Schwab Short-Term US TreasSCHOETF
13F holders, Q1 2026 (March 31)697holders +13
66new positions
52sold out
2famous investors
$24.23avg. 13F price*
At the end of Q1 2026, 697 institutions reported holding Schwab Short-Term US Treas (SCHO) in their 13F filings, up 13 from Q4 2025. 66 opened new positions and 52 sold out. The largest holders were Bank of America Corp. ($2.7B), JPMorgan Chase & Co. ($593.4M) and Sei Investments Co. ($406.3M). 2 famous investors held it, including 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 66 | $141.1M |
| Exits | 52 | $51.0M |
All 13F filers, Q4 2025 → Q1 2026: 22,157,211 shares bought and 29,324,410 shares sold, net −7,167,199 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 697 holders
| Bank of America Corp. | 0.20% | Reduce -9.6% | 110,717,308 | $2.7B |
| JPMorgan Chase & Co. | 0.04% | Add +15.9% | 24,469,334 | $593.4M |
| Sei Investments Co. | 0.37% | Reduce -10.0% | 16,741,000 | $406.3M |
| Ameriprise Financial Inc. | 0.08% | Reduce -18.7% | 15,446,985 | $363.2M |
| Envestnet Asset Management Inc. | 0.05% | Add +2.7% | 7,671,554 | $186.2M |
| Stifel Financial Corp. | 0.14% | Add +5.5% | 6,358,904 | $154.3M |
| PNC Financial Services Group, Inc. | 0.06% | Add +5.9% | 4,104,187 | $99.6M |
| Moisand Fitzgerald Tamayo, LLC | 10.23% | Add +6.8% | 3,920,931 | $95.2M |
| Wealth Enhancement Advisory Services, LLC | 0.18% | Add +7.3% | 3,409,345 | $82.5M |
| State Street Corp. | 0.00% | No change | 3,100,000 | $75.2M |
| Wealthfront Advisers LLC | 0.16% | Reduce -26.9% | 2,978,594 | $72.3M |
| MCF Advisors LLC | 2.93% | Add +1.6% | 2,755,371 | $66.9M |
| Bangor Savings Bank | 5.00% | Add +5.5% | 2,576,647 | $62.5M |
| LPL Financial LLC | 0.01% | Add +34.5% | 2,324,640 | $56.4M |
| Wells Fargo & Company | 0.01% | Add +6.8% | 2,304,449 | $55.9M |
| Fiduciary Financial Group, LLC | 7.01% | Add +11.5% | 2,176,741 | $52.8M |
| LVW Advisors, LLC | 5.00% | Add +2.0% | 2,112,985 | $51.3M |
| Merit Financial Group, LLC | 0.37% | Add +8.9% | 2,057,653 | $49.9M |
| TruNorth Capital Management, LLC | 9.14% | Add +1.4% | 1,964,291 | $47.7M |
| Morgan Stanley | 0.00% | Add +23.1% | 1,888,069 | $45.8M |
| Midwest Trust Co | 0.56% | Add +39.6% | 1,846,314 | $44.8M |
| UBS Group AG | 0.01% | Add +62.8% | 1,821,170 | $44.2M |
| FLC Capital Advisors | 7.57% | Add +5.5% | 1,718,824 | $41.7M |
| Cerity Partners LLC | 0.06% | Reduce -19.8% | 1,692,832 | $41.1M |
| High Probability Advisors, LLC | 5.23% | Add +14.6% | 1,682,861 | $40.8M |
| Morningstar Investment Management LLC | 2.42% | Reduce -6.5% | 1,613,491 | $39.2M |
| Stephens Group Asset Management, LLC | 2.39% | Reduce -25.7% | 1,544,533 | $37.5M |
| Waverly Advisors, LLC | 0.28% | Add +73.4% | 1,521,242 | $36.9M |
| DAVENPORT & Co LLC | 0.20% | Reduce -13.7% | 1,493,451 | $36.2M |
| Willis Johnson & Associates, Inc. | 2.06% | Add +7.3% | 1,457,711 | $35.4M |
| Mercer Global Advisors Inc. | 0.05% | Reduce -2.6% | 1,400,381 | $34.0M |
| Access Financial Services, Inc. | 11.91% | Add +0.2% | 1,383,795 | $33.6M |
| MAI Capital Management | 0.19% | Add +8.1% | 1,365,589 | $33.1M |
| Leavell Investment Management, Inc. | 1.36% | Add +6.2% | 1,364,383 | $33.1M |
| Blackhawk Capital Partners, LLC | 11.05% | New | 1,241,367 | $30.1M |
| Passive Capital Management, LLC. | 8.94% | Add +5.8% | 1,234,433 | $30.0M |
| Kestra Investment Management, LLC | 0.51% | New | 1,208,324 | $29.3M |
| United Capital Management of KS, Inc. | 4.32% | Add +4.0% | 1,173,541 | $28.5M |
| MassMutual Private Wealth & Trust, FSB | 0.76% | Add +34.9% | 1,145,070 | $27.8M |
| Charles Schwab Trust Co | 1.73% | Add +6.2% | 1,101,683 | $26.7M |
| Avior Wealth Management, LLC | 0.73% | Add +7.5% | 1,058,171 | $25.7M |
| Holcombe Financial, Inc. | 14.69% | Add +7.3% | 1,029,588 | $25.0M |
| MBM Wealth Consultants, LLC | 5.36% | Add +7.0% | 962,850 | $23.4M |
| Galvin, Gaustad & Stein, LLC | 1.75% | Add +0.5% | 886,900 | $21.5M |
| Journey Advisory Group, LLC | 1.79% | Add +8.1% | 859,892 | $20.9M |
