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

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(As of 04/24/2024 ET)
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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)
404
Total
Institutional Inflows
(last 12 months)
$5.37B
Number of
Institutional Sellers
(last 12 months)
330
Total
Institutional Outflows
(last 12 months)
$819.93M
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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
4/24/2024Win Advisors Inc.9,361$451K0.2%+2.8%0.004%
4/24/2024Zullo Investment Group Inc.6,516$314K0.1%-5.2%0.003%
4/24/2024Sightline Wealth Advisors LLC8,042$388K0.3%+26.0%0.004%
4/24/2024Dakota Wealth Management203,561$9.81M0.2%+36.8%0.093%
4/24/2024Simplicity Wealth LLC104,635$5.04M0.1%N/A0.048%
4/24/2024Avitas Wealth Management LLC34,053$1.64M0.2%+4.4%0.016%
4/23/2024 IRON Financial LLC12,498$603K0.3%-7.2%0.006%
4/23/2024 Global Retirement Partners LLC21,829$1.05M0.0%+6.6%0.010%
4/23/2024 Morton Brown Family Wealth LLC537$26K0.0%-32.1%0.000%
4/23/2024 Fifth Third Bancorp950$46K0.0%N/A0.000%
4/23/2024 Strategic Blueprint LLC38,585$1.86M0.1%N/A0.018%
4/23/2024 Revisor Wealth Management LLC12,446$602K0.3%+45.1%0.006%
4/23/2024 Raymond James Financial Services Advisors Inc.250,851$12.09M0.0%-27.7%0.115%
4/22/2024 Pacific Sage Partners LLC14,806$714K0.2%-32.3%0.007%
4/22/2024 Towneley Capital Management Inc DE358,739$17.30M4.3%+2.2%0.164%
4/22/2024 Altfest L J & Co. Inc.12,751$615K0.1%+2.1%0.006%
4/22/2024 Oakworth Capital Inc.692$33K0.0%-81.1%0.000%
4/22/2024 Raymond James & Associates111,642$5.38M0.0%+3.5%0.051%
4/22/2024 Solitude Financial Services23,105$1.11M0.5%-11.8%0.011%
4/19/2024 ZRC Wealth Management LLC7,282$351K0.2%N/A0.003%
4/19/2024 Veery Capital LLC13,282$640K0.3%-9.2%0.006%
4/19/2024 Tempus Wealth Planning LLC15,102$728K0.3%+14.9%0.007%
4/19/2024 Core Wealth Partners LLC12,042$581K0.4%+35.3%0.006%
4/19/2024 Advisor Resource Council9,880$479K0.2%-89.1%0.005%
4/19/2024 DMC Group LLC27,097$1.31M1.1%-4.0%0.012%
4/19/2024 United Capital Management of KS Inc.604,896$29.16M6.7%+6.5%0.277%
4/19/2024 Red Tortoise LLC86,710$4.18M2.3%-0.3%0.040%
4/19/2024 True Link Financial Advisors LLC22,864$1.10M0.1%+6.0%0.010%
4/19/2024 Valley National Advisers Inc.1,071$51K0.0%-27.7%0.000%
4/19/2024 Altiora Financial Group LLC531,258$25.61M7.0%+2.5%0.243%
4/19/2024 Tradewinds Capital Management LLC1,129$54K0.0%-53.3%0.001%
4/18/2024 MBM Wealth Consultants LLC159,010$7.67M2.7%+4.2%0.073%
4/18/2024 SeaCrest Wealth Management LLC14,976$722K0.1%-8.2%0.007%
4/18/2024 Myecfo LLC20,006$964K0.6%-30.0%0.009%
4/18/2024 Hexagon Capital Partners LLC24,688$1.19M0.3%+7.3%0.011%
4/18/2024 Claro Advisors LLC5,422$261K0.0%-6.1%0.002%
4/18/2024 Diversified Trust Co43,182$2.08M0.1%+21.3%0.020%
4/18/2024 RHS Financial LLC11,886$573K0.3%+6.9%0.005%
4/18/2024 Successful Portfolios LLC106,605$5.14M3.5%+1.1%0.049%
4/18/2024 LVW Advisors LLC373,708$18.02M3.0%+13.7%0.171%
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4/17/2024 D.B. Root & Company LLC46,759$2.25M0.8%-23.9%0.021%
4/17/2024 CRA Financial Services LLC7,327$353K0.1%+6.1%0.003%
4/17/2024 Stephens Group Asset Management LLC470,899$22.70M2.1%+1.5%0.215%
4/17/2024 Alpha Omega Wealth Management LLC6,766$326K0.1%-17.5%0.003%
4/17/2024 Hennion & Walsh Asset Management Inc.5,517$266K0.0%N/A0.003%
4/16/2024 MCF Advisors LLC1,124,007$54.19M4.2%+4.3%0.514%
4/16/2024 Noble Family Wealth LLC15,183$732K0.2%-10.7%0.007%
4/16/2024 Moisand Fitzgerald Tamayo LLC641,775$30.94M4.7%+39.4%0.294%
4/16/2024 Capital Asset Advisory Services LLC9,339$448K0.0%-8.2%0.004%
4/16/2024 Hengehold Capital Management LLC6,224$300K0.0%-21.5%0.003%
