Schwab Short-Term US TreasSCHOETF
13F holders, Q4 2024 (December 31)634holders +47
57new positions
58sold out
3famous investors
$24.10avg. 13F price*
At the end of Q4 2024, 634 institutions reported holding Schwab Short-Term US Treas (SCHO) in their 13F filings, up 47 from Q3 2024. 57 opened new positions and 58 sold out. The largest holders were Bank of America Corp. ($3.9B), Ameriprise Financial Inc. ($513.2M) and JPMorgan Chase & Co. ($499.5M). 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 Cliff Asness (0.0% of AQR Capital 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 57 | $56.9M |
| Exits | 58 | $70.4M |
All 13F filers, Q3 2024 → Q4 2024: 20,011,916 shares bought and 41,380,660 shares sold, net −21,368,744 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 634 holders
| Bank of America Corp. | 0.36% | Add +2.5% | 160,244,548 | $3.9B |
| Ameriprise Financial Inc. | 0.13% | Reduce -12.5% | 21,347,139 | $513.2M |
| JPMorgan Chase & Co. | 0.04% | Add +19.1% | 20,762,162 | $499.5M |
| Sei Investments Co. | 0.50% | Add +4.9% | 16,267,808 | $391.4M |
| Envestnet Asset Management Inc. | 0.06% | Add +31.0% | 7,207,855 | $173.4M |
| Stifel Financial Corp. | 0.15% | Reduce -1.3% | 5,921,744 | $142.5M |
| Wealthfront Advisers LLC | 0.26% | Reduce -22.5% | 3,755,864 | $90.4M |
| LPL Financial LLC | 0.03% | Reduce -2.2% | 3,361,106 | $80.9M |
| State Street Corp. | 0.00% | No change | 3,100,000 | $74.6M |
| Renaissance Technologies | 0.10% | Add +10.0% | 2,929,758 | $70.5M |
| MCF Advisors LLC | 4.95% | Add +16.8% | 2,929,208 | $70.5M |
| Morgan Stanley | 0.00% | Reduce -2.5% | 2,618,644 | $63.0M |
| PNC Financial Services Group, Inc. | 0.04% | Reduce -3.7% | 2,518,362 | $60.6M |
| West Coast Financial LLC | 6.51% | Add +31.1% | 2,457,475 | $59.1M |
| Clearwater Capital Advisors, LLC | 5.76% | Add +5.1% | 2,447,588 | $58.9M |
| Wealth Enhancement Advisory Services, LLC | 0.10% | Add +64.3% | 2,140,452 | $51.5M |
| SCS Capital Management LLC | 1.04% | Reduce -1.7% | 2,093,437 | $50.4M |
| Mercer Global Advisors Inc. | 0.12% | Reduce -52.3% | 1,983,729 | $47.7M |
| Morningstar Investment Management LLC | 3.59% | Reduce -54.7% | 1,890,735 | $45.5M |
| Bangor Savings Bank | 3.76% | Add +4.6% | 1,666,108 | $40.1M |
| TruNorth Capital Management, LLC | 10.47% | Add +17.4% | 1,592,885 | $38.3M |
| Wells Fargo & Company | 0.01% | Add +62.0% | 1,589,099 | $38.2M |
| United Capital Management of KS, Inc. | 6.87% | Add +5.5% | 1,568,952 | $37.7M |
| Moisand Fitzgerald Tamayo, LLC | 5.27% | Add +3.9% | 1,548,840 | $37.3M |
| Fiduciary Financial Group, LLC | 7.87% | Add +1.8% | 1,489,093 | $35.9M |
| Brandywine Oak Private Wealth LLC | 3.27% | Reduce -2.8% | 1,391,700 | $33.5M |
| FLC Capital Advisors | 6.53% | Add +1.3% | 1,180,160 | $28.4M |
| Financial Counselors Inc. | 0.41% | Add +9.2% | 1,153,083 | $27.7M |
| Passive Capital Management, LLC. | 9.75% | Add +4.4% | 1,151,364 | $27.7M |
| DAVENPORT & Co LLC | 0.16% | Reduce -1.2% | 1,117,718 | $26.9M |
| High Probability Advisors, LLC | 4.76% | Reduce -3.6% | 1,102,327 | $26.5M |
| Leavell Investment Management, Inc. | 1.27% | Add +16.5% | 1,078,008 | $25.9M |
| LVW Advisors, LLC | 3.12% | Add +0.2% | 1,057,851 | $25.5M |
| Altiora Financial Group, LLC | 5.43% | Add +1.4% | 1,038,096 | $25.0M |
| Holcombe Financial, Inc. | 20.32% | — | 1,025,670 | $24.7M |
| Assetmark, Inc. | 0.07% | Reduce -6.4% | 1,020,629 | $24.6M |
| MAI Capital Management | 0.18% | New | 1,019,524 | $24.5M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Reduce -2.3% | 852,523 | $20.5M |
| Charles Schwab Trust Co | 1.73% | Add +6.9% | 835,096 | $20.1M |
| Stratos Wealth Advisors, LLC | 0.95% | Reduce -22.0% | 827,826 | $19.9M |
| MassMutual Private Wealth & Trust, FSB | 0.56% | Add +11.6% | 824,205 | $19.8M |
| Avior Wealth Management, LLC | 0.72% | Add +4.8% | 821,653 | $19.8M |
| Williams Financial, LLC | 12.17% | Add +3.4% | 812,273 | $19.5M |
