Schwab Short-Term US TreasSCHOETF
13F holders, Q2 2024 (June 30)585holders −13
43new positions
64sold out
1famous investor
$48.09avg. 13F price*
At the end of Q2 2024, 585 institutions reported holding Schwab Short-Term US Treas (SCHO) in their 13F filings, down 13 from Q1 2024. 43 opened new positions and 64 sold out. The largest holders were Bank of America Corp. ($3.6B), Ameriprise Financial Inc. ($507.8M) and JPMorgan Chase & Co. ($437.2M). One famous investor held it Jim Simons / Peter Brown (0.1% of Renaissance Technologies'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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 43 | $52.7M |
| Exits | 64 | $74.6M |
All 13F filers, Q1 2024 → Q2 2024: 6,891,120 shares bought and 8,254,617 shares sold, net −1,363,497 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 585 holders
| Bank of America Corp. | 0.35% | Add +1.1% | 75,385,783 | $3.6B |
| Ameriprise Financial Inc. | 0.14% | Reduce -7.7% | 10,631,417 | $507.8M |
| JPMorgan Chase & Co. | 0.04% | Reduce -1.9% | 9,083,523 | $437.2M |
| Sei Investments Co. | 0.52% | Add +1.9% | 7,598,948 | $365.7M |
| Envestnet Asset Management Inc. | 0.05% | Add +6.0% | 3,190,119 | $153.5M |
| Stifel Financial Corp. | 0.16% | Add +4.3% | 2,871,358 | $138.2M |
| Charles Schwab Investment Management Inc. | 0.03% | Reduce -9.5% | 2,850,153 | $137.2M |
| Wealthfront Advisers LLC | 0.30% | Add +3.8% | 1,875,841 | $90.3M |
| Clearwater Capital Advisors, LLC | 8.77% | Add +1.4% | 1,720,326 | $82.8M |
| LPL Financial LLC | 0.04% | Add +60.8% | 1,678,323 | $80.8M |
| State Street Corp. | 0.00% | No change | 1,550,000 | $74.6M |
| Morgan Stanley | 0.01% | Reduce -8.0% | 1,394,471 | $67.1M |
| PNC Financial Services Group, Inc. | 0.04% | Add +8.0% | 1,354,877 | $65.2M |
| SCS Capital Management LLC | 1.31% | Reduce -7.0% | 1,296,523 | $62.4M |
| Mercer Global Advisors Inc. | 0.16% | Reduce -12.9% | 1,205,742 | $58.0M |
| Morningstar Investment Management LLC | 5.92% | Reduce -22.4% | 1,177,008 | $56.6M |
| MCF Advisors LLC | 4.29% | Add +4.6% | 1,176,140 | $56.6M |
| Renaissance Technologies | 0.08% | Add +19.1% | 1,028,000 | $49.5M |
| Bangor Savings Bank | 3.79% | Add +2.1% | 787,092 | $37.9M |
| West Coast Financial LLC | 4.48% | Add +23.2% | 785,835 | $37.8M |
| Financial Counselors Inc. | 0.57% | Reduce -15.2% | 731,806 | $35.2M |
| Brandywine Oak Private Wealth LLC | 3.56% | Add +5.3% | 718,369 | $34.6M |
| United Capital Management of KS, Inc. | 7.58% | Add +18.1% | 714,524 | $34.4M |
| Moisand Fitzgerald Tamayo, LLC | 5.13% | Add +10.8% | 711,305 | $34.2M |
| Fiduciary Financial Group, LLC | 7.72% | — | 661,774 | $32.0M |
| TruNorth Capital Management, LLC | 9.70% | Add +9.6% | 620,902 | $29.9M |
| High Probability Advisors, LLC | 5.08% | Add +4.8% | 582,306 | $28.0M |
| MassMutual Private Wealth & Trust, FSB | 0.83% | Reduce -18.2% | 569,306 | $27.4M |
| FLC Capital Advisors | 6.72% | Reduce -21.3% | 567,106 | $27.3M |
| DAVENPORT & Co LLC | 0.17% | Reduce -0.8% | 564,088 | $27.1M |
| Passive Capital Management, LLC. | 9.83% | Add +6.8% | 550,408 | $26.5M |
| Assetmark, Inc. | 0.08% | Add +691.9% | 539,609 | $26.0M |
| Busey Bank | 0.89% | Reduce -9.8% | 538,027 | $25.9M |
| Altiora Financial Group, LLC | 6.18% | Add +0.6% | 534,530 | $25.7M |
| Wells Fargo & Company | 0.01% | Reduce -1.7% | 526,990 | $25.4M |
| Stratos Wealth Advisors, LLC | 1.23% | Add +679.2% | 517,701 | $24.9M |
| LVW Advisors, LLC | 3.57% | Add +34.7% | 503,278 | $24.2M |
| Stephens Group Asset Management, LLC | 2.14% | Add +3.3% | 486,612 | $23.4M |
| Apella Capital, LLC | 0.99% | Add +0.0% | 461,455 | $22.2M |
| Thrivent Financial for Lutherans | 0.04% | Add +0.7% | 436,242 | $21.0M |
| Wealth Enhancement Advisory Services, LLC | 0.05% | Add +8.3% | 430,826 | $20.7M |
| Leavell Investment Management, Inc. | 1.13% | Add +7.5% | 424,099 | $20.4M |
| Truist Financial Corp. | 0.03% | Add +4.2% | 420,912 | $20.3M |
| HighTower Advisors, LLC | 0.03% | Add +2.4% | 404,734 | $19.5M |
