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S&P 500   4,229.45
DOW   33,002.38
QQQ   354.92
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Elon Did It Again: This Could be Bigger than Tesla (Ad)
3 Quality Stocks On Track for Significant Dividend Increases
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Warren Buffett's company dumps another 5 million shares of printer maker HP
How You Can Beat the Yields on near 5% Treasuries, plus Upside
AI Stock Caught Trading Under Secret Name (Ad)
This Is One of the Top-Rated and Most-Upgraded Stocks
5 Economic Trends That Will Drive The Market In Q4
S&P 500   4,229.45
DOW   33,002.38
QQQ   354.92
3 Drone Stocks That Can Lift Your Portfolio Higher
Elon Did It Again: This Could be Bigger than Tesla (Ad)
3 Quality Stocks On Track for Significant Dividend Increases
International Paper's 5% Yield Offers Big Value
Elon Did It Again: This Could be Bigger than Tesla (Ad)
Warren Buffett's company dumps another 5 million shares of printer maker HP
How You Can Beat the Yields on near 5% Treasuries, plus Upside
AI Stock Caught Trading Under Secret Name (Ad)
This Is One of the Top-Rated and Most-Upgraded Stocks
5 Economic Trends That Will Drive The Market In Q4
S&P 500   4,229.45
DOW   33,002.38
QQQ   354.92
3 Drone Stocks That Can Lift Your Portfolio Higher
Elon Did It Again: This Could be Bigger than Tesla (Ad)
3 Quality Stocks On Track for Significant Dividend Increases
International Paper's 5% Yield Offers Big Value
Elon Did It Again: This Could be Bigger than Tesla (Ad)
Warren Buffett's company dumps another 5 million shares of printer maker HP
How You Can Beat the Yields on near 5% Treasuries, plus Upside
AI Stock Caught Trading Under Secret Name (Ad)
This Is One of the Top-Rated and Most-Upgraded Stocks
5 Economic Trends That Will Drive The Market In Q4
NYSEARCA:SCHO

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

$47.66
-0.02 (-0.04%)
(As of 10/3/2023 ET)
Compare
Today's Range
$47.65
$47.72
50-Day Range
$47.66
$48.09
52-Week Range
$47.65
$49.13
Volume
1.96 million shs
Average Volume
2.30 million shs
Market Capitalization
$12.36 billion
Assets Under Management
$12.40 billion
Dividend Yield
1.34%
Net Expense Ratio
0.03%

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

Number of
Institutional Buyers
(last 12 months)
453
Total
Institutional Inflows
(last 12 months)
$7.08 B
Number of
Institutional Sellers
(last 12 months)
352
Total
Institutional Outflows
(last 12 months)
$1.23 B
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Skip Chart & View Institutional Buying and Selling Data

