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

Schwab Short-Term U.S. Treasury ETF logo
$24.13 0.00 (0.00%)
As of 05/22/2026 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)
489
Total
Institutional Inflows
(last 12 months)
$1.78B
Number of
Institutional Sellers
(last 12 months)
353
Total
Institutional Outflows
(last 12 months)
$1.37B
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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

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/22/2026WNY Asset Management LLC174,656$4.24M0.4%N/A0.034%
5/21/2026 JDM Financial Group LLC41,449$1.01M0.2%-30.3%0.008%
5/19/2026 Western Wealth Management LLC63,922$1.55M0.1%+118.6%0.012%
5/19/2026 Orographic Financial Advisors LLC49,946$1.21M0.9%N/A0.010%
5/19/2026 Bank of America Corp DE110,717,308$2.69B0.2%-9.6%21.524%
5/19/2026 Cassady Wealth & Retirement Planning LLC10,385$252K0.1%-5.2%0.002%
5/19/2026 Arkadios Wealth Advisors15,673$380K0.0%-4.9%0.003%
5/18/2026 EverSource Wealth Advisors LLC52,828$1.28M0.0%-8.5%0.010%
5/18/2026 Royal Bank of Canada519,253$12.60M0.0%+0.5%0.101%
5/15/2026 Northeast Financial Group Inc.522,603$12.69M3.1%-12.1%0.102%
5/15/2026 Waverly Advisors LLC1,521,242$36.92M0.3%+73.4%0.296%
5/15/2026 Cumberland Partners Ltd46,048$1.12M0.1%+26.7%0.009%
5/15/2026 Vivaldi Capital Management LP555,616$13.49M1.9%+2.3%0.108%
5/14/2026 Morningstar Investment Management LLC1,613,491$39.16M2.4%-6.6%0.314%
5/14/2026 Gibbs Wealth Management8,411$204K0.0%N/A0.002%
5/14/2026 Sei Investments Co.16,741,000$406.30M0.4%-10.0%3.254%
5/14/2026 Lido Advisors LLC103,489$2.51M0.0%-43.9%0.020%
5/13/2026 Cetera Investment Advisers804,911$19.54M0.0%-23.7%0.156%
5/13/2026 Wealthspire Retirement LLC42,018$1.02M0.1%-2.4%0.008%
5/13/2026 American Investment Services Inc.180,905$4.39M1.0%+10.9%0.035%
5/13/2026 Clearwater Capital Advisors LLC194,349$4.72M0.4%-64.8%0.038%
5/13/2026 Measured Wealth Private Client Group LLC1,676$41K0.0%-20.5%0.000%
5/13/2026 Alesco Advisors LLC An ESL Co752,236$18.26M0.5%+21.6%0.146%
5/8/2026 PNC Financial Services Group Inc.4,104,187$99.61M0.1%+5.9%0.798%
5/8/2026 HORAN Wealth LLC9,666$236K0.0%N/A0.002%
5/7/2026 Florida Financial Advisors LLC26,740$649K0.2%+6.3%0.005%
5/7/2026 Nelson Capital Management LLC21,360$518K0.1%-6.6%0.004%
5/7/2026 Momentum Wealth Planning LLC400,329$9.72M8.6%+51.0%0.078%
5/6/2026 Bartlett & CO. Wealth Management LLC17,816$432K0.0%+7.4%0.003%
5/6/2026 Modera Wealth Management LLC9,075$220K0.0%-19.4%0.002%
5/6/2026 Morling Financial Advisors LLC13,070$317K0.1%+34.9%0.003%
5/6/2026 Assetmark Inc.17,127$416K0.0%-93.8%0.003%
5/6/2026 Main Street Group LTD181,331$4.40M1.3%-20.1%0.035%
5/6/2026 Independent Financial Group LLC24,394$592K0.0%N/A0.005%
5/5/2026 Westover Capital Advisors LLC503,560$12.22M2.2%+3.1%0.098%
5/5/2026 Wealthfront Advisers LLC2,978,594$72.29M0.2%-26.9%0.579%
5/5/2026 Members Advisory Group LLC396,056$9.61M3.3%N/A0.077%
5/5/2026 Bank of New York Mellon Corp532,688$12.93M0.0%+1,130.5%0.104%
5/5/2026 Milestone Investment Advisors LLC390,298$9.47M2.3%+6.4%0.076%
5/5/2026 Blackhawk Capital Partners LLC1,241,367$30.13M11.1%N/A0.241%
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5/5/2026 Sherman Asset Management Inc.49,839$1.21M1.1%+25.0%0.010%
5/5/2026 Three Seasons Wealth LLC25,609$622K0.2%N/A0.005%
5/5/2026 Journey Advisory Group LLC859,892$20.87M1.8%+8.1%0.167%
5/5/2026 Ethos Financial Group LLC51,261$1.24M0.1%+8.0%0.010%
5/5/2026 Signet Financial Management LLC31,910$774K0.1%+166.8%0.006%
5/5/2026 Sanctuary Advisors LLC27,316$663K0.0%+25.5%0.005%
5/4/2026 Beckerman Institutional LLC131,574$3.19M1.7%+4.0%0.026%
5/4/2026 Blake Schutter Theil Wealth Advisors LLC30,387$738K0.6%-16.5%0.006%
5/4/2026 Archer Investment Corp4,605$112K0.0%N/A0.001%