| Cetera Investment Advisers | 0.04% | Add +5.9% | 800,303 | $19.3M |
| Stephens Group Asset Management, LLC | 1.58% | Add +0.5% | 786,865 | $18.9M |
| Towneley Capital Management, Inc / DE | 4.50% | Add +2.7% | 786,649 | $18.9M |
| Apella Capital, LLC | 0.72% | Reduce -14.0% | 782,878 | $18.8M |
| Fund Evaluation Group, LLC | 0.87% | No change | 772,924 | $18.6M |
| Truist Financial Corp. | 0.03% | Reduce -7.6% | 760,855 | $18.3M |
| UBS Group AG | 0.00% | Add +9.3% | 757,474 | $18.2M |
| Courage Miller Partners, LLC | 6.21% | Add +3.7% | 753,619 | $18.1M |
| BNP Paribas Financial Markets | 0.01% | Add +23.8% | 738,661 | $17.8M |
| World Investment Advisors | 0.44% | Reduce -3.1% | 672,455 | $16.2M |
| AdvisorNet Financial, Inc | 1.35% | Add +35.1% | 671,581 | $16.2M |
| Greenline Partners, LLC | 2.24% | Add +0.5% | 664,476 | $16.0M |
| Raymond James Financial Inc. | 0.01% | — | 640,657 | $15.4M |
| First National Trust Co | 0.58% | Add +4.8% | 640,355 | $15.4M |
| Resonant Capital Advisors, LLC | 1.04% | Add +0.4% | 591,854 | $14.2M |
| Pure Financial Advisors, LLC | 0.32% | Add +6.8% | 583,097 | $14.0M |
| Robinswood Financial LLC | 5.28% | Reduce -1.8% | 580,161 | $14.0M |
| Galvin, Gaustad & Stein, LLC | 1.26% | Add +22.2% | 574,822 | $13.8M |
| Novem Group | 2.02% | — | 565,475 | $13.6M |
| Marotta Asset Management | 2.83% | Reduce -2.4% | 560,810 | $13.5M |
| Townsquare Capital LLC | 0.15% | Add +11.2% | 561,776 | $13.5M |
| BlackRock, Inc. | 0.00% | Add +43.6% | 546,458 | $13.1M |
| Journey Advisory Group, LLC | 1.57% | Reduce -50.0% | 271,689 | $13.1M |
| Ballast Advisors LLC | 3.94% | Add +3.1% | 531,109 | $12.8M |
| Brown Wealth Management, LLC | 4.52% | Add +8.2% | 529,432 | $12.7M |
| MBM Wealth Consultants, LLC | 3.74% | Add +28.3% | 520,812 | $12.6M |
| JPL Wealth Management, LLC | 3.55% | — | 515,478 | $12.4M |
| WT Wealth Management | 3.77% | Reduce -50.7% | 499,401 | $12.0M |
| Waverly Advisors, LLC | 0.18% | Add +7.3% | 493,825 | $11.9M |
| Northeast Financial Group, Inc. | 4.45% | Add +5.9% | 484,650 | $11.7M |
| Royal Bank of Canada | 0.00% | Add +2.3% | 482,506 | $11.6M |
| Main Street Group, LTD | 4.86% | Add +6.8% | 481,860 | $11.6M |
| Diversify Wealth Management, LLC | 0.90% | Reduce -56.7% | 478,389 | $11.5M |
| Merit Financial Group, LLC | 0.20% | Add +21.8% | 469,058 | $11.3M |
| Black Diamond Financial, LLC | 1.66% | Add +848.5% | 460,370 | $11.1M |
| Meridian Wealth Partners, LLC | 1.64% | Add +4.7% | 449,114 | $10.8M |
| Creative Planning | 0.01% | Reduce -8.4% | 447,977 | $10.8M |
| Debussy Capital Management LP | 1.62% | Reduce -3.1% | 435,041 | $10.5M |
| Mariner, LLC | 0.02% | Add +7.8% | 436,568 | $10.5M |
| Farther Finance Advisors, LLC | 0.36% | Reduce -17.5% | 416,783 | $10.0M |
| Westover Capital Advisors, LLC | 2.17% | Reduce -42.8% | 410,052 | $9.9M |
| Avidian Wealth Enterprises, LLC | 0.43% | Add +5.6% | 397,685 | $9.6M |
| Phil A. Younker & Associates, Ltd. | 9.42% | — | 391,599 | $9.4M |
| Harbour Investments, Inc. | 0.26% | Reduce -4.8% | 381,920 | $9.2M |
| Roundview Capital LLC | 0.63% | Reduce -0.4% | 375,327 | $9.0M |
| Mutual Advisors, LLC | 0.26% | Reduce -43.3% | 373,129 | $9.0M |
| Prairiewood Capital, LLC | 3.80% | Add +17.5% | 370,198 | $8.9M |
| Peterson Wealth Advisors, LLC | 1.60% | Add +7.4% | 367,063 | $8.9M |
| Alesco Advisors, LLC, An ESL Co | 0.28% | Reduce -0.8% | 366,144 | $8.8M |
| Evensky & Katz LLC | 0.56% | Reduce -5.5% | 355,272 | $8.5M |
| Sims Investment Management, LLC | 4.80% | — | 352,877 | $8.5M |
| ZynergyRetirementPlanningLLC | 5.90% | Reduce -50.0% | 170,994 | $8.4M |
| Dakota Wealth Management | 0.19% | Reduce -8.0% | 337,790 | $8.1M |
| Mgo One Seven LLC | 0.31% | Add +10.8% | 334,916 | $8.1M |
| Pure Portfolios Holdings LLC | 2.93% | Add +6.5% | 327,999 | $7.9M |
| Grove Street Fiduciary, LLC | 4.06% | — | 321,182 | $7.7M |
| Savant Capital, LLC | 0.06% | Reduce -6.6% | 321,127 | $7.7M |
"% 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.