.02 (+0.04 %)
(As of 05/7/2021 09:51 AM ET)
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Today's Range
$51.32
$51.32
50-Day Range
$51.27
$51.33
52-Week Range
$51.24
$51.71
Volume90 shs
Average Volume1.25 million shs
Market Capitalization$8.59 billion
P/E RatioN/A
Dividend Yield0.88%
BetaN/A

Institutional Ownership

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

 

Institutional Buying and Selling by Quarter


Schwab Short-Term U.S. Treasury ETF (NYSEARCA SCHO) Institutional Buying and Selling

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in Company
5/7/2021Brighton Jones LLC8,020$0.41M0.0%+23.0%0.005%
5/7/2021Fifth Third Bancorp1,081$55K0.0%N/A0.001%
5/7/2021ERTS Wealth Advisors LLC132,812$6.82M2.0%+38.1%0.079%
5/6/2021Bigelow Investment Advisors LLC162,758$8.35M4.2%+0.8%0.097%
5/6/2021Brandywine Oak Private Wealth LLC669,635$34.36M5.1%-6.4%0.400%
5/6/2021First National Trust Co138,668$7.12M0.5%+10.0%0.083%
5/6/2021Clearview Wealth Advisors LLC3,020$0.16M0.1%-52.7%0.002%
5/6/2021Staley Capital Advisers Inc.36,320$1.86M0.1%-3.7%0.022%
5/6/2021Papp L Roy & Associates9,906$0.51M0.1%-14.6%0.006%
5/6/2021Koshinski Asset Management Inc.54,277$2.79M0.3%+24.4%0.032%
5/6/2021Clear Perspectives Financial Planning LLC23,350$1.20M0.7%-30.4%0.014%
5/5/2021Tortoise Investment Management LLC9,026$0.46M0.1%-18.8%0.005%
5/5/2021Avidian Wealth Solutions LLC480,642$24.66M2.1%+4.7%0.288%
5/5/2021Signet Financial Management LLC5,196$0.27M0.1%-23.3%0.003%
5/5/2021Oak Family Advisors LLC12,000$0.62M0.3%-53.0%0.007%
5/5/2021Hatton Consulting Inc.172,805$8.87M8.1%N/A0.103%
5/5/2021Ausdal Financial Partners Inc.7,801$0.40M0.1%+29.3%0.005%
5/4/2021Acas LLC9,366$0.48M0.8%N/A0.005%
5/4/2021D.B. Root & Company LLC146,690$7.53M3.0%-26.7%0.085%
5/4/2021Dean Investment Associates LLC161,230$8.27M1.6%+1.0%0.093%
5/4/2021Envestnet Asset Management Inc.1,561,773$80.14M0.1%+3.8%0.904%
5/4/2021Lionsbridge Wealth Management LLC83,714$4.30M4.2%+0.7%0.048%
5/4/2021Commonwealth Equity Services LLC69,313$3.56M0.0%-5.2%0.040%
5/4/2021Bouchey Financial Group Ltd13,320$0.68M0.1%-6.8%0.008%
5/4/2021Alliance Wealth Management Group18,635$0.96M0.4%-60.5%0.011%
5/3/2021Howard Financial Services LTD.10,481$0.54M0.2%-24.4%0.006%
5/3/2021Nicolet Bankshares Inc.9,222$0.47M0.1%-11.9%0.005%
5/3/2021Asset Dedication LLC1,915$99K0.0%-60.6%0.001%
5/3/2021AlphaStar Capital Management LLC207,673$10.66M1.7%+2.2%0.120%
5/3/2021Sfmg LLC55,729$2.86M0.3%-33.3%0.032%
5/3/2021Calton & Associates Inc.23,835$1.22M0.2%+1.9%0.014%
5/3/2021SignalPoint Asset Management LLC83,148$4.27M1.5%-14.8%0.048%
5/3/2021Sandy Spring Bank35,916$1.84M0.1%+142.4%0.021%
5/3/202155I LLC693,134$35.57M1.8%+9.9%0.401%
5/3/2021Moisand Fitzgerald Tamayo LLC143,201$7.35M3.2%+0.3%0.083%
5/3/2021Hanson & Doremus Investment Management1,915$98K0.0%N/A0.001%
5/3/2021Black Diamond Financial LLC36,098$1.85M0.8%-32.5%0.021%
5/3/2021Hendershot Investments Inc.1,205$62K0.0%-85.2%0.001%
5/3/2021Strategic Wealth Management Inc.229,400$11.77M7.1%-17.9%0.133%
5/3/2021DDD Partners LLC198,478$10.18M1.7%+10.3%0.115%
4/30/2021MUFG Americas Holdings Corp25,439$1.31M0.0%+0.8%0.015%
4/30/2021Intrua Financial LLC7,210$0.37M0.1%+9.4%0.004%
4/30/2021Trustcore Financial Services LLC408,075$20.94M2.4%-6.8%0.253%
4/30/2021Harrington Investments INC240,811$12.36M7.7%+3.1%0.140%
4/30/2021IFP Advisors Inc9,831$0.50M0.0%-24.0%0.006%
4/30/2021Centaurus Financial Inc.35,301$1.81M0.2%-4.5%0.022%
4/30/2021Smith & Howard Wealth Management LLC135,207$6.94M3.5%+0.3%0.082%
4/30/2021Bond & Devick Financial Network Inc.50,355$2.58M2.4%+40.6%0.031%