4/16/2024 Courage Miller Partners LLC347,905$16.77M5.8%+1.2%0.159%
4/16/2024 Maltin Wealth Management Inc.72,257$3.48M2.0%+2.1%0.033%
4/16/2024 Pasadena Private Wealth LLC38,250$1.84M0.4%-47.9%0.018%
4/16/2024 Wealth Enhancement Advisory Services LLC397,706$19.17M0.0%+3.3%0.182%
4/15/2024 Janiczek Wealth Management LLC17,453$841K0.2%+10.5%0.008%
4/15/2024 Wealthcare Advisory Partners LLC7,771$375K0.0%+9.4%0.004%
4/15/2024 SMI Advisory Services LLC155,482$7.46M2.1%-5.1%0.071%
4/15/2024 Peterson Wealth Advisors LLC156,167$7.53M1.6%+12.4%0.071%
4/15/2024 Northeast Financial Group Inc.344,583$16.61M7.3%+14.7%0.158%
4/15/2024 Future Financial Wealth Managment LLC1,029$50K0.0%N/A0.000%
4/15/2024 AHL Investment Management Inc.68,055$3.28M2.5%-0.9%0.031%
4/15/2024 Brookstone Capital Management17,318$835K0.0%+19.6%0.008%
4/15/2024 RMR Wealth Builders82,267$3.97M0.5%+43.7%0.038%
4/15/2024 Arkfeld Wealth Strategies L.L.C.21,433$1.03M0.6%-17.3%0.010%
4/15/2024 Twele Capital Management Inc.19,146$923K0.2%+4.8%0.009%
4/12/2024 Dynamic Advisor Solutions LLC155,457$7.50M0.3%-25.8%0.060%
4/12/2024 West Coast Financial LLC637,814$30.75M3.7%+44.0%0.246%
4/12/2024 Charles Schwab Trust Co298,771$14.40M1.4%+9.8%0.115%
4/12/2024 CGN Advisors LLC8,380$404K0.1%+20.1%0.003%
4/12/2024 Global Assets Advisory LLC33,524$1.62M0.0%N/A0.013%
4/12/2024 AdvisorNet Financial Inc242,100$11.67M1.1%+17.0%0.093%
4/12/2024 Abacus Planning Group Inc.158,429$7.64M1.5%-2.1%0.061%
4/11/2024 International Assets Investment Management LLC4,460$214K0.0%-96.3%0.002%
4/11/2024 Bangor Savings Bank770,660$37.15M3.8%+2.5%0.297%
4/11/2024 SignalPoint Asset Management LLC32,334$1.56M0.4%-8.4%0.012%
4/11/2024 Cornerstone Wealth Advisors Inc.86,811$4.19M1.3%-26.9%0.033%
4/10/2024 VanderPol Investments L.L.C.4,572$220K0.6%-27.8%0.002%
4/10/2024 Apella Capital LLC461,371$22.14M1.1%-2.3%0.178%
4/10/2024 BCS Wealth Management10,792$520K0.2%+14.2%0.004%
4/10/2024 Compass Financial Group INC SD4,400$212K0.0%N/A0.002%
4/10/2024 Ridgewood Investments LLC17,050$822K0.4%+29.2%0.007%
4/10/2024 Weitzel Financial Services Inc.14,949$717K0.4%-27.8%0.006%
4/10/2024 Williams Financial LLC382,559$18.44M12.3%N/A0.148%
4/10/2024 EWG Elevate Inc.9,885$477K0.2%+2.8%0.004%
4/9/2024 Northwest Capital Management Inc11,133$537K0.2%+10.2%0.004%
4/9/2024 New Hampshire Trust15,467$746K0.2%+23.4%0.006%
4/9/2024 Massmutual Trust Co. FSB ADV696,162$33.56M1.0%+90.0%0.268%
4/9/2024 Great Waters Wealth Management31,276$1.51M0.2%-1.9%0.012%
4/8/2024 Mid American Wealth Advisory Group Inc.9,494$458K0.3%-15.8%0.004%
4/8/2024 Evensky & Katz LLC220,373$10.62M0.7%-14.5%0.085%
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4/5/2024 Juncture Wealth Strategies LLC52,235$2.52M1.1%-1.5%0.020%
4/3/2024 Strategic Advocates LLC48,380$2.33M0.9%-67.4%0.019%
4/3/2024 Versant Capital Management Inc8,059$389K0.1%+40.5%0.003%
4/2/2024 Marotta Asset Management301,826$14.55M3.0%+3.7%0.116%
3/26/2024Fairman Group LLC3,125$151K0.1%N/A0.001%
3/22/2024PNC Financial Services Group Inc.1,413,279$68.47M0.1%+1.0%0.545%
3/22/2024 Cooksen Wealth LLC1,791$87K0.1%N/A0.001%
3/15/2024 Hart & Patterson Financial Group LLC27,610$1.34M0.7%N/A0.011%
3/15/2024 VanderPol Investments L.L.C.6,329$307K1.0%N/A0.002%
3/5/2024Twin Focus Capital Partners LLC13,853$671K0.1%N/A0.005%
(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, 699 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 ($5.85B), JPMorgan Chase & Co. ($1.94B), Ameriprise Financial Inc. ($577.52M), Sei Investments Co. ($321.09M), Graham Capital Wealth Management LLC ($248.83M), Charles Schwab Investment Management Inc. ($172.91M), and Franklin Resources Inc. ($141.48M).Learn more on SCHO's institutional investors.

