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
Q2 2017Sequoia Financial AdvisorsBuy10,38921,548$1,086
Q2 2017Eagle Capital ManagementBuy10,139152,153$7,672
Q1 2017Eagle Capital ManagementBuy13,948142,014$7,166
Q1 2017Sequoia Financial AdvisorsSell-8,28411,159$563
Q4 2016Eagle Capital ManagementSell-45,297128,066$6,457
Q4 2016Sequoia Financial AdvisorsSell-11,02119,443$980
Q3 2016Eagle Capital ManagementSell-73,596173,363$8,805
Q3 2016Sequoia Financial AdvisorsSell-4,04330,464$1,547
Q2 2016Sequoia Financial AdvisorsBuy33,61134,507$1,758
Q2 2016Eagle Capital ManagementSell-4,664246,959$12,585
Q1 2016Sequoia Financial AdvisorsSell-10,691896$17,644
Q1 2016Eagle Capital ManagementSell-513251,623$12,782
Q4 2015Eagle Capital ManagementBuy5,653252,136$12,718
Q3 2015Eagle Capital ManagementSell-50,011246,483$12,521
Q3 2015Sequoia Financial AdvisorsSell-6,88511,587$589
Q2 2015Eagle Capital ManagementSell-139,921296,494$15,035
Q2 2015Sequoia Financial AdvisorsBuy18,47218,472$937
Q1 2015Eagle Capital ManagementSell-30,521436,415$22,148
Q4 2014Eagle Capital ManagementBuy33,669466,936$23,618
Q3 2014Eagle Capital ManagementSell-5,580433,267$21,910
Q2 2014Eagle Capital ManagementBuy8,654438,847$22,214
Q1 2014Eagle Capital ManagementBuy195,612430,193$21,746
Q4 2013Eagle Capital ManagementBuy234,581234,581$11,858

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.

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