Schwab Short-Term US TreasSCHOETF
13F holders, Q1 2025 (March 31)642holders +8
67new positions
51sold out
2famous investors
$24.37avg. 13F price*
At the end of Q1 2025, 642 institutions reported holding Schwab Short-Term US Treas (SCHO) in their 13F filings, up 8 from Q4 2024. 67 opened new positions and 51 sold out. The largest holders were Bank of America Corp. ($2.6B), Ameriprise Financial Inc. ($531.9M) and JPMorgan Chase & Co. ($522.4M). 2 famous investors held it, including Jim Simons / Peter Brown (0.2% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Schwab Short-Term US Treas
- CUSIP
- 808524862
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 67 | $64.1M |
| Exits | 51 | $26.2M |
All 13F filers, Q4 2024 → Q1 2025: 17,175,343 shares bought and 60,009,991 shares sold, net −42,834,648 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 642 holders
| Bank of America Corp. | 0.23% | Reduce -32.4% | 108,280,589 | $2.6B |
| Ameriprise Financial Inc. | 0.14% | Add +2.3% | 21,839,892 | $531.9M |
| JPMorgan Chase & Co. | 0.04% | Add +3.4% | 21,461,902 | $522.4M |
| Sei Investments Co. | 0.52% | Add +1.6% | 16,525,541 | $402.2M |
| Envestnet Asset Management Inc. | 0.06% | Add +6.1% | 7,645,106 | $186.1M |
| Stifel Financial Corp. | 0.16% | Add +3.4% | 6,119,974 | $149.0M |
| Renaissance Technologies | 0.16% | Add +49.5% | 4,378,676 | $106.6M |
| Wealthfront Advisers LLC | 0.26% | Add +4.3% | 3,916,163 | $95.3M |
| LPL Financial LLC | 0.03% | Add +2.6% | 3,450,288 | $84.0M |
| State Street Corp. | 0.00% | No change | 3,100,000 | $75.5M |
| Morgan Stanley | 0.01% | Add +16.2% | 3,043,170 | $74.1M |
| West Coast Financial LLC | 8.43% | Add +23.4% | 3,033,672 | $73.8M |
| MCF Advisors LLC | 4.99% | Reduce -2.7% | 2,849,066 | $69.3M |
| PNC Financial Services Group, Inc. | 0.03% | Add +7.8% | 2,714,600 | $66.1M |
| Clearwater Capital Advisors, LLC | 5.80% | Add +0.7% | 2,465,234 | $60.0M |
| Moisand Fitzgerald Tamayo, LLC | 7.03% | Add +34.7% | 2,086,399 | $50.8M |
| Morningstar Investment Management LLC | 4.08% | Add +4.2% | 1,970,129 | $48.0M |
| Wells Fargo & Company | 0.01% | Add +23.8% | 1,967,220 | $47.9M |
| Mercer Global Advisors Inc. | 0.11% | Reduce -3.1% | 1,922,675 | $46.8M |
| LVW Advisors, LLC | 5.63% | Add +81.5% | 1,920,372 | $46.7M |
| Bangor Savings Bank | 4.15% | Add +8.5% | 1,807,628 | $44.0M |
| United Capital Management of KS, Inc. | 8.27% | Add +4.8% | 1,644,432 | $40.0M |
| TruNorth Capital Management, LLC | 9.95% | Add +3.2% | 1,643,899 | $40.0M |
| Fiduciary Financial Group, LLC | 8.55% | Add +8.6% | 1,616,486 | $39.3M |
| DAVENPORT & Co LLC | 0.21% | Add +29.9% | 1,452,088 | $35.3M |
| Wealth Enhancement Advisory Services, LLC | 0.07% | Reduce -34.8% | 1,396,302 | $34.0M |
| Brandywine Oak Private Wealth LLC | 3.28% | Reduce -1.2% | 1,374,561 | $33.5M |
| SCS Capital Management LLC | 0.41% | Reduce -37.3% | 1,313,120 | $32.0M |
| High Probability Advisors, LLC | 5.07% | Add +13.2% | 1,247,756 | $30.4M |
| FLC Capital Advisors | 6.66% | Add +3.4% | 1,220,212 | $29.7M |
| Financial Counselors Inc. | 0.44% | Add +4.1% | 1,200,638 | $29.2M |
| Passive Capital Management, LLC. | 9.11% | Add +2.7% | 1,182,104 | $28.8M |
| Leavell Investment Management, Inc. | 1.37% | Add +5.6% | 1,138,258 | $27.7M |
| Cetera Investment Advisers | 0.05% | Add +37.2% | 1,097,789 | $26.7M |
| Stratos Wealth Advisors, LLC | 1.43% | Add +29.6% | 1,072,926 | $26.1M |
| MAI Capital Management | 0.19% | Add +1.8% | 1,037,866 | $25.3M |
| Holcombe Financial, Inc. | 19.60% | Reduce -5.5% | 969,817 | $23.6M |
| Altiora Financial Group, LLC | 4.83% | Reduce -10.0% | 934,244 | $22.7M |
| Inspire Investing, LLC | 2.70% | New | 932,160 | $22.7M |
| Merit Financial Group, LLC | 0.33% | Add +92.2% | 901,340 | $21.9M |
| Avior Wealth Management, LLC | 0.78% | Add +2.3% | 840,128 | $20.4M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Reduce -1.7% | 838,089 | $20.4M |
| UBS Group AG | 0.00% | Add +10.4% | 835,942 | $20.3M |
