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

Schwab Short-Term U.S. Treasury ETF logo
$24.09 -0.07 (-0.29%)
(As of 12/20/2024 05:31 PM ET)
Compare

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

Number of
Institutional Buyers
(last 12 months)
365
Total
Institutional Inflows
(last 12 months)
$1.28B
Number of
Institutional Sellers
(last 12 months)
294
Total
Institutional Outflows
(last 12 months)
$256.70M
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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
12/19/2024 Independent Solutions Wealth Management LLC104,707$5.13M1.2%+15.5%0.048%
12/13/2024 B. Riley Wealth Advisors Inc.167,415$8.20M0.2%-1.7%0.077%
12/3/2024 Denver PWM LLC19,376$949K0.4%-9.7%0.009%
11/25/2024 Synovus Financial Corp14,514$711K0.0%+64.0%0.007%
11/25/2024 Wilmington Savings Fund Society FSB756$37K0.0%N/A0.000%
11/25/2024 World Investment Advisors LLC346,995$17.00M0.4%+1.3%0.160%
11/25/2024 Sanctuary Advisors LLC51,029$2.50M0.0%+205.6%0.023%
11/18/2024 Soltis Investment Advisors LLC27,192$1.33M0.1%-8.9%0.012%
11/18/2024 Asset Allocation Strategies LLC23,943$1.17M0.3%+244.2%0.011%
11/18/2024 Coldstream Capital Management Inc.9,762$478K0.0%N/A0.004%
11/15/2024 Hamilton Capital LLC188,506$9.23M0.7%+100.4%0.087%
11/15/2024 Cape Cod Five Cents Savings Bank24,599$1.18M0.1%-4.7%0.011%
11/15/2024 MML Investors Services LLC155,514$7.62M0.0%-51.9%0.071%
11/15/2024 Dean Investment Associates LLC177,990$8.72M1.2%+2.1%0.082%
11/15/2024 Passive Capital Management LLC.551,521$27.01M9.4%+0.2%0.254%
11/15/2024 Orion Portfolio Solutions LLC10,539$516K0.0%+38.1%0.005%
11/15/2024 Jane Street Group LLC8,652,137$423.78M0.1%N/A3.977%
11/15/2024 Stifel Financial Corp2,999,027$146.89M0.2%+4.4%1.379%
11/15/2024 Integrated Wealth Concepts LLC92,092$4.51M0.1%+1.4%0.042%
11/15/2024 HighTower Advisors LLC123,712$6.06M0.0%-69.4%0.057%
11/15/2024 Benjamin Edwards Inc.33,983$1.67M0.0%N/A0.016%
11/14/2024 Valley Financial Group Inc.53,619$2.63M1.8%-77.5%0.025%
11/14/2024 Cobblestone Capital Advisors LLC NY48,119$2.36M0.1%+3.6%0.022%
11/14/2024 Tradition Wealth Management LLC90,030$4.41M0.4%+3.5%0.041%
11/14/2024 Flow Traders U.S. LLC84,601$4.14M0.2%N/A0.039%
11/14/2024 Captrust Financial Advisors164,997$8.08M0.0%-19.4%0.076%
11/14/2024 Rockefeller Capital Management L.P.45,663$2.24M0.0%-20.8%0.021%
11/14/2024 Financial Counselors Inc.528,163$25.87M0.4%-27.8%0.243%
11/14/2024 National Wealth Management Group LLC97,325$4.77M3.2%+7.5%0.045%
11/14/2024 CreativeOne Wealth LLC131,100$6.42M0.2%+11.3%0.060%
11/14/2024 BNP Paribas13,466$660K0.0%+4.1%0.006%
11/13/2024 Townsquare Capital LLC252,659$12.38M0.1%+9.3%0.116%
11/13/2024 BNP Paribas Financial Markets298,330$14.61M0.0%+5.1%0.137%
11/13/2024 Rock Point Advisors LLC4,319$212K0.1%N/A0.002%
11/13/2024 FMR LLC835$41K0.0%-60.1%0.000%
11/13/2024 Bank of Montreal Can2,607,963$127.92M0.1%+15,996.5%1.199%
