Schwab Short-Term US TreasSCHOETF
13F holders, Q4 2025 (December 31)684holders +39
56new positions
44sold out
3famous investors
$24.38avg. 13F price*
At the end of Q4 2025, 684 institutions reported holding Schwab Short-Term US Treas (SCHO) in their 13F filings, up 39 from Q3 2025. 56 opened new positions and 44 sold out. The largest holders were Bank of America Corp. ($3.0B), JPMorgan Chase & Co. ($514.4M) and Ameriprise Financial Inc. ($465.0M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% 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 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 56 | $89.4M |
| Exits | 44 | $41.3M |
All 13F filers, Q3 2025 → Q4 2025: 19,656,871 shares bought and 14,698,859 shares sold, net +4,958,012 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 684 holders
| Bank of America Corp. | 0.22% | Add +3.2% | 122,501,159 | $3.0B |
| JPMorgan Chase & Co. | 0.03% | Add +6.9% | 21,107,647 | $514.4M |
| Ameriprise Financial Inc. | 0.11% | Reduce -2.1% | 18,996,856 | $465.0M |
| Sei Investments Co. | 0.45% | Add +5.7% | 18,600,555 | $453.3M |
| Envestnet Asset Management Inc. | 0.05% | Add +10.4% | 7,472,933 | $182.1M |
| Stifel Financial Corp. | 0.13% | Reduce -8.0% | 6,027,765 | $146.9M |
| Wealthfront Advisers LLC | 0.22% | Add +7.7% | 4,077,325 | $99.4M |
| PNC Financial Services Group, Inc. | 0.05% | Add +3.0% | 3,876,303 | $94.5M |
| Moisand Fitzgerald Tamayo, LLC | 10.10% | Add +6.7% | 3,670,514 | $89.5M |
| Wealth Enhancement Advisory Services, LLC | 0.11% | Add +15.8% | 3,177,583 | $77.5M |
| State Street Corp. | 0.00% | No change | 3,100,000 | $75.5M |
| MCF Advisors LLC | 3.65% | Add +4.2% | 2,711,604 | $66.1M |
| Bangor Savings Bank | 4.79% | Add +9.4% | 2,443,542 | $59.5M |
| Wells Fargo & Company | 0.01% | Add +8.2% | 2,157,536 | $52.6M |
| Cerity Partners LLC | 0.07% | Reduce -23.7% | 2,110,710 | $51.4M |
| Stephens Group Asset Management, LLC | 3.38% | Reduce -0.2% | 2,077,813 | $50.6M |
| LVW Advisors, LLC | 5.12% | Add +4.5% | 2,072,234 | $50.5M |
| Fiduciary Financial Group, LLC | 6.72% | Add +2.0% | 1,952,052 | $47.6M |
| TruNorth Capital Management, LLC | 8.96% | Add +6.3% | 1,937,988 | $47.2M |
| Merit Financial Group, LLC | 0.37% | Add +20.9% | 1,889,316 | $46.0M |
| DAVENPORT & Co LLC | 0.23% | Add +5.8% | 1,731,025 | $42.2M |
| LPL Financial LLC | 0.01% | Reduce -46.4% | 1,728,454 | $42.1M |
| Morningstar Investment Management LLC | 2.48% | No change | 1,726,672 | $42.1M |
| FLC Capital Advisors | 7.33% | Add +6.8% | 1,629,211 | $39.7M |
| Morgan Stanley | 0.00% | Reduce -51.8% | 1,533,400 | $37.4M |
| High Probability Advisors, LLC | 4.77% | Add +3.2% | 1,469,142 | $35.8M |
| Mercer Global Advisors Inc. | 0.05% | Reduce -9.2% | 1,437,525 | $35.0M |
| SCS Capital Management LLC | 0.36% | Add +6.0% | 1,402,884 | $34.2M |
| Access Financial Services, Inc. | 12.26% | Add +2.6% | 1,381,585 | $33.7M |
| Willis Johnson & Associates, Inc. | 2.04% | New | 1,359,076 | $33.1M |
| Midwest Trust Co | 0.40% | Add +9.2% | 1,322,692 | $32.2M |
| Leavell Investment Management, Inc. | 1.30% | Add +3.9% | 1,284,869 | $31.3M |
| MAI Capital Management | 0.18% | Add +8.1% | 1,263,570 | $30.8M |
| Passive Capital Management, LLC. | 8.89% | Add +5.7% | 1,166,284 | $28.4M |
| United Capital Management of KS, Inc. | 3.85% | Add +2.0% | 1,127,935 | $27.5M |
| UBS Group AG | 0.01% | Add +18.6% | 1,119,017 | $27.3M |
| Cetera Investment Advisers | 0.03% | Add +6.9% | 1,054,472 | $25.7M |
| Charles Schwab Trust Co | 1.66% | Add +3.4% | 1,037,219 | $25.3M |
| Avior Wealth Management, LLC | 0.75% | Add +9.3% | 983,861 | $24.0M |
| Holcombe Financial, Inc. | 14.69% | Reduce -10.2% | 959,862 | $23.4M |
| Savant Capital, LLC | 0.13% | Add +358.0% | 932,951 | $22.7M |
| MBM Wealth Consultants, LLC | 5.21% | Add +11.5% | 899,719 | $21.9M |
| Galvin, Gaustad & Stein, LLC | 1.70% | Add +3.5% | 882,638 | $21.5M |
| Waverly Advisors, LLC | 0.17% | Add +27.9% | 877,529 | $21.4M |
