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

$48.86

-0.01 (-0.02%)

(As of 09/9/2024 ET)

Stock Analysis Chart Dividend Headlines Holdings Ownership

Number of Institutional Buyers (last 12 months): 362
Total Institutional Inflows (last 12 months): $2.18B

Number of Institutional Sellers (last 12 months): 324
Total Institutional Outflows (last 12 months): $766.93M

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SCHO Institutional Buying and Selling by Quarter

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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
9/5/2024	Sanctuary Advisors LLC	16,700	$800K	0.0%	N/A	0.008%
8/30/2024	Strategic Investment Solutions Inc. IL	1,000	$51K	0.0%	N/A	0.000%
8/28/2024	Heritage Oak Wealth Advisors LLC	5,694	$274K	0.1%	N/A	0.003%
8/26/2024	Founders Financial Alliance LLC	1,301	$63K	0.0%	-26.2%	0.001%
8/22/2024	Cetera Investment Advisers	269,629	$12.98M	0.0%	+3.9%	0.124%
8/21/2024	Truist Financial Corp	420,912	$20.26M	0.0%	+4.2%	0.193%
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8/19/2024	B. Riley Wealth Advisors Inc.	170,337	$8.20M	0.2%	+4.3%	0.078%
8/16/2024	Gateway Wealth Partners LLC	26,911	$1.30M	0.4%	+439.6%	0.012%
8/16/2024	NewEdge Advisors LLC	67,204	$3.24M	0.0%	+194.4%	0.031%
8/16/2024	Northwestern Mutual Wealth Management Co.	286,115	$13.77M	0.0%	-3.3%	0.132%
8/16/2024	Creative Planning	248,843	$11.98M	0.0%	-4.9%	0.114%
8/15/2024	Lummis Asset Management LP	37,479	$1.80M	2.4%	+1.1%	0.017%
8/15/2024	Toronto Dominion Bank	200,000	$9.63M	0.0%	N/A	0.092%
8/14/2024	American Investment Services Inc.	52,244	$2.52M	0.4%	+13.1%	0.024%
8/14/2024	Bank of Montreal Can	16,202	$780K	0.0%	-24.0%	0.007%
8/14/2024	EverSource Wealth Advisors LLC	24,351	$1.18M	0.1%	+39.9%	0.011%
8/14/2024	Greenline Partners LLC	322,006	$15.43M	2.3%	-73.6%	0.148%
8/13/2024	Thrivent Financial for Lutherans	436,242	$21.00M	0.0%	+0.7%	0.201%
8/13/2024	Sei Investments Co.	7,598,948	$365.74M	0.5%	+1.9%	3.493%
8/13/2024	AE Wealth Management LLC	4,315	$208K	0.0%	N/A	0.002%
8/13/2024	Cedar Wealth Management LLC	38,835	$1.87M	0.6%	-13.1%	0.018%
8/13/2024	Benjamin F. Edwards & Company Inc.	29,022	$1.40M	0.0%	+17.7%	0.013%
8/12/2024	Brighton Jones LLC	7,221	$348K	0.0%	+15.8%	0.003%
8/12/2024	Lauterbach Financial Advisors LLC	5,307	$259K	0.2%	+8.6%	0.002%
8/12/2024	Somerset Group LLC	10,553	$508K	0.5%	-14.5%	0.005%
8/12/2024	Blair William & Co. IL	37,819	$1.82M	0.0%	-4.2%	0.017%
8/12/2024	Waterloo Capital L.P.	5,372	$259K	0.0%	-4.1%	0.002%
8/12/2024	Mercer Global Advisors Inc. ADV	1,205,742	$58.03M	0.1%	-12.9%	0.554%
8/12/2024	Meridian Wealth Partners LLC	191,642	$9.22M	1.6%	+3.8%	0.088%
8/10/2024	Axxcess Wealth Management LLC	8,955	$431K	0.0%	-4.1%	0.004%
8/10/2024	Perennial Investment Advisors LLC	12,006	$578K	0.1%	+173.6%	0.006%
8/9/2024	Dravo Bay LLC	31,566	$1.52M	0.8%	+16.5%	0.015%
8/9/2024	SigFig Wealth Management LLC	42,687	$2.06M	0.1%	+9.1%	0.020%
8/9/2024	Renaissance Technologies LLC	1,028,000	$49.48M	0.1%	+19.0%	0.473%
8/9/2024	Total Clarity Wealth Management Inc.	17,333	$834K	0.3%	-29.3%	0.008%
8/9/2024	Black Diamond Financial LLC	21,001	$1.01M	0.2%	-4.5%	0.010%
8/9/2024	Angeles Investment Advisors LLC	8,450	$407K	0.0%	N/A	0.004%
8/9/2024	Valley Forge Investment Consultants Inc. ADV	18,655	$898K	0.3%	+25.8%	0.009%
8/9/2024	Tennessee Valley Asset Management Partners	36,939	$1.78M	0.3%	N/A	0.017%
8/9/2024	Clear Investment Research LLC	40,599	$1.95M	2.5%	+22.8%	0.019%
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8/9/2024	Breakwater Investment Management	87,065	$4.19M	1.9%	-8.9%	0.040%
8/8/2024	Williams Financial LLC	383,094	$18.44M	4.6%	+0.1%	0.176%
8/8/2024	J.W. Cole Advisors Inc.	16,625	$800K	0.0%	-2.4%	0.008%
8/8/2024	Inspire Advisors LLC	16,122	$776K	0.1%	-27.4%	0.007%
8/8/2024	Bigelow Investment Advisors LLC	43,473	$2.09M	1.0%	+4.2%	0.020%
