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 Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Ameriprise Financial Inc, Envestnet Asset Management Inc, Alliancebernstein L.P., Bank Of America Corp, and Wells Fargo & Company/Mn.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncBuy+5,577,503+72.7%13,249,057$319.83MQ2 2026Sep 23, 2026
Envestnet Portfolio Solutions, Inc.Buy+150,332—150,332$3.63MQ2 2026Sep 23, 2026
Anchor Investment Management, LlcSell-6-0.2%3,974$95.94KQ2 2026Sep 15, 2026
Integrated Wealth Concepts LlcBuy+39,494+15.3%297,944$7.19MQ2 2026Sep 09, 2026
Citadel Advisors LlcSell-63,232-76.8%19,118$461.51KQ2 2026Sep 02, 2026
Corient Private Wealth LlcSell-35,396-42.2%48,404$1.17MQ2 2026Aug 27, 2026
Mercer Global Advisors IncSell-213,710-15.3%1,186,671$28.65MQ2 2026Aug 19, 2026
Kingsview Wealth Management, LlcSell-2,303-5.9%36,438$879.61KQ2 2026Aug 19, 2026
Archer Investment CorpBuy+2+0.0%4,607$111.21KQ2 2026Aug 19, 2026
Unconventional Investor, LlcBuy+80,534—80,534$1.94MQ2 2026Aug 18, 2026
Jdm Financial Group LlcBuy+30,843—30,843$744.55KQ2 2026Aug 18, 2026
Beacon Pointe Advisors, LlcSell-354-0.1%282,065$6.81MQ2 2026Aug 18, 2026
Rb Capital Management, LlcSell-112-0.9%12,133$292.88KQ2 2026Aug 18, 2026
Wny Asset Management, LlcBuy+193,805—193,805$4.68MQ2 2026Aug 17, 2026
Coastal Bridge Advisors, LlcBuy+48,134+112.9%90,759$2.19MQ2 2026Aug 17, 2026
Balanced Rock Investment Advisors LlcSell-28,010-39.4%43,116$1.04MQ2 2026Aug 17, 2026
Pure Financial Advisors, LlcBuy+17,991+2.9%646,827$15.61MQ2 2026Aug 17, 2026
Transamerica Financial Advisors, LlcBuy+15,170+1296.6%16,340$394.45KQ2 2026Aug 17, 2026
Reality Financial Planning Services, LlcBuy+6,889+10.3%73,797$1.78MQ2 2026Aug 17, 2026
United Capital Financial Advisors, LlcBuy+3,743+11.6%36,013$869.00KQ2 2026Aug 17, 2026
Caitlin John, LlcBuy+205+24.6%1,037$25.03KQ2 2026Aug 17, 2026
Asset Allocation Strategies LlcSell-169-0.1%117,630$2.84MQ2 2026Aug 17, 2026
Ameriprise Financial IncBuy+19,589,089—19,589,089$470.13MQ2 2026Aug 14, 2026
Alliancebernstein L.P.Buy+5,535,967+823.3%6,208,355$150.68MQ2 2026Aug 14, 2026
Bank Of America CorpBuy+2,818,488+2.5%113,535,796$2.74BQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+1,269,290+55.1%3,573,739$86.27MQ2 2026Aug 14, 2026
Sei Investments CoBuy+648,099+3.9%17,389,099$419.77MQ2 2026Aug 14, 2026
Thrivent Financial For LutheransBuy+197,833+462.1%240,648$5.81MQ2 2026Aug 14, 2026
Waverly Advisors, LlcBuy+160,776+10.6%1,682,018$40.60MQ2 2026Aug 14, 2026
Cerity Partners LlcSell-137,165-8.1%1,555,667$37.55MQ2 2026Aug 14, 2026
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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.