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

Schwab Short-Term U.S. Treasury ETF logo
$23.87 +0.01 (+0.04%)
Closing price 04:10 PM Eastern
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$23.86 -0.01 (-0.04%)
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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)
441
Total
Institutional Inflows
(last 12 months)
$1.62B
Number of
Institutional Sellers
(last 12 months)
290
Total
Institutional Outflows
(last 12 months)
$951.00M
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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
10/13/2026Twele Capital Management Inc.45,693$1.09M0.2%N/A0.007%
10/13/2026Clay Northam Wealth Management LLC12,300$293K0.1%-14.0%0.002%
10/13/2026Contravisory Investment Management Inc.6,420$153K0.0%N/A0.001%
10/13/2026Downshift Financial LLC46,557$1.11M0.5%+27.5%0.007%
10/13/2026First County Bank CT34,013$812K0.4%+6.1%0.005%
10/13/2026Compass Financial Group INC SD99,248$2.37M0.3%+20.6%0.015%
10/13/2026Grove Street Fiduciary LLC288,811$6.89M3.2%-1.3%0.045%
10/13/2026Avior Wealth Management LLC1,138,810$27.17M0.7%N/A0.177%
10/10/2026Gilpin Wealth Management LLC2,075$50K0.0%+48.2%0.000%
10/9/2026Sprinkle Financial Consultants LLC28,540$681K0.3%-27.6%0.004%
10/9/2026Castle Rock Wealth Management LLC319,545$7.62M1.5%N/A0.050%
10/9/2026Successful Portfolios LLC241,307$5.75M2.7%+4.8%0.038%
10/9/2026Towneley Capital Management Inc DE562,783$13.43M2.7%+1.0%0.088%
10/9/2026Stephens Group Asset Management LLC1,712,575$40.86M2.3%+6.2%0.266%
10/9/2026Insight Wealth Strategies LLC11,932$285K0.0%N/A0.002%
10/9/2026Aventus Investment Advisors Inc.50,842$1.21M0.9%-5.8%0.008%
10/9/2026Graves Light Lenhart Wealth Inc.9,343$223K0.0%-21.4%0.001%
10/9/2026Galvin Gaustad & Stein LLC949,186$22.65M1.7%-1.7%0.148%
10/8/2026ZynergyRetirementPlanningLLC185,546$4.43M2.4%-58.7%0.029%
10/8/2026Farther Finance Advisors LLC592,259$14.13M0.1%-12.5%0.092%
10/8/2026Meadowbrook Wealth Management LLC11,008$263K0.3%-20.9%0.002%
10/8/2026Titleist Asset Management LLC28,510$680K0.0%+2.1%0.004%
10/8/2026Apella Capital LLC242,405$5.78M0.1%-1.4%0.038%
10/8/2026Avidian Wealth Enterprises LLC672,701$16.05M0.4%N/A0.105%
10/8/2026Plan A Wealth LLC310,692$7.41M2.5%+7.7%0.048%
10/8/2026Tactive Advisors LLC22,179$529K0.1%+95.6%0.003%
10/8/2026Peterson Wealth Advisors LLC531,181$12.67M1.5%+8.9%0.083%
10/8/2026Toth Financial Advisory Corp5,029$120K0.0%N/A0.001%
10/7/2026Elm3 Financial Group LLC11,246$268K0.2%N/A0.002%
10/7/2026SigFig Wealth Management LLC126,962$3.03M0.1%+3.1%0.020%
10/7/2026Mendota Financial Group LLC38,114$909K0.6%-33.5%0.006%
10/6/2026Juncture Wealth Strategies LLC75,586$1.80M0.5%N/A0.012%
10/6/2026Bangor Savings Bank2,768,028$66.05M5.0%N/A0.432%
10/5/2026Rosenberg Matthew Hamilton409,323$9.77M1.7%+4.7%0.064%
10/5/2026Park National Corp OH141,559$3.38M0.1%N/A0.022%
10/5/2026Adelphi Trust Co29,482$703K0.5%+9.7%0.005%
10/5/2026Eastern Bank3,862$92K0.0%N/A0.001%
10/5/2026MassMutual Private Wealth & Trust FSB1,695,337$40.45M1.0%N/A0.265%
10/2/2026 Marotta Asset Management526,754$12.57M2.1%-5.7%0.082%
10/2/2026 Versant Capital Management Inc154,449$3.69M0.3%+14.6%0.024%
ALERT: Drop these 5 stocks before the market opens tomorrow! (Ad)