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
9/12/2023Farther Finance Advisors LLC54,496$2.62M0.6%+27.4%0.021%
8/30/2023Cooperman Leon G13,864$0.67M0.0%+98.9%0.005%
8/30/2023Western Wealth Management LLC13,181$0.63M0.1%+62.5%0.005%
8/29/2023Myecfo LLC48,300$2.32M1.2%-30.4%0.019%
8/22/2023Asset Dedication LLC1,913$92K0.0%-52.2%0.001%
8/21/2023Osaic Holdings Inc.780,423$37.50M0.1%-16.2%0.301%
8/17/2023Orion Portfolio Solutions LLC9,127$0.44M0.0%+53.9%0.004%
8/17/2023Imprint Wealth LLC8,675$0.42M0.0%N/A0.003%
8/16/2023CreativeOne Wealth LLC138,719$6.67M0.3%-2.2%0.053%
8/16/2023GTS Securities LLC29,371$1.41M0.0%N/A0.011%
8/15/2023Imprint Wealth LLC416,920$41.69M0.2%N/A0.161%
8/15/2023Wells Fargo & Company MN301,374$14.48M0.0%+2.6%0.116%
8/15/2023IMA Wealth Inc.5,981$0.29M0.1%-72.2%0.002%
8/15/2023Cape Cod Five Cents Savings Bank31,106$1.50M0.2%-11.5%0.012%
8/15/2023Atlas Capital Advisors LLC4,079$0.20M0.0%+7.5%0.002%
8/15/2023Retirement Group LLC19,232$0.92M0.4%-17.5%0.007%
8/15/2023Moneta Group Investment Advisors LLC9,992$0.48M0.0%+77.4%0.004%
8/15/2023Integrated Wealth Concepts LLC109,211$5.25M0.1%+1.3%0.042%
8/15/2023Benjamin F. Edwards & Company Inc.18,047$0.87M0.0%+2,873.1%0.007%
8/15/2023IHT Wealth Management LLC10,064$0.48M0.0%+9.6%0.004%
8/15/2023Goldman Sachs Group Inc.243,120$11.68M0.0%+45.1%0.094%
8/15/2023Belpointe Asset Management LLC18,454$0.89M0.1%+645.6%0.007%
8/15/2023Ambassador Advisors LLC2,722$0.13M0.0%-51.0%0.001%
8/15/2023Harbour Investments Inc.170,430$8.19M0.4%-1.3%0.066%
8/15/2023Captrust Financial Advisors446,814$21.47M0.1%+8.2%0.172%
8/15/2023Royal Bank of Canada819,368$39.38M0.0%+17.7%0.316%
8/15/2023Rockefeller Capital Management L.P.78,678$3.78M0.0%+25.7%0.030%
8/15/2023Segall Bryant & Hamill LLC12,661$0.61M0.0%-4.5%0.005%
8/15/2023Stifel Financial Corp2,274,840$109.33M0.1%+1.4%0.877%
8/15/2023Greenline Partners LLC1,042,786$53.96M10.1%+553.0%0.402%
8/15/2023Beacon Pointe Advisors LLC4,858$0.23M0.0%-67.3%0.002%
8/15/2023C M Bidwell & Associates Ltd.10,479$0.50M0.4%+19.2%0.004%
8/15/2023Cahill Financial Advisors Inc.17,624$0.85M0.1%+124.3%0.007%
8/15/2023Cedar Wealth Management LLC80,383$3.86M1.5%-23.1%0.031%
8/14/2023Vivaldi Capital Management LP260,493$12.52M3.9%-5.0%0.100%
8/14/2023Mercer Global Advisors Inc. ADV1,165,062$55.99M0.2%+7.1%0.449%
8/14/2023Orion Portfolio Solutions LLC9,127$0.44M0.0%+53.9%0.004%
8/14/2023Fort Point Capital Partners LLC4,945$0.24M0.0%-29.0%0.002%
8/14/2023United Capital Financial Advisers LLC108,233$5.20M0.0%+2.4%0.042%
8/14/2023Chilton Capital Management LLC7,713$0.37M0.0%+28.1%0.003%
8/14/2023Morningstar Investment Management LLC1,639,097$78.78M12.8%-20.4%0.632%
8/14/2023IFP Advisors Inc52,442$2.52M0.1%-10.9%0.020%
8/14/2023Resurgent Financial Advisors LLC9,430$0.45M0.3%-7.6%0.004%
8/14/2023Morningstar Investment Services LLC46,600$2.24M0.0%+1.7%0.018%
8/14/2023Perennial Investment Advisors LLC5,388$0.26M0.0%N/A0.002%
8/14/2023State Street Corp1,550,000$74.49M0.0%N/A0.598%
8/14/2023MML Investors Services LLC164,455$7.90M0.0%-2.8%0.063%
8/14/2023Bleakley Financial Group LLC67,590$3.25M0.1%-2.9%0.026%
8/14/2023Buckingham Strategic Partners4,569$0.22M0.0%-24.0%0.002%
8/14/2023Thrivent Financial for Lutherans863,054$41.48M0.1%+28.4%0.333%
8/14/2023Eqis Capital Management Inc.112,813$5.42M0.6%+1.2%0.043%
8/11/2023FLC Capital Advisors713,899$34.31M10.0%+5.7%0.275%
8/11/2023Act Two Investors LLC112,952$5.43M1.5%+12.8%0.044%
8/11/2023Baird Financial Group Inc.23,299$1.12M0.0%-7.3%0.009%
8/11/2023BlackRock Inc.126,332$6.07M0.0%+505,228.0%0.049%
8/11/2023Buckingham Strategic Wealth LLC99,719$4.79M0.1%-24.9%0.038%
8/11/2023Visionary Wealth Advisors7,620$0.37M0.0%-37.7%0.003%
8/11/2023Kestra Advisory Services LLC6,281$0.30M0.0%-13.8%0.002%
8/11/2023Financial Engines Advisors L.L.C.50,411$2.42M0.0%+47.7%0.019%
8/11/2023Trexquant Investment LP7,836$0.38M0.0%N/A0.003%
8/11/2023Northeast Financial Group Inc.339,823$16.33M10.5%N/A0.131%
8/11/2023Sei Investments Co.6,457,919$310.37M0.5%+0.3%2.490%
8/11/2023Per Stirling Capital Management LLC.16,060$0.77M0.2%-37.3%0.006%
