Who owns SCHO?
Schwab Short-Term U.S. Treasury ETF · Schwab
720 institutions reported holding SCHO, worth $8.4B, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of SCHO
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Bank of America Corp. | Charlotte, NC | $2.7B | 113,535,796 | +2,818,488 shares |
| JPMorgan Chase & Co | New York, NY | $536.2M | 22,192,489 | −2,276,845 shares |
| Ameriprise Financial Inc. | Minneapolis, MN | $470.1M | 19,589,089 | +4,142,104 shares |
| SEI Investments Co | Oaks, PA | $419.8M | 17,389,099 | +648,099 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $319.8M | 13,249,057 | +5,577,503 shares |
| Alliancebernstein L.P. | Nashville, TN | $150.7M | 6,208,355 | +5,535,967 shares |
| Stifel Financial Corp. | St. Louis, MO | $134.0M | 5,550,245 | −808,659 shares |
| MCF Advisors LLC | Lexington, KY | $107.0M | 4,431,584 | +1,676,213 shares |
| LPL Financial LLC | Fort Mill, SC | $105.1M | 4,352,014 | +2,027,374 shares |
| Wealth Enhancement Advisory Services, LLC | Plymouth, MN | $98.6M | 4,095,259 | +685,914 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns SCHO?
720 institutional managers reported holding SCHO in Form 13F filings for June 30, 2026, worth $8.4B in total. The largest reported position was held by Bank of America Corp., at $2.7B.
Did institutions buy or sell SCHO last quarter?
Reported 13F value rose 8.7% from March 31, 2026, which includes price moves as well as buying and selling. 100 firms reported a new position and 53 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is SCHO ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.