4/30/2021Buckingham Strategic Wealth LLC193,167$9.91M0.5%-4.0%0.118%
4/30/2021Wealthcare Advisory Partners LLC2,585$0.13M0.0%N/A0.002%
4/29/2021Paradigm Strategies in Wealth Management LLC2,864$0.15M0.1%N/A0.002%
4/29/2021Williams Financial LLC4,260$0.22M0.2%N/A0.003%
4/29/2021Perennial Investment Advisors LLC8,253$0.42M0.2%-15.4%0.005%
4/29/2021Roof Eidam & Maycock ADV574,084$29.46M11.4%+160.8%0.355%
4/29/2021Allen Capital Group LLC116,245$5.97M1.3%-17.6%0.072%
4/29/2021Planned Solutions Inc.203,752$10.46M8.2%+36.5%0.126%
4/29/2021Seascape Capital Management22,066$1.13M0.6%-15.8%0.014%
4/29/2021Paradigm Financial Advisors LLC7,022$0.36M0.1%-95.0%0.004%
4/29/2021Sentinel Pension Advisors Inc.398,223$30.56M11.2%+179.8%0.247%
4/29/2021Procyon Private Wealth Partners LLC11,500$0.59M0.3%+35.3%0.007%
4/29/2021Patriot Investment Management Inc.16,653$0.85M0.1%+67.7%0.010%
4/28/2021US Bancorp DE3,476$0.18M0.0%-10.7%0.002%
4/28/2021Carlton Hofferkamp & Jenks Wealth Management LLC135,624$6.96M3.1%-1.6%0.085%
4/28/2021DAGCO Inc.31,985$1.64M0.8%N/A0.020%
4/28/2021Dividend Assets Capital LLC16,037$0.82M0.2%+17.9%0.010%
4/28/2021Park Avenue Securities LLC29,548$1.52M0.0%N/A0.018%
4/28/2021DAVENPORT & Co LLC459,598$23.58M0.2%+6,028.0%0.286%
4/28/2021Insight Financial Services207,871$10.67M8.3%N/A0.130%
4/28/2021Parsons Capital Management Inc. RI57,925$2.97M0.2%+9.4%0.036%
4/28/2021Riversedge Advisors LLC38,449$1.97M0.8%+17.1%0.024%
4/28/2021Chicago Partners Investment Group LLC48,814$2.50M0.2%+15.2%0.030%
4/27/2021Venture Visionary Partners LLC37,985$1.95M0.2%-8.2%0.024%
4/27/2021NextCapital Advisers Inc.2,892,256$148.43M3.5%-4.3%1.828%
4/27/2021Lutz Financial Services LLC12,775$0.66M0.1%-12.5%0.008%
4/27/2021MinichMacGregor Wealth Management LLC111,617$5.73M2.1%-37.8%0.071%
4/27/2021Clarius Group LLC171,639$8.81M0.9%-6.5%0.108%
4/27/2021Meritage Portfolio Management51,995$2.67M0.2%+69.0%0.033%
4/27/2021Stratos Wealth Advisors LLC116,566$5.98M0.6%-21.8%0.074%
4/27/2021United Capital Management of KS Inc.18,963$0.97M0.4%-31.2%0.012%
4/27/2021AE Wealth Management LLC89,393$4.59M0.0%+14.0%0.057%
4/27/2021PFG Advisors6,506$0.33M0.0%-26.6%0.004%
4/27/2021Dynamic Advisor Solutions LLC72,456$3.72M0.3%+3.6%0.046%
4/27/2021Abacus Planning Group Inc.220,613$11.32M3.6%+6.4%0.139%
4/27/2021Ridgewood Investments LLC4,950$0.25M0.2%N/A0.003%
4/26/2021Vista Wealth Management Group LLC5,395$0.28M0.1%-4.4%0.003%
4/26/2021Courage Miller Partners LLC262,970$13.49M5.9%+3.3%0.166%
4/26/2021Wedbush Securities Inc.4,913$0.25M0.0%N/A0.003%
4/26/2021Monticello Wealth Management LLC33,076$1.70M0.1%-2.1%0.021%
4/26/2021Financial Management Professionals Inc.1,192$61K0.0%+142.3%0.001%
4/26/2021Ballast Advisors LLC93,403$4.79M2.2%-18.6%0.059%
4/26/2021Archford Capital Strategies LLC5,518$0.28M0.1%-11.4%0.003%
4/26/2021MBE Wealth Management LLC59,869$3.07M1.7%+4.1%0.038%
4/26/2021Wealth CMT23,132$1.19M0.7%+1.9%0.015%
4/23/2021Tradewinds Capital Management LLC847,172$43.47M8.7%+10.5%0.541%
4/23/2021Fieldpoint Private Securities LLC4,158$0.21M0.0%N/A0.003%
4/23/2021Relaxing Retirement Coach25,317$1.30M1.5%-23.9%0.016%
4/23/2021FLC Capital Advisors142,046$7.29M2.3%-16.0%0.092%
4/23/2021Diligent Investors LLC10,650$0.55M0.2%+8.2%0.007%
4/23/2021Sheets Smith Wealth Management132,094$6.78M1.0%+3.2%0.085%
4/23/2021Summit Financial Wealth Advisors LLC5,314$0.27M0.1%-5.1%0.003%
(Data available from 1/1/2016 forward)

This page was last updated on 5/7/2021 by MarketBeat.com Staff
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