8/11/2023JPMorgan Chase & Co.40,667,099$1.95B0.2%+140.2%15.680%
8/11/2023PNC Financial Services Group Inc.850,169$40.86M0.0%-4.4%0.328%
8/10/2023Osaic Holdings Inc.8,153,172$30.13M0.1%+775.0%3.144%
8/10/2023Nelson Capital Management LLC14,690$0.71M0.2%-23.8%0.006%
8/10/2023Elmwood Wealth Management Inc.24,058$1.16M0.5%-18.6%0.009%
8/10/2023Lake Street Advisors Group LLC10,639$0.51M0.0%N/A0.004%
8/10/2023Commonwealth Equity Services LLC79,923$3.84M0.0%+2.1%0.031%
8/10/2023Mirae Asset Global Investments Co. Ltd.236,779$11.38M0.0%+46.9%0.091%
8/10/2023Blume Capital Management Inc.231,350$11.12M3.3%+2.6%0.089%
8/10/2023Frontier Asset Management LLC10,848$0.52M0.2%+35.5%0.004%
8/10/2023National Wealth Management Group LLC10,582$0.51M0.5%+10.8%0.004%
8/10/2023US Bancorp DE36,631$1.76M0.0%+50.8%0.014%
8/10/2023Clarius Group LLC17,560$0.84M0.1%+12.8%0.007%
8/10/2023Private Advisor Group LLC97,497$4.69M0.0%+12.0%0.038%
8/10/2023Alliance Wealth Management Group39,455$1.90M0.6%-31.7%0.015%
8/10/2023Cetera Advisors LLC53,574$2.58M0.0%+24.6%0.021%
8/10/2023Cetera Advisor Networks LLC82,999$3.99M0.0%+83.8%0.032%
8/10/2023Charles Schwab Investment Management Inc.3,976,560$191.11M0.1%+18.2%1.533%
8/10/2023Financial Architects Inc35,878$1.72M0.3%+27.0%0.014%
8/10/2023Cetera Investment Advisers131,302$6.31M0.1%+29.6%0.051%
8/10/2023Charles Schwab Investment Advisory Inc.44,310$2.13M0.0%-1.4%0.017%
8/9/2023Bell Investment Advisors Inc854,343$41.06M9.1%+3.5%0.329%
8/9/2023Altfest L J & Co. Inc.7,709$0.37M0.1%+8.3%0.003%
8/9/2023Flow Traders U.S. LLC6,155$0.30M0.0%-84.7%0.002%
8/9/2023Diversified Portfolios Inc.57,667$2.77M0.6%+3.9%0.022%
8/9/2023Alesco Advisors LLC235,026$11.30M0.4%-76.0%0.091%
8/9/2023Roundview Capital LLC331,762$15.94M1.6%-2.1%0.128%
8/9/2023Lido Advisors LLC9,300$0.45M0.0%N/A0.004%
8/9/2023Sheets Smith Wealth Management78,447$3.77M0.6%+29.2%0.030%
8/9/2023Kalos Management Inc.41,228$1.98M4.3%-5.3%0.016%
8/9/2023Soltis Investment Advisors LLC190,344$9.15M1.1%+1.7%0.073%
8/8/2023Synovus Financial Corp106,839$5.14M0.1%-7.2%0.041%
8/8/2023Kestra Private Wealth Services LLC5,407$0.26M0.0%+5.3%0.002%
8/8/2023Smithfield Trust Co39,378$1.89M0.1%N/A0.015%
8/8/2023Claro Advisors LLC6,068$0.29M0.1%N/A0.002%
8/8/2023Clearwater Capital Advisors LLC793,113$38.12M4.5%N/A0.306%
8/8/2023Sequoia Financial Advisors LLC31,416$1.51M0.0%+6.7%0.012%
(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, 706 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. ($1.95B), Ameriprise Financial Inc. ($657.08M), Sei Investments Co. ($310.37M), Graham Capital Wealth Management LLC ($248.83M), Charles Schwab Investment Management Inc. ($191.11M), and Envestnet Asset Management Inc. ($154.09M).Learn more on SCHO's institutional investors.

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

Of the 623 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. ($30.84M), Osaic Holdings Inc. ($7.22M), Charles Schwab Investment Management Inc. ($2.12M), Morningstar Investment Management LLC ($2.11M), Fund Evaluation Group LLC ($2.03M), and Envestnet Asset Management Inc. ($1.61M).

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

Institutional investors have bought a total of 178,692,523 shares in the last 24 months. This purchase volume represents approximately $8.70B in transactions.

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

Of the 472 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. ($24.65M), NextCapital Advisers Inc. ($3.29M), Weitzel Financial Services Inc. ($2.48M), Alesco Advisors LLC ($1.37M), Tradewinds Capital Management LLC ($1.35M), Krane Funds Advisors LLC ($1.28M), and ERTS Wealth Advisors LLC ($1.17M).

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

Institutional investors have sold a total of 64,537,467 shares in the last 24 months. This volume of shares sold represents approximately $3.18B in transactions.


This page (NYSEARCA:SCHO) was last updated on 10/4/2023 by MarketBeat.com Staff

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