8/8/2024	Envestnet Asset Management Inc.	3,190,119	$153.54M	0.1%	+6.1%	1.466%
8/8/2024	Kuhn & Co Investment Counsel	19,513	$939K	0.8%	+1.4%	0.009%
8/8/2024	Hardin Capital Partners LLC	7,509	$361K	0.2%	N/A	0.003%
8/8/2024	HBK Sorce Advisory LLC	16,135	$777K	0.0%	-1.6%	0.007%
8/8/2024	Pinkerton Retirement Specialists LLC	32,324	$1.56M	0.2%	+5.6%	0.015%
8/8/2024	Morningstar Investment Management LLC	1,177,008	$56.65M	5.9%	-22.4%	0.541%
8/8/2024	Nelson Capital Management LLC	15,488	$745K	0.1%	-3.4%	0.007%
8/8/2024	LPL Financial LLC	1,678,323	$80.78M	0.0%	+60.8%	0.771%
8/8/2024	Frontier Asset Management LLC	104,001	$5.01M	1.8%	-1.5%	0.048%
8/7/2024	Studio Investment Management LLC	90,974	$4.38M	1.0%	+14.4%	0.042%
8/7/2024	MGO One Seven LLC	68,155	$3.28M	0.2%	+3.0%	0.031%
8/7/2024	Vantage Financial Partners LLC	57,461	$2.77M	0.7%	-17.8%	0.026%
8/7/2024	Dorsey & Whitney Trust CO LLC	10,774	$519K	0.0%	+59.6%	0.005%
8/7/2024	Wedbush Securities Inc.	11,514	$554K	0.0%	-13.8%	0.005%
8/7/2024	McBroom & Associates LLC	21,068	$1.01M	0.6%	-2.8%	0.010%
8/7/2024	Ashton Thomas Private Wealth LLC	5,933	$286K	0.0%	-14.4%	0.003%
8/7/2024	Cahill Financial Advisors Inc.	14,330	$690K	0.1%	-15.0%	0.007%
8/6/2024	Clearwater Capital Advisors LLC	1,720,326	$82.80M	8.8%	+1.4%	0.791%
8/6/2024	Towercrest Capital Management	22,202	$1.07M	0.2%	+3.9%	0.010%
8/6/2024	Ausdal Financial Partners Inc.	27,999	$1.35M	0.1%	-4.2%	0.013%
8/6/2024	Ballentine Partners LLC	10,626	$511K	0.0%	N/A	0.005%
8/6/2024	Weitzel Financial Services Inc.	15,611	$748K	0.4%	+4.4%	0.007%
8/6/2024	Strategic Financial Concepts LLC	33,659	$1.62M	0.0%	N/A	0.015%
8/6/2024	Cobblestone Capital Advisors LLC NY	46,446	$2.24M	0.1%	-1.0%	0.021%
8/6/2024	Main Street Group LTD	199,754	$9.57M	4.0%	+3.3%	0.092%
8/6/2024	Valtinson Bruner Financial Planning LLC	18,604	$895K	0.4%	-70.3%	0.009%
8/6/2024	Savant Capital LLC	187,615	$9.03M	0.1%	+568.4%	0.086%
8/5/2024	Private Advisor Group LLC	49,303	$2.37M	0.0%	-14.4%	0.023%
8/5/2024	ETF Store Inc.	58,515	$2.82M	2.9%	-26.0%	0.027%
8/5/2024	Denver PWM LLC	21,448	$1.03M	0.4%	-13.3%	0.010%
8/5/2024	MCF Advisors LLC	1,176,140	$56.61M	4.3%	+4.6%	0.541%
8/3/2024	National Bank of Canada FI	7,965	$382K	0.0%	-87.4%	0.004%
8/3/2024	Journey Advisory Group LLC	271,724	$13.08M	1.6%	+16.9%	0.125%
8/3/2024	Lowery Thomas LLC	122,686	$5.91M	4.3%	-5.1%	0.056%
8/2/2024	Carmichael Hill & Associates Inc.	4,972	$239K	0.1%	+42.5%	0.002%
8/2/2024	Belpointe Asset Management LLC	36,526	$1.76M	0.1%	-7.3%	0.017%
8/2/2024	Larson Financial Group LLC	3,004	$145K	0.0%	+37.9%	0.001%
8/2/2024	First National Trust Co	287,349	$13.83M	0.6%	-13.4%	0.132%
8/2/2024	Jackson Creek Investment Advisors LLC	46,693	$2.25M	0.8%	+5.5%	0.021%
8/2/2024	Evermay Wealth Management LLC	32,157	$1.55M	0.2%	-95.8%	0.015%
8/2/2024	JFG Wealth Management LLC	13,426	$646K	0.2%	-83.9%	0.006%
8/2/2024	Johnson Financial Group LLC	14,157	$681K	0.1%	-95.6%	0.007%
8/2/2024	Tortoise Investment Management LLC	96,629	$4.65M	0.5%	+1.0%	0.044%
8/1/2024	Laidlaw Wealth Management LLC	6,009	$289K	0.2%	-14.2%	0.003%
8/1/2024	Chilton Capital Management LLC	6,003	$289K	0.0%	-3.4%	0.003%
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8/1/2024	Resonant Capital Advisors LLC	257,084	$12.37M	1.0%	+10.5%	0.118%
8/1/2024	PrairieView Partners LLC	68,324	$3.29M	0.4%	-1.7%	0.031%
8/1/2024	Financial Counselors Inc.	731,806	$35.22M	0.6%	-15.2%	0.336%
8/1/2024	Family Asset Management LLC	22,028	$1.06M	0.7%	-38.5%	0.010%
8/1/2024	Clearview Wealth Advisors LLC	22,368	$1.08M	0.9%	N/A	0.010%
8/1/2024	JPL Wealth Management LLC	111,613	$5.37M	2.6%	+155.9%	0.051%
8/1/2024	Claro Advisors LLC	5,653	$272K	0.0%	+4.3%	0.003%
7/31/2024	Farther Finance Advisors LLC	271,733	$13.02M	0.6%	+4.1%	0.125%
7/31/2024	Balanced Rock Investment Advisors LLC	26,274	$1.27M	1.1%	+5.9%	0.012%
7/31/2024	Asset Planning Corporation	19,479	$938K	0.7%	-10.3%	0.009%

