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

Schwab Short-Term U.S. Treasury ETF logo
$24.24 -0.01 (-0.04%)
Closing price 07/8/2025 04:10 PM Eastern
Extended Trading
$24.26 +0.02 (+0.08%)
As of 07:00 AM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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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)
591
Total
Institutional Inflows
(last 12 months)
$5.83B
Number of
Institutional Sellers
(last 12 months)
264
Total
Institutional Outflows
(last 12 months)
$598.48M
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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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/9/2025MassMutual Private Wealth & Trust FSB824,418$20.10M0.5%-0.8%0.182%
7/8/2025Juncture Wealth Strategies LLC86,919$2.12M0.8%-4.3%0.019%
7/8/2025Dover Advisors LLC50,959$1.24M0.5%-54.0%0.011%
7/8/2025RMR Wealth Builders445,132$10.85M1.0%+31.9%0.099%
7/8/2025Apella Capital LLC356,834$8.65M0.2%-21.1%0.079%
7/8/2025Holcombe Financial Inc.1,013,527$24.71M18.6%+4.5%0.224%
7/8/2025Twele Capital Management Inc.41,837$1.02M0.2%+5.1%0.009%
7/7/2025 Bangor Savings Bank2,125,226$51.81M4.6%+17.6%0.470%
7/7/2025 Peterson Wealth Advisors LLC382,422$9.32M1.5%-1.0%0.085%
7/3/2025 McLean Asset Management Corp92,281$2.24M0.6%-3.9%0.020%
7/3/2025 Fiduciary Financial Group LLC1,772,706$43.04M7.8%+9.7%0.392%
7/2/2025 Marotta Asset Management573,096$13.97M2.8%+99.5%0.127%
6/10/2025Birchbrook Inc.24,091$586K0.3%-26.3%0.005%
6/3/2025Inspire Investing LLC932,160$22.69M2.7%N/A0.202%
5/28/2025Vista Cima Wealth Management LLC40,383$983K0.7%+9.0%0.009%
5/27/2025Jacobi Capital Management LLC19,455$474K0.0%-2.1%0.004%
5/22/2025WBI Investments LLC18,374$447K0.1%N/A0.004%
5/21/2025Geneos Wealth Management Inc.50,812$1.24M0.0%+89.3%0.011%
5/20/2025Fortis Capital Advisors LLC23,313$567K0.1%N/A0.005%
5/20/2025Belpointe Asset Management LLC62,408$1.52M0.1%+69.8%0.014%
5/20/2025Focus Partners Wealth140,174$3.41M0.0%+2.1%0.031%
5/19/2025SCS Capital Management LLC1,313,120$31.96M0.4%-37.3%0.292%
5/16/2025Logan Capital Management Inc.4,997$122K0.0%-46.9%0.001%
5/16/2025Signature Estate & Investment Advisors LLC27,598$672K0.0%-55.9%0.006%
5/16/2025Hamilton Capital LLC193,949$4.72M0.3%+0.9%0.043%
5/16/2025Ashton Thomas Private Wealth LLC9,315$227K0.0%-40.3%0.002%
5/16/2025Goldman Sachs Group Inc.88,615$2.16M0.0%-17.1%0.020%
5/16/2025Jones Financial Companies Lllp7,630$186K0.0%-75.1%0.002%
5/16/2025Coordinated Financial Services Inc. CO19,300$470K0.4%N/A0.004%
5/16/2025National Wealth Management Group LLC67,918$1.65M1.1%+22.8%0.015%
5/16/2025NewEdge Advisors LLC122,860$2.99M0.0%+109.0%0.027%
5/16/2025Integrated Wealth Concepts LLC240,546$5.86M0.1%+4.8%0.054%
5/16/2025Greenline Partners LLC40,039$975K0.1%-94.0%0.009%
5/16/2025Advisors Asset Management Inc.4,196$102K0.0%-47.3%0.001%
5/15/2025GW Henssler & Associates Ltd.159,348$3.88M0.2%+96.2%0.035%
5/15/2025Focus Partners Advisor Solutions LLC60,057$1.46M0.0%+1.9%0.013%
5/15/2025Royal Bank of Canada502,764$12.24M0.0%+4.2%0.112%
5/15/2025Weitzel Financial Services Inc.29,218$712K0.3%-5.8%0.007%
5/15/2025MAI Capital Management1,037,866$25.26M0.2%+1.8%0.231%
5/15/2025Calton & Associates Inc.119,571$2.91M0.7%+194.6%0.027%
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5/15/2025Vista Cima Wealth Management LLC200,000$4.87M2.2%+439.6%0.045%
5/15/2025Titleist Asset Management LLC24,804$604K0.1%-2.0%0.006%
5/15/2025Baird Financial Group Inc.95,332$2.32M0.0%+77.5%0.021%
5/15/2025Vident Advisory LLC48,362$1.18M0.0%-43.3%0.011%
5/15/2025WPG Advisers LLC11,767$286K0.3%N/A0.003%
5/15/2025Tortoise Investment Management LLC131,478$3.20M0.3%-14.5%0.029%
5/14/2025Ieq Capital LLC9,628$234K0.0%N/A0.002%
5/14/2025Valley Financial Group Inc.99,277$2.42M1.6%-1.1%0.022%
