Who Owns Schwab Short-Term U.S. Treasury ETF (SCHO)?Hedge Fund & Institutional Holders

$24.27+0.01 (+0.02%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$2.820000462000453e+249T

% of Float Held

—

QoQ Change in Holders

+15 / -0

Price History

$24.06$24.18$24.30$24.41$24.53Sep 24Jun 25Mar 26

SCHO — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
ENVESTNET ASSET MANAGEMENT INCNew Position+7.5M+$182.0M
Wealthfront Advisers LLCNew Position+4.1M+$99.4M
Moisand Fitzgerald Tamayo, LLCNew Position+3.7M+$89.5M
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCNew Position+3.2M+$77.5M
MCF Advisors LLCNew Position+2.7M+$66.1M
Bangor Savings BankNew Position+2.4M+$59.5M
Cerity Partners LLCNew Position+2.1M+$51.0M
LVW Advisors, LLCNew Position+2.1M+$50.5M
TruNorth Capital Management, LLCNew Position+1.9M+$47.2M
Merit Financial Group, LLCNew Position+1.9M+$46.0M
FLC Capital AdvisorsNew Position+1.6M+$39.7M
ACCESS FINANCIAL SERVICES, INC.New Position+1.4M+$33.7M
Willis Johnson & Associates, Inc.New Position+1.4M+$33.1M
Midwest Trust CoNew Position+1.3M+$32.2M
LEAVELL INVESTMENT MANAGEMENT, INC.New Position+1.3M+$31.0M

SCHO — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
AMERIPRISE FINANCIAL INCDecreased-405K-$473.4B
STIFEL FINANCIAL CORPDecreased-527K-$159.8B
LPL Financial LLCDecreased-1.5M-$78.7B
MORGAN STANLEYDecreased-1.6M-$77.5B
Clearwater Capital Advisors, LLCDecreased-2.0M-$63.1B
STEPHENS GROUP ASSET MANAGEMENT, LLCDecreased-4K-$50.7B
RENAISSANCE TECHNOLOGIES LLCDecreased-1.8M-$44.4B
MERCER GLOBAL ADVISORS INC /ADVDecreased-145K-$38.6B
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-839K-$20.7B
JPL Wealth Management, LLCDecreased-63K-$16.5B
Main Street Group, LTDDecreased-402K-$15.3B
NATIONAL BANK OF CANADA /FI/Decreased-488K-$11.9B
Creative PlanningDecreased-53K-$11.7B
Act Two Investors LLCDecreased-106K-$9.5B
CITIGROUP INCDecreased-153K-$9.4B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1BANK OF AMERICA CORP /DE/115,744,367$2.8B0.21%Share
2AMERIPRISE FINANCIAL INC18,907,702$462.0M0.10%Share
3SEI INVESTMENTS CO18,600,555$453.0M0.45%Share
4JPMORGAN CHASE & CO11,874,117$289.0M0.02%Share
5ENVESTNET ASSET MANAGEMENT INC7,472,933$182.0M0.05%Share
6JPMORGAN CHASE & CO7,292,845$177.0M0.01%Share
7BANK OF AMERICA CORP /DE/6,667,858$162.0M0.01%Share
8STIFEL FINANCIAL CORP5,854,830$142.0M0.13%Share
9Wealthfront Advisers LLC4,077,325$99.4M0.22%Share
10Anchor Investment Management, LLC3,980$97.0M0.01%Share
11Moisand Fitzgerald Tamayo, LLC3,670,514$89.5M10.10%Share
12PNC FINANCIAL SERVICES GROUP, INC.3,219,377$78.0M0.04%Share
13WEALTH ENHANCEMENT ADVISORY SERVICES, LLC3,177,583$77.5M0.11%Share
14STATE STREET CORP3,100,000$75.0M0.00%Share
15MCF Advisors LLC2,707,909$66.0M3.65%Share
16Bangor Savings Bank2,420,616$59.0M4.75%Share
17Cerity Partners LLC2,110,086$51.0M0.07%Share
18STEPHENS GROUP ASSET MANAGEMENT, LLC2,077,813$50.6M3.38%Share
19LVW Advisors, LLC2,072,234$50.5M5.12%Share
20FIDUCIARY FINANCIAL GROUP, LLC1,952,052$47.6M6.72%Share
21TruNorth Capital Management, LLC1,937,988$47.2M8.96%Share
22Merit Financial Group, LLC1,884,932$45.9M0.37%Share
23DAVENPORT & Co LLC1,731,025$42.2M0.22%Share
24Morningstar Investment Management LLC1,726,672$42.1M2.48%Share
25LPL Financial LLC1,728,454$42.0M0.01%Share
26FLC Capital Advisors1,629,211$39.7M7.33%Share
27High Probability Advisors, LLC1,469,142$35.8M4.77%Share
28MERCER GLOBAL ADVISORS INC /ADV1,437,525$35.0M0.05%Share
29MORGAN STANLEY1,461,426$35.0M0.00%Share
30SCS Capital Management LLC1,402,884$34.2M0.36%Share
31JPMORGAN CHASE & CO1,435,154$34.0M0.00%Share
32ACCESS FINANCIAL SERVICES, INC.1,381,585$33.7M12.26%Share
33Willis Johnson & Associates, Inc.1,359,076$33.1M2.04%Share
34Midwest Trust Co1,322,692$32.2M0.40%Share
35WELLS FARGO & COMPANY/MN1,312,474$31.0M0.01%Share
36LEAVELL INVESTMENT MANAGEMENT, INC.1,284,869$31.0M1.29%Share
37MAI Capital Management1,263,570$30.0M0.17%Share
38Passive Capital Management, LLC.1,166,284$28.4M8.89%Share
39United Capital Management of KS, Inc.1,127,935$27.5M3.85%Share
40UBS Group AG1,119,017$27.3M0.00%Share
41Charles Schwab Trust Co1,037,219$25.3M1.66%Share
42Cetera Investment Advisers1,054,472$25.0M0.03%Share
43Avior Wealth Management, LLC983,861$24.0M0.75%Share
44Holcombe Financial, Inc.959,862$23.4M14.69%Share
45Savant Capital, LLC932,951$22.0M0.13%Share
46MBM WEALTH CONSULTANTS, LLC899,719$21.9M5.21%Share
47Galvin, Gaustad & Stein, LLC882,638$21.5M1.68%Share
48Waverly Advisors, LLC877,529$21.0M0.17%Share
49MassMutual Private Wealth & Trust, FSB848,705$20.7M0.53%Share
50TRUIST FINANCIAL CORP831,667$20.3M0.03%Share

SCHO Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025664$7.9B+317
Q3 2025347$6.2T-252
Q2 2025599$6.7T-36
Q1 2025635$7.6T+152
Q4 2024483$390.5T+116
Q3 2024367$6488.7T+1
Q2 2024366$5755.6T+0
Q1 2024366$5696.4T—

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As of Q4 2025, 50 institutional investors hold SCHO (Schwab Short-Term U.S. Treasury ETF). The largest holder is BANK OF AMERICA CORP /DE/ with $2.8B in shares. This quarter, 15 institutions opened new positions and 0 closed their positions.

Frequently Asked Questions

How many hedge funds own SCHO?

As of Q4 2025, 50 institutional investors report holding SCHO (Schwab Short-Term U.S. Treasury ETF) in their 13F filings.

Who is the largest institutional holder of SCHO?

The largest institutional holder of SCHO is BANK OF AMERICA CORP /DE/ with $2.8B in shares.

Is institutional ownership of SCHO increasing or decreasing?

This quarter, 15 institutions opened new positions in SCHO and 0 closed their positions.