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. 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
Q1 2026Sequoia Financial AdvisorsSell-5,36827,134$658,546
Q4 2025Renaissance Technologies LLCSell-1,781,26139,823$970,487
Q4 2025Sequoia Financial AdvisorsSell-11,15832,502$792,070
Q3 2025Renaissance Technologies LLCSell-611,2451,821,084$44,434,450
Q3 2025Sequoia Financial AdvisorsSell-6,56043,660$1,065,315
Q2 2025Renaissance Technologies LLCSell-1,946,3472,432,329$59,300,181
Q2 2025Sequoia Financial AdvisorsSell-7,94950,220$1,224,366
Q1 2025Renaissance Technologies LLCBuy1,448,9184,378,676$106,576,974
Q1 2025Sequoia Financial AdvisorsBuy23,40158,169$1,415,835
Q4 2024Renaissance Technologies LLCBuy1,598,3312,929,758$70,489,977
Q4 2024Sequoia Financial AdvisorsBuy14,46034,768$836,521
Q3 2024Renaissance Technologies LLCBuy303,4271,331,427$65,213,294
Q3 2024Sequoia Financial AdvisorsSell-10,83020,308$994,686
Q2 2024Renaissance Technologies LLCBuy164,4651,028,000$49,477,640
Q2 2024Sequoia Financial AdvisorsBuy23131,138$1,498,672
Q1 2024Renaissance Technologies LLCBuy367,335863,535$41,631
Q1 2024Sequoia Financial AdvisorsSell-2,37530,907$1,490,027
Q4 2023Renaissance Technologies LLCBuy305,881496,200$24,041
Q4 2023Sequoia Financial AdvisorsBuy9,10833,282$1,612,513
Q3 2023Renaissance Technologies LLCBuy94,719190,319$9,114
Q3 2023Sequoia Financial AdvisorsSell-7,24224,174$1,157,693
Q2 2023Sequoia Financial AdvisorsBuy1,97831,416$1,509,840
Q1 2023Sequoia Financial AdvisorsSell-1,78029,438$1,436,281
Q4 2022Renaissance Technologies LLCBuy25,00095,600$4,612
Q4 2022Sequoia Financial AdvisorsSell-2,95931,218$1,505,956
Q3 2022Sequoia Financial AdvisorsSell-3,69434,177$1,649
Q2 2022Sequoia Financial AdvisorsSell-77537,871$1,863
Q1 2022Sequoia Financial AdvisorsBuy29838,646$1,915
Q4 2021Renaissance Technologies LLCBuy27,73170,600$3,590
Q4 2021Sequoia Financial AdvisorsBuy13,77138,348$1,950

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.

Related SCHO Institutional Insights