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

Schwab Short-Term U.S. Treasury ETF logo
$24.19 +0.02 (+0.08%)
As of 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
399
Total
Institutional Inflows
(last 12 months)
$1.60B
Number of
Institutional Sellers
(last 12 months)
279
Total
Institutional Outflows
(last 12 months)
$243.25M
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SCHO Institutional Buying and Selling by Quarter

Schwab Short-Term U.S. Treasury ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/21/2025Anderson Hoagland & Co.50,676$1.23M0.1%+69.4%0.023%
1/21/2025Arkfeld Wealth Strategies L.L.C.35,431$854K0.4%+101.5%0.016%
1/21/2025Juncture Wealth Strategies LLC91,979$2.21M0.8%+86.1%0.042%
1/21/2025Stewardship Advisors LLC20,033$482K0.1%+235.4%0.009%
1/21/2025Toth Financial Advisory Corp15,583$375K0.0%+91.8%0.007%
1/21/2025Geneos Wealth Management Inc.26,842$646K0.0%+82.5%0.012%
1/21/2025Pflug Koory LLC82,798$1.99M1.0%+129.7%0.038%
1/21/2025Cornerstone Wealth Advisors Inc.112,125$2.70M0.7%+90.8%0.052%
1/21/2025Sound Income Strategies LLC1,269$31K0.0%+213.3%0.001%
1/21/2025LexAurum Advisors LLC8,372$201K0.0%N/A0.004%
1/21/2025Brighton Jones LLC18,449$444K0.0%+227.2%0.008%
1/21/2025Team Financial Group LLC18,186$438K0.3%+107.2%0.008%
1/17/2025 High Probability Advisors LLC1,102,327$26.52M4.8%+92.8%0.507%
1/17/2025 Spinnaker Investment Group LLC35,985$866K0.2%+437.9%0.017%
1/17/2025 Apeiron RIA LLC10,080$243K0.1%+110.9%0.005%
1/17/2025 Galvin Gaustad & Stein LLC574,822$13.83M1.2%+144.4%0.264%
1/17/2025 Avior Wealth Management LLC821,653$19.77M0.7%+109.6%0.378%
1/17/2025 Peterson Wealth Advisors LLC367,063$8.86M1.6%+114.9%0.169%
1/17/2025 D.B. Root & Company LLC58,941$1.42M0.5%+71.1%0.027%
1/17/2025 Mutual Advisors LLC373,129$9.03M0.3%+13.5%0.172%
1/17/2025 SMI Advisory Services LLC299,372$7.22M1.7%+94.7%0.138%
1/17/2025 Independent Wealth Network Inc.18,479$445K0.2%+101.3%0.008%
1/17/2025 Janney Montgomery Scott LLC16,305$392K0.0%N/A0.007%
1/17/2025 Bartlett & CO. Wealth Management LLC15,231$366K0.0%+121.6%0.007%
1/17/2025 ERTS Wealth Advisors LLC193,660$4.66M0.9%+102.5%0.089%
1/17/2025 MBM Wealth Consultants LLC520,812$12.57M3.7%+156.7%0.239%
1/17/2025 Dakota Wealth Management337,790$8.13M0.2%+84.0%0.155%
1/17/2025 Davis Capital Management1,992$48K0.0%+78.5%0.001%
1/17/2025 Nisa Investment Advisors LLC117,500$2.83M0.0%-59.5%0.054%
1/17/2025 Sheets Smith Wealth Management149,314$3.59M0.4%+89.9%0.069%
1/17/2025 MCF Advisors LLC2,929,208$70.48M4.9%+133.5%1.346%
1/17/2025 Roberts Wealth Advisors LLC17,513$423K0.1%+27.1%0.008%
1/17/2025 Planned Solutions Inc.33,648$810K0.3%+107.5%0.015%
1/17/2025 Signature Resources Capital Management LLC4,866$117K0.1%+107.1%0.002%
1/17/2025 Great Waters Wealth Management54,985$1.32M0.2%+91.4%0.025%
1/17/2025 LifePlan Financial LLC40,641$978K0.9%+82.7%0.019%
1/17/2025 Courage Miller Partners LLC753,619$18.13M6.2%+107.4%0.346%
1/16/2025 Charles Schwab Trust Co835,096$20.09M1.7%+113.8%0.384%
1/16/2025 Seven Post Investment Office LP25,127$605K0.2%+100.4%0.012%
1/16/2025 Pure Financial Advisors LLC583,097$14.03M0.3%+113.5%0.268%
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1/16/2025 New Hampshire Trust22,693$546K0.1%+113.6%0.010%
1/16/2025 Koshinski Asset Management Inc.63,214$1.52M0.0%+88.3%0.029%
1/16/2025 Prairiewood Capital LLC370,198$8.91M3.8%+134.9%0.170%
1/16/2025 Breakwater Investment Management132,221$3.18M1.3%+58.7%0.061%
1/16/2025 MassMutual Private Wealth & Trust FSB824,205$19.83M0.6%+123.2%0.379%
1/16/2025 FLC Capital Advisors1,180,160$28.40M6.5%+102.5%0.542%
1/16/2025 Maltin Wealth Management Inc.193,621$4.66M2.3%+91.3%0.089%
1/16/2025 True Link Financial Advisors LLC37,831$910K0.1%+105.1%0.017%
1/16/2025 Bremer Bank National Association19,050$458K0.1%+100.0%0.009%
1/16/2025 UMB Bank n.a.26,922$648K0.0%+101.5%0.012%
1/16/2025 AHL Investment Management Inc.118,436$2.85M2.0%+91.0%0.054%
1/16/2025 Diversify Wealth Management LLC478,389$11.53M0.9%-13.3%0.220%
1/16/2025 LVW Advisors LLC1,057,851$25.45M3.1%+100.3%0.486%