The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings research points to the first half of 2026 as a particularly rough stretch for certain holdings. Some of America's most popular stocks could take serious damage as a radical market shift plays out. Analysts at Weiss Ratings have identified five names you may want to remove from your portfolio before this unfolds. If any of these are in your portfolio, now is the time to review your positions.tc pixel

See the 5 stocks to avoid
10/1/2026 Stonebridge Financial Group LLC607,585$14.50M1.0%-0.6%0.095%
9/25/2026Atomic Invest LLC269,789$6.52M0.6%+335.9%0.042%
9/23/2026Envestnet Portfolio Solutions Inc.150,332$3.63M0.0%N/A0.024%
9/23/2026Envestnet Asset Management Inc.13,249,057$319.83M0.0%+72.7%2.071%
9/9/2026Tortoise Investment Management LLC53,279$1.29M0.1%-30.0%0.010%
9/9/2026Sequoia Financial Advisors LLC96,967$2.34M0.0%+257.4%0.018%
9/9/2026Tidal Investments LLC48,364$1.17M0.0%-5.9%0.009%
9/9/2026Cahill Financial Advisors Inc.13,008$314K0.0%-6.0%0.002%
9/9/2026MCF Advisors LLC4,431,584$106.98M3.8%+60.8%0.831%
9/9/2026Capital Analysts LLC6,804$164K0.0%+20.5%0.001%
9/9/2026NorthRock Partners LLC128,029$3.09M0.0%-16.5%0.024%
9/9/2026Integrated Wealth Concepts LLC297,944$7.19M0.0%+15.3%0.056%
9/9/2026RFG Advisory LLC9,926$240K0.0%+9.4%0.002%
9/9/2026NewEdge Advisors LLC190,099$4.59M0.0%+31.0%0.036%
9/9/2026IFP Advisors Inc85,116$2.06M0.0%+11.8%0.016%
9/9/2026Baird Financial Group Inc.347,965$8.40M0.0%+25.1%0.065%
9/9/2026XY Planning Network Inc.105,903$2.56M0.3%-0.7%0.020%
9/8/2026Allworth Financial LP126,533$3.05M0.0%+1.5%0.024%
9/8/2026Waverly Advisors LLC1,682,018$40.60M0.2%+10.6%0.315%
9/2/2026MLG Wealth Management DBA Pine Grove Financial Group29,457$711K0.1%+2.2%0.006%
9/2/2026Citadel Advisors LLC19,118$462K0.0%-76.8%0.004%
8/27/2026Corient Private Wealth LP48,404$1.17M0.0%-42.2%0.009%
8/23/2026DMC Group LLC79,535$1.92M1.3%-5.5%0.015%
8/23/2026Ameritas Advisory Services LLC152,762$3.69M0.1%+84.4%0.029%
8/23/2026Morling Financial Advisors LLC12,559$303K0.1%-3.9%0.002%
8/23/2026Anson Capital Inc.12,091$292K0.2%N/A0.002%
8/23/2026HB Wealth Management LLC225,822$5.45M0.0%-0.4%0.042%
8/22/2026Compass Financial Management LLC54,609$1.32M0.2%N/A0.010%
8/22/2026Meadowbrook Wealth Management LLC13,908$335K0.4%-7.4%0.003%
8/22/2026Aventus Investment Advisors Inc.53,993$1.30M1.0%-54.5%0.010%
8/22/2026Plan A Wealth LLC288,517$6.97M3.0%+7.5%0.054%
8/22/2026Three Seasons Wealth LLC24,733$597K0.1%-3.4%0.005%
8/22/2026Comprehensive Financial Planning Inc. PA1,832$44K0.0%-23.6%0.000%
8/22/2026Legacy Wealth Managment LLC ID33,841$817K0.4%N/A0.006%
8/22/2026Sapient Capital LLC24,539$592K0.0%N/A0.005%
8/22/2026Concurrent Investment Advisors LLC34,374$830K0.0%-14.1%0.006%
8/21/2026Lowery Thomas LLC161,394$3.90M1.9%+5.9%0.030%
8/21/2026WorthPointe LLC46,491$1.12M0.3%-43.2%0.009%
8/21/2026Continuum Advisory LLC1,562$38K0.0%N/A0.000%
8/21/2026Weitzel Financial Services Inc.27,911$672K0.2%+6.8%0.005%
8/21/2026Cairn Investment Group Inc.12,474$301K0.1%N/A0.002%
8/21/2026Beacon Financial Advisory LLC57,227$1.38M0.3%-2.6%0.011%
8/17/2026Birmingham Capital Management Co. Inc. AL10,300$249K0.1%N/A0.002%
8/12/2026Compass Financial Management LLC54,609$1.32M0.2%N/A0.010%
8/10/2026Immaculate Wealth Management LLC14,825$357.88K0.0%N/A0.003%
7/10/2026Fiduciary Financial Group LLC2,304,888$55.64M6.3%+5.9%0.440%
7/10/2026Charles Schwab Trust Co1,139,286$27.50M1.5%+3.4%0.218%
7/10/2026Spinnaker Investment Group LLC19,153$462K0.1%-29.4%0.004%
7/10/2026SMI Advisory Services LLC321,160$7.74M1.3%+1.3%0.060%
7/10/2026Mendota Financial Group LLC57,344$1.38M0.9%-7.8%0.011%
ALERT: Drop these 5 stocks before the market opens tomorrow! (Ad)

