NYSEARCA:SCHO

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

$47.66

-0.02 (-0.04%)

(As of 10/3/2023 ET)

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Today's Range: $47.65
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$47.72
50-Day Range: $47.66
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$48.09
52-Week Range: $47.65
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$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%

Profile Chart Dividend Headlines Holdings

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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SCHO Institutional Buying and Selling by Quarter

Schwab Short-Term U.S. Treasury ETF Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
9/12/2023	Farther Finance Advisors LLC	54,496	$2.62M	0.6%	+27.4%	0.021%
8/30/2023	Cooperman Leon G	13,864	$0.67M	0.0%	+98.9%	0.005%
8/30/2023	Western Wealth Management LLC	13,181	$0.63M	0.1%	+62.5%	0.005%
8/29/2023	Myecfo LLC	48,300	$2.32M	1.2%	-30.4%	0.019%
8/22/2023	Asset Dedication LLC	1,913	$92K	0.0%	-52.2%	0.001%
8/21/2023	Osaic Holdings Inc.	780,423	$37.50M	0.1%	-16.2%	0.301%
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8/17/2023	Orion Portfolio Solutions LLC	9,127	$0.44M	0.0%	+53.9%	0.004%
8/17/2023	Imprint Wealth LLC	8,675	$0.42M	0.0%	N/A	0.003%
8/16/2023	CreativeOne Wealth LLC	138,719	$6.67M	0.3%	-2.2%	0.053%
8/16/2023	GTS Securities LLC	29,371	$1.41M	0.0%	N/A	0.011%
8/15/2023	Imprint Wealth LLC	416,920	$41.69M	0.2%	N/A	0.161%
8/15/2023	Wells Fargo & Company MN	301,374	$14.48M	0.0%	+2.6%	0.116%
8/15/2023	IMA Wealth Inc.	5,981	$0.29M	0.1%	-72.2%	0.002%
8/15/2023	Cape Cod Five Cents Savings Bank	31,106	$1.50M	0.2%	-11.5%	0.012%
8/15/2023	Atlas Capital Advisors LLC	4,079	$0.20M	0.0%	+7.5%	0.002%
8/15/2023	Retirement Group LLC	19,232	$0.92M	0.4%	-17.5%	0.007%
8/15/2023	Moneta Group Investment Advisors LLC	9,992	$0.48M	0.0%	+77.4%	0.004%
8/15/2023	Integrated Wealth Concepts LLC	109,211	$5.25M	0.1%	+1.3%	0.042%
8/15/2023	Benjamin F. Edwards & Company Inc.	18,047	$0.87M	0.0%	+2,873.1%	0.007%
8/15/2023	IHT Wealth Management LLC	10,064	$0.48M	0.0%	+9.6%	0.004%
8/15/2023	Goldman Sachs Group Inc.	243,120	$11.68M	0.0%	+45.1%	0.094%
8/15/2023	Belpointe Asset Management LLC	18,454	$0.89M	0.1%	+645.6%	0.007%
8/15/2023	Ambassador Advisors LLC	2,722	$0.13M	0.0%	-51.0%	0.001%
8/15/2023	Harbour Investments Inc.	170,430	$8.19M	0.4%	-1.3%	0.066%
8/15/2023	Captrust Financial Advisors	446,814	$21.47M	0.1%	+8.2%	0.172%
8/15/2023	Royal Bank of Canada	819,368	$39.38M	0.0%	+17.7%	0.316%
8/15/2023	Rockefeller Capital Management L.P.	78,678	$3.78M	0.0%	+25.7%	0.030%
8/15/2023	Segall Bryant & Hamill LLC	12,661	$0.61M	0.0%	-4.5%	0.005%
8/15/2023	Stifel Financial Corp	2,274,840	$109.33M	0.1%	+1.4%	0.877%
8/15/2023	Greenline Partners LLC	1,042,786	$53.96M	10.1%	+553.0%	0.402%
8/15/2023	Beacon Pointe Advisors LLC	4,858	$0.23M	0.0%	-67.3%	0.002%
8/15/2023	C M Bidwell & Associates Ltd.	10,479	$0.50M	0.4%	+19.2%	0.004%
8/15/2023	Cahill Financial Advisors Inc.	17,624	$0.85M	0.1%	+124.3%	0.007%
8/15/2023	Cedar Wealth Management LLC	80,383	$3.86M	1.5%	-23.1%	0.031%
8/14/2023	Vivaldi Capital Management LP	260,493	$12.52M	3.9%	-5.0%	0.100%
8/14/2023	Mercer Global Advisors Inc. ADV	1,165,062	$55.99M	0.2%	+7.1%	0.449%
8/14/2023	Orion Portfolio Solutions LLC	9,127	$0.44M	0.0%	+53.9%	0.004%
8/14/2023	Fort Point Capital Partners LLC	4,945	$0.24M	0.0%	-29.0%	0.002%
8/14/2023	United Capital Financial Advisers LLC	108,233	$5.20M	0.0%	+2.4%	0.042%
8/14/2023	Chilton Capital Management LLC	7,713	$0.37M	0.0%	+28.1%	0.003%