| Courage Miller Partners, LLC | 5.62% | Add +3.2% | 820,033 | $19.9M |
| Cetera Investment Advisers | 0.02% | Reduce -23.7% | 804,911 | $19.5M |
| RMR Wealth Builders | 1.52% | Add +21.3% | 796,357 | $19.3M |
| Novem Group | 2.21% | Add +4.4% | 790,571 | $19.2M |
| AdvisorNet Financial, Inc | 0.98% | Reduce -1.3% | 780,153 | $18.9M |
| Fund Evaluation Group, LLC | 0.58% | No change | 772,924 | $18.8M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -6.3% | 761,195 | $18.5M |
| Brandywine Oak Private Wealth LLC | 1.54% | Reduce -0.0% | 753,576 | $18.3M |
| Alesco Advisors, LLC, An ESL Co | 0.47% | Add +21.6% | 752,236 | $18.3M |
| Black Diamond Financial, LLC | 1.91% | Add +3.7% | 723,101 | $17.5M |
| KRM Wealth Management L.L.C. | 9.03% | Add +14.3% | 714,088 | $17.3M |
| BWM Planning, LLC | 4.50% | Add +11.7% | 703,664 | $17.1M |
| Inspire Investing, LLC | 0.98% | Reduce -6.6% | 689,358 | $16.7M |
| Alliancebernstein L.P. | 0.01% | New | 672,388 | $16.4M |
| Farther Finance Advisors, LLC | 0.15% | Add +24.5% | 664,015 | $16.1M |
| Robinswood Financial LLC | 5.04% | Add +4.4% | 659,977 | $16.0M |
| JPL Wealth Management, LLC | 3.63% | Add +6.0% | 650,307 | $15.8M |
| Raymond James Financial Inc. | 0.00% | Reduce -12.5% | 642,776 | $15.6M |
| Avidian Wealth Enterprises, LLC | 0.49% | Add +7.7% | 637,834 | $15.5M |
| Pure Financial Advisors, LLC | 0.22% | Add +5.4% | 628,836 | $15.3M |
| Clear Retirement Advice LLC | 11.40% | Add +1.6% | 598,083 | $14.5M |
| Blue Sky Capital Consultants Group, Inc. | 6.89% | Add +40.4% | 595,497 | $14.5M |
| AE Wealth Management LLC | 0.08% | Add +11397.5% | 581,081 | $14.1M |
| Stonebridge Financial Group, LLC | 1.15% | Add +66.4% | 577,947 | $14.0M |
| Prairiewood Capital, LLC | 4.04% | Add +6.8% | 576,172 | $14.0M |
| Marotta Asset Management | 2.52% | Reduce -4.8% | 564,482 | $13.7M |
| Debussy Capital Management LP | 1.86% | Add +2.3% | 555,616 | $13.5M |
| Brooklyn Investment Group | 0.42% | Reduce -19.4% | 552,714 | $13.4M |
| Towneley Capital Management, Inc / DE | 2.79% | Add +2.1% | 549,185 | $13.3M |
| Meridian Wealth Partners, LLC | 1.81% | Add +4.3% | 542,653 | $13.2M |
| Diversify Wealth Management, LLC | 0.23% | Add +3.4% | 534,366 | $12.9M |
| Bank of New York Mellon Corp | 0.00% | Add +1130.5% | 532,688 | $12.9M |
| Choreo, LLC | 0.16% | New | 528,562 | $12.8M |
| Northeast Financial Group, Inc. | 3.38% | Reduce -12.1% | 522,603 | $12.7M |
| World Investment Advisors | 0.20% | Reduce -8.0% | 519,885 | $12.6M |
| Royal Bank of Canada | 0.00% | Add +0.5% | 519,253 | $12.6M |
| Arnold Financial Planning LLC | 11.75% | Add +19.4% | 517,952 | $12.6M |
| Bard Associates Inc. | 3.10% | Add +83.2% | 508,848 | $12.3M |
| Westover Capital Advisors, LLC | 2.25% | Add +3.0% | 503,560 | $12.2M |
| US Bancorp \de | 0.01% | Reduce -1.8% | 489,466 | $11.9M |
| TRB Wealth Management, LLC | 1.67% | — | 483,780 | $11.7M |
| Peterson Wealth Advisors, LLC | 1.53% | Reduce -1.9% | 472,888 | $11.5M |
| L. Roy Papp & Associates, LLP | 1.32% | Add +168.4% | 472,480 | $11.5M |
| Osaic Holdings, Inc. | 0.02% | Add +15.1% | 469,086 | $11.4M |
| First National Trust Co | 0.39% | Add +12.7% | 466,023 | $11.3M |
| Savant Capital, LLC | 0.05% | Reduce -51.6% | 451,828 | $11.0M |
| Captrust Financial Advisors | 0.02% | Add +56.9% | 446,991 | $10.8M |
| ZynergyRetirementPlanningLLC | 6.44% | Reduce -9.4% | 438,538 | $10.6M |
| Mutual Advisors, LLC | 0.22% | Reduce -0.8% | 425,562 | $10.3M |
| Sims Investment Management, LLC | 3.77% | Add +2.9% | 422,625 | $10.3M |
| MML Investors Services, LLC | 0.03% | Reduce -13.3% | 417,951 | $10.1M |
| Stratos Wealth Advisors, LLC | 0.62% | Reduce -37.4% | 417,417 | $10.1M |
| Dock Street Asset Management Inc. | 1.03% | Add +24.0% | 403,061 | $9.8M |
| Momentum Wealth Planning, LLC | 8.94% | Add +51.0% | 400,329 | $9.7M |
| Creative Planning | 0.01% | Reduce -6.7% | 399,294 | $9.7M |
"% 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.