5/4/2026 Team Financial Group LLC64,830$1.57M0.7%+70.0%0.013%
5/4/2026 Uptick Partners LLC9,422$229K0.0%N/A0.002%
5/4/2026 Tradewinds LLC.10,268$248K0.1%N/A0.002%
5/4/2026 Lifeworks Advisors LLC107,294$2.60M0.3%-11.0%0.021%
5/2/2026 Associated Banc Corp274,670$6.67M0.2%+10.9%0.053%
5/2/2026 Diversify Wealth Management LLC534,366$12.95M0.2%+3.4%0.104%
5/2/2026 Valmark Advisers Inc.104,040$2.53M0.0%+25.4%0.020%
5/2/2026 Pittenger & Anderson Inc.80,441$1.95M0.1%+54.4%0.016%
5/2/2026 Carnegie Investment Counsel99,276$2.41M0.0%+3.4%0.019%
5/1/2026 Midwest Trust Co1,846,314$44.81M0.6%+39.6%0.359%
5/1/2026 Fifth Third Bancorp28,859$700K0.0%+5,244.3%0.006%
5/1/2026 Signature Resources Capital Management LLC18,818$457K0.2%+9.5%0.004%
5/1/2026 Oakwell Private Wealth Management LLC386,884$9.39M1.7%+4.1%0.075%
5/1/2026 Farrow Financial Inc.230,174$5.59M3.2%-0.5%0.045%
5/1/2026 Simplicity Wealth LLC28,144$683K0.0%-19.4%0.006%
5/1/2026 Sequoia Financial Advisors LLC27,134$659K0.0%-16.5%0.005%
5/1/2026 DMC Group LLC84,157$2.04M1.4%+1.3%0.017%
4/30/2026 Robinson Smith Wealth Advisors LLC11,863$288K0.2%-30.6%0.002%
4/30/2026 Kestra Advisory Services LLC26,675$647K0.0%-39.7%0.005%
4/29/2026 Nicholas Hoffman & Company LLC.11,275$274K0.0%N/A0.002%
4/29/2026 Hartline Investment Corp27,650$671K0.1%+17.4%0.006%
4/29/2026 K2 Financial Inc.47,245$1.15M0.8%-10.3%0.009%
4/29/2026 Resonant Capital Advisors LLC264,865$6.43M0.3%-60.5%0.053%
4/29/2026 Downshift Financial LLC35,535$862K0.4%+11.6%0.007%
4/28/2026 Carlton Hofferkamp & Jenks Wealth Management LLC174,069$4.23M1.3%-4.9%0.035%
4/28/2026 Stephens Inc. AR8,742$212K0.0%N/A0.002%
4/28/2026 Walkner Condon Financial Advisors LLC76,892$1.87M0.2%+2.4%0.015%
4/28/2026 NBT Bank N A NY1,302$32K0.0%+5,325.0%0.000%
4/28/2026 Howe & Rusling Inc.9,172$223K0.0%-45.2%0.002%
4/28/2026 Clear Retirement Advice LLC598,083$14.52M11.4%+1.6%0.120%
4/28/2026 Revisor Wealth Management LLC12,533$304K0.1%-6.8%0.003%
4/28/2026 Koshinski Asset Management Inc.31,373$761K0.0%-29.2%0.006%
4/28/2026 Beacon Financial Advisory LLC58,759$1.43M0.3%-3.7%0.012%
4/28/2026 WBH Advisory Inc.118,172$2.86M0.2%-4.2%0.024%
4/27/2026 HB Wealth Management LLC226,802$5.51M0.0%+0.8%0.046%
4/27/2026 World Investment Advisors519,885$12.62M0.2%-8.0%0.105%
4/27/2026 Lodestar Private Asset Management LLC121,851$2.96M0.3%+3.4%0.025%
4/27/2026 Marotta Asset Management564,482$13.66M2.5%-4.8%0.114%
4/27/2026 Private Advisor Group LLC298,398$7.24M0.0%+20.7%0.060%
4/27/2026 Sound Income Strategies LLC4,017$97K0.0%+186.1%0.001%
4/25/2026 Eagle Bay Advisors LLC9,576$232K0.2%N/A0.002%
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4/25/2026 Physician Wealth Advisors Inc.1,388$34K0.0%N/A0.000%
4/25/2026 Smithbridge Asset Management Inc. DE47,777$1.16M0.2%-53.5%0.010%
4/24/2026 EJMK Ventures LLC19,767$480K0.3%-25.8%0.004%
4/24/2026 Keystone Global Partners LLC17,322$420K0.2%N/A0.003%
4/24/2026 American Institute for Advanced Investment Management LLP11,350$275K0.2%+19.5%0.002%
4/24/2026 First Pacific Financial3,545$86K0.0%N/A0.001%
4/23/2026 Sellwood Investment Partners LLC58,081$1.41M0.6%+18.0%0.012%
4/23/2026 WMG Financial Advisors LLC10,305$250K0.1%-4.7%0.002%
4/23/2026 Inspire Investing LLC689,358$16.73M1.4%-6.6%0.139%
4/23/2026 Bigelow Investment Advisors LLC197,856$4.80M1.9%-1.9%0.040%


SCHO Institutional Ownership - Frequently Asked Questions

During the previous two years, 812 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 768 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 73,081,726 shares in the last 24 months. This purchase volume represents approximately $1.78B 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 56,258,788 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 5/25/2026 by MarketBeat.com Staff.
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