5/14/2025BWM Planning LLC346,989$8.45M3.6%+11.8%0.077%
5/14/2025CreativeOne Wealth LLC268,329$6.53M0.2%+4.6%0.060%
5/14/2025Jane Street Group LLC11,903,400$289.73M0.1%+18,907.4%2.649%
5/14/2025Islay Capital Management LLC245,837$5.98M4.0%+145.7%0.055%
5/14/2025Comerica Bank18,407$448K0.0%+4.1%0.004%
5/14/2025Freedom Investment Management Inc.71,105$1.73M0.1%-4.7%0.016%
5/14/2025Synovus Financial Corp16,234$395K0.0%-7.2%0.004%
5/14/2025Smartleaf Asset Management LLC6,971$170K0.0%+490.3%0.002%
5/14/2025Northwestern Mutual Wealth Management Co.838,089$20.40M0.0%-1.7%0.186%
5/14/2025Rede Wealth LLC98,231$2.39M0.8%-5.9%0.022%
5/14/2025D.B. Root & Company LLC67,102$1.63M0.5%+13.8%0.015%
5/14/2025Ameriprise Financial Inc.21,839,892$531.93M0.1%+2.3%4.860%
5/14/2025CW Advisors LLC38,213$930K0.0%-8.8%0.009%
5/14/2025VanderPol Investments L.L.C.24,342$592K1.3%+2.1%0.005%
5/14/2025TFB Advisors LLC16,940$412K0.1%-3.7%0.004%
5/14/2025Tradition Wealth Management LLC23,642$575K0.1%-16.0%0.005%
5/14/2025Berkshire Asset Management LLC PA127,660$3.10M0.1%+36.1%0.028%
5/14/2025HC Advisors LLC16,871$411K0.3%+8.1%0.004%
5/13/2025Freestone Capital Holdings LLC59,390$1.45M0.1%-1.8%0.013%
5/13/2025Compass Financial Group INC SD63,714$1.55M0.3%+36.3%0.014%
5/13/2025Seek First Inc.51,948$1.26M1.1%N/A0.012%
5/13/2025Raymond James Financial Inc.668,398$16.27M0.0%+4.3%0.149%
5/13/2025American Investment Services Inc.124,108$3.02M0.5%+5.0%0.028%
5/13/2025United Capital Management of KS Inc.1,644,432$40.03M8.3%+4.8%0.366%
5/13/2025EverSource Wealth Advisors LLC33,849$824K0.0%-34.3%0.008%
5/13/2025Evensky & Katz LLC295,455$7.19M0.5%-16.8%0.066%
5/13/2025NFP Retirement Inc.39,590$964K0.1%-15.3%0.009%
5/13/2025HighTower Advisors LLC335,545$8.17M0.0%+30.8%0.075%
5/12/2025Kohmann Bosshard Financial Services LLC10,353$252K0.0%-41.7%0.002%
5/12/2025Meridian Wealth Management LLC9,335$227K0.0%N/A0.002%
5/12/2025Independent Advisor Alliance9,411$229K0.0%-74.6%0.002%
5/12/2025Northeast Financial Group Inc.487,733$11.87M4.2%+0.6%0.108%
5/12/2025Cobblestone Capital Advisors LLC NY99,053$2.41M0.1%-9.1%0.022%
5/12/2025Cooper Financial Group9,046$220K0.0%N/A0.002%
5/12/2025Robinson Smith Wealth Advisors LLC143,423$3.49M2.9%+5.4%0.032%
5/12/2025JFG Wealth Management LLC77,559$1.89M0.4%-7.7%0.017%
5/12/2025Johnson Financial Group LLC103,188$2.51M0.3%-4.5%0.023%
5/12/2025Benjamin Edwards Inc.93,086$2.27M0.0%+16.2%0.021%
5/12/2025JPMorgan Chase & Co.21,461,902$522.38M0.0%+3.4%4.774%
5/12/2025Balanced Rock Investment Advisors LLC63,368$1.54M1.2%+1.5%0.014%
5/12/2025Townsquare Capital LLC571,996$13.92M0.1%+1.8%0.127%
5/12/2025Savvy Advisors Inc.54,941$1.34M0.1%+5.6%0.012%
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5/12/2025National Bank of Canada FI182,448$4.44M0.0%+24,291.4%0.041%
5/12/2025WBH Advisory Inc.126,989$3.09M0.3%+2.4%0.028%
5/12/2025Alesco Advisors LLC367,782$8.95M0.3%+0.4%0.082%
5/9/2025Altfest L J & Co. Inc.27,077$659K0.1%+63.4%0.006%
5/9/2025Elgethun Capital Management11,478$279K0.1%N/A0.003%
5/9/2025Exencial Wealth Advisors LLC26,682$649K0.0%-21.5%0.006%
5/9/2025PrairieView Partners LLC33,205$808K0.1%-23.3%0.007%
5/9/2025Clear Investment Research LLC76,515$1.86M2.5%-1.7%0.017%
5/9/2025Bouchey Financial Group Ltd247,020$6.01M0.5%+7.8%0.055%
5/9/2025Wealthspire Advisors LLC55,473$1.35M0.0%-3.6%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, 771 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 ($3.86B), Ameriprise Financial Inc. ($531.93M), JPMorgan Chase & Co. ($522.38M), Sei Investments Co. ($391.40M), Jane Street Group LLC ($289.73M), Envestnet Asset Management Inc. ($186.08M), and Charles Schwab Investment Management Inc. ($172.91M).Learn more on Schwab Short-Term U.S. Treasury ETF's institutional investors.

