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

Schwab Short-Term U.S. Treasury ETF logo
$24.32 +0.01 (+0.04%)
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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)
559
Total
Institutional Inflows
(last 12 months)
$5.34B
Number of
Institutional Sellers
(last 12 months)
228
Total
Institutional Outflows
(last 12 months)
$509.13M
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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 DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/15/2025Stephens Group Asset Management LLC390,283$9.50M0.8%-50.4%0.089%
4/15/2025Focus Financial Network Inc.192,044$4.67M0.2%+2.2%0.044%
4/15/2025MADDEN SECURITIES Corp29,099$708K0.3%+29.5%0.007%
4/15/2025Accurate Wealth Management LLC24,420$592K0.1%N/A0.006%
4/15/2025Fiduciary Financial Group LLC1,616,486$39.28M8.3%+8.6%0.370%
4/15/2025Wealthcare Advisory Partners LLC72,999$1.78M0.0%-44.5%0.017%
4/14/2025 Farther Finance Advisors LLC281,247$6.83M0.2%-32.5%0.064%
4/14/2025 Great Waters Wealth Management54,226$1.32M0.2%-1.4%0.012%
4/14/2025 Selective Wealth Management Inc.19,000$461K0.2%N/A0.004%
4/14/2025 Toth Financial Advisory Corp12,619$307K0.0%-19.0%0.003%
4/14/2025 Sherman Asset Management Inc.38,357$934K0.9%+10.6%0.009%
4/14/2025 AHL Investment Management Inc.112,451$2.74M1.9%-5.1%0.026%
4/14/2025 Abacus Planning Group Inc.309,119$7.52M1.3%-0.1%0.071%
4/14/2025 BCS Wealth Management23,231$565K0.1%+5.0%0.005%
4/14/2025 Bangor Savings Bank1,807,628$44.00M4.2%+8.5%0.413%
4/14/2025 ARS Wealth Advisors Group LLC9,199$224K0.0%N/A0.002%
4/14/2025 Patriot Financial Group Insurance Agency LLC20,474$498K0.1%-2.2%0.005%
4/11/2025 Joule Financial LLC16,862$410K0.1%+23.1%0.004%
4/11/2025 Princeton Global Asset Management LLC76,689$1.87M0.4%+5.2%0.018%
4/11/2025 Towneley Capital Management Inc DE814,215$19.82M4.6%+3.5%0.186%
4/11/2025 Successful Portfolios LLC205,508$5.00M3.4%+1.1%0.047%
4/11/2025 Harrington Investments INC182,680$4.45M2.5%-0.5%0.042%
4/11/2025 Pines Wealth Management LLC42,202$1.03M0.4%-21.7%0.010%
4/11/2025 SeaCrest Wealth Management LLC22,139$539K0.1%-22.5%0.005%
4/11/2025 West Coast Financial LLC3,033,672$73.84M8.4%+23.4%0.694%
4/10/2025 Charles Schwab Trust Co820,014$19.96M1.7%-1.8%0.188%
4/10/2025 Maltin Wealth Management Inc.201,696$4.91M2.3%+4.2%0.046%
4/10/2025 L. Roy Papp & Associates LLP12,112$295K0.0%+6.6%0.003%
4/10/2025 SMI Advisory Services LLC349,794$8.51M1.9%+16.8%0.080%
4/10/2025 Apella Capital LLC452,016$10.98M0.4%-42.3%0.103%
4/10/2025 DBK Financial Counsel LLC136,361$3.32M3.3%-0.6%0.031%
4/10/2025 Hennion & Walsh Asset Management Inc.50,753$1.24M0.1%+40.5%0.012%
4/10/2025 CGN Advisors LLC14,035$342K0.0%-18.1%0.003%
4/10/2025 Rialto Wealth Management LLC109,538$2.67M0.8%+2.3%0.025%
4/10/2025 EWG Elevate Inc.29,717$723K0.3%+3.3%0.007%
4/10/2025 Juncture Wealth Strategies LLC90,869$2.21M0.9%-1.2%0.021%
