Schwab Short-Term US TreasSCHOETF
13F holders, Q2 2025 (June 30)657holders +15
57new positions
50sold out
3famous investors
$24.38avg. 13F price*
At the end of Q2 2025, 657 institutions reported holding Schwab Short-Term US Treas (SCHO) in their 13F filings, up 15 from Q1 2025. 57 opened new positions and 50 sold out. The largest holders were Bank of America Corp. ($2.7B), Ameriprise Financial Inc. ($570.8M) and JPMorgan Chase & Co. ($493.7M). 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 57 | $72.4M |
| Exits | 50 | $78.0M |
All 13F filers, Q1 2025 → Q2 2025: 22,893,831 shares bought and 12,830,199 shares sold, net +10,063,632 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 657 holders
| Bank of America Corp. | 0.21% | Add +0.8% | 109,087,556 | $2.7B |
| Ameriprise Financial Inc. | 0.14% | Add +5.7% | 23,077,707 | $570.8M |
| JPMorgan Chase & Co. | 0.03% | Reduce -5.6% | 20,251,104 | $493.7M |
| Sei Investments Co. | 0.48% | Add +3.0% | 17,026,193 | $415.1M |
| Envestnet Asset Management Inc. | 0.06% | Add +5.3% | 8,046,412 | $196.2M |
| Stifel Financial Corp. | 0.14% | Reduce -0.1% | 6,111,570 | $149.0M |
| LPL Financial LLC | 0.03% | Add +24.4% | 4,291,727 | $104.6M |
| PNC Financial Services Group, Inc. | 0.06% | Add +40.7% | 3,819,204 | $93.1M |
| Wealthfront Advisers LLC | 0.23% | Reduce -8.5% | 3,584,777 | $87.4M |
| Morgan Stanley | 0.01% | Add +7.4% | 3,268,155 | $79.7M |
| Cerity Partners LLC | 0.14% | Add +5194.3% | 3,267,650 | $79.7M |
| Moisand Fitzgerald Tamayo, LLC | 10.01% | Add +55.5% | 3,245,196 | $79.1M |
| State Street Corp. | 0.00% | No change | 3,100,000 | $75.6M |
| Clearwater Capital Advisors, LLC | 5.48% | Reduce -0.1% | 2,461,950 | $60.0M |
| Renaissance Technologies | 0.08% | Reduce -44.5% | 2,432,329 | $59.3M |
| MCF Advisors LLC | 3.91% | Reduce -14.9% | 2,425,664 | $59.1M |
| Bangor Savings Bank | 4.63% | Add +17.6% | 2,125,226 | $51.8M |
| Wells Fargo & Company | 0.01% | Reduce -1.3% | 1,941,018 | $47.3M |
| Stephens Group Asset Management, LLC | 3.29% | Add +380.9% | 1,876,668 | $45.8M |
| Mercer Global Advisors Inc. | 0.10% | Reduce -2.9% | 1,866,879 | $45.5M |
| LVW Advisors, LLC | 5.01% | Reduce -4.5% | 1,834,600 | $44.7M |
| Fiduciary Financial Group, LLC | 7.78% | Add +9.7% | 1,772,706 | $43.0M |
| TruNorth Capital Management, LLC | 9.43% | Add +5.8% | 1,739,672 | $42.4M |
| Morningstar Investment Management LLC | 3.60% | Reduce -14.6% | 1,681,738 | $41.0M |
| DAVENPORT & Co LLC | 0.20% | Add +3.8% | 1,507,911 | $36.8M |
| FLC Capital Advisors | 7.33% | Add +19.2% | 1,454,813 | $35.5M |
| Wealth Enhancement Advisory Services, LLC | 0.06% | Add +4.0% | 1,451,447 | $35.2M |
| Brandywine Oak Private Wealth LLC | 3.15% | Add +1.6% | 1,396,128 | $34.0M |
| SCS Capital Management LLC | 0.36% | Add +1.4% | 1,331,753 | $32.5M |
| High Probability Advisors, LLC | 4.62% | Add +1.5% | 1,266,810 | $30.9M |
| Midwest Trust Co | 0.41% | — | 1,202,205 | $29.3M |
| Leavell Investment Management, Inc. | 1.29% | Add +3.4% | 1,177,227 | $28.7M |
| Passive Capital Management, LLC. | 8.44% | Reduce -5.5% | 1,116,812 | $27.1M |
| Merit Financial Group, LLC | 0.30% | Add +21.3% | 1,092,969 | $26.6M |
| MAI Capital Management | 0.18% | Add +3.7% | 1,075,981 | $26.2M |
| Stratos Wealth Advisors, LLC | 1.38% | Reduce -0.4% | 1,068,265 | $26.0M |
| United Capital Management of KS, Inc. | 4.04% | Reduce -35.8% | 1,056,570 | $25.8M |
| Cetera Investment Advisers | 0.04% | Reduce -4.7% | 1,045,800 | $25.5M |
| Holcombe Financial, Inc. | 18.61% | Add +4.5% | 1,013,527 | $24.7M |
| Charles Schwab Trust Co | 1.71% | Add +13.8% | 932,766 | $22.7M |
| Williams Financial, LLC | 24.76% | Add +16.5% | 931,641 | $22.7M |
| UBS Group AG | 0.00% | Add +10.2% | 920,985 | $22.5M |
| Altiora Financial Group, LLC | 4.37% | Reduce -1.8% | 917,059 | $22.4M |
| Assetmark, Inc. | 0.05% | Add +36.2% | 888,728 | $21.7M |
