SCHWAB SHORT-TERM US TREAS SCHO
$24.09
+0.2% 52w: $23.55 – $24.15
Latest 13F among current holders filed 22 hours ago (Sep 2, 2026)
Price — last 12 months
research preview data23.5523.8524.15
Aug 18, 2025 Jul 2, 2026
Institutional holders
698
+14 QoQ
13F value
$7.78B
-3.2% QoQ
Smart-money holders
24
signal tier ≥ 2
New smart buyers
4
Q1 2026
Options barometer
1.4×
$2.4M calls / $1.7M puts
Institutional value by quarter
Number of holders
Who owns SCHO?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | Bank broker | 110.7M | $2.69B | 0.2% | -9.6% |
| JPMORGAN CHASE & CO | Bank broker | 24.5M | $593.4M | 0.0% | +15.9% |
| SEI INVESTMENTS CO | Diversified mechanical | 16.7M | $406.3M | 0.4% | -10.0% |
| AMERIPRISE FINANCIAL INC | Bank broker | 15.4M | $363.2M | 0.1% | -18.7% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 7.7M | $186.2M | 0.0% | +2.7% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 6.4M | $154.3M | 0.1% | +5.5% |
| PNC FINANCIAL SERVICES GROUP, INC. | Diversified mechanical | 4.1M | $99.6M | 0.1% | +5.9% |
| Moisand Fitzgerald Tamayo, LLC | Wealth advisor | 3.9M | $95.2M | 10.2% | +6.8% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 3.4M | $82.5M | — | +7.3% |
| STATE STREET CORP | Index provider | 3.1M | $75.2M | 0.0% | Held |
| Wealthfront Advisers LLC | Wealth advisor | 3.0M | $72.3M | 0.2% | -26.9% |
| MCF Advisors LLC | Wealth advisor | 2.8M | $66.9M | 2.9% | +1.6% |
| Bangor Savings Bank | Wealth advisor | 2.6M | $62.5M | 5.0% | +5.4% |
| LPL Financial LLC | Bank broker | 2.3M | $56.4M | 0.0% | +34.5% |
| WELLS FARGO & COMPANY/MN | Bank broker | 2.3M | $55.9M | 0.0% | +6.8% |
| FIDUCIARY FINANCIAL GROUP, LLC | Wealth advisor | 2.2M | $52.8M | 7.0% | +11.5% |
| LVW Advisors, LLC | Wealth advisor | 2.1M | $51.3M | 5.0% | +2.0% |
| Merit Financial Group, LLC | Wealth advisor | 2.1M | $49.9M | 0.4% | +8.9% |
| TruNorth Capital Management, LLC | Wealth advisor | 2.0M | $47.7M | 9.1% | +1.4% |
| MORGAN STANLEY | Bank broker | 1.9M | $45.8M | 0.0% | +23.1% |
| Midwest Trust Co | Other | 1.8M | $44.8M | 0.6% | +39.6% |
| UBS Group AG | Bank broker | 1.8M | $44.2M | 0.0% | +62.7% |
| FLC Capital Advisors | Wealth advisor | 1.7M | $41.7M | 7.6% | +5.5% |
| Cerity Partners LLC | Diversified mechanical | 1.7M | $41.1M | 0.1% | -19.8% |
| High Probability Advisors, LLC | Wealth advisor | 1.7M | $40.8M | 5.2% | +14.5% |
| Morningstar Investment Management LLC | Other | 1.6M | $39.2M | — | -6.6% |
| STEPHENS GROUP ASSET MANAGEMENT, LLC | Wealth advisor | 1.5M | $37.5M | — | -25.7% |
| Waverly Advisors, LLC | Wealth advisor | 1.5M | $36.9M | 0.3% | +73.4% |
| DAVENPORT & Co LLC | Diversified mechanical | 1.5M | $36.2M | 0.2% | -13.7% |
| Willis Johnson & Associates, Inc. | Wealth advisor | 1.5M | $35.4M | 2.1% | +7.3% |
| MERCER GLOBAL ADVISORS INC /ADV | Wealth advisor | 1.4M | $34.0M | 0.1% | -2.6% |
| ACCESS FINANCIAL SERVICES, INC. | Wealth advisor | 1.4M | $33.6M | 11.9% | +0.2% |
| MAI Capital Management | Wealth advisor | 1.4M | $33.1M | 0.2% | +8.1% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | Wealth advisor | 1.4M | $33.1M | 1.4% | +6.2% |
| Blackhawk Capital Partners, LLC | Other | 1.2M | $30.1M | — | New |
| Passive Capital Management, LLC. | Wealth advisor | 1.2M | $30.0M | 8.9% | +5.8% |
| Kestra Investment Management, LLC | Wealth advisor | 1.2M | $29.3M | 0.5% | New |
| United Capital Management of KS, Inc. ★2 | Fundamental diversified | 1.2M | $28.5M | — | -48.0% |
| MassMutual Private Wealth & Trust, FSB | Diversified mechanical | 1.1M | $27.8M | 0.8% | +34.9% |
| Charles Schwab Trust Co | Wealth advisor | 1.1M | $26.7M | 1.7% | +6.2% |
| Avior Wealth Management, LLC | Wealth advisor | 1.1M | $25.7M | 0.7% | +7.6% |
| Holcombe Financial, Inc. | Wealth advisor | 1.0M | $25.0M | — | +7.3% |
| MBM WEALTH CONSULTANTS, LLC | Wealth advisor | 962.9K | $23.4M | 5.4% | +7.0% |
| Galvin, Gaustad & Stein, LLC | Wealth advisor | 886.9K | $21.5M | 1.7% | +0.5% |
| Journey Advisory Group, LLC | Wealth advisor | 859.9K | $20.9M | 1.8% | +8.1% |
| Courage Miller Partners, LLC | Wealth advisor | 820.0K | $19.9M | 5.6% | +3.2% |
| Cetera Investment Advisers | Wealth advisor | 804.9K | $19.5M | 0.0% | -23.7% |
| RMR Wealth Builders | Wealth advisor | 796.4K | $19.3M | 1.5% | +21.2% |
| NOVEM GROUP | Wealth advisor | 790.6K | $19.2M | 2.2% | +4.4% |
| AdvisorNet Financial, Inc | Wealth advisor | 780.2K | $18.9M | 1.0% | -1.3% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.