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

Schwab Short-Term U.S. Treasury ETF logo
$24.30 +0.02 (+0.08%)
Closing price 04:10 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)
556
Total
Institutional Inflows
(last 12 months)
$5.30B
Number of
Institutional Sellers
(last 12 months)
224
Total
Institutional Outflows
(last 12 months)
$486.67M
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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
3/24/2025Avant Financial Advisors LLC18,742$451K0.4%N/A0.004%
3/17/2025 Wealth Enhancement Advisory Services LLC2,140,452$51.50M0.1%+228.7%0.441%
3/7/2025 Aegis Wealth Management LLC25,598$616K0.4%N/A0.005%
3/4/2025 Birmingham Capital Management Co. Inc. AL103,000$2.48M0.9%N/A0.022%
3/3/2025 American Investment Services Inc.118,223$2.84M0.5%+113.8%0.025%
2/27/2025 Brucke Financial Inc.20,756$503K0.4%N/A0.004%
2/25/2025 B. Riley Wealth Advisors Inc.304,928$7.34M0.2%+82.1%0.064%
2/21/2025 WNY Asset Management LLC164,242$3.95M0.5%+243.1%0.075%
2/21/2025 Vermillion Wealth Management Inc.5,486$132K0.1%N/A0.003%
2/20/2025 Revisor Wealth Management LLC16,297$392K0.4%+95.8%0.007%
2/18/2025 Western Wealth Management LLC16,755$403K0.1%-30.9%0.008%
2/18/2025 Fourth Dimension Wealth LLC8,372$201K0.1%N/A0.004%
2/18/2025 Vise Technologies Inc.99,992$2.41M0.2%+99.3%0.046%
2/18/2025 Pinkerton Retirement Specialists LLC74,779$1.80M0.3%+119.6%0.034%
2/18/2025 Novem Group565,475$13.61M2.0%N/A0.260%
2/18/2025 Focus Partners Advisor Solutions LLC58,910$1.42M0.0%+156.9%0.027%
2/18/2025 Lantern Wealth Advisors LLC93,219$2.24M1.5%+127.3%0.043%
2/17/2025 Waverly Advisors LLC493,825$11.88M0.2%+114.6%0.227%
2/17/2025 Weitzel Financial Services Inc.31,026$749K0.4%+101.0%0.014%
2/17/2025 Vident Advisory LLC85,220$2.05M0.0%N/A0.039%
2/17/2025 Vista Cima Wealth Management LLC37,062$892K0.9%N/A0.017%
2/17/2025 Vivaldi Capital Management LP435,041$10.55M1.6%+93.9%0.200%
2/17/2025 TrinityPoint Wealth LLC29,369$707K0.1%+81.4%0.013%
2/17/2025 Studio Investment Management LLC26,286$632K0.1%-72.0%0.012%
2/17/2025 Main Street Group LTD481,860$11.59M4.3%+113.6%0.221%
2/17/2025 Logan Capital Management Inc.9,414$227K0.0%+100.0%0.004%
2/17/2025 Guardian Wealth Advisors LLC NC21,969$529K0.0%N/A0.010%
2/17/2025 Greenline Partners LLC664,476$15.99M2.2%+101.0%0.305%
2/17/2025 Focus Partners Wealth137,326$3.31M0.0%+94.5%0.063%
2/17/2025 Evensky & Katz LLC355,272$8.55M0.6%+89.1%0.163%
2/17/2025 Diligent Investors LLC9,044$218K0.0%+107.3%0.004%
2/17/2025 CoreCap Advisors LLC1,290$31K0.0%+60.4%0.001%
2/17/2025 Cetera Investment Advisers800,303$19.26M0.0%+111.8%0.368%
2/17/2025 BOKF NA1,176$28K0.0%-84.1%0.001%
2/17/2025 Cahill Financial Advisors Inc.19,665$473K0.1%+43.1%0.009%
2/17/2025 Captrust Financial Advisors245,403$5.90M0.0%+48.7%0.113%
2/17/2025 Brown Wealth Management LLC529,432$12.74M4.5%+116.3%0.243%
2/17/2025 Baird Financial Group Inc.53,705$1.29M0.0%+71.1%0.025%
2/17/2025 Baker Avenue Asset Management LP15,728$378K0.0%+100.0%0.007%
2/17/2025 Bank of America Corp DE160,244,548$3.86B0.3%+104.9%73.659%
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2/17/2025 Benjamin Edwards Inc.80,139$1.93M0.0%+135.8%0.037%
2/17/2025 BNP Paribas43,509$1.05M0.0%+223.1%0.020%
2/17/2025 BNP Paribas Financial Markets738,661$17.77M0.0%+147.6%0.340%
2/17/2025 Ameriprise Financial Inc.21,347,139$513.20M0.1%+75.1%9.813%
2/17/2025 Alteri Wealth LLC30,771$740K0.2%N/A0.014%
2/17/2025 Aptus Capital Advisors LLC26,795$645K0.0%+5,815.0%0.012%
2/14/2025 South Plains Financial Inc.35,218$847K0.6%N/A0.016%
2/14/2025 Mercer Global Advisors Inc. ADV1,983,729$47.73M0.1%-4.6%0.912%
2/14/2025 Eagle Strategies LLC34,574$832K0.1%N/A0.016%
2/14/2025 Jane Street Group LLC62,625$1.51M0.0%-99.3%0.029%
2/14/2025 Comerica Bank17,685$426K0.0%+50.6%0.008%
2/14/2025 Valley Financial Group Inc.100,348$2.41M1.7%+87.2%0.046%