The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings research points to the first half of 2026 as a particularly rough stretch for certain holdings. Some of America's most popular stocks could take serious damage as a radical market shift plays out. Analysts at Weiss Ratings have identified five names you may want to remove from your portfolio before this unfolds. If any of these are in your portfolio, now is the time to review your positions.tc pixel

See the 5 stocks to avoid
7/10/2026Wealthcare Advisory Partners LLC23,070$557K0.0%-16.1%0.004%
7/9/2026Centurion Wealth Management LLC78,255$1.89M0.5%+6.5%0.015%
7/9/2026Veery Capital LLC50,059$1.21M0.3%-1.5%0.010%
7/9/2026Sapient Capital LLC24,539$592K0.0%N/A0.005%
7/9/2026Focus Financial Network Inc.228,865$5.53M0.2%-23.0%0.044%
7/9/2026Great Waters Wealth Management55,352$1.34M0.1%-4.8%0.011%
7/9/2026Birchbrook Inc.18,408$444K0.2%+2.5%0.004%
7/9/2026Tactive Advisors LLC11,339$274K0.1%-37.9%0.002%
7/9/2026Everhart Financial Group Inc.60,549$1.46M0.1%N/A0.012%
7/9/2026Hennion & Walsh Asset Management Inc.35,268$851K0.0%-9.8%0.007%


SCHO Institutional Ownership - Frequently Asked Questions

During the previous two years, 803 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. ($319.83M), Stifel Financial Corp ($146.90M), and MCF Advisors LLC ($106.98M).Learn more on Schwab Short-Term U.S. Treasury ETF's institutional investors.

Of the 769 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), Jane Street Group LLC ($20.49M), JPMorgan Chase & Co. ($14.11M), Ameriprise Financial Inc. ($10.88M), Envestnet Asset Management Inc. ($10.87M), Sei Investments Co. ($9.59M), and Valpey Financial Services LLC ($5.26M).

Institutional investors have bought a total of 66,712,085 shares in the last 24 months. This purchase volume represents approximately $1.62B in transactions.

Of the 290 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), Ameriprise Financial Inc. ($3.68M), Clearwater Capital Advisors LLC ($2.39M), Sei Investments Co. ($1.86M), Renaissance Technologies LLC ($1.78M), LPL Financial LLC ($1.50M), and Envestnet Asset Management Inc. ($1.28M).

Institutional investors have sold a total of 39,092,637 shares in the last 24 months. This volume of shares sold represents approximately $951.00M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:SCHO is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/13/2026. New 13F filings are added each quarter as they're published.
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