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

Schwab Short-Term U.S. Treasury ETF logo
$24.32 +0.03 (+0.12%)
Closing price 08/1/2025 04:10 PM Eastern
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As of 08/1/2025 06:20 PM Eastern
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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)
604
Total
Institutional Inflows
(last 12 months)
$5.42B
Number of
Institutional Sellers
(last 12 months)
264
Total
Institutional Outflows
(last 12 months)
$642.22M
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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
8/1/2025Advisory Alpha LLC8,879$216K0.0%N/A0.002%
8/1/2025United Capital Management of KS Inc.1,056,570$25.76M4.0%-35.7%0.235%
8/1/2025Cobblestone Capital Advisors LLC NY99,475$2.43M0.1%+0.4%0.022%
8/1/2025Pasadena Private Wealth LLC104,493$2.55M0.4%-39.5%0.023%
8/1/2025Ashton Thomas Private Wealth LLC10,521$257K0.0%+12.9%0.002%
8/1/2025Envestnet Asset Management Inc.8,046,412$196.17M0.1%+5.2%1.789%
8/1/2025Chilton Capital Management LLC11,549$282K0.0%-3.5%0.003%
7/31/2025 Resonant Capital Advisors LLC590,469$14.40M0.9%-5.3%0.131%
7/31/2025 Wealthfront Advisers LLC3,584,777$87.40M0.2%-8.5%0.797%
7/31/2025 New Hampshire Trust25,278$616K0.1%+6.8%0.006%
7/31/2025 Blake Schutter Theil Wealth Advisors LLC37,978$926K1.1%+3.3%0.008%
7/31/2025 Ballast Advisors LLC570,173$13.90M4.1%+5.7%0.127%
7/31/2025 Brighton Jones LLC20,418$498K0.0%+6.7%0.005%
7/31/2025 Leavell Investment Management Inc.1,177,227$28.70M1.3%+3.4%0.262%
7/31/2025 Guardian Financial Partners LLC43,743$1.07M0.5%+4.9%0.010%
7/31/2025 Focus Partners Advisor Solutions LLC77,824$1.90M0.0%+29.6%0.017%
7/31/2025 Carlton Hofferkamp & Jenks Wealth Management LLC182,246$4.43M1.6%-8.3%0.041%
7/31/2025 Blue Sky Capital Consultants Group Inc.23,610$576K0.3%N/A0.005%
7/31/2025 GLOBALT Investments LLC GA100,283$2.45M0.1%-10.3%0.022%
7/31/2025 Cardinal Point Capital Management ULC263,049$6.41M0.5%N/A0.058%
7/31/2025 Carnegie Investment Counsel9,803$239K0.0%-11.5%0.002%
7/30/2025 Bleakley Financial Group LLC58,573$1.43M0.0%+38.0%0.013%
7/30/2025 Strategic Blueprint LLC9,861$240K0.0%-68.3%0.002%
7/30/2025 Freedom Investment Management Inc.68,279$1.67M0.1%-4.0%0.015%
7/30/2025 Black Diamond Financial LLC471,055$11.48M1.8%-5.9%0.105%
7/30/2025 TFB Advisors LLC17,608$429K0.1%+3.9%0.004%
7/30/2025 Exencial Wealth Advisors LLC36,659$894K0.0%+37.4%0.008%
7/30/2025 Brookstone Capital Management142,549$3.48M0.0%-0.4%0.032%
7/30/2025 Pittenger & Anderson Inc.40,054$977K0.0%+26.5%0.009%
7/30/2025 Towneley Capital Management Inc DE535,171$13.05M3.0%-34.3%0.119%
7/30/2025 Avidian Wealth Enterprises LLC563,358$13.74M0.6%+3.5%0.125%
7/30/2025 Journey Advisory Group LLC738,743$18.01M1.4%+5.7%0.164%
7/30/2025 Evermay Wealth Management LLC54,582$1.33M0.2%-5.7%0.012%
7/30/2025 WBH Advisory Inc.123,571$3.01M0.3%-2.7%0.027%
7/29/2025 FLC Capital Advisors1,454,813$35.47M7.3%+19.2%0.323%
