Schwab Short-Term US TreasSCHOETF
13F holders, Q3 2025 (September 30)645holders −12
52new positions
58sold out
3famous investors
$24.40avg. 13F price*
At the end of Q3 2025, 645 institutions reported holding Schwab Short-Term US Treas (SCHO) in their 13F filings, down 12 from Q2 2025. 52 opened new positions and 58 sold out. The largest holders were Bank of America Corp. ($2.9B), JPMorgan Chase & Co. ($481.9M) and Ameriprise Financial Inc. ($473.9M). 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 52 | $53.9M |
| Exits | 58 | $55.9M |
All 13F filers, Q2 2025 → Q3 2025: 22,084,456 shares bought and 16,987,510 shares sold, net +5,096,946 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 645 holders
| Bank of America Corp. | 0.22% | Add +8.8% | 118,665,834 | $2.9B |
| JPMorgan Chase & Co. | 0.03% | Reduce -2.5% | 19,750,218 | $481.9M |
| Ameriprise Financial Inc. | 0.11% | Reduce -15.9% | 19,401,639 | $473.9M |
| Sei Investments Co. | 0.46% | Add +3.4% | 17,596,729 | $429.4M |
| Envestnet Asset Management Inc. | 0.05% | Reduce -15.9% | 6,767,740 | $165.1M |
| Stifel Financial Corp. | 0.15% | Add +7.3% | 6,554,600 | $159.9M |
| Wealthfront Advisers LLC | 0.22% | Add +5.7% | 3,787,747 | $92.4M |
| PNC Financial Services Group, Inc. | 0.06% | Reduce -1.5% | 3,763,183 | $91.8M |
| Moisand Fitzgerald Tamayo, LLC | 9.89% | Add +6.0% | 3,441,065 | $84.0M |
| LPL Financial LLC | 0.02% | Reduce -24.8% | 3,226,183 | $78.7M |
| Morgan Stanley | 0.00% | Reduce -2.8% | 3,177,750 | $77.5M |
| State Street Corp. | 0.00% | No change | 3,100,000 | $75.6M |
| Cerity Partners LLC | 0.11% | Reduce -15.3% | 2,767,502 | $67.5M |
| Wealth Enhancement Advisory Services, LLC | 0.10% | Add +89.1% | 2,744,373 | $66.9M |
| MCF Advisors LLC | 3.89% | Add +7.2% | 2,601,249 | $63.5M |
| Clearwater Capital Advisors, LLC | 5.38% | Add +5.0% | 2,585,770 | $63.1M |
| Bangor Savings Bank | 4.54% | Add +5.1% | 2,234,276 | $54.5M |
| Stephens Group Asset Management, LLC | 3.42% | Add +10.9% | 2,081,846 | $50.8M |
| Wells Fargo & Company | 0.01% | Add +2.8% | 1,994,751 | $48.7M |
| LVW Advisors, LLC | 5.01% | Add +8.0% | 1,982,002 | $48.4M |
| Fiduciary Financial Group, LLC | 7.37% | Add +7.9% | 1,912,784 | $46.7M |
| TruNorth Capital Management, LLC | 8.80% | Add +4.8% | 1,823,975 | $44.5M |
| Renaissance Technologies | 0.06% | Reduce -25.1% | 1,821,084 | $44.4M |
| Morningstar Investment Management LLC | 1.55% | Add +2.7% | 1,726,672 | $42.1M |
| DAVENPORT & Co LLC | 0.21% | Add +8.5% | 1,636,548 | $39.9M |
| Mercer Global Advisors Inc. | 0.06% | Reduce -15.2% | 1,582,342 | $38.6M |
| Merit Financial Group, LLC | 0.35% | Add +42.9% | 1,562,292 | $38.1M |
| FLC Capital Advisors | 7.21% | Add +4.8% | 1,525,261 | $37.2M |
| High Probability Advisors, LLC | 4.76% | Add +12.4% | 1,423,526 | $34.7M |
| Access Financial Services, Inc. | 11.90% | Add +112.5% | 1,346,749 | $32.9M |
| SCS Capital Management LLC | 0.35% | Reduce -0.6% | 1,323,278 | $32.3M |
| Leavell Investment Management, Inc. | 1.27% | Add +5.0% | 1,236,117 | $30.2M |
| Midwest Trust Co | 0.38% | Add +0.7% | 1,210,932 | $29.5M |
| MAI Capital Management | 0.18% | Add +8.7% | 1,169,311 | $28.5M |
| United Capital Management of KS, Inc. | 3.67% | Add +4.7% | 1,106,304 | $27.0M |
| Passive Capital Management, LLC. | 8.78% | Reduce -1.2% | 1,103,890 | $26.9M |
| Holcombe Financial, Inc. | 18.21% | Add +5.5% | 1,069,210 | $26.1M |
| Charles Schwab Trust Co | 1.66% | Add +7.5% | 1,002,705 | $24.5M |
| Cetera Investment Advisers | 0.03% | Reduce -5.7% | 986,161 | $24.1M |
| Williams Financial, LLC | 23.79% | Add +1.5% | 945,377 | $23.1M |
| UBS Group AG | 0.00% | Add +2.4% | 943,474 | $23.0M |
| Avior Wealth Management, LLC | 0.71% | Add +4.2% | 900,525 | $22.0M |
| Altiora Financial Group, LLC | 3.94% | Reduce -3.7% | 882,842 | $21.5M |
| Galvin, Gaustad & Stein, LLC | 1.72% | Add +8.4% | 852,449 | $20.8M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +1.9% | 846,895 | $20.7M |