2/14/2025 Northern Trust Corp9,710$234K0.0%N/A0.004%
2/14/2025 Beacon Pointe Advisors LLC146,844$3.53M0.0%+105.2%0.067%
2/14/2025 Marshall & Sterling Wealth Advisors Inc.6,010$145K0.1%N/A0.003%
2/14/2025 Boothbay Fund Management LLC30,600$736K0.0%N/A0.014%
2/14/2025 SCS Capital Management LLC2,093,437$50.37M1.0%+96.6%0.962%
2/14/2025 Coldstream Capital Management Inc.69,795$1.68M0.0%+615.0%0.032%
2/14/2025 Capital Analysts LLC5,737$138K0.0%+72.8%0.003%
2/14/2025 Two Sigma Securities LLC44,289$1.07M0.1%+393.6%0.020%
2/14/2025 Integrated Wealth Concepts LLC229,453$5.52M0.1%+149.2%0.105%
2/14/2025 MGO One Seven LLC334,916$8.06M0.3%+121.6%0.154%
2/14/2025 IHT Wealth Management LLC8,431$203K0.0%+69.5%0.004%
2/14/2025 OneDigital Investment Advisors LLC24,591$592K0.0%+31.8%0.011%
2/14/2025 Stifel Financial Corp5,921,744$142.48M0.1%+97.5%2.722%
2/14/2025 Tradition Wealth Management LLC28,136$677K0.1%-68.7%0.013%
2/14/2025 Transce3nd LLC3,977$96K0.0%N/A0.002%
2/14/2025 MML Investors Services LLC287,284$6.91M0.0%+84.7%0.132%
2/14/2025 Freedom Investment Management Inc.74,577$1.79M0.1%N/A0.034%
2/14/2025 Generation Capital Management LLC9,514$229K0.2%N/A0.004%
2/14/2025 Holcombe Financial Inc.1,025,670$24.68M20.3%N/A0.471%
2/14/2025 Balanced Rock Investment Advisors LLC62,403$1.50M1.2%+116.9%0.029%
2/14/2025 Commerce Bank175,062$4.21M0.0%+91.3%0.080%
2/13/2025 Dean Investment Associates LLC320,188$7.70M1.1%+79.9%0.147%
2/13/2025 NewEdge Advisors LLC58,794$1.42M0.0%-8.2%0.027%
2/13/2025 Resurgent Financial Advisors LLC18,242$439K0.3%+150.3%0.008%
2/13/2025 Main Street Financial Solutions LLC24,205$582K0.1%+101.8%0.011%
2/13/2025 United Capital Financial Advisors LLC33,941$817K0.0%+101.0%0.016%
2/13/2025 Anchor Investment Management LLC3,980$96K0.0%+100.0%0.002%
2/13/2025 Belpointe Asset Management LLC36,764$885K0.1%+124.4%0.017%
2/13/2025 CreativeOne Wealth LLC256,478$6.17M0.2%+95.6%0.118%
2/13/2025 Mariner LLC436,568$10.50M0.0%+115.7%0.201%
2/13/2025 Savvy Advisors Inc.52,016$1.25M0.2%+124.8%0.024%
2/13/2025 Synovus Financial Corp17,492$421K0.0%+20.5%0.008%
2/13/2025 TT Capital Management LLC37,710$911K0.7%N/A0.017%
2/13/2025 Bragg Financial Advisors Inc20,850$502K0.0%N/A0.010%
2/13/2025 Townsquare Capital LLC561,776$13.52M0.2%+122.3%0.258%
2/13/2025 Ceeto Capital Group LLC15,000$361K0.1%+100.0%0.007%
2/13/2025 Rockefeller Capital Management L.P.93,100$2.24M0.0%+103.9%0.043%
2/13/2025 NFP Retirement Inc.46,740$1.13M0.1%+88.7%0.021%
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2/13/2025 Act Two Investors LLC178,940$4.31M0.8%N/A0.082%
2/13/2025 Glass Jacobson Investment Advisors llc1,604$39K0.0%+100.0%0.001%
2/13/2025 Seneschal Advisors LLC11,200$269K0.2%N/A0.005%
2/13/2025 Raymond James Financial Inc.640,657$15.41M0.0%N/A0.294%
2/13/2025 Advisory Services Network LLC8,921$215K0.0%N/A0.004%
2/13/2025 Bank of Nova Scotia63,000$1.52M0.0%-37.0%0.029%
2/13/2025 Renaissance Technologies LLC2,929,758$70.49M0.1%+120.0%1.347%
2/13/2025 Bank of Montreal Can1,412$34K0.0%-99.9%0.001%
2/13/2025 Cerity Partners LLC59,602$1.43M0.0%+862.4%0.027%
2/13/2025 Trek Financial LLC18,355$442K0.0%+5.7%0.008%
(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, 763 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 682 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 330,085,630 shares in the last 24 months. This purchase volume represents approximately $7.97B in transactions.

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

Of the 430 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 38,090,717 shares in the last 24 months. This volume of shares sold represents approximately $918.28M in transactions.


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This page (NYSEARCA:SCHO) was last updated on 3/27/2025 by MarketBeat.com Staff
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