7/29/2025 Birmingham Capital Management Co. Inc. AL73,000$1.78M0.8%-29.1%0.016%
7/29/2025 Sims Investment Management LLC363,671$8.87M3.6%-6.2%0.081%
7/29/2025 Aull & Monroe Investment Management Corp8,889$217K0.1%-5.1%0.002%
7/29/2025 Planned Solutions Inc.32,726$798K0.3%-3.9%0.007%
7/29/2025 Signature Estate & Investment Advisors LLC11,814$288K0.0%-57.2%0.003%
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7/29/2025 Koshinski Asset Management Inc.62,775$1.53M0.1%+1.3%0.014%
7/29/2025 Foster & Motley Inc.8,802$215K0.0%-9.8%0.002%
7/29/2025 Hartline Investment Corp36,050$879K0.1%N/A0.008%
7/29/2025 Stratos Wealth Advisors LLC1,068,265$26.04M1.4%-0.4%0.237%
7/29/2025 Private Trust Co. NA5,608$137K0.0%+20.7%0.001%
7/29/2025 Commons Capital LLC35,683$870K0.7%-9.9%0.008%
7/28/2025 Mission Hills Financial Advisory LLC19,140$467K0.3%N/A0.004%
7/28/2025 Rosenberg Matthew Hamilton242,658$5.92M1.4%-21.1%0.054%
7/28/2025 Mutual Advisors LLC409,092$9.94M0.2%+6.5%0.091%
7/28/2025 Harbour Investments Inc.285,123$6.95M0.2%-10.7%0.063%
7/28/2025 Morningstar Investment Management LLC1,681,738$41.00M3.6%-14.6%0.374%
7/28/2025 RFG Advisory LLC10,804$263K0.0%N/A0.002%
7/28/2025 Axxcess Wealth Management LLC22,608$551K0.0%N/A0.005%
7/25/2025 Northwest Capital Management Inc14,986$365K0.2%-16.9%0.003%
7/25/2025 Verdence Capital Advisors LLC111,518$2.72M0.2%+25.1%0.025%
7/25/2025 Atria Wealth Solutions Inc.52,120$1.27M0.0%-34.8%0.012%
7/25/2025 Envestnet Portfolio Solutions Inc.16,303$397K0.0%-62.7%0.004%
7/25/2025 Sequoia Financial Advisors LLC50,220$1.22M0.0%-13.7%0.011%
7/25/2025 Courage Miller Partners LLC726,303$17.71M5.6%-4.1%0.161%
7/25/2025 GW Henssler & Associates Ltd.165,009$4.02M0.2%+3.6%0.037%
7/25/2025 CWM LLC87,944$2.14M0.0%+209.4%0.019%
7/25/2025 Lodestar Private Asset Management LLC96,367$2.35M0.3%+1.6%0.021%
7/25/2025 Concurrent Investment Advisors LLC43,024$1.05M0.0%+128.7%0.010%
7/25/2025 Inman Jager Wealth Management LLC11,456$279K0.2%+16.7%0.003%
7/25/2025 Apollon Wealth Management LLC70,650$1.72M0.0%N/A0.016%
7/25/2025 PrairieView Partners LLC29,261$713K0.1%-11.9%0.006%
7/24/2025 Lindenwold Advisors INC42,283$1.03M0.5%-7.9%0.009%
7/24/2025 Inspire Investing LLC655,590$15.98M1.7%-29.7%0.145%
7/24/2025 Brucke Financial Inc.21,940$535K0.4%+7.1%0.005%
7/24/2025 Blue Trust Inc.2,148$52K0.0%+57.4%0.000%
7/24/2025 L. Roy Papp & Associates LLP12,772$311K0.0%+5.4%0.003%
7/24/2025 Brandywine Oak Private Wealth LLC1,396,128$34.04M3.2%+1.6%0.309%
7/24/2025 Galvin Gaustad & Stein LLC786,562$19.18M1.7%+20.2%0.174%
7/24/2025 Coordinated Financial Services Inc.22,013$537K0.4%N/A0.005%
7/24/2025 IFP Advisors Inc101,309$2.47M0.1%+269.9%0.022%
7/24/2025 Blair William & Co. IL96,110$2.34M0.0%-1.4%0.021%
7/24/2025 True Link Financial Advisors LLC85,692$2.09M0.1%+69.6%0.019%
7/24/2025 US Bancorp DE401,506$9.79M0.0%+23.9%0.089%
7/23/2025 Columbus Macro LLC22,407$546K0.1%N/A0.005%
7/23/2025 Eagle Strategies LLC54,185$1.32M0.2%+31.4%0.012%
