SCHO Institutional Ownership & Shareholders
SCHWAB SHORT-TERM US TREAS (SCHO) is currently held by 719 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $8.36B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Bank Of America Corp is currently the largest disclosed institutional shareholder of SCHO tracked by InsiderSet, reporting ownership valued at approximately $2.74B in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $2.72B, representing an estimated loss of -0.87% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 61% of the total disclosed SCHO value among the investors covered in this analysis. Major shareholders include Bank Of America Corp, Jpmorgan Chase & Co, Ameriprise Financial Inc, and several other long-term asset managers with concentrated positions in SCHWAB SHORT-TERM US TREAS (SCHO).
This page ranks the largest institutional SCHO shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
719
Total Reported Value
$8.36B
Largest Holder
Bank Of America Corp
Largest Position
$2.74B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
30
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bank Of America Corp | 0.18% | 113,535,796 | $2,740,754,108 | $2,716,911,598 | -$23,842,510 | -0.87% | |
| Jpmorgan Chase & Co | 0.03% | 22,192,489 | $536,170,552 | $531,066,262 | -$5,104,290 | -0.95% | |
| Ameriprise Financial Inc | 0.10% | 19,589,089 | $470,128,366 | $468,766,900 | -$1,361,466 | -0.29% | |
| Sei Investments Co | 0.37% | 17,389,099 | $419,772,830 | $416,121,139 | -$3,651,691 | -0.87% | |
| Envestnet Asset Management Inc | 0.08% | 13,249,057 | $319,832,228 | $317,049,934 | -$2,782,294 | -0.87% | |
| Alliancebernstein L.P. | 0.05% | 6,208,355 | $150,676,776 | $148,565,935 | -$2,110,841 | -1.40% | |
| Stifel Financial Corp | 0.11% | 5,550,245 | $133,983,711 | $132,817,363 | -$1,166,348 | -0.87% | |
| Mcf Advisors Llc | 4.40% | 5,182,587 | $123,656,524 | $124,019,307 | +$362,783 | +0.29% | |
| Wealth Enhancement Advisory Services, Llc | 0.16% | 4,479,076 | $106,915,550 | $107,184,289 | +$268,739 | +0.25% | |
| Moisand Fitzgerald Tamayo, Llc | 10.58% | 4,412,615 | $105,285,000 | $105,593,877 | +$308,877 | +0.29% | |
| Lpl Financial Llc | 0.02% | 4,352,014 | $105,057,624 | $104,143,695 | -$913,929 | -0.87% | |
| Wells Fargo & Company/Mn | 0.01% | 3,573,739 | $86,270,058 | $85,519,574 | -$750,484 | -0.87% | |
| Pnc Financial Services Group, Inc. | 0.04% | 3,306,733 | $79,824,523 | $79,130,121 | -$694,402 | -0.87% | |
| Wealthfront Advisers Llc | 0.14% | 2,980,324 | $71,945,021 | $71,319,153 | -$625,868 | -0.87% | |
| Bangor Savings Bank | 5.03% | 2,768,028 | $66,045,140 | $66,238,910 | +$193,770 | +0.29% | |
| Ubs Group Ag | 0.01% | 2,562,789 | $61,865,727 | $61,327,541 | -$538,186 | -0.87% | |
| Midwest Trust Co | 0.68% | 2,560,505 | $61,093,643 | $61,272,885 | +$179,242 | +0.29% | |
| Merit Financial Group, Llc | 0.37% | 2,442,106 | $58,952,427 | $58,439,597 | -$512,830 | -0.87% | |
| Lvw Advisors, Llc | 4.88% | 2,411,339 | $57,534,555 | $57,703,342 | +$168,787 | +0.29% | |
| Fiduciary Financial Group, Llc | 6.56% | 2,355,066 | $56,191,870 | $56,356,729 | +$164,859 | +0.29% | |
| Trunorth Capital Management, Llc | 8.32% | 2,236,620 | $53,365,742 | $53,522,317 | +$156,575 | +0.29% | |
| Rmr Wealth Builders | 2.72% | 1,954,478 | $46,633,833 | $46,770,659 | +$136,826 | +0.29% | |
| Flc Capital Advisors | 7.38% | 1,862,911 | $44,970,680 | $44,579,460 | -$391,220 | -0.87% | |
| Mml Investors Services, Llc | 0.09% | 1,850,117 | $44,661,817 | $44,273,300 | -$388,517 | -0.87% | |
| High Probability Advisors, Llc | 4.92% | 1,839,651 | $43,894,081 | $44,022,848 | +$128,767 | +0.29% | |
| Morgan Stanley | 0.00% | 1,811,836 | $43,737,759 | $43,357,235 | -$380,524 | -0.87% | |
| Stephens Group Asset Management, Llc | 2.33% | 1,712,575 | $40,862,040 | $40,981,920 | +$119,880 | +0.29% | |