| MassMutual Private Wealth & Trust, FSB | 0.53% | Add +0.9% | 848,705 | $20.7M |
| Truist Financial Corp. | 0.03% | Add +7.3% | 845,565 | $20.6M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -4.1% | 812,517 | $19.8M |
| Journey Advisory Group, LLC | 1.63% | Add +4.9% | 795,344 | $19.4M |
| Courage Miller Partners, LLC | 5.83% | Reduce -0.4% | 794,567 | $19.4M |
| AdvisorNet Financial, Inc | 1.03% | Add +0.7% | 790,290 | $19.3M |
| Fund Evaluation Group, LLC | 0.62% | No change | 772,924 | $18.8M |
| Novem Group | 2.14% | Add +5.3% | 757,520 | $18.5M |
| Brandywine Oak Private Wealth LLC | 1.54% | Reduce -0.0% | 753,731 | $18.4M |
| Inspire Investing, LLC | 1.62% | Add +11.6% | 737,734 | $18.0M |
| Raymond James Financial Inc. | 0.01% | Add +11.1% | 734,359 | $17.9M |
| Black Diamond Financial, LLC | 1.79% | Add +21.7% | 697,251 | $17.0M |
| Brooklyn Investment Group | 0.77% | New | 685,399 | $16.7M |
| Resonant Capital Advisors, LLC | 0.90% | Add +12.9% | 671,112 | $16.4M |
| Stratos Wealth Advisors, LLC | 0.79% | Reduce -5.6% | 666,641 | $16.2M |
| RMR Wealth Builders | 1.28% | Add +20.0% | 656,804 | $16.0M |
| Ballast Advisors LLC | 4.37% | Add +4.2% | 650,187 | $15.8M |
| Robinswood Financial LLC | 4.93% | Add +4.4% | 631,962 | $15.4M |
| BWM Planning, LLC | 4.10% | Add +11.8% | 629,939 | $15.4M |
| KRM Wealth Management L.L.C. | 8.35% | — | 624,993 | $15.2M |
| Alesco Advisors, LLC, An ESL Co | 0.39% | Add +3.1% | 618,801 | $15.1M |
| JPL Wealth Management, LLC | 3.64% | Reduce -9.3% | 613,191 | $14.9M |
| Pure Financial Advisors, LLC | 0.22% | Add +1.4% | 596,850 | $14.5M |
| Northeast Financial Group, Inc. | 3.63% | Add +7.7% | 594,236 | $14.5M |
| Marotta Asset Management | 2.67% | Add +1.3% | 592,692 | $14.4M |
| Pure Portfolios Holdings LLC | 4.35% | Add +3.5% | 592,210 | $14.4M |
| Avidian Wealth Enterprises, LLC | 0.53% | Add +2.5% | 592,021 | $14.4M |
| Clear Retirement Advice LLC | 11.16% | — | 588,651 | $14.3M |
| World Investment Advisors | 0.23% | Add +0.8% | 565,126 | $13.8M |
| Clearwater Capital Advisors, LLC | 1.12% | Reduce -78.7% | 552,087 | $13.5M |
| Cloud Capital Management, LLC | 6.33% | Reduce -0.1% | 549,467 | $13.4M |
| Debussy Capital Management LP | 1.80% | Add +8.6% | 543,040 | $13.2M |
| Prairiewood Capital, LLC | 4.08% | Add +8.7% | 539,460 | $13.1M |
| Towneley Capital Management, Inc / DE | 2.76% | Add +1.6% | 537,693 | $13.1M |
| Farther Finance Advisors, LLC | 0.14% | Add +125.5% | 533,218 | $13.0M |
| Meridian Wealth Partners, LLC | 1.75% | Add +4.4% | 520,155 | $12.7M |
| Diversify Wealth Management, LLC | 0.59% | Add +4.7% | 516,604 | $12.6M |
| Royal Bank of Canada | 0.00% | Add +6.8% | 516,591 | $12.6M |
| US Bancorp \de | 0.01% | Add +24.3% | 498,545 | $12.1M |
| Westover Capital Advisors, LLC | 2.17% | Add +6.1% | 488,649 | $11.9M |
| ZynergyRetirementPlanningLLC | 7.28% | Add +26.9% | 483,964 | $11.8M |
| Peterson Wealth Advisors, LLC | 1.57% | Add +13.6% | 481,950 | $11.7M |
| MML Investors Services, LLC | 0.03% | Add +10.3% | 481,839 | $11.7M |
| Arnold Financial Planning LLC | 10.90% | — | 433,668 | $10.6M |
| Mutual Advisors, LLC | 0.22% | Add +1.2% | 428,919 | $10.5M |
| Creative Planning | 0.01% | Reduce -11.0% | 427,802 | $10.4M |
| Blue Sky Capital Consultants Group, Inc. | 4.52% | Add +8.7% | 424,225 | $10.3M |
| First National Trust Co | 0.34% | Add +2.1% | 413,382 | $10.1M |
| Sims Investment Management, LLC | 3.54% | Add +1.2% | 410,843 | $10.0M |
| Osaic Holdings, Inc. | 0.01% | Add +9.0% | 407,484 | $9.9M |
| Triad Wealth Partners, LLC | 0.94% | New | 405,359 | $9.9M |
| HighTower Advisors, LLC | 0.01% | Add +4.2% | 403,072 | $9.8M |
| Phil A. Younker & Associates, Ltd. | 6.83% | Add +5.0% | 402,053 | $9.8M |
| Brown Wealth Management, LLC | 2.47% | Reduce -20.1% | 385,162 | $9.4M |
| Oakwell Private Wealth Management, LLC | 1.69% | Add +10.5% | 371,523 | $9.1M |
| Milestone Investment Advisors LLC | 2.16% | Add +2.8% | 366,728 | $8.9M |
"% 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.