11/13/2024 Associated Banc Corp126,590$6.20M0.2%+1.5%0.058%
11/13/2024 Private Trust Co. NA1,773$87K0.0%-40.3%0.001%
11/12/2024 Cahill Financial Advisors Inc.13,743$673K0.1%-4.1%0.006%
11/12/2024Larson Financial Group LLC2,193$107K0.0%-27.0%0.001%
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11/12/2024 StoneX Group Inc.57,765$2.83M0.2%N/A0.027%
11/12/2024 Kingsview Wealth Management LLC21,182$1.04M0.0%-8.5%0.010%
11/12/2024 Alesco Advisors LLC184,594$9.04M0.3%+8.7%0.085%
11/12/2024 Nwam LLC7,695$377K0.0%N/A0.004%
11/12/2024 Studio Investment Management LLC93,972$4.60M1.0%+3.3%0.043%
11/12/2024 Altiora Financial Group LLC511,639$25.06M5.5%-4.3%0.235%
11/8/2024 Cedar Wealth Management LLC44,242$2.17M0.7%+13.9%0.020%
11/8/2024 Advisors Asset Management Inc.6,301$309K0.0%-24.3%0.003%
11/8/2024 Commerce Bank91,506$4.48M0.0%-11.0%0.042%
11/8/2024 Prospera Private Wealth LLC1,500$73K0.0%N/A0.001%
11/8/2024 Avior Wealth Management LLC391,978$19.20M0.8%+4.1%0.180%
11/8/2024 PNC Financial Services Group Inc.1,307,717$64.05M0.0%-3.5%0.601%
11/8/2024 Lowery Thomas LLC83,285$4.08M2.8%-32.1%0.038%
11/7/2024 Lindenwold Advisors INC28,275$1.39M0.7%-26.6%0.013%
11/7/2024 MidAtlantic Capital Management Inc.992$49K0.0%N/A0.000%
11/7/2024 GLOBALT Investments LLC GA63,778$3.12M0.1%-2.6%0.029%
11/7/2024 ETF Store Inc.57,372$2.81M2.9%-2.0%0.026%
11/7/2024 Islay Capital Management LLC48,646$2.38M1.6%+1.0%0.022%
11/7/2024 Thrivent Financial for Lutherans87,294$4.28M0.0%-80.0%0.040%
11/6/2024 Spinnaker Investment Group LLC6,690$328K0.1%N/A0.003%
11/6/2024 Veery Capital LLC29,378$1.44M0.5%+136.9%0.014%
11/6/2024 Northeast Financial Group Inc.228,823$11.21M4.2%-38.5%0.105%
11/6/2024 Bank of Marin37,460$1.84M1.5%+5.3%0.017%
11/6/2024 Signature Estate & Investment Advisors LLC32,872$1.61M0.0%-1.4%0.015%
11/6/2024 Black Diamond Financial LLC24,268$1.19M0.2%+15.6%0.011%
11/6/2024 OneDigital Investment Advisors LLC18,659$914K0.0%-21.3%0.009%
11/6/2024 Lifeworks Advisors LLC52,120$2.55M0.5%+11.0%0.024%
11/6/2024 Lummis Asset Management LP36,108$1.77M2.1%-3.7%0.017%
11/6/2024 Dopkins Wealth Management LLC4,460$218K0.2%-73.5%0.002%
11/6/2024 Main Street Financial Solutions LLC11,992$587K0.1%-13.9%0.006%
11/6/2024 Angeles Investment Advisors LLC9,370$459K0.0%+10.9%0.004%
11/5/2024 Carlton Hofferkamp & Jenks Wealth Management LLC222,384$10.89M3.5%+106.8%0.102%
11/5/2024 Carrera Capital Advisors4,198$206K0.1%N/A0.002%
11/5/2024 Cumberland Partners Ltd24,265$1.19M0.1%N/A0.011%
11/5/2024 Prime Capital Investment Advisors LLC26,642$1.31M0.0%+36.7%0.012%
11/5/2024 Savvy Advisors Inc.23,138$1.13M0.2%+1.9%0.011%
11/5/2024 First National Trust Co305,565$14.97M0.6%+6.3%0.140%
11/5/2024 Harbour Investments Inc.200,678$9.83M0.3%-3.9%0.092%
11/4/2024 Venturi Wealth Management LLC1,380$68K0.0%N/A0.001%
11/4/2024 Core Wealth Partners LLC10,737$526K0.3%-11.4%0.005%