8/14/2023	Morningstar Investment Management LLC	1,639,097	$78.78M	12.8%	-20.4%	0.632%
8/14/2023	IFP Advisors Inc	52,442	$2.52M	0.1%	-10.9%	0.020%
8/14/2023	Resurgent Financial Advisors LLC	9,430	$0.45M	0.3%	-7.6%	0.004%
8/14/2023	Morningstar Investment Services LLC	46,600	$2.24M	0.0%	+1.7%	0.018%
8/14/2023	Perennial Investment Advisors LLC	5,388	$0.26M	0.0%	N/A	0.002%
8/14/2023	State Street Corp	1,550,000	$74.49M	0.0%	N/A	0.598%
8/14/2023	MML Investors Services LLC	164,455	$7.90M	0.0%	-2.8%	0.063%
8/14/2023	Bleakley Financial Group LLC	67,590	$3.25M	0.1%	-2.9%	0.026%
8/14/2023	Buckingham Strategic Partners	4,569	$0.22M	0.0%	-24.0%	0.002%
8/14/2023	Thrivent Financial for Lutherans	863,054	$41.48M	0.1%	+28.4%	0.333%
8/14/2023	Eqis Capital Management Inc.	112,813	$5.42M	0.6%	+1.2%	0.043%
8/11/2023	FLC Capital Advisors	713,899	$34.31M	10.0%	+5.7%	0.275%
8/11/2023	Act Two Investors LLC	112,952	$5.43M	1.5%	+12.8%	0.044%
8/11/2023	Baird Financial Group Inc.	23,299	$1.12M	0.0%	-7.3%	0.009%
8/11/2023	BlackRock Inc.	126,332	$6.07M	0.0%	+505,228.0%	0.049%
8/11/2023	Buckingham Strategic Wealth LLC	99,719	$4.79M	0.1%	-24.9%	0.038%
8/11/2023	Visionary Wealth Advisors	7,620	$0.37M	0.0%	-37.7%	0.003%
8/11/2023	Kestra Advisory Services LLC	6,281	$0.30M	0.0%	-13.8%	0.002%
8/11/2023	Financial Engines Advisors L.L.C.	50,411	$2.42M	0.0%	+47.7%	0.019%
8/11/2023	Trexquant Investment LP	7,836	$0.38M	0.0%	N/A	0.003%
8/11/2023	Northeast Financial Group Inc.	339,823	$16.33M	10.5%	N/A	0.131%
8/11/2023	Sei Investments Co.	6,457,919	$310.37M	0.5%	+0.3%	2.490%
8/11/2023	Per Stirling Capital Management LLC.	16,060	$0.77M	0.2%	-37.3%	0.006%
8/11/2023	JPMorgan Chase & Co.	40,667,099	$1.95B	0.2%	+140.2%	15.680%
8/11/2023	PNC Financial Services Group Inc.	850,169	$40.86M	0.0%	-4.4%	0.328%
8/10/2023	Osaic Holdings Inc.	8,153,172	$30.13M	0.1%	+775.0%	3.144%
8/10/2023	Nelson Capital Management LLC	14,690	$0.71M	0.2%	-23.8%	0.006%
8/10/2023	Elmwood Wealth Management Inc.	24,058	$1.16M	0.5%	-18.6%	0.009%
8/10/2023	Lake Street Advisors Group LLC	10,639	$0.51M	0.0%	N/A	0.004%
8/10/2023	Commonwealth Equity Services LLC	79,923	$3.84M	0.0%	+2.1%	0.031%
8/10/2023	Mirae Asset Global Investments Co. Ltd.	236,779	$11.38M	0.0%	+46.9%	0.091%
8/10/2023	Blume Capital Management Inc.	231,350	$11.12M	3.3%	+2.6%	0.089%
8/10/2023	Frontier Asset Management LLC	10,848	$0.52M	0.2%	+35.5%	0.004%
8/10/2023	National Wealth Management Group LLC	10,582	$0.51M	0.5%	+10.8%	0.004%
8/10/2023	US Bancorp DE	36,631	$1.76M	0.0%	+50.8%	0.014%
8/10/2023	Clarius Group LLC	17,560	$0.84M	0.1%	+12.8%	0.007%
8/10/2023	Private Advisor Group LLC	97,497	$4.69M	0.0%	+12.0%	0.038%
8/10/2023	Alliance Wealth Management Group	39,455	$1.90M	0.6%	-31.7%	0.015%
8/10/2023	Cetera Advisors LLC	53,574	$2.58M	0.0%	+24.6%	0.021%
8/10/2023	Cetera Advisor Networks LLC	82,999	$3.99M	0.0%	+83.8%	0.032%
8/10/2023	Charles Schwab Investment Management Inc.	3,976,560	$191.11M	0.1%	+18.2%	1.533%
8/10/2023	Financial Architects Inc	35,878	$1.72M	0.3%	+27.0%	0.014%
8/10/2023	Cetera Investment Advisers	131,302	$6.31M	0.1%	+29.6%	0.051%
8/10/2023	Charles Schwab Investment Advisory Inc.	44,310	$2.13M	0.0%	-1.4%	0.017%
8/9/2023	Bell Investment Advisors Inc	854,343	$41.06M	9.1%	+3.5%	0.329%
8/9/2023	Altfest L J & Co. Inc.	7,709	$0.37M	0.1%	+8.3%	0.003%
8/9/2023	Flow Traders U.S. LLC	6,155	$0.30M	0.0%	-84.7%	0.002%
8/9/2023	Diversified Portfolios Inc.	57,667	$2.77M	0.6%	+3.9%	0.022%
8/9/2023	Alesco Advisors LLC	235,026	$11.30M	0.4%	-76.0%	0.091%
8/9/2023	Roundview Capital LLC	331,762	$15.94M	1.6%	-2.1%	0.128%

