SCHWAB SHORT-TERM US TREAS (SCHO) Institutional Ownership Changes & 13F Activity

SCHWAB SHORT-TERM US TREAS (SCHO) institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include Sequoia Financial Advisors, Renaissance Technologies LLC, and Eagle Capital Management.

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q3 2021Renaissance Technologies LLCSell-356,63942,869$2,194
Q3 2021Sequoia Financial AdvisorsSell-13,91424,577$1,258
Q2 2021Renaissance Technologies LLCBuy115,108399,508$20,463
Q2 2021Sequoia Financial AdvisorsBuy1,84538,491$1,972
Q1 2021Renaissance Technologies LLCSell-125,900284,400$14,593
Q1 2021Sequoia Financial AdvisorsBuy7,01936,646$1,880
Q4 2020Renaissance Technologies LLCBuy120,700410,300$21,085
Q4 2020Sequoia Financial AdvisorsBuy2,15329,627$1,523
Q3 2020Renaissance Technologies LLCBuy67,713289,600$14,914
Q3 2020Sequoia Financial AdvisorsBuy27,47427,474$1,415
Q2 2020Renaissance Technologies LLCBuy75,287221,887$11,456
Q2 2020Sequoia Financial AdvisorsSell-25,5260$1,391
Q1 2020Renaissance Technologies LLCSell-112,546146,600$7,584
Q1 2020Sequoia Financial AdvisorsSell-38825,526$1,320
Q4 2019Renaissance Technologies LLCBuy173,678259,146$13,082
Q4 2019Sequoia Financial AdvisorsBuy3,47525,914$1,308
Q3 2019Renaissance Technologies LLCSell-112,53285,468$4,324
Q3 2019Sequoia Financial AdvisorsSell-6,94822,439$1,135
Q2 2019Renaissance Technologies LLCBuy4,200198,000$10,017
Q2 2019Sequoia Financial AdvisorsSell-1,92329,387$1,487
Q1 2019Renaissance Technologies LLCBuy193,800193,800$9,727
Q1 2019Sequoia Financial AdvisorsSell-15,89731,310$1,571
Q4 2018Sequoia Financial AdvisorsBuy14,01147,207$2,356
Q3 2018Sequoia Financial AdvisorsSell-10,74133,196$1,646
Q2 2018Sequoia Financial AdvisorsBuy13,73643,937$2,185
Q1 2018Sequoia Financial AdvisorsBuy7,66130,201$1,505
Q4 2017Eagle Capital ManagementSell-5,030133,672$6,688
Q4 2017Sequoia Financial AdvisorsSell-1,89922,540$1,128
Q3 2017Eagle Capital ManagementSell-13,451138,702$6,991
Q3 2017Sequoia Financial AdvisorsBuy2,89124,439$1,232

Frequently asked questions about SCHO activity

  • Which institutional owners are buying SCHO?

    Institutional owners buying SCHO include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in SCHO activity?

    "Buy" means an investor increased their reported position in SCHO compared to the prior reporting period. This reflects growing exposure to SCHWAB SHORT-TERM US TREAS (SCHO) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in SCHO increasing?

    Institutional interest in SCHO can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.