| Williams Financial, LLC | 12.28% | Add +0.1% | 383,094 | $18.4M |
| Raymond James Financial Services Advisors, Inc. | 0.03% | Add +52.7% | 382,945 | $18.4M |
| Avior Wealth Management, LLC | 0.78% | Add +2.4% | 376,616 | $18.1M |
| Towneley Capital Management, Inc / DE | 4.23% | Add +4.3% | 374,297 | $18.0M |
| Northeast Financial Group, Inc. | 7.67% | Add +7.9% | 371,803 | $17.9M |
| Courage Miller Partners, LLC | 5.99% | Reduce -0.5% | 346,143 | $16.7M |
| World Investment Advisors | 1.03% | New | 342,700 | $16.5M |
| UBS Group AG | 0.00% | Add +1.5% | 329,871 | $15.9M |
| Charles Schwab Trust Co | 1.46% | Add +10.0% | 328,664 | $15.8M |
| MML Investors Services, LLC | 0.06% | Reduce -1.6% | 323,565 | $15.6M |
| Greenline Partners, LLC | 2.35% | Reduce -73.6% | 322,006 | $15.4M |
| Robinswood Financial LLC | 5.80% | Add +1.5% | 297,946 | $14.3M |
| American Capital Advisory, LLC | 10.07% | Add +44.6% | 290,979 | $14.1M |
| First National Trust Co | 0.57% | Reduce -13.4% | 287,349 | $13.8M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -3.3% | 286,115 | $13.8M |
| Marotta Asset Management | 2.84% | Reduce -5.2% | 286,269 | $13.7M |
| BNP Paribas Financial Markets | 0.01% | Add +4483.5% | 283,900 | $13.7M |
| Journey Advisory Group, LLC | 1.57% | Add +16.9% | 271,724 | $13.1M |
| Farther Finance Advisors, LLC | 0.63% | Add +4.2% | 271,733 | $13.0M |
| Cetera Investment Advisers | 0.03% | Add +4.0% | 269,629 | $13.0M |
| Pure Financial Advisors, LLC | 0.36% | Add +2.9% | 267,025 | $12.9M |
| Resonant Capital Advisors, LLC | 1.00% | Add +10.5% | 257,084 | $12.4M |
| Debussy Capital Management LP | 3.48% | Reduce -4.0% | 254,126 | $12.2M |
| Ballast Advisors LLC | 3.84% | Add +107.7% | 251,532 | $12.1M |
| AlphaStar Capital Management, LLC | 1.11% | Reduce -2.5% | 250,318 | $12.0M |
| Creative Planning | 0.01% | Reduce -4.9% | 248,843 | $12.0M |
| AdvisorNet Financial, Inc | 1.06% | Add +0.1% | 242,215 | $11.7M |
| Valley Financial Group, Inc. | 8.43% | Add +4.5% | 238,205 | $11.5M |
| Royal Bank of Canada | 0.00% | Reduce -65.7% | 234,560 | $11.3M |
| Townsquare Capital LLC | 0.15% | Add +6.7% | 231,166 | $11.1M |
| Osaic Holdings, Inc. | 0.03% | Reduce -24.4% | 228,957 | $11.0M |
| Waverly Advisors, LLC | 0.21% | Reduce -4.0% | 224,105 | $10.8M |
| Brown Wealth Management, LLC | 4.34% | Add +8.7% | 223,527 | $10.8M |
| Bouchey Financial Group, Ltd. | 1.00% | Reduce -14.2% | 219,328 | $10.6M |
| Harbour Investments, Inc. | 0.34% | Add +14.6% | 208,856 | $10.1M |
| Captrust Financial Advisors | 0.03% | Reduce -29.0% | 204,631 | $9.8M |
| Evensky & Katz LLC | 0.68% | Reduce -8.5% | 201,587 | $9.7M |
| Dakota Wealth Management | 0.23% | Reduce -1.7% | 200,013 | $9.6M |
| Toronto Dominion Bank | 0.02% | New | 200,000 | $9.6M |
| Main Street Group, LTD | 4.48% | Add +3.3% | 199,754 | $9.6M |
| Galvin, Gaustad & Stein, LLC | 0.90% | Add +3.7% | 198,686 | $9.6M |
| Mariner, LLC | 0.02% | Add +4.8% | 196,493 | $9.5M |
| Meridian Wealth Partners, LLC | 1.63% | Add +3.8% | 191,642 | $9.2M |
| Roundview Capital LLC | 0.73% | Reduce -2.3% | 191,482 | $9.2M |
| Savant Capital, LLC | 0.09% | Add +568.4% | 187,615 | $9.0M |
| Avidian Wealth Enterprises, LLC | 0.43% | Add +1.3% | 185,522 | $8.9M |
| Dean Investment Associates, LLC | 1.19% | Reduce -2.0% | 174,346 | $8.4M |
| Merit Financial Group, LLC | 0.18% | Reduce -39.8% | 172,801 | $8.3M |
| B. Riley Wealth Advisors, Inc. | 0.21% | Add +4.3% | 170,337 | $8.2M |
| Alesco Advisors, LLC, An ESL Co | 0.27% | Reduce -4.3% | 169,833 | $8.2M |
| Peterson Wealth Advisors, LLC | 1.59% | Add +1.1% | 157,893 | $7.6M |
| Abacus Planning Group, Inc. | 1.47% | Reduce -0.6% | 157,465 | $7.6M |
| Mutual Advisors, LLC | 0.23% | Add +14.4% | 156,235 | $7.6M |
| Dynamic Advisor Solutions LLC | 0.24% | Add +0.2% | 155,821 | $7.5M |
| SMI Advisory Services, LLC | 1.83% | Reduce -1.0% | 153,940 | $7.4M |
| MBM Wealth Consultants, LLC | 2.49% | Reduce -4.7% | 151,511 | $7.3M |
"% 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.