Who owns Schwab Short-Term U.S. Treasury ETF?
Institutional ownership of SCHO from SEC Form 13F filings across 357 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
357
13F holders
$6.72B
value, 2026 filers
52.1%
of shares outstanding (280.1M sh)
53
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of SCHO's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 113.5M | $2.74B | 0.2% | 21.1% | +2.5% |
| 2 | JPMORGAN CHASE & CO | 22.2M | $536.2M | 0.0% | 4.1% | -9.3% |
| 3 | AMERIPRISE FINANCIAL INC | 19.6M | $470.1M | 0.1% | 3.6% | +26.8% |
| 4 | SEI INVESTMENTS CO | 17.4M | $419.8M | 0.4% | 3.2% | +3.9% |
| 5 | ENVESTNET ASSET MANAGEMENT INC | 13.2M | $319.8M | 0.1% | 2.5% | +72.7% |
| 6 | ALLIANCEBERNSTEIN L.P. | 6.2M | $150.7M | 0.0% | 1.2% | +823.3% |
| 7 | STIFEL FINANCIAL CORP | 5.6M | $134.0M | 0.1% | 1% | -12.7% |
| 8 | Merit Financial Group, LLC | 4.9M | $117.9M | 0.7% | 0.9% | +137.4% |
| 9 | MCF Advisors LLC | 4.4M | $107.0M | 3.8% | 0.8% | +60.8% |
| 10 | LPL Financial LLC | 4.4M | $105.1M | 0.0% | 0.8% | +87.2% |
| 11 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 4.1M | $98.6M | 0.2% | 0.8% | +20.1% |
| 12 | Moisand Fitzgerald Tamayo, LLC | 4.1M | $98.5M | 9.6% | 0.8% | +4.1% |
| 13 | WELLS FARGO & COMPANY/MN | 3.6M | $86.3M | 0.0% | 0.7% | +55.1% |
| 14 | PNC Financial Services Group, Inc. | 3.6M | $85.7M | 0.0% | 0.7% | -13.5% |
| 15 | Wealthfront Advisers LLC | 3.0M | $71.9M | 0.1% | 0.6% | +0.1% |
| 16 | UBS Group AG | 2.6M | $61.9M | 0.0% | 0.5% | +40.7% |
| 17 | Midwest Trust Co | 2.5M | $61.2M | 0.7% | 0.5% | +37.2% |
| 18 | MML INVESTORS SERVICES, LLC | 1.9M | $44.7M | 0.1% | 0.3% | +342.7% |
| 19 | MORGAN STANLEY | 1.8M | $43.7M | 0.0% | 0.3% | -4.0% |
| 20 | MassMutual Private Wealth & Trust, FSB | 1.7M | $41.0M | 1.1% | 0.3% | +48.1% |
| 21 | Waverly Advisors, LLC | 1.7M | $40.6M | 0.2% | 0.3% | +10.6% |
| 22 | RMR Wealth Builders | 1.7M | $39.8M | 2.5% | 0.3% | +107.3% |
| 23 | Cetera Investment Advisers | 1.6M | $38.3M | 0.0% | 0.3% | +97.1% |
| 24 | Cerity Partners LLC | 1.6M | $37.6M | 0.0% | 0.3% | -8.1% |
| 25 | MAI Capital Management | 1.5M | $35.4M | 0.1% | 0.3% | +7.3% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.