(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, 701 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. ($1.94B), Ameriprise Financial Inc. ($577.52M), Sei Investments Co. ($365.74M), Graham Capital Wealth Management LLC ($248.83M), Charles Schwab Investment Management Inc. ($172.91M), and Envestnet Asset Management Inc. ($153.54M).Learn more on SCHO's institutional investors.
Which institutional investors have been buying Schwab Short-Term U.S. Treasury ETF stock?: Of the 580 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 ($69.15M), Williams Financial LLC ($23.98M), JPMorgan Chase & Co. ($23.74M), Osaic Holdings Inc. ($7.22M), Wealthfront Advisers LLC ($2.08M), Morningstar Investment Management LLC ($2.06M), and Charles Schwab Investment Management Inc. ($2.05M).
How much institutional buying is happening at Schwab Short-Term U.S. Treasury ETF?: Institutional investors have bought a total of 178,677,422 shares in the last 24 months. This purchase volume represents approximately $8.64B in transactions.

Which Schwab Short-Term U.S. Treasury ETF major shareholders have been selling company stock?: Of the 465 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. ($7.17M), Ameriprise Financial Inc. ($2.17M), Hamilton Capital LLC ($1.57M), Alesco Advisors LLC ($1.37M), Krane Funds Advisors LLC ($1.28M), Assetmark Inc. ($1.13M), and Morningstar Investment Management LLC ($928.02K).
How much institutional selling is happening at Schwab Short-Term U.S. Treasury ETF?: Institutional investors have sold a total of 40,579,561 shares in the last 24 months. This volume of shares sold represents approximately $1.96B in transactions.