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

Schwab Short-Term U.S. Treasury ETF logo
$24.18
+0.02 (+0.08%)
(As of 11/4/2024 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)
$1.07B
Number of
Institutional Sellers
(last 12 months)
307
Total
Institutional Outflows
(last 12 months)
$366.20M
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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
11/4/2024Venturi Wealth Management LLC1,380$68K0.0%N/A0.001%
11/4/2024Core Wealth Partners LLC10,737$526K0.3%-11.4%0.005%
11/4/2024United Capital Management of KS Inc.743,358$36.41M7.9%+4.0%0.342%
11/4/2024Kennebec Savings Bank536$26K0.0%N/A0.000%
11/4/2024Noble Family Wealth LLC11,858$581K0.2%-7.8%0.005%
11/4/2024Meritage Portfolio Management97,027$4.75M0.3%-2.4%0.045%
11/4/2024Baker 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%
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%
10/30/2024 Foster & Motley Inc.5,358$262K0.0%+16.6%0.002%
10/30/2024 AHL Investment Management Inc.62,017$3.04M2.1%-0.8%0.029%
10/30/2024 Milestone Investment Advisors LLC43,837$2.15M0.6%+2.1%0.020%
10/30/2024 Beacon Financial Advisory LLC26,586$1.30M0.4%+1.9%0.012%
10/30/2024 Avidian Wealth Enterprises LLC188,345$9.23M0.4%+1.5%0.087%
10/29/2024 Carmichael Hill & Associates Inc.6,095$299K0.1%+22.6%0.003%
10/29/2024 Pure Financial Advisors LLC273,057$13.37M0.3%+2.3%0.126%
10/29/2024 Princeton Global Asset Management LLC32,927$1.61M0.3%+1.3%0.015%
10/29/2024 First Interstate Bank24,696$1.21M0.1%-4.4%0.011%
10/29/2024 Farther Finance Advisors LLC252,631$12.37M0.5%-7.0%0.116%
10/28/2024 CacheTech Inc.13,409$657K0.1%+6.9%0.006%
10/28/2024 Creative Financial Designs Inc. ADV12,436$609K0.1%+3.9%0.006%
10/28/2024 Focus Financial Network Inc.87,604$4.29M0.2%-38.8%0.040%
10/28/2024 Pacific Sage Partners LLC6,973$342K0.1%-17.8%0.003%
10/28/2024 Aspen Wealth Strategies LLC108,355$5.31M3.4%+3.3%0.050%
10/28/2024 IRON Financial LLC10,474$513K0.3%-9.4%0.005%
10/28/2024 Rosenberg Matthew Hamilton132,184$6.47M1.7%+10.5%0.061%
10/28/2024 US Bancorp DE117,409$5.75M0.0%+25.5%0.054%
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10/25/2024 Financial Advocates Investment Management3,486$171K0.0%N/A0.002%
10/25/2024 Bellevue Asset Management LLC2,139$105K0.1%+7,539.3%0.001%
10/25/2024 Diversify Wealth Management LLC551,995$27.04M2.4%+2,410.8%0.254%
10/25/2024 Evermay Wealth Management LLC40,757$2.00M0.3%+26.7%0.019%
10/25/2024 Mutual Advisors LLC328,813$16.11M0.4%+110.5%0.151%
10/25/2024 Avitas Wealth Management LLC29,177$1.43M0.2%-17.8%0.013%
10/25/2024 Lodestar Private Asset Management LLC42,806$2.10M0.3%+13.4%0.020%
10/25/2024 Valmark Advisers Inc.31,138$1.53M0.0%-6.5%0.014%
10/25/2024 GW Henssler & Associates Ltd.81,219$3.98M0.2%-16.7%0.037%
10/25/2024 Strategic Blueprint LLC45,426$2.23M0.1%+23.9%0.021%
10/25/2024 True Link Financial Advisors LLC18,446$903K0.1%-2.6%0.008%
10/25/2024 Gateway Wealth Partners LLC22,919$1.12M0.3%-14.8%0.011%
10/25/2024 Cornerstone Wealth Advisors Inc.58,762$2.88M0.8%-42.5%0.027%
10/24/2024 Nisa Investment Advisors LLC290,000$14.20M0.1%N/A0.133%
10/24/2024 Family Investment Center Inc.17,388$852K0.2%-10.9%0.008%
10/24/2024 TruNorth Capital Management LLC678,242$33.22M9.8%+9.2%0.312%
10/24/2024 Peterson Wealth Advisors LLC170,830$8.37M1.6%+8.2%0.079%
10/24/2024 MCF Advisors LLC1,254,410$61.44M4.3%+6.7%0.577%
10/24/2024 Wealth Enhancement Advisory Services LLC651,237$31.90M0.1%+51.2%0.299%
10/23/2024 Team Financial Group LLC8,776$430K0.3%+5.9%0.004%
10/23/2024 Allworth Financial LP90,566$4.44M0.0%-4.5%0.042%
