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

Schwab Short-Term U.S. Treasury ETF logo
$24.06 +0.02 (+0.08%)
As of 07/24/2026 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
478
Total
Institutional Inflows
(last 12 months)
$1.60B
Number of
Institutional Sellers
(last 12 months)
331
Total
Institutional Outflows
(last 12 months)
$1.33B
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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
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%
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 CT 32,046$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%
6/3/2026NewEdge Advisors LLC145,087$3.52M0.0%+12.6%0.028%
5/29/2026Immaculate Wealth Management LLC14,750$358K2.8%N/A0.003%
5/27/2026Allen 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%
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%
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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%
5/19/2026Cassady Wealth & Retirement Planning LLC10,385$252K0.1%-5.2%0.002%
5/19/2026Arkadios Wealth Advisors15,673$380K0.0%-4.9%0.003%
5/18/2026EverSource 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%
5/15/2026Cumberland 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%
5/14/2026Lido Advisors LLC103,489$2.51M0.0%-43.9%0.020%
5/13/2026Cetera Investment Advisers804,911$19.54M0.0%-23.7%0.156%
5/13/2026Wealthspire Retirement LLC42,018$1.02M0.1%-2.4%0.008%
5/13/2026American Investment Services Inc.180,905$4.39M1.0%+10.9%0.035%
5/13/2026Clearwater Capital Advisors LLC194,349$4.72M0.4%-64.8%0.038%
5/13/2026Measured Wealth Private Client Group LLC1,676$41K0.0%-20.5%0.000%
5/13/2026Alesco Advisors LLC An ESL Co752,236$18.26M0.5%+21.6%0.146%
5/8/2026PNC Financial Services Group Inc.4,104,187$99.61M0.1%+5.9%0.798%
5/8/2026HORAN Wealth LLC9,666$236K0.0%N/A0.002%
5/7/2026Florida Financial Advisors LLC26,740$649K0.2%+6.3%0.005%
5/7/2026Nelson Capital Management LLC21,360$518K0.1%-6.6%0.004%
5/7/2026Momentum Wealth Planning LLC400,329$9.72M8.6%+51.0%0.078%
5/6/2026Bartlett & CO. Wealth Management LLC17,816$432K0.0%+7.4%0.003%
5/6/2026Modera Wealth Management LLC9,075$220K0.0%-19.4%0.002%
5/6/2026Morling Financial Advisors LLC13,070$317K0.1%+34.9%0.003%
5/6/2026Assetmark 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%
5/5/2026Westover Capital Advisors LLC503,560$12.22M2.2%+3.1%0.098%
5/5/2026Wealthfront 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%
5/5/2026Bank 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%
5/5/2026Sherman Asset Management Inc.49,839$1.21M1.1%+25.0%0.010%
5/5/2026Three Seasons Wealth LLC25,609$622K0.2%N/A0.005%
5/5/2026Journey Advisory Group LLC859,892$20.87M1.8%+8.1%0.167%
5/5/2026Ethos 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%
5/4/2026Beckerman 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%
5/4/2026Archer Investment Corp4,605$112K0.0%N/A0.001%
5/4/2026 Team Financial Group LLC64,830$1.57M0.7%+70.0%0.013%
5/4/2026Uptick Partners LLC9,422$229K0.0%N/A0.002%
5/4/2026Tradewinds LLC.10,268$248K0.1%N/A0.002%
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5/4/2026Lifeworks Advisors LLC107,294$2.60M0.3%-11.0%0.021%
5/2/2026Associated Banc Corp274,670$6.67M0.2%+10.9%0.053%
5/2/2026Diversify Wealth Management LLC534,366$12.95M0.2%+3.4%0.104%
5/2/2026Valmark Advisers Inc.104,040$2.53M0.0%+25.4%0.020%
5/2/2026Pittenger & Anderson Inc.80,441$1.95M0.1%+54.4%0.016%
5/2/2026Carnegie Investment Counsel99,276$2.41M0.0%+3.4%0.019%
5/1/2026Midwest Trust Co1,846,314$44.81M0.6%+39.6%0.359%
5/1/2026Fifth Third Bancorp28,859$700K0.0%+5,244.3%0.006%
5/1/2026 Signature Resources Capital Management LLC18,818$457K0.2%+9.5%0.004%
5/1/2026Oakwell Private Wealth Management LLC386,884$9.39M1.7%+4.1%0.075%


SCHO Institutional Ownership - Frequently Asked Questions

During the previous two years, 812 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 773 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. ($9.73M), Envestnet Asset Management Inc. ($5.48M), and Valpey Financial Services LLC ($5.26M).

Institutional investors have bought a total of 65,728,219 shares in the last 24 months. This purchase volume represents approximately $1.60B in transactions.

Of the 329 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), Jane Street Group LLC ($11.62M), Ameriprise Financial Inc. ($3.68M), Clearwater Capital Advisors LLC ($2.39M), JPMorgan Chase & Co. ($2.21M), Sei Investments Co. ($1.86M), and Renaissance Technologies LLC ($1.78M).

Institutional investors have sold a total of 54,500,876 shares in the last 24 months. This volume of shares sold represents approximately $1.33B in transactions.


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This page (NYSEARCA:SCHO) was last updated on 7/25/2026 by MarketBeat.com Staff.
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