Schwab Short-Term US TreasSCHOETF
13F holders, Q1 2024 (March 31)598holders
3famous investors
$48.28avg. 13F price*
At the end of Q1 2024, 598 institutions reported holding Schwab Short-Term US Treas (SCHO) in their 13F filings. The largest holders were Bank of America Corp. ($3.6B), Ameriprise Financial Inc. ($563.5M) and JPMorgan Chase & Co. ($446.2M). 3 famous investors held it, including Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Schwab Short-Term US Treas
- CUSIP
- 808524862
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 60 | $89.0M |
| Exits | 51 | $48.2M |
Ownership 598 holders
| Bank of America Corp. | 0.35% | Reduce -6.8% | 74,561,088 | $3.6B |
| Ameriprise Financial Inc. | 0.16% | Add +16.9% | 11,521,516 | $563.5M |
| JPMorgan Chase & Co. | 0.04% | Reduce -74.4% | 9,256,207 | $446.2M |
| Sei Investments Co. | 0.53% | Add +12.5% | 7,454,433 | $359.4M |
| Charles Schwab Investment Management Inc. | 0.04% | Reduce -11.7% | 3,150,695 | $151.9M |
| Envestnet Asset Management Inc. | 0.05% | Add +6.1% | 3,008,063 | $145.0M |
| Stifel Financial Corp. | 0.15% | Add +14.7% | 2,751,778 | $132.7M |
| Wealthfront Advisers LLC | 0.30% | Add +19.2% | 1,807,465 | $87.1M |
| Clearwater Capital Advisors, LLC | 8.72% | Add +5.1% | 1,696,272 | $81.8M |
| State Street Corp. | 0.00% | No change | 1,550,000 | $74.7M |
| Morningstar Investment Management LLC | 7.93% | Reduce -20.2% | 1,517,077 | $73.1M |
| Morgan Stanley | 0.01% | Add +11.5% | 1,515,981 | $73.1M |
| SCS Capital Management LLC | 1.43% | Reduce -5.1% | 1,394,137 | $67.2M |
| Mercer Global Advisors Inc. | 0.19% | Add +4.9% | 1,384,839 | $66.8M |
| Greenline Partners, LLC | 10.00% | Add +7.0% | 1,221,499 | $62.7M |
| PNC Financial Services Group, Inc. | 0.04% | Reduce -11.2% | 1,254,825 | $60.5M |
| MCF Advisors LLC | 4.20% | Add +4.3% | 1,124,007 | $54.2M |
| LPL Financial LLC | 0.03% | Add +25.8% | 1,043,980 | $50.3M |
| Renaissance Technologies | 0.07% | Add +74.0% | 863,535 | $41.6M |
| Financial Counselors Inc. | 0.70% | Add +71.1% | 862,949 | $41.6M |
| Bangor Savings Bank | 3.80% | Add +2.5% | 770,660 | $37.2M |
| Evermay Wealth Management LLC | 5.54% | Add +23.1% | 761,457 | $36.7M |
| FLC Capital Advisors | 8.77% | Reduce -0.5% | 720,449 | $34.7M |
| MassMutual Private Wealth & Trust, FSB | 1.04% | Add +90.0% | 696,162 | $33.6M |
| Royal Bank of Canada | 0.01% | Reduce -0.8% | 683,229 | $32.9M |
| Brandywine Oak Private Wealth LLC | 3.44% | Reduce -1.0% | 682,286 | $32.9M |
| Moisand Fitzgerald Tamayo, LLC | 4.73% | Add +39.4% | 641,775 | $30.9M |
| West Coast Financial LLC | 3.73% | Add +44.0% | 637,814 | $30.7M |
| United Capital Management of KS, Inc. | 6.68% | Add +6.5% | 604,896 | $29.2M |
| Busey Bank | 1.02% | Reduce -6.4% | 596,588 | $28.8M |
| DAVENPORT & Co LLC | 0.17% | Add +8.7% | 568,609 | $27.4M |
| TruNorth Capital Management, LLC | 9.41% | — | 566,532 | $27.3M |
| High Probability Advisors, LLC | 4.97% | Add +9.5% | 555,864 | $26.8M |
| Wells Fargo & Company | 0.01% | Add +6.2% | 536,161 | $25.8M |
| Altiora Financial Group, LLC | 6.95% | Add +2.5% | 531,258 | $25.6M |
| Passive Capital Management, LLC. | 9.73% | Add +0.9% | 515,543 | $24.9M |
| Wellington Management Group LLP | 0.00% | New | 506,165 | $24.4M |
| Stephens Group Asset Management, LLC | 2.07% | Add +1.5% | 470,899 | $22.7M |
| Apella Capital, LLC | 1.12% | Reduce -2.3% | 461,371 | $22.1M |
| Thrivent Financial for Lutherans | 0.04% | Reduce -10.4% | 433,149 | $20.9M |
| Truist Financial Corp. | 0.03% | Add +2.1% | 403,814 | $19.5M |
| Wealth Enhancement Advisory Services, LLC | 0.05% | Add +3.3% | 397,706 | $19.2M |
| HighTower Advisors, LLC | 0.03% | Add +9.7% | 395,411 | $19.1M |
| Leavell Investment Management, Inc. | 1.10% | Add +7.0% | 394,336 | $19.0M |
| Williams Financial, LLC | 12.28% | New | 382,559 | $18.4M |
| LVW Advisors, LLC | 3.05% | Add +13.7% | 373,708 | $18.0M |
| Avior Wealth Management, LLC | 0.82% | Add +7.2% | 367,689 | $17.7M |