10/23/2024 Smith & Howard Wealth Management LLC4,561$223K0.1%-94.9%0.002%
10/23/2024 Signet Investment Advisory Group Inc.8,906$436K0.2%-7.8%0.004%
10/23/2024 Silver Oak Securities Incorporated47,401$2.33M0.2%+1,623.7%0.022%
10/23/2024 Dakota Wealth Management183,566$8.99M0.2%-8.2%0.084%
10/23/2024 Fairman Group LLC6,175$302K0.3%+97.6%0.003%
10/23/2024 Hennion & Walsh Asset Management Inc.14,107$691K0.0%+78.4%0.006%
10/23/2024 Williams Financial LLC392,970$19.25M12.0%+2.6%0.181%
10/23/2024 Great Lakes Retirement Inc.47,234$2.31M0.3%N/A0.022%
10/23/2024 Brighton Jones LLC5,639$276K0.0%-21.9%0.003%
10/22/2024 Private Advisor Group LLC46,190$2.26M0.0%-6.3%0.021%
10/22/2024 WT Wealth Management506,722$24.82M6.1%+316.2%0.233%
10/22/2024 Christensen King & Associates Investment Services Inc.76,602$3.75M1.8%-3.2%0.035%
10/22/2024 Eastern Bank2,854$140K0.0%N/A0.001%
10/22/2024 Sequoia Financial Advisors LLC20,308$995K0.0%-34.8%0.009%
10/21/2024 Sky Investment Group LLC6,370$312K0.1%N/A0.003%
10/21/2024 Calton & Associates Inc.4,459$218K0.1%N/A0.002%
10/21/2024 Stewardship Advisors LLC5,973$293K0.1%N/A0.003%
10/21/2024 Courage Miller Partners LLC363,279$17.79M6.0%+5.0%0.167%
10/21/2024 Asset Planning Corporation13,569$665K0.4%-30.3%0.006%
10/21/2024 Sightline Wealth Advisors LLC6,277$307K0.2%-24.1%0.003%
10/19/2024Rede Wealth LLC54,377$2.66M1.0%+7.0%0.025%
10/19/2024Pure Portfolios Holdings LLC154,012$7.54M2.8%N/A0.071%
10/18/2024Resonant Capital Advisors LLC294,818$14.44M1.1%+14.7%0.136%
10/18/2024McBroom & Associates LLC22,358$1.10M0.7%+6.1%0.010%
10/18/2024Raymond James & Associates115,095$5.64M0.0%+2.4%0.053%
10/18/2024Friedenthal Financial10,369$508K0.3%-6.3%0.005%
10/18/2024Blue Trust Inc.8,506$409K0.0%+251.6%0.004%
10/18/2024Stratos Wealth Advisors LLC530,625$25.99M1.2%+2.5%0.244%
10/17/2024ERTS Wealth Advisors LLC95,624$4.68M0.9%+4.9%0.044%
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10/17/2024Claro Advisors LLC8,373$424K0.0%+48.1%0.004%
10/16/2024 Bleakley Financial Group LLC93,830$4.60M0.1%+4.3%0.043%
10/16/2024 Global Retirement Partners LLC20,091$984K0.0%-19.8%0.009%
10/16/2024 FLC Capital Advisors582,723$28.54M6.6%+2.8%0.268%
10/16/2024 Curran Financial Partners LLC103,655$5.08M1.4%+7.7%0.048%
10/16/2024 Clearview Wealth Advisors LLC25,626$1.26M1.0%+14.6%0.012%
10/15/2024 Foster Victor Wealth Advisors LLC29,574$1.44M0.1%-7.4%0.014%
10/15/2024 Dover Advisors LLC54,550$2.67M1.5%N/A0.025%
10/15/2024 Cedar Mountain Advisors LLC53,748$2.63M0.6%-11.8%0.025%
10/11/2024 Creative Planning244,491$11.98M0.0%-1.7%0.112%
(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, 702 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 583 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), 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 178,976,854 shares in the last 24 months. This purchase volume represents approximately $4.33B in transactions.

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

Of the 452 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), Morningstar Investment Management LLC ($928.02K), and Greenline Partners LLC ($899.49K).

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

Institutional investors have sold a total of 38,519,603 shares in the last 24 months. This volume of shares sold represents approximately $928.66M in transactions.


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This page (NYSEARCA:SCHO) was last updated on 11/5/2024 by MarketBeat.com Staff
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