| Waverly Advisors, Llc | 0.24% | 1,682,018 | $40,603,916 | $40,250,691 | -$353,225 | -0.87% | |
| Massmutual Private Wealth & Trust, Fsb | 1.07% | 1,695,337 | $40,450,741 | $40,569,414 | +$118,673 | +0.29% | |
| Willis Johnson & Associates, Inc. | 2.19% | 1,672,996 | $39,917,679 | $40,034,794 | +$117,115 | +0.29% | |
| Davenport & Co Llc | 0.20% | 1,645,605 | $39,264,145 | $39,379,328 | +$115,183 | +0.29% | |
| Morningstar Investment Management Llc | 2.41% | 1,613,491 | $39,159,427 | $38,610,840 | -$548,587 | -1.40% | |
| Cetera Investment Advisers | 0.03% | 1,586,586 | $38,300,191 | $37,967,003 | -$333,188 | -0.87% | |
| Cerity Partners Llc | 0.05% | 1,555,667 | $37,553,814 | $37,227,111 | -$326,703 | -0.87% | |
| Mai Capital Management | 0.13% | 1,465,012 | $35,365,384 | $35,057,737 | -$307,647 | -0.87% | |
| Leavell Investment Management, Inc. | 1.25% | 1,420,725 | $34,296,301 | $33,997,949 | -$298,352 | -0.87% | |
| Access Financial Services, Inc. | 11.08% | 1,399,521 | $33,784,432 | $33,490,538 | -$293,894 | -0.87% | |
| United Capital Management Of Ks, Inc. | 3.83% | 1,208,778 | $29,179,904 | $28,926,058 | -$253,846 | -0.87% | |
| Mercer Global Advisors Inc | 0.04% | 1,186,671 | $28,646,228 | $28,397,037 | -$249,191 | -0.87% | |
| Mbm Wealth Consultants, Llc | 5.25% | 1,200,012 | $28,632,280 | $28,716,287 | +$84,007 | +0.29% | |
| Passive Capital Management, Llc. | 8.89% | 1,166,284 | $28,422,337 | $27,909,176 | -$513,161 | -1.81% | |
| Avior Wealth Management, Llc | 0.72% | 1,138,810 | $27,172,002 | $27,251,723 | +$79,721 | +0.29% | |
| Charles Schwab Trust Co | 1.49% | 1,083,293 | $25,847,371 | $25,923,201 | +$75,830 | +0.29% | |
| Holcombe Financial, Inc. | 13.73% | 1,040,555 | $24,827,649 | $24,900,481 | +$72,832 | +0.29% | |
| Galvin, Gaustad & Stein, Llc | 1.71% | 949,186 | $22,647,596 | $22,714,021 | +$66,425 | +0.29% | |
| Black Diamond Financial, Llc | 1.91% | 940,565 | $22,441,893 | $22,507,720 | +$65,827 | +0.29% | |
| Alesco Advisors, Llc, An Esl Co | 0.51% | 921,015 | $22,233,302 | $22,039,889 | -$193,413 | -0.87% | |
| Savant Capital, Llc | 0.06% | 904,197 | $21,882,845 | $21,637,434 | -$245,411 | -1.12% | |
| Journey Advisory Group, Llc | 1.66% | 900,961 | $21,749,188 | $21,559,997 | -$189,191 | -0.87% | |
| Ballast Advisors Llc | 5.01% | 870,406 | $21,011,592 | $20,828,816 | -$182,776 | -0.87% |
Frequently asked questions about SCHO
Who are the largest institutional holders of SCHO?
The largest institutional holders of SCHO reported in the latest SEC Form 13F filings include Bank Of America Corp, Jpmorgan Chase & Co, Ameriprise Financial Inc, Sei Investments Co, and Envestnet Asset Management Inc. InsiderSet ranks institutional holders by their latest reported SCHO position.
What is SCHO institutional ownership?
This page tracks SCHO positions reported by institutional investment managers through SEC Form 13F. SCHWAB SHORT-TERM US TREAS (SCHO) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own SCHO?
InsiderSet currently tracks 719 institutional managers reporting SCHO holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of SCHO shareholders.
How much SCHO stock do institutions own?
Institutional investment managers disclosed approximately $8.36B in SCHO holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was SCHO institutional ownership last updated?
The latest SCHO institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional SCHO holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its SCHO position after the reporting date.
Are institutions buying or selling SCHO?
Institutional buying and selling can be analyzed by comparing SCHO positions across consecutive 13F reporting periods. InsiderSet's SCHO Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SCHO ownership changes.
How has SCHO institutional ownership changed over time?
InsiderSet tracks SCHO institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.