| Towneley Capital Management, Inc / DE | 4.25% | Add +2.2% | 358,739 | $17.3M |
| Courage Miller Partners, LLC | 5.80% | Add +1.1% | 347,905 | $16.8M |
| Northeast Financial Group, Inc. | 7.35% | Add +14.7% | 344,583 | $16.6M |
| First National Trust Co | 0.65% | Add +12.9% | 331,861 | $16.0M |
| MML Investors Services, LLC | 0.07% | Add +8.7% | 328,693 | $15.8M |
| UBS Group AG | 0.01% | Reduce -33.9% | 325,122 | $15.7M |
| Johnson Financial Group, LLC | 1.96% | Reduce -0.6% | 322,388 | $15.5M |
| Osaic Holdings, Inc. | 0.03% | Reduce -10.6% | 302,685 | $14.6M |
| Marotta Asset Management | 3.01% | Add +3.7% | 301,826 | $14.6M |
| Charles Schwab Trust Co | 1.36% | Add +9.8% | 298,771 | $14.4M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +2.1% | 296,012 | $14.3M |
| Robinswood Financial LLC | 6.01% | Add +1.7% | 293,458 | $14.1M |
| Captrust Financial Advisors | 0.05% | Reduce -21.0% | 288,177 | $13.9M |
| Merit Financial Group, LLC | 0.33% | Add +410.5% | 287,227 | $13.8M |
| New York Life Investment Management LLC | 0.14% | New | 281,878 | $13.6M |
| Debussy Capital Management LP | 3.70% | Add +1.2% | 264,687 | $12.7M |
| Creative Planning | 0.01% | Reduce -5.4% | 261,658 | $12.6M |
| Pure Financial Advisors, LLC | 0.39% | Add +1.2% | 259,601 | $12.5M |
| Farther Finance Advisors, LLC | 0.76% | Add +118.9% | 260,910 | $12.5M |
| Cetera Investment Advisers | 0.03% | Add +45.7% | 259,391 | $12.5M |
| AlphaStar Capital Management, LLC | 1.27% | Add +0.8% | 256,680 | $12.4M |
| Bouchey Financial Group, Ltd. | 1.21% | Reduce -27.7% | 255,596 | $12.3M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Reduce -27.7% | 250,851 | $12.1M |
| AdvisorNet Financial, Inc | 1.12% | Add +17.0% | 242,100 | $11.7M |
| Tradition Wealth Management, LLC | 1.15% | Add +6.8% | 235,463 | $11.4M |
| Waverly Advisors, LLC | 0.27% | Add +149.4% | 233,556 | $11.3M |
| Resonant Capital Advisors, LLC | 0.96% | Add +25.5% | 232,693 | $11.2M |
| Journey Advisory Group, LLC | 1.38% | Add +12.9% | 232,429 | $11.2M |
| Valley Financial Group, Inc. | 8.37% | Add +14.8% | 228,038 | $11.0M |
| Evensky & Katz LLC | 0.75% | Reduce -14.5% | 220,373 | $10.6M |
| Townsquare Capital LLC | 0.15% | Add +73.5% | 216,678 | $10.4M |
| Brown Wealth Management, LLC | 4.10% | Add +66.4% | 205,694 | $9.9M |
| American Capital Advisory, LLC | 8.57% | Reduce -30.9% | 201,214 | $9.8M |
| Dakota Wealth Management | 0.25% | Add +36.8% | 203,561 | $9.8M |
| Roundview Capital LLC | 0.77% | Reduce -6.4% | 196,027 | $9.5M |
| Main Street Group, LTD | 4.53% | Add +6.3% | 193,428 | $9.3M |
| Galvin, Gaustad & Stein, LLC | 0.86% | Add +11.9% | 191,587 | $9.2M |
| Mariner, LLC | 0.02% | Reduce -2.5% | 187,581 | $9.0M |
| Meridian Wealth Partners, LLC | 1.61% | Reduce -46.4% | 184,634 | $8.9M |
| Avidian Wealth Enterprises, LLC | 0.47% | Reduce -54.0% | 183,130 | $8.8M |
| Harbour Investments, Inc. | 0.31% | Add +4.7% | 182,298 | $8.8M |
| Dean Investment Associates, LLC | 1.18% | Add +4.8% | 177,948 | $8.6M |
| Alesco Advisors, LLC, An ESL Co | 0.28% | Reduce -0.8% | 177,460 | $8.6M |
| Redhawk Wealth Advisors, Inc. | 1.36% | New | 173,192 | $8.3M |
| B. Riley Wealth Advisors, Inc. | 0.21% | Reduce -0.1% | 163,294 | $7.8M |
| MBM Wealth Consultants, LLC | 2.70% | Add +4.2% | 159,010 | $7.7M |
| Abacus Planning Group, Inc. | 1.49% | Reduce -2.1% | 158,429 | $7.6M |
| Peterson Wealth Advisors, LLC | 1.60% | Add +12.4% | 156,167 | $7.5M |
| Dynamic Advisor Solutions LLC | 0.25% | Reduce -25.8% | 155,457 | $7.5M |
| SMI Advisory Services, LLC | 2.09% | Reduce -5.1% | 155,482 | $7.5M |
| Focus Financial Network, Inc. | 0.33% | — | 142,957 | $6.8M |
| Mutual Advisors, LLC | 0.21% | Add +11.4% | 136,593 | $6.6M |
| Prairiewood Capital, LLC | 3.04% | Add +3.8% | 134,488 | $6.5M |
"% of holder's portfolio" is SCHO's weight in each manager's 13F, not the share of Schwab Short-Term US Treas the manager owns.