SCHWAB SHORT-TERM US TREAS (SCHO) Institutional Ownership and Insiders Activity
SCHWAB SHORT-TERM US TREAS (SCHO) is widely held by institutional investors, with 1 tracked firm reporting positions valued at approximately $2.34M based on SEC Form 13F filings for the quarter ended June 30, 2026.
Sequoia Financial Advisors is the largest disclosed holder, reporting approximately $2.34M in SCHO holdings in its latest filing.
Institutional ownership among tracked investors remains highly concentrated, with Sequoia Financial Advisors representing the majority of disclosed value.
Institutional Holders
1
Total Reported Value
$2.34M
Largest Holder
Sequoia Financial Advisors
Largest Position
$2.34M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
0
Funds Exiting Positions
0
Top Institutional Owners
View allSCHO News
All news- Trunorth Capital Management Q2 Portfolio Changes: Focus on Schwab and Dimensional ETFs
Jul 25, 2026 · valut.ai
- Courage Miller Partners Q2 2026 Portfolio Activity: Significant ETF Purchases and Sales Observed
Jul 25, 2026 · valut.ai
- Flc Capital Advisors Q2 2026 Portfolio Activity: Significant Increases in Schwab Funds
Jul 21, 2026 · valut.ai
- Access Financial Services: Key Purchases & Sales in Q2 2026
Jul 18, 2026 · valut.ai
- Clear Retirement Advice Llc Portfolio Adjustments in Q2 2026
Jul 18, 2026 · valut.ai
- Lvw Advisors LLC Portfolio Shifts in Q2 2026: Focus on Growth ETFs and Selective Sales
Jul 17, 2026 · valut.ai
- Arnold Financial Planning Llc Portfolio Analysis for Q2 2026
Jul 17, 2026 · valut.ai
- Plan A Wealth Llc Q2 2026 Portfolio Activity Analysis
Jul 17, 2026 · valut.ai
Related SCHO Institutional Insights:
- SCHO Institutional Ownership & Insiders Activity
- SCHO Institutional Ownership & 13F Activity
- SCHO Top Institutional Shareholders
- SCHO Institutional Buying Activity
- SCHO Institutional Selling Activity
- Institutional Portfolio Overlap & Shared Holdings
- SCHO Insider Trading & SEC Form 4 Activity
- Top Institutional Investor Stock Rankings