Who owns Schwab Short-Term U.S. Treasury ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of SCHO from SEC Form 13F filings across 725 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.
As of the 2026-06-30 reporting period, 725 institutions disclosed 347.4M shares of Schwab Short-Term U.S. Treasury ETF worth $8.38B — about 64.6% of shares outstanding; the largest disclosed holder is BANK OF AMERICA CORP /DE/. Source: SEC Form 13F filings, parsed by EvidInvest.
725
13F holders
$8.38B
value, 2026 filers
64.6%
of shares outstanding (347.4M sh)
102
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 | MCF Advisors LLC | 4.4M | $107.0M | 3.8% | 0.8% | +60.8% |
| 9 | LPL Financial LLC | 4.4M | $105.1M | 0.0% | 0.8% | +87.2% |
| 10 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 4.1M | $98.6M | 0.2% | 0.8% | +20.1% |
| 11 | Moisand Fitzgerald Tamayo, LLC | 4.1M | $98.5M | 9.6% | 0.8% | +4.1% |
| 12 | WELLS FARGO & COMPANY/MN | 3.6M | $86.3M | 0.0% | 0.7% | +55.1% |
| 13 | PNC Financial Services Group, Inc. | 3.6M | $85.7M | 0.0% | 0.7% | -13.5% |
| 14 | Wealthfront Advisers LLC | 3.0M | $71.9M | 0.1% | 0.6% | +0.1% |
| 15 | Bangor Savings Bank | 2.8M | $66.6M | 4.9% | 0.5% | +7.1% |
| 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 | Merit Financial Group, LLC | 2.4M | $59.0M | 0.4% | 0.5% | +18.7% |
| 19 | FIDUCIARY FINANCIAL GROUP, LLC | 2.3M | $55.6M | 6.3% | 0.4% | +5.9% |
| 20 | LVW Advisors, LLC | 2.2M | $52.7M | 4.6% | 0.4% | +3.3% |
| 21 | TruNorth Capital Management, LLC | 2.1M | $51.0M | 8.2% | 0.4% | +7.5% |
| 22 | FLC Capital Advisors | 1.9M | $45.0M | 7.2% | 0.3% | +8.4% |
| 23 | MML INVESTORS SERVICES, LLC | 1.9M | $44.7M | 0.1% | 0.3% | +342.7% |
| 24 | MORGAN STANLEY | 1.8M | $43.7M | 0.0% | 0.3% | -4.0% |
| 25 | High Probability Advisors, LLC | 1.8M | $42.5M | 4.5% | 0.3% | +4.5% |
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.