8/9/2023	Lido Advisors LLC	9,300	$0.45M	0.0%	N/A	0.004%
8/9/2023	Sheets Smith Wealth Management	78,447	$3.77M	0.6%	+29.2%	0.030%
8/9/2023	Kalos Management Inc.	41,228	$1.98M	4.3%	-5.3%	0.016%
8/9/2023	Soltis Investment Advisors LLC	190,344	$9.15M	1.1%	+1.7%	0.073%
8/8/2023	Synovus Financial Corp	106,839	$5.14M	0.1%	-7.2%	0.041%
8/8/2023	Kestra Private Wealth Services LLC	5,407	$0.26M	0.0%	+5.3%	0.002%
8/8/2023	Smithfield Trust Co	39,378	$1.89M	0.1%	N/A	0.015%
8/8/2023	Claro Advisors LLC	6,068	$0.29M	0.1%	N/A	0.002%
8/8/2023	Clearwater Capital Advisors LLC	793,113	$38.12M	4.5%	N/A	0.306%
8/8/2023	Sequoia Financial Advisors LLC	31,416	$1.51M	0.0%	+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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Schwab Short-Term U.S. Treasury ETF (SCHO) Institutional Ownership

SCHO Institutional Buying and Selling by Quarter

Schwab Short-Term U.S. Treasury ETF Major Shareholders & Ownership History

SCHO Institutional Ownership - Frequently Asked Questions

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

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

SCHO Institutional Buying and Selling by Quarter

Schwab Short-Term U.S. Treasury ETF Major Shareholders & Ownership History

SCHO Institutional Ownership - Frequently Asked Questions