Which institutional investors have been buying Schwab Short-Term U.S. Treasury ETF stock?

Of the 591 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 ($72.96M), JPMorgan Chase & Co. ($23.74M), Osaic Holdings Inc. ($7.22M), Morningstar Investment Management LLC ($2.10M), Wealthfront Advisers LLC ($2.08M), Charles Schwab Investment Management Inc. ($2.05M), and Fund Evaluation Group LLC ($1.90M).

How much institutional buying is happening at Schwab Short-Term U.S. Treasury ETF?

Institutional investors have bought a total of 167,956,481 shares in the last 24 months. This purchase volume represents approximately $8.15B in transactions.

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

Of the 468 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: JPMorgan Chase & Co. ($24.89M), Ameriprise Financial Inc. ($2.17M), Hamilton Capital LLC ($1.61M), Alesco Advisors LLC ($1.37M), Tradewinds Capital Management LLC ($1.35M), Krane Funds Advisors LLC ($1.28M), and ERTS Wealth Advisors LLC ($1.18M).

How much institutional selling is happening at Schwab Short-Term U.S. Treasury ETF?

Institutional investors have sold a total of 60,091,636 shares in the last 24 months. This volume of shares sold represents approximately $2.93B in transactions.


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This page (NYSEARCA:SCHO) was last updated on 4/25/2024 by MarketBeat.com Staff

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