| MassMutual Private Wealth & Trust, FSB | 0.52% | Add +2.0% | 840,843 | $20.5M |
| MBM Wealth Consultants, LLC | 4.89% | Add +31.8% | 806,752 | $19.7M |
| Courage Miller Partners, LLC | 5.83% | Add +9.8% | 797,617 | $19.5M |
| Truist Financial Corp. | 0.03% | Add +5.2% | 788,085 | $19.2M |
| AdvisorNet Financial, Inc | 1.08% | Add +2.4% | 784,811 | $19.1M |
| Fund Evaluation Group, LLC | 0.68% | No change | 772,924 | $18.9M |
| Journey Advisory Group, LLC | 1.37% | Add +2.6% | 758,142 | $18.5M |
| Brandywine Oak Private Wealth LLC | 1.60% | Reduce -46.0% | 753,904 | $18.4M |
| Novem Group | 2.09% | Add +7.2% | 719,739 | $17.6M |
| Stratos Wealth Advisors, LLC | 0.83% | Reduce -33.9% | 706,122 | $17.2M |
| Waverly Advisors, LLC | 0.17% | Add +22.4% | 686,393 | $16.7M |
| JPL Wealth Management, LLC | 3.91% | Add +4.2% | 675,767 | $16.5M |
| Raymond James Financial Inc. | 0.01% | Add +7.4% | 661,263 | $16.1M |
| Inspire Investing, LLC | 1.57% | Add +0.8% | 660,920 | $16.1M |
| Main Street Group, LTD | 4.92% | Add +2.3% | 629,232 | $15.4M |
| Ballast Advisors LLC | 4.19% | Add +9.4% | 623,769 | $15.2M |
| Robinswood Financial LLC | 4.93% | Add +3.3% | 605,250 | $14.8M |
| Alesco Advisors, LLC, An ESL Co | 0.40% | Add +6.9% | 600,176 | $14.6M |
| Resonant Capital Advisors, LLC | 0.84% | Add +0.6% | 594,156 | $14.5M |
| Pure Financial Advisors, LLC | 0.23% | Add +1.9% | 588,389 | $14.4M |
| Marotta Asset Management | 2.68% | Add +2.1% | 585,005 | $14.3M |
| Avidian Wealth Enterprises, LLC | 0.53% | Add +2.6% | 577,821 | $14.1M |
| Black Diamond Financial, LLC | 1.57% | Add +21.6% | 573,030 | $14.0M |
| Pure Portfolios Holdings LLC | 4.37% | Add +26.6% | 572,199 | $14.0M |
| BWM Planning, LLC | 4.09% | Add +12.8% | 563,185 | $13.7M |
| World Investment Advisors | 0.28% | Reduce -2.1% | 560,781 | $13.7M |
| Northeast Financial Group, Inc. | 3.35% | Add +7.1% | 552,024 | $13.5M |
| Cloud Capital Management, LLC | 7.07% | Reduce -0.6% | 550,048 | $13.4M |
| RMR Wealth Builders | 1.12% | Add +22.9% | 547,150 | $13.4M |
| Towneley Capital Management, Inc / DE | 2.81% | Reduce -1.1% | 529,429 | $12.9M |
| Debussy Capital Management LP | 1.73% | Add +4.5% | 500,122 | $12.2M |
| Meridian Wealth Partners, LLC | 1.67% | Add +6.0% | 498,390 | $12.2M |
| Prairiewood Capital, LLC | 4.02% | Add +14.1% | 496,441 | $12.1M |
| Diversify Wealth Management, LLC | 0.69% | Add +1.4% | 493,518 | $12.0M |
| National Bank of Canada | 0.01% | Reduce -14.3% | 488,303 | $11.9M |
| Royal Bank of Canada | 0.00% | Reduce -1.4% | 483,798 | $11.8M |
| Brown Wealth Management, LLC | 3.30% | Add +14.0% | 482,216 | $11.8M |
| Creative Planning | 0.01% | Add +10.5% | 480,576 | $11.7M |
| Westover Capital Advisors, LLC | 2.08% | Add +2.5% | 460,741 | $11.2M |
| MML Investors Services, LLC | 0.03% | Add +45.6% | 436,658 | $10.7M |
| Mutual Advisors, LLC | 0.23% | Add +3.6% | 423,899 | $10.4M |
| Peterson Wealth Advisors, LLC | 1.55% | Add +11.0% | 424,359 | $10.3M |
| Sims Investment Management, LLC | 3.58% | Add +11.6% | 405,938 | $9.9M |
| First National Trust Co | 0.34% | Add +2.6% | 404,893 | $9.9M |
| US Bancorp \de | 0.01% | Reduce -0.1% | 401,195 | $9.8M |
| Act Two Investors LLC | 1.69% | Reduce -0.8% | 391,611 | $9.6M |
| Blue Sky Capital Consultants Group, Inc. | 4.18% | Add +1553.0% | 390,273 | $9.5M |
| Citigroup Inc. | 0.01% | Add +1191.2% | 387,483 | $9.5M |
| HighTower Advisors, LLC | 0.01% | Add +3.0% | 387,001 | $9.4M |
| Phil A. Younker & Associates, Ltd. | 7.15% | Add +20.9% | 382,781 | $9.3M |
| ZynergyRetirementPlanningLLC | 5.87% | Add +1.7% | 381,363 | $9.3M |
| Osaic Holdings, Inc. | 0.01% | Add +48.7% | 373,981 | $9.1M |
| Fifth Third Securities, Inc. | 0.61% | Add +1.2% | 365,839 | $8.9M |
| Roundview Capital LLC | 0.56% | Add +0.9% | 363,687 | $8.9M |
| SMI Advisory Services, LLC | 1.66% | Add +0.8% | 360,722 | $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.