1/16/2025 Successful Portfolios LLC203,314$4.89M3.3%+92.2%0.093%
1/16/2025 Evanson Asset Management LLC30,571$736K0.1%+102.4%0.014%
1/16/2025 Cambridge Advisors Inc.32,840$790K0.2%+99.3%0.015%
1/15/2025 Joule Financial LLC13,695$330K0.1%N/A0.006%
1/15/2025 Veery Capital LLC48,217$1.16M0.4%+64.1%0.022%
1/15/2025 Krilogy Financial LLC46,278$1.11M0.1%+94.8%0.021%
1/15/2025 Ameritas Advisory Services LLC17,467$420K0.0%+44.8%0.008%
1/15/2025 CGN Advisors LLC17,145$413K0.0%+107.6%0.008%
1/15/2025 Stonekeep Investments LLC12,240$294K0.2%N/A0.006%
1/15/2025 Lummis Asset Management LP51,776$1.25M1.6%+43.4%0.024%
1/15/2025 Merit Financial Group LLC469,058$11.29M0.2%+143.6%0.216%
1/15/2025 Brand Asset Management Group Inc.14,361$346K0.1%+179.1%0.007%
1/15/2025 Wealthcare Advisory Partners LLC131,525$3.16M0.1%+216.6%0.060%
1/15/2025 Wealthcare Capital Management LLC32,618$785K0.1%N/A0.015%
1/15/2025 Capital Planning LLC10,800$260K0.1%N/A0.005%
1/15/2025 Empirical Asset Management LLC14,759$355K0.0%+115.5%0.007%
1/15/2025 Carnegie Investment Counsel12,055$290K0.0%+62.1%0.006%
1/15/2025 West Coast Financial LLC2,457,475$59.13M6.5%+162.2%1.130%
1/15/2025 Guardian Financial Partners LLC42,937$1.03M0.6%+190.9%0.020%
1/15/2025 Hennion & Walsh Asset Management Inc.36,121$869K0.0%+156.1%0.017%
1/14/2025 SignalPoint Asset Management LLC59,824$1.44M0.4%+76.4%0.027%
1/14/2025 Contravisory Investment Management Inc.6,420$154K0.0%+100.0%0.003%
1/14/2025 Twele Capital Management Inc.39,508$951K0.2%+107.8%0.018%
1/14/2025 Stephens Group Asset Management LLC786,865$18.93M1.6%+101.1%0.362%
1/14/2025 Websterrogers Financial Advisors LLC33,957$817K0.3%+102.7%0.016%
1/14/2025 Cliftonlarsonallen Wealth Advisors LLC169,094$4.07M0.1%+105.4%0.078%
1/14/2025 Apella Capital LLC782,878$18.84M0.7%+72.1%0.360%
1/14/2025 Pines Wealth Management LLC53,905$1.30M0.6%N/A0.025%
1/14/2025 SeaCrest Wealth Management LLC28,573$687K0.1%+96.7%0.013%
1/14/2025 Fiduciary Financial Group LLC1,489,093$35.89M7.8%+103.6%0.684%
1/14/2025 Mendota Financial Group LLC107,440$2.59M1.7%+49.6%0.049%
1/14/2025 Graves Light Lenhart Wealth Inc.12,820$308K0.0%+113.8%0.006%
1/14/2025 Fortis Advisors LLC97,532$2.35M1.5%+102.0%0.045%
1/14/2025 Rosenberg Matthew Hamilton281,150$6.76M1.8%+112.7%0.129%
1/14/2025 Hart & Patterson Financial Group LLC61,319$1.48M0.7%+123.4%0.028%
1/13/2025 Christensen King & Associates Investment Services Inc.155,151$3.74M1.8%+102.5%0.071%
1/13/2025 BCS Wealth Management22,125$532K0.1%N/A0.010%
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1/13/2025 AdvisorNet Financial Inc671,581$16.16M1.4%+170.3%0.309%
1/13/2025 Sentinel Pension Advisors Inc.8,759$211K0.0%+102.0%0.004%
1/13/2025 Sightline Wealth Advisors LLC12,242$295K0.2%+95.0%0.006%
1/13/2025 Noble Family Wealth LLC23,716$572K0.2%+100.0%0.011%
1/13/2025 Friedenthal Financial21,000$505K0.3%+102.5%0.010%
1/13/2025 Eastern Bank5,635$136K0.0%+97.4%0.003%
1/13/2025 Elmwood Wealth Management Inc.48,038$1.16M0.5%+100.0%0.022%
1/13/2025 Forza Wealth Management LLC73,816$1.78M0.8%-25.4%0.034%
1/13/2025 Kades & Cheifetz LLC161,308$3.88M2.0%+53.5%0.074%
1/13/2025 Future Financial Wealth Managment LLC2,105$51K0.0%+101.8%0.001%
(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), Ameriprise Financial Inc. ($577.52M), JPMorgan Chase & Co. ($426.79M), 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 598 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 MCF Advisors LLC ($2.28M).

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

Institutional investors have bought a total of 199,499,699 shares in the last 24 months. This purchase volume represents approximately $4.83B in transactions.

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

Of the 445 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. ($7.54M), 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 37,430,687 shares in the last 24 months. This volume of shares sold represents approximately $903.07M in transactions.



This page (NYSEARCA:SCHO) was last updated on 1/21/2025 by MarketBeat.com Staff
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