| Avior Wealth Management, LLC | 0.73% | Add +2.8% | 863,939 | $21.1M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -0.9% | 830,923 | $20.3M |
| MassMutual Private Wealth & Trust, FSB | 0.54% | Reduce -0.8% | 824,418 | $20.1M |
| Galvin, Gaustad & Stein, LLC | 1.67% | Add +20.2% | 786,562 | $19.2M |
| Fund Evaluation Group, LLC | 0.73% | No change | 772,924 | $18.8M |
| AdvisorNet Financial, Inc | 1.21% | Add +1.3% | 766,599 | $18.7M |
| Truist Financial Corp. | 0.03% | Add +1.2% | 749,505 | $18.3M |
| Journey Advisory Group, LLC | 1.40% | Add +5.7% | 738,743 | $18.0M |
| Courage Miller Partners, LLC | 5.61% | Reduce -4.1% | 726,303 | $17.7M |
| Novem Group | 2.08% | Add +6.5% | 671,643 | $16.4M |
| Inspire Investing, LLC | 1.74% | Reduce -29.7% | 655,590 | $16.0M |
| JPL Wealth Management, LLC | 4.27% | Add +12.2% | 648,752 | $15.8M |
| Access Financial Services, Inc. | 5.84% | Add +2668.2% | 633,783 | $15.5M |
| Raymond James Financial Inc. | 0.01% | Reduce -7.9% | 615,689 | $15.0M |
| Main Street Group, LTD | 5.43% | Add +20.8% | 615,112 | $15.0M |
| MBM Wealth Consultants, LLC | 4.00% | Add +6.9% | 612,274 | $14.9M |
| Resonant Capital Advisors, LLC | 0.92% | Reduce -5.3% | 590,469 | $14.4M |
| Robinswood Financial LLC | 5.06% | Reduce -2.3% | 586,081 | $14.3M |
| Bank of New York Mellon Corp | 0.00% | Add +214.0% | 585,777 | $14.3M |
| Pure Financial Advisors, LLC | 0.25% | Add +1.3% | 577,136 | $14.1M |
| Marotta Asset Management | 2.80% | Add +99.5% | 573,096 | $14.0M |
| World Investment Advisors | 0.32% | Add +2.0% | 572,558 | $14.0M |
| Ballast Advisors LLC | 4.10% | Add +5.7% | 570,173 | $13.9M |
| National Bank of Canada | 0.01% | Add +212.2% | 569,603 | $13.9M |
| AlphaStar Capital Management, LLC | 0.97% | New | 567,621 | $13.8M |
| Avidian Wealth Enterprises, LLC | 0.56% | Add +3.5% | 563,358 | $13.7M |
| Alesco Advisors, LLC, An ESL Co | 0.39% | Add +52.6% | 561,392 | $13.7M |
| Waverly Advisors, LLC | 0.15% | Add +1.7% | 560,748 | $13.7M |
| Cloud Capital Management, LLC | 8.39% | Reduce -3.9% | 553,342 | $13.5M |
| Towneley Capital Management, Inc / DE | 2.99% | Reduce -34.3% | 535,171 | $13.0M |
| Northeast Financial Group, Inc. | 3.98% | Add +5.6% | 515,223 | $12.6M |
| BWM Planning, LLC | 4.19% | Add +43.8% | 499,090 | $12.2M |
| Royal Bank of Canada | 0.00% | Reduce -2.4% | 490,641 | $12.0M |
| Diversify Wealth Management, LLC | 0.73% | Add +5.5% | 486,704 | $11.8M |
| Debussy Capital Management LP | 1.75% | Reduce -9.5% | 478,649 | $11.7M |
| Black Diamond Financial, LLC | 1.78% | Reduce -5.9% | 471,055 | $11.5M |
| Meridian Wealth Partners, LLC | 1.66% | Add +5.1% | 470,193 | $11.5M |
| Pure Portfolios Holdings LLC | 3.73% | Add +35.3% | 451,998 | $11.0M |
| Westover Capital Advisors, LLC | 2.19% | Reduce -0.9% | 449,523 | $11.0M |
| RMR Wealth Builders | 0.99% | Add +31.9% | 445,132 | $10.9M |
| BNP Paribas Financial Markets | 0.01% | Add +17.2% | 444,031 | $10.8M |
| Prairiewood Capital, LLC | 3.94% | Add +11.0% | 435,102 | $10.6M |
| Creative Planning | 0.01% | Reduce -2.1% | 434,959 | $10.6M |
| WT Wealth Management | 3.09% | Reduce -6.4% | 427,965 | $10.4M |
| Brown Wealth Management, LLC | 3.20% | Reduce -21.1% | 422,850 | $10.3M |
| Diligent Investors, LLC | 2.37% | Add +4424.2% | 410,300 | $10.0M |
| Mutual Advisors, LLC | 0.25% | Add +6.5% | 409,092 | $9.9M |
| US Bancorp \de | 0.01% | Add +23.9% | 401,506 | $9.8M |
| Act Two Investors LLC | 1.97% | Add +9.8% | 394,909 | $9.6M |
| First National Trust Co | 0.36% | Add +0.1% | 394,510 | $9.6M |
| Peterson Wealth Advisors, LLC | 1.54% | Reduce -1.0% | 382,422 | $9.3M |
| HighTower Advisors, LLC | 0.01% | Add +11.9% | 375,574 | $9.2M |
| ZynergyRetirementPlanningLLC | 6.13% | Reduce -2.2% | 375,085 | $9.1M |
| Mgo One Seven LLC | 0.29% | Reduce -0.0% | 366,612 | $8.9M |
| Sims Investment Management, LLC | 3.57% | Reduce -6.2% | 363,671 | $8.9M |
| Fifth Third Securities, Inc. | 0.66% | Add +10.9% | 361,391 | $8.8M |
"% 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.