Go Pro

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

Schwab Short-Term U.S. Treasury ETF logo
$24.10 +0.02 (+0.08%)
As of 08/13/2026 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
443
Total
Institutional Inflows
(last 12 months)
$1.34B
Number of
Institutional Sellers
(last 12 months)
294
Total
Institutional Outflows
(last 12 months)
$942.38M
Get SCHO Insider Trade Alerts

Want to know when executives and insiders are buying or selling Schwab Short-Term U.S. Treasury ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
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
8/12/2026 Compass Financial Management LLC54,609$1.32M0.2%N/A0.010%
8/10/2026 Immaculate Wealth Management LLC14,825$357.88M2.4%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%
The world’s least risky AI stock? (Ad)

Whitney Tilson, senior editor at Stansberry Research, has identified a company he calls the world's safest AI stock, one most investors have never heard of. The firm sits at the intersection of AI, energy, and defense, and one of America's most famous investors reportedly put roughly half his fund into it. In recent years it has returned more than Apple, Amazon, and the S&P 500 combined. Tilson has released a free presentation naming the company and its ticker symbol, no payment or email required.tc pixel

Watch the free presentation to get the ticker symbol now
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%
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%
6/18/2026Western 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%
6/3/2026Stillwater 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%
5/27/2026Birmingham Capital Management Co. Inc. AL20,600$500K0.2%-51.6%0.004%
Iran War: What Happened at 1:11 P.M. Outside D.C.? (Ad)

A source with ties to Saudi Arabia, the UAE, and the U.S. State Department revealed details of a potential 7 trillion dollar financial story unfolding behind the Iran conflict. Addison Wiggin, founder of the Grey Swan Investment Fraternity, investigated the claims himself and found enough corroboration to bring the story forward. The full account follows the money behind the headlines and shows why the Iran situation may look very different than reported.tc pixel

See the full investigation into the Iran money trail now
5/22/2026WNY Asset Management LLC174,656$4.24M0.4%N/A0.034%
5/21/2026JDM Financial Group LLC41,449$1.01M0.2%-30.3%0.008%
5/19/2026Western Wealth Management LLC63,922$1.55M0.1%+118.6%0.012%
5/19/2026Orographic Financial Advisors LLC49,946$1.21M0.9%N/A0.010%
5/19/2026Bank 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%
5/18/2026Royal 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%
5/15/2026Waverly 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%
5/15/2026Vivaldi 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%
5/14/2026Sei 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%
5/5/2026Milestone 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%
5/5/2026 Sherman Asset Management Inc.49,839$1.21M1.1%+25.0%0.010%
5/5/2026Three 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%
5/5/2026Signet Financial Management LLC31,910$774K0.1%+166.8%0.006%
5/5/2026Sanctuary 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%
Better than Goldman Sachs, Morgan Stanley, etc. (Ad)

A stock-picking algorithm rated number one for profit performance in a Wall Street Journal study has outperformed Goldman Sachs, JPMorgan, Morgan Stanley, and every other firm reviewed. Its average gain across every buy signal issued is 310%, including underperformers. A $100,000 starting stake following its picks from the beginning would now be worth nearly $4.5 million. The same software predicted the collapse of 97% of the 546 banks that failed after the Great Financial Crisis. Now available to serious investors via mobile.tc pixel

Click here to access buy and sell alerts from this top-rated algorithm
5/4/2026 Uptick Partners LLC9,422$229K0.0%N/A0.002%
5/4/2026Tradewinds LLC.10,268$248K0.1%N/A0.002%
5/4/2026Lifeworks 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%


SCHO Institutional Ownership - Frequently Asked Questions

During the previous two years, 801 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), Immaculate Wealth Management LLC ($357.88M), Envestnet Asset Management Inc. ($165.13M), and Stifel Financial Corp ($146.90M).Learn more on Schwab Short-Term U.S. Treasury ETF's institutional investors.

Of the 766 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 55,061,283 shares in the last 24 months. This purchase volume represents approximately $1.34B in transactions.

Of the 289 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 38,726,709 shares in the last 24 months. This volume of shares sold represents approximately $942.38M in transactions.



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 8/12/2026. New 13F filings are added each quarter as they're published.
From Our Partners