7/23/2025 Clear Creek Financial Management LLC8,898$217K0.0%-4.6%0.002%
7/23/2025 Fortis Advisors LLC91,841$2.24M1.4%-4.1%0.020%
7/23/2025 Valmark Advisers Inc.64,974$1.58M0.0%-14.1%0.014%
7/23/2025 Nelson Capital Management LLC24,514$598K0.1%-12.8%0.005%
7/23/2025 Pure Portfolios Holdings LLC451,998$11.02M3.7%+35.3%0.100%
7/23/2025 Venturi Wealth Management LLC12,381$302K0.0%+23.8%0.003%
7/23/2025 Friedenthal Financial14,856$362K0.2%-12.7%0.003%
7/23/2025 DMC Group LLC76,476$1.86M1.4%+35.6%0.017%
7/23/2025 First Financial Group Corp27,720$676K0.7%+15.6%0.006%
7/23/2025 High Note Wealth LLC3,144$77K0.0%-16.0%0.001%
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7/23/2025 Independent Solutions Wealth Management LLC200,953$4.90M1.0%+7.7%0.045%
7/23/2025 Asset Planning Corporation265,854$6.48M3.4%+11.8%0.059%
7/23/2025 Roundview Capital LLC360,332$8.79M0.6%-1.7%0.080%
7/23/2025 Roberts Wealth Advisors LLC13,540$330K0.1%-20.1%0.003%
7/23/2025 MADDEN SECURITIES Corp31,884$777K0.3%+9.6%0.007%
7/23/2025 Prime Capital Investment Advisors LLC60,534$1.48M0.0%-14.4%0.013%
7/22/2025 D.B. Root & Company LLC42,973$1.05M0.3%-36.0%0.010%
7/22/2025 Evensky & Katz LLC267,868$6.53M0.4%-9.3%0.060%
7/22/2025 Red Tortoise LLC271,101$6.61M3.2%+18.3%0.060%
7/22/2025 Belpointe Asset Management LLC66,978$1.63M0.1%+7.3%0.015%
(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, 784 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. ($531.93M), JPMorgan Chase & Co. ($522.38M), Sei Investments Co. ($391.40M), Jane Street Group LLC ($289.73M), Envestnet Asset Management Inc. ($196.17M), and Charles Schwab Investment Management Inc. ($172.91M).Learn more on Schwab Short-Term U.S. Treasury ETF's institutional investors.

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

Of the 708 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 ($82.05M), JPMorgan Chase & Co. ($36.49M), Williams Financial LLC ($24.54M), Jane Street Group LLC ($20.49M), Sei Investments Co. ($9.72M), Ameriprise Financial Inc. ($9.65M), 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 224,475,425 shares in the last 24 months. This purchase volume represents approximately $5.42B in transactions.

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

Of the 263 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: Jane Street Group LLC ($8.59M), Bank of Montreal Can ($2.61M), Greenline Partners LLC ($1.52M), Morningstar Investment Management LLC ($824.80K), SCS Capital Management LLC ($780.32K), Wealth Enhancement Advisory Services LLC ($744.15K), and United Capital Management of KS Inc. ($587.86K).

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

Institutional investors have sold a total of 26,518,873 shares in the last 24 months. This volume of shares sold represents approximately $642.22M in transactions.



This page (NYSEARCA:SCHO) was last updated on 8/2/2025 by MarketBeat.com Staff
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