SCHWAB SHORT-TERM US TREAS (SCHO) Institutional Ownership

SCHO is currently held by 1 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $658,546 based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026.

The largest disclosed holder is Sequoia Financial Advisors, which reported ownership valued at approximately $658,546 in its March 31, 2026 13F filing. Based on current market prices and the latest disclosed share count, Sequoia Financial Advisors's SCHO position is now estimated to be worth approximately $653,386.72, representing an estimated loss of -0.78% since the filing period.

Major shareholders tracked on this page include Sequoia Financial Advisors, and other prominent asset managers. Collectively, these investors account for approximately 100% of the total disclosed value among the investors covered in this analysis.

This page tracks institutional position trends, hedge fund exposure, portfolio concentration, historical 13F filings, and estimated holding performance to help investors analyze smart money sentiment toward SCHWAB SHORT-TERM US TREAS (SCHO).

Institutional Ownership Trend

Portfolio quarterInstitutional holdersTotal reported valueTotal shares
Q1 20261$658,54627,134
Q4 20252$1,762,55772,325
Q3 20252$45,499,7651,864,744
Q2 20252$60,524,5472,482,549
Q1 20252$107,992,8094,436,845
Q4 20242$71,326,4982,964,526
Q3 20242$66,207,9801,351,735
Q2 20242$50,976,3121,059,138
Q1 20242$1,531,658894,442
Q4 20232$1,636,554529,482
Q3 20232$1,166,807214,493
Q2 20231$1,509,84031,416