| MassMutual Private Wealth & Trust, FSB | 0.59% | Add +0.9% | 831,426 | $20.2M |
| Charles Schwab Trust Co | 1.67% | Reduce -1.8% | 820,014 | $20.0M |
| Towneley Capital Management, Inc / DE | 4.64% | Add +3.5% | 814,215 | $19.8M |
| Williams Financial, LLC | 13.60% | Reduce -1.6% | 799,572 | $19.5M |
| Fund Evaluation Group, LLC | 0.81% | No change | 772,924 | $18.8M |
| Courage Miller Partners, LLC | 6.24% | Add +0.5% | 757,138 | $18.4M |
| AdvisorNet Financial, Inc | 1.37% | Add +12.7% | 757,098 | $18.4M |
| Truist Financial Corp. | 0.03% | Reduce -2.7% | 740,339 | $18.0M |
| Nisa Investment Advisors, LLC | 0.09% | Add +528.0% | 737,900 | $18.0M |
| Journey Advisory Group, LLC | 1.39% | Add +157.3% | 698,914 | $17.0M |
| Raymond James Financial Inc. | 0.01% | Add +4.3% | 668,398 | $16.3M |
| Galvin, Gaustad & Stein, LLC | 1.44% | Add +13.8% | 654,199 | $15.9M |
| Assetmark, Inc. | 0.04% | Reduce -36.1% | 652,499 | $15.9M |
| Novem Group | 2.17% | Add +11.5% | 630,719 | $15.4M |
| Resonant Capital Advisors, LLC | 1.06% | Add +5.3% | 623,211 | $15.2M |
| Robinswood Financial LLC | 5.40% | Add +3.4% | 600,109 | $14.6M |
| JPL Wealth Management, LLC | 4.01% | Add +12.2% | 578,166 | $14.1M |
| Marotta Asset Management | 2.76% | Reduce -48.8% | 287,288 | $14.1M |
| Cloud Capital Management, LLC | 9.95% | — | 575,512 | $14.0M |
| MBM Wealth Consultants, LLC | 4.12% | Add +10.0% | 572,719 | $13.9M |
| Townsquare Capital LLC | 0.15% | Add +1.8% | 571,996 | $13.9M |
| Pure Financial Advisors, LLC | 0.29% | Reduce -2.2% | 570,014 | $13.9M |
| World Investment Advisors | 0.36% | Reduce -16.6% | 561,180 | $13.7M |
| Waverly Advisors, LLC | 0.16% | Add +11.6% | 551,182 | $13.4M |
| Avidian Wealth Enterprises, LLC | 0.59% | Add +36.9% | 544,445 | $13.3M |
| Ballast Advisors LLC | 4.19% | Add +1.6% | 539,544 | $13.1M |
| Brown Wealth Management, LLC | 4.49% | Add +1.3% | 536,191 | $13.1M |
| Debussy Capital Management LP | 2.07% | Add +21.5% | 528,647 | $12.9M |
| Main Street Group, LTD | 5.43% | Add +5.7% | 509,144 | $12.4M |
| Royal Bank of Canada | 0.00% | Add +4.2% | 502,764 | $12.2M |
| Black Diamond Financial, LLC | 1.83% | Add +8.7% | 500,455 | $12.2M |
| Northeast Financial Group, Inc. | 4.43% | Add +0.6% | 487,733 | $11.9M |
| Diversify Wealth Management, LLC | 0.84% | Reduce -3.6% | 461,365 | $11.3M |
| WT Wealth Management | 3.62% | Reduce -8.4% | 457,302 | $11.1M |
| Westover Capital Advisors, LLC | 2.45% | Add +10.7% | 453,720 | $11.0M |
| Apella Capital, LLC | 0.38% | Reduce -42.3% | 452,016 | $11.0M |
| Meridian Wealth Partners, LLC | 1.74% | Reduce -0.4% | 447,392 | $10.9M |
| Creative Planning | 0.01% | Reduce -0.9% | 444,142 | $10.8M |
| BlackRock, Inc. | 0.00% | Reduce -24.8% | 410,965 | $10.0M |
| First National Trust Co | 0.39% | Reduce -38.5% | 394,117 | $9.6M |
| Prairiewood Capital, LLC | 3.88% | Add +5.9% | 391,928 | $9.5M |
| Mariner, LLC | 0.02% | Reduce -10.2% | 391,876 | $9.5M |
| Stephens Group Asset Management, LLC | 0.77% | Reduce -50.4% | 390,283 | $9.5M |
| Sims Investment Management, LLC | 4.22% | Add +9.8% | 387,558 | $9.4M |
| Peterson Wealth Advisors, LLC | 1.82% | Add +5.2% | 386,250 | $9.4M |
| Mutual Advisors, LLC | 0.27% | Add +2.9% | 384,034 | $9.4M |
| ZynergyRetirementPlanningLLC | 6.55% | Add +124.4% | 383,699 | $9.2M |
| BNP Paribas Financial Markets | 0.01% | Reduce -48.7% | 378,874 | $9.2M |
| Alesco Advisors, LLC, An ESL Co | 0.28% | Add +0.5% | 367,782 | $9.0M |
| Mgo One Seven LLC | 0.35% | Add +9.5% | 366,755 | $8.9M |
| Roundview Capital LLC | 0.64% | Reduce -2.3% | 366,578 | $8.9M |
| Phil A. Younker & Associates, Ltd. | 8.66% | Reduce -7.7% | 361,493 | $8.8M |
| Act Two Investors LLC | 1.86% | Add +101.0% | 359,603 | $8.8M |
| SMI Advisory Services, LLC | 1.92% | Add +16.8% | 349,794 | $8.5M |
| BWM Planning, LLC | 3.57% | Add +11.8% | 346,989 | $8.4M |
| RMR Wealth Builders | 0.86% | Add +38.7% | 337,364 | $8.2M |
| HighTower Advisors, LLC | 0.01% | Add +30.8% | 335,545 | $8.2M |
"% 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.