11/4/2024 United Capital Management of KS Inc.743,358$36.41M7.9%+4.0%0.342%
11/4/2024 Kennebec Savings Bank536$26K0.0%N/A0.000%
11/4/2024 Noble Family Wealth LLC11,858$581K0.2%-7.8%0.005%
11/4/2024 Meritage Portfolio Management97,027$4.75M0.3%-2.4%0.045%
11/4/2024 Baker Avenue Asset Management LP7,864$385K0.0%N/A0.004%
11/1/2024 Sheets Smith Wealth Management78,640$3.85M0.5%-3.2%0.036%
11/1/2024 Atria Investments Inc61,872$3.03M0.0%+5.5%0.028%
11/1/2024 Assetmark Inc.545,444$26.72M0.1%+1.1%0.251%
11/1/2024 Galvin Gaustad & Stein LLC235,169$11.52M1.0%+18.4%0.108%
11/1/2024 CWA Asset Management Group LLC4,139$203K0.0%N/A0.002%
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11/1/2024 Beckerman Institutional LLC37,186$1.82M1.5%N/A0.017%
11/1/2024 Leavell Investment Management Inc.462,524$22.65M1.1%+9.1%0.213%
11/1/2024 Bensler LLC13,212$647K0.1%-8.5%0.006%
10/31/2024 Walkner Condon Financial Advisors LLC48,519$2.38M0.5%+14.5%0.022%
10/31/2024 Advisor Resource Council15,490$759K0.3%N/A0.007%
10/31/2024 Blake Schutter Theil Wealth Advisors LLC23,157$1.13M0.8%N/A0.011%
10/31/2024 D.B. Root & Company LLC34,443$1.69M0.6%+13.1%0.016%
10/31/2024 American Capital Advisory LLC17,608$862K0.5%-93.9%0.008%
10/31/2024 Family Asset Management LLC20,803$1.02M0.6%-5.6%0.010%
10/30/2024 Ballast Advisors LLC257,522$12.61M3.9%+2.4%0.118%
(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, 695 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), Jane Street Group LLC ($423.78M), Sei Investments Co. ($365.74M), Graham Capital Wealth Management LLC ($248.83M), and Charles Schwab Investment Management Inc. ($172.91M).Learn more on SCHO's institutional investors.

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

Of the 584 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 ($23.99M), JPMorgan Chase & Co. ($23.74M), Jane Street Group LLC ($8.65M), Osaic Holdings Inc. ($7.22M), Bank of Montreal Can ($2.59M), and Wealthfront Advisers LLC ($2.08M).

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

Institutional investors have bought a total of 186,466,287 shares in the last 24 months. This purchase volume represents approximately $4.51B in transactions.

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

Of the 448 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 ($977.28K), Morningstar Investment Management LLC ($928.02K), Greenline Partners LLC ($899.49K), and Assetmark Inc. ($855.01K).

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

Institutional investors have sold a total of 37,290,912 shares in the last 24 months. This volume of shares sold represents approximately $899.57M in transactions.


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This page (NYSEARCA:SCHO) was last updated on 12/21/2024 by MarketBeat.com Staff
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