4/9/2025 McLean Asset Management Corp96,014$2.34M0.7%-3.5%0.022%
4/9/2025 Merit Financial Group LLC901,340$21.94M0.3%+92.2%0.206%
4/9/2025 Anderson Hoagland & Co.56,040$1.37M0.2%+10.6%0.013%
4/9/2025 Archer Investment Management LLC108,173$2.63M1.8%-26.1%0.025%
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4/9/2025 LVW Advisors LLC1,920,372$46.74M5.6%+81.5%0.439%
4/9/2025 Worth Asset Management LLC16,297$397K0.2%+7.0%0.004%
4/9/2025 SigFig Wealth Management LLC103,786$2.53M0.1%+4.9%0.024%
4/9/2025 Bond & Devick Financial Network Inc.8,509$207K0.1%N/A0.002%
4/8/2025 Veery Capital LLC50,170$1.22M0.5%+4.1%0.011%
4/8/2025 New Hampshire Trust23,658$576K0.1%+4.3%0.005%
4/7/2025 First County Bank CT 13,721$334K0.2%N/A0.003%
4/7/2025 AdvisorNet Financial Inc757,098$18.43M1.4%+12.7%0.173%
4/4/2025 Kings Path Partners LLC18,800$458K0.2%+73.8%0.004%
4/3/2025 Versant Capital Management Inc40,020$974K0.2%+136.6%0.009%
4/2/2025 Marotta Asset Management287,288$6.99M1.4%-48.8%0.066%
4/1/2025 MassMutual Private Wealth & Trust FSB831,426$20.24M0.6%+0.9%0.190%
3/24/2025Avant Financial Advisors LLC18,742$451K0.4%N/A0.004%
3/17/2025Wealth Enhancement Advisory Services LLC2,140,452$51.50M0.1%+228.7%0.441%
3/7/2025Aegis Wealth Management LLC25,598$616K0.4%N/A0.005%
3/4/2025Birmingham Capital Management Co. Inc. AL103,000$2.48M0.9%N/A0.022%
3/3/2025American Investment Services Inc.118,223$2.84M0.5%+113.8%0.025%
2/27/2025Brucke Financial Inc.20,756$503K0.4%N/A0.004%
2/25/2025B. Riley Wealth Advisors Inc.304,928$7.34M0.2%+82.1%0.064%
2/21/2025WNY Asset Management LLC164,242$3.95M0.5%+243.1%0.075%
2/21/2025Vermillion Wealth Management Inc.5,486$132K0.1%N/A0.003%
2/20/2025Revisor Wealth Management LLC16,297$392K0.4%+95.8%0.007%
2/18/2025Western Wealth Management LLC16,755$403K0.1%-30.9%0.008%
2/18/2025Fourth Dimension Wealth LLC8,372$201K0.1%N/A0.004%
2/18/2025Vise Technologies Inc.99,992$2.41M0.2%+99.3%0.046%
2/18/2025Pinkerton Retirement Specialists LLC74,779$1.80M0.3%+119.6%0.034%
2/18/2025Novem Group565,475$13.61M2.0%N/A0.260%
2/18/2025Focus Partners Advisor Solutions LLC58,910$1.42M0.0%+156.9%0.027%
2/18/2025Lantern Wealth Advisors LLC93,219$2.24M1.5%+127.3%0.043%
2/17/2025Waverly Advisors LLC493,825$11.88M0.2%+114.6%0.227%
2/17/2025Weitzel Financial Services Inc.31,026$749K0.4%+101.0%0.014%
2/17/2025Vident Advisory LLC85,220$2.05M0.0%N/A0.039%
2/17/2025Vista Cima Wealth Management LLC37,062$892K0.9%N/A0.017%
2/17/2025Vivaldi Capital Management LP435,041$10.55M1.6%+93.9%0.200%
2/17/2025TrinityPoint Wealth LLC29,369$707K0.1%+81.4%0.013%
2/17/2025Studio Investment Management LLC26,286$632K0.1%-72.0%0.012%
2/17/2025Main Street Group LTD481,860$11.59M4.3%+113.6%0.221%
2/17/2025Logan Capital Management Inc.9,414$227K0.0%+100.0%0.004%
2/17/2025Guardian Wealth Advisors LLC NC21,969$529K0.0%N/A0.010%
2/17/2025Greenline Partners LLC664,476$15.99M2.2%+101.0%0.305%
2/17/2025Focus Partners Wealth137,326$3.31M0.0%+94.5%0.063%
