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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | Buy | +5,577,503 | +72.7% | 13,249,057 | $319.83M | Q2 2026 | Sep 23, 2026 |
| Envestnet Portfolio Solutions, Inc. | Buy | +150,332 | — | 150,332 | $3.63M | Q2 2026 | Sep 23, 2026 |
| Anchor Investment Management, Llc | Sell | -6 | -0.2% | 3,974 | $95.94K | Q2 2026 | Sep 15, 2026 |
| Integrated Wealth Concepts Llc | Buy | +39,494 | +15.3% | 297,944 | $7.19M | Q2 2026 | Sep 09, 2026 |
| Citadel Advisors Llc | Sell | -63,232 | -76.8% | 19,118 | $461.51K | Q2 2026 | Sep 02, 2026 |
| Corient Private Wealth Llc | Sell | -35,396 | -42.2% | 48,404 | $1.17M | Q2 2026 | Aug 27, 2026 |
| Mercer Global Advisors Inc | Sell | -213,710 | -15.3% | 1,186,671 | $28.65M | Q2 2026 | Aug 19, 2026 |
| Kingsview Wealth Management, Llc | Sell | -2,303 | -5.9% | 36,438 | $879.61K | Q2 2026 | Aug 19, 2026 |
| Archer Investment Corp | Buy | +2 | +0.0% | 4,607 | $111.21K | Q2 2026 | Aug 19, 2026 |
| Unconventional Investor, Llc | Buy | +80,534 | — | 80,534 | $1.94M | Q2 2026 | Aug 18, 2026 |
| Jdm Financial Group Llc | Buy | +30,843 | — | 30,843 | $744.55K | Q2 2026 | Aug 18, 2026 |
| Beacon Pointe Advisors, Llc | Sell | -354 | -0.1% | 282,065 | $6.81M | Q2 2026 | Aug 18, 2026 |
| Rb Capital Management, Llc | Sell | -112 | -0.9% | 12,133 | $292.88K | Q2 2026 | Aug 18, 2026 |
| Wny Asset Management, Llc | Buy | +193,805 | — | 193,805 | $4.68M | Q2 2026 | Aug 17, 2026 |
| Coastal Bridge Advisors, Llc | Buy | +48,134 | +112.9% | 90,759 | $2.19M | Q2 2026 | Aug 17, 2026 |
| Balanced Rock Investment Advisors Llc | Sell | -28,010 | -39.4% | 43,116 | $1.04M | Q2 2026 | Aug 17, 2026 |
| Pure Financial Advisors, Llc | Buy | +17,991 | +2.9% | 646,827 | $15.61M | Q2 2026 | Aug 17, 2026 |
| Transamerica Financial Advisors, Llc | Buy | +15,170 | +1296.6% | 16,340 | $394.45K | Q2 2026 | Aug 17, 2026 |
| Reality Financial Planning Services, Llc | Buy | +6,889 | +10.3% | 73,797 | $1.78M | Q2 2026 | Aug 17, 2026 |
| United Capital Financial Advisors, Llc | Buy | +3,743 | +11.6% | 36,013 | $869.00K | Q2 2026 | Aug 17, 2026 |
| Caitlin John, Llc | Buy | +205 | +24.6% | 1,037 | $25.03K | Q2 2026 | Aug 17, 2026 |
| Asset Allocation Strategies Llc | Sell | -169 | -0.1% | 117,630 | $2.84M | Q2 2026 | Aug 17, 2026 |
| Ameriprise Financial Inc | Buy | +19,589,089 | — | 19,589,089 | $470.13M | Q2 2026 | Aug 14, 2026 |
| Alliancebernstein L.P. | Buy | +5,535,967 | +823.3% | 6,208,355 | $150.68M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Buy | +2,818,488 | +2.5% | 113,535,796 | $2.74B | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +1,269,290 | +55.1% | 3,573,739 | $86.27M | Q2 2026 | Aug 14, 2026 |
| Sei Investments Co | Buy | +648,099 | +3.9% | 17,389,099 | $419.77M | Q2 2026 | Aug 14, 2026 |
| Thrivent Financial For Lutherans | Buy | +197,833 | +462.1% | 240,648 | $5.81M | Q2 2026 | Aug 14, 2026 |
| Waverly Advisors, Llc | Buy | +160,776 | +10.6% | 1,682,018 | $40.60M | Q2 2026 | Aug 14, 2026 |
| Cerity Partners Llc | Sell | -137,165 | -8.1% | 1,555,667 | $37.55M | Q2 2026 | Aug 14, 2026 |
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.