Which institutional investors have been buying Schwab Short-Term U.S. Treasury ETF's stock?

Of the 697 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 ($82.05M), JPMorgan Chase & Co. ($36.49M), Williams Financial LLC ($24.41M), Jane Street Group LLC ($20.49M), Sei Investments Co. ($9.72M), Ameriprise Financial Inc. ($9.65M), and Osaic Holdings Inc. ($7.22M).

How much institutional buying is happening at Schwab Short-Term U.S. Treasury ETF?

Institutional investors have bought a total of 241,805,738 shares in the last 24 months. This purchase volume represents approximately $5.83B in transactions.

Which of Schwab Short-Term U.S. Treasury ETF's major shareholders have been selling company stock?

Of the 263 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: Jane Street Group LLC ($8.59M), Bank of Montreal Can ($2.61M), Greenline Partners LLC ($1.52M), SCS Capital Management LLC ($780.32K), Evermay Wealth Management LLC ($765.74K), Wealth Enhancement Advisory Services LLC ($744.15K), and Morningstar Investment Management LLC ($536.41K).

How much institutional selling is happening at Schwab Short-Term U.S. Treasury ETF?

Institutional investors have sold a total of 24,747,659 shares in the last 24 months. This volume of shares sold represents approximately $598.48M in transactions.


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This page (NYSEARCA:SCHO) was last updated on 7/9/2025 by MarketBeat.com Staff
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