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

Schwab Short-Term U.S. Treasury ETF logo
$24.01 +0.02 (+0.08%)
As of 04:10 PM Eastern
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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)
437
Total
Institutional Inflows
(last 12 months)
$1.28B
Number of
Institutional Sellers
(last 12 months)
292
Total
Institutional Outflows
(last 12 months)
$941.77M
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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
9/2/2026 MLG Wealth Management DBA Pine Grove Financial Group29,457$711K0.1%+2.2%0.006%
9/2/2026 Citadel Advisors LLC19,118$462K0.0%-76.8%0.004%
8/27/2026 Corient Private Wealth LP48,404$1.17M0.0%-42.2%0.009%
8/23/2026 DMC Group LLC79,535$1.92M1.3%-5.5%0.015%
8/23/2026 Ameritas Advisory Services LLC152,762$3.69M0.1%+84.4%0.029%
8/23/2026 Morling Financial Advisors LLC12,559$303K0.1%-3.9%0.002%
8/23/2026 Anson Capital Inc.12,091$292K0.2%N/A0.002%
8/23/2026 HB Wealth Management LLC225,822$5.45M0.0%-0.4%0.042%
8/22/2026 Compass Financial Management LLC54,609$1.32M0.2%N/A0.010%
8/22/2026 Meadowbrook Wealth Management LLC13,908$335K0.4%-7.4%0.003%
8/22/2026 Aventus Investment Advisors Inc.53,993$1.30M1.0%-54.5%0.010%
8/22/2026 Plan A Wealth LLC288,517$6.97M3.0%+7.5%0.054%
8/22/2026 Three Seasons Wealth LLC24,733$597K0.1%-3.4%0.005%
8/22/2026 Comprehensive Financial Planning Inc. PA1,832$44K0.0%-23.6%0.000%
8/22/2026 Legacy Wealth Managment LLC ID33,841$817K0.4%N/A0.006%
8/22/2026 Sapient Capital LLC24,539$592K0.0%N/A0.005%
8/22/2026 Concurrent Investment Advisors LLC34,374$830K0.0%-14.1%0.006%
8/21/2026 Lowery Thomas LLC161,394$3.90M1.9%+5.9%0.030%
8/21/2026 WorthPointe LLC46,491$1.12M0.3%-43.2%0.009%
8/21/2026 Continuum Advisory LLC1,562$38K0.0%N/A0.000%
8/21/2026 Weitzel Financial Services Inc.27,911$672K0.2%+6.8%0.005%
8/21/2026 Cairn Investment Group Inc.12,474$301K0.1%N/A0.002%
8/21/2026 Beacon Financial Advisory LLC57,227$1.38M0.3%-2.6%0.011%
8/17/2026 Birmingham Capital Management Co. Inc. AL10,300$249K0.1%N/A0.002%
8/12/2026 Compass Financial Management LLC54,609$1.32M0.2%N/A0.010%
8/10/2026 Immaculate Wealth Management LLC14,825$357.88K0.0%N/A0.003%
7/10/2026 Fiduciary Financial Group LLC2,304,888$55.64M6.3%+5.9%0.440%
7/10/2026 Charles Schwab Trust Co1,139,286$27.50M1.5%+3.4%0.218%
7/10/2026 Spinnaker Investment Group LLC19,153$462K0.1%-29.4%0.004%
7/10/2026 SMI Advisory Services LLC321,160$7.74M1.3%+1.3%0.061%
7/10/2026 Mendota Financial Group LLC57,344$1.38M0.9%-7.8%0.011%
7/10/2026 Wealthcare Advisory Partners LLC23,070$557K0.0%-16.1%0.004%
7/9/2026 Centurion Wealth Management LLC78,255$1.89M0.5%+6.5%0.015%
7/9/2026 Veery Capital LLC50,059$1.21M0.3%-1.5%0.010%
7/9/2026 Sapient Capital LLC24,539$592K0.0%N/A0.005%
7/9/2026 Focus Financial Network Inc.228,865$5.53M0.2%-23.0%0.044%
7/9/2026 Great Waters Wealth Management55,352$1.34M0.1%-4.8%0.011%
7/9/2026 Birchbrook Inc.18,408$444K0.2%+2.5%0.004%
7/9/2026 Tactive Advisors LLC11,339$274K0.1%-37.9%0.002%
7/9/2026 Everhart Financial Group Inc.60,549$1.46M0.1%N/A0.012%
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7/9/2026 Hennion & Walsh Asset Management Inc.35,268$851K0.0%-9.8%0.007%
7/8/2026 Gradient Investments LLC18,000$435K0.0%N/A0.003%
7/8/2026 Sprinkle Financial Consultants LLC39,434$952K0.4%N/A0.008%
7/8/2026 Apella Capital LLC245,952$5.92M0.1%+2.5%0.047%
7/8/2026 Evanson Financial LLC45,541$1.10M0.1%N/A0.009%
7/8/2026 Hardin Capital Partners LLC15,029$363K0.2%+5.0%0.003%
7/7/2026 Dynamic Advisor Solutions LLC235,386$5.68M0.2%+6.7%0.045%
7/7/2026 Avior Wealth Management LLC1,083,719$26.16M0.7%+2.4%0.207%
7/7/2026 Anderson Hoagland & Co.100,729$2.43M0.2%+28.5%0.019%
7/6/2026 Bangor Savings Bank2,758,500$66.59M4.9%+7.1%0.528%
7/6/2026 Stonebridge Financial Group LLC611,439$14.76M1.1%+5.8%0.117%
7/6/2026 Meadowbrook Wealth Management LLC13,908$335K0.4%-7.4%0.003%
7/6/2026 RDA Financial Network13,175$318K0.1%N/A0.003%
7/2/2026 MassMutual Private Wealth & Trust FSB1,696,406$40.95M1.1%+48.1%0.316%
7/2/2026 Versant Capital Management Inc134,827$3.26M0.3%+20.3%0.025%
7/2/2026 First County Bank CT32,046$774K0.4%+9.3%0.006%
7/1/2026 Adelphi Trust Co26,864$648K0.4%+79.2%0.005%
6/18/2026 Western Wealth Management LLC63,922$1.55M0.1%+118.6%0.012%
6/3/2026 DBK Financial Counsel LLC104,595$2.54M1.9%-1.7%0.020%
6/3/2026 Stillwater Private Wealth LLC39,663$962K0.8%N/A0.008%
6/3/2026 NewEdge Advisors LLC145,087$3.52M0.0%+12.6%0.028%
5/29/2026 Immaculate Wealth Management LLC14,750$358K2.8%N/A0.003%
5/27/2026 Allen Capital Group LLC274,651$6.67M0.6%N/A0.053%
5/27/2026 Birmingham Capital Management Co. Inc. AL20,600$500K0.2%-51.6%0.004%
5/22/2026 WNY 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%
5/15/2026Northeast 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%
5/14/2026Gibbs 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%
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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%


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. ($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 767 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), Sei Investments Co. ($9.59M), Envestnet Asset Management Inc. ($5.30M), and Valpey Financial Services LLC ($5.26M).

Institutional investors have bought a total of 52,713,594 shares in the last 24 months. This purchase volume represents approximately $1.28B in transactions.

Of the 292 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 38,703,931 shares in the last 24 months. This volume of shares sold represents approximately $941.77M in transactions.


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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 9/2/2026. New 13F filings are added each quarter as they're published.
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