2/17/2025Evensky & Katz LLC355,272$8.55M0.6%+89.1%0.163%
2/17/2025 Diligent Investors LLC9,044$218K0.0%+107.3%0.004%
2/17/2025CoreCap Advisors LLC1,290$31K0.0%+60.4%0.001%
2/17/2025Cetera Investment Advisers800,303$19.26M0.0%+111.8%0.368%
2/17/2025BOKF NA1,176$28K0.0%-84.1%0.001%
2/17/2025Cahill Financial Advisors Inc.19,665$473K0.1%+43.1%0.009%
2/17/2025Captrust Financial Advisors245,403$5.90M0.0%+48.7%0.113%
2/17/2025Brown Wealth Management LLC529,432$12.74M4.5%+116.3%0.243%
2/17/2025Baird Financial Group Inc.53,705$1.29M0.0%+71.1%0.025%
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2/17/2025Baker Avenue Asset Management LP15,728$378K0.0%+100.0%0.007%
2/17/2025Bank of America Corp DE160,244,548$3.86B0.3%+104.9%73.659%
2/17/2025Benjamin Edwards Inc.80,139$1.93M0.0%+135.8%0.037%
2/17/2025BNP Paribas43,509$1.05M0.0%+223.1%0.020%
2/17/2025BNP Paribas Financial Markets738,661$17.77M0.0%+147.6%0.340%
2/17/2025Ameriprise Financial Inc.21,347,139$513.20M0.1%+75.1%9.813%
2/17/2025Alteri Wealth LLC30,771$740K0.2%N/A0.014%
2/17/2025Aptus Capital Advisors LLC26,795$645K0.0%+5,815.0%0.012%
2/14/2025South Plains Financial Inc.35,218$847K0.6%N/A0.016%
2/14/2025Mercer Global Advisors Inc. ADV1,983,729$47.73M0.1%-4.6%0.912%
(Data available from 1/1/2016 forward)

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SCHO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SCHO shares?

During the previous two years, 759 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. ($513.20M), JPMorgan Chase & Co. ($499.54M), Sei Investments Co. ($391.40M), Graham Capital Wealth Management LLC ($248.83M), Envestnet Asset Management Inc. ($173.42M), 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 683 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 ($133.39M), JPMorgan Chase & Co. ($35.79M), Williams Financial LLC ($24.41M), Sei Investments Co. ($9.84M), Ameriprise Financial Inc. ($9.84M), Jane Street Group LLC ($8.65M), 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 332,030,198 shares in the last 24 months. This purchase volume represents approximately $8.01B in transactions.

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

Of the 427 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: Jane Street Group LLC ($8.59M), Bank of Montreal Can ($2.61M), Ameriprise Financial Inc. ($2.17M), Hamilton Capital LLC ($1.57M), Morningstar Investment Management LLC ($1.12M), Greenline Partners LLC ($899.49K), and Bell Investment Advisors Inc ($853.71K).

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

Institutional investors have sold a total of 39,105,890 shares in the last 24 months. This volume of shares sold represents approximately $942.97M in transactions.


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This page (NYSEARCA:SCHO) was last updated on 4/15/2025 by MarketBeat.com Staff
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