SCHWAB SHORT-TERM US TREAS (SCHO) Institutional Shareholders
SCHWAB SHORT-TERM US TREAS (SCHO) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $7.43B in SCHO holdings during the latest filing period.
Bank Of America Corp is currently the largest disclosed institutional shareholder of SCHO tracked by InsiderSet, reporting ownership valued at approximately $2.69B in its March 31, 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 $2.66B, representing an estimated loss of -0.99% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 59% of the total disclosed SCHO value among the investors covered in this analysis. Major shareholders include Bank Of America Corp, Sei Investments 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
704
Total Reported Value
$7.43B
Largest Holder
Bank Of America Corp
Largest Position
$2.69B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
39
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 | 0.20% | 110,717,308 | $2,687,109,064 | $2,660,536,911 | -$26,572,153 | -0.99% | |
| Sei Investments Co | 0.37% | 16,741,000 | $406,304,120 | $402,286,230 | -$4,017,890 | -0.99% | |
| Ameriprise Financial Inc | 0.08% | 15,446,985 | $363,242,100 | $371,191,050 | +$7,948,950 | +2.19% | |
| Envestnet Asset Management Inc | 0.08% | 13,249,057 | $319,832,228 | $318,374,840 | -$1,457,388 | -0.46% | |
| Stifel Financial Corp | 0.14% | 6,358,904 | $154,331,224 | $152,804,463 | -$1,526,761 | -0.99% | |
| Robinswood Financial Llc | 5.53% | 2,698,702 | $99,785,370 | $64,849,809 | -$34,935,561 | -35.01% | |
| Wealth Enhancement Advisory Services, Llc | 0.17% | 4,095,259 | $98,572,875 | $98,409,074 | -$163,801 | -0.17% | |
| Moisand Fitzgerald Tamayo, Llc | 9.62% | 4,082,346 | $98,547,838 | $98,098,774 | -$449,064 | -0.46% | |
| Pnc Financial Services Group, Inc. | 0.06% | 3,846,089 | $93,344,574 | $92,421,519 | -$923,055 | -0.99% | |
| State Street Corp | 0.00% | 3,100,000 | $75,237,000 | $74,493,000 | -$744,000 | -0.99% | |
| Wealthfront Advisers Llc | 0.16% | 2,978,594 | $72,290,476 | $71,575,614 | -$714,862 | -0.99% | |
| Mcf Advisors Llc | 2.93% | 2,755,371 | $66,872,865 | $66,211,565 | -$661,300 | -0.99% | |
| Bangor Savings Bank | 4.90% | 2,758,500 | $66,590,195 | $66,286,755 | -$303,440 | -0.46% | |
| Merit Financial Group, Llc | 0.37% | 2,442,106 | $58,952,427 | $58,683,807 | -$268,620 | -0.46% | |
| Lpl Financial Llc | 0.01% | 2,324,640 | $56,419,001 | $55,861,099 | -$557,902 | -0.99% | |
| Wells Fargo & Company/Mn | 0.01% | 2,304,449 | $55,928,962 | $55,375,909 | -$553,053 | -0.99% | |
| Fiduciary Financial Group, Llc | 6.31% | 2,304,888 | $55,639,996 | $55,386,459 | -$253,537 | -0.46% | |
| Lvw Advisors, Llc | 4.55% | 2,182,846 | $52,693,895 | $52,453,789 | -$240,106 | -0.46% | |
| Trunorth Capital Management, Llc | 8.19% | 2,111,731 | $50,977,179 | $50,744,896 | -$232,283 | -0.46% | |
| Morgan Stanley | 0.00% | 1,888,069 | $45,823,467 | $45,370,298 | -$453,169 | -0.99% | |
| Flc Capital Advisors | 7.38% | 1,862,911 | $44,970,680 | $44,765,751 | -$204,929 | -0.46% | |
| Midwest Trust Co | 0.56% | 1,846,314 | $44,810,048 | $44,366,925 | -$443,123 | -0.99% | |
| Ubs Group Ag | 0.01% | 1,821,170 | $44,199,796 | $43,762,715 | -$437,081 | -0.99% | |
| High Probability Advisors, Llc | 4.54% | 1,758,868 | $42,459,076 | $42,265,598 | -$193,478 | -0.46% | |
| Cerity Partners Llc | 0.06% | 1,692,832 | $41,085,043 | $40,678,753 | -$406,290 | -0.99% | |
| Massmutual Private Wealth & Trust, Fsb | 1.06% | 1,696,406 | $40,951,241 | $40,764,636 | -$186,605 | -0.46% | |
| Rmr Wealth Builders | 2.47% | 1,650,711 | $39,848,157 | $39,666,585 | -$181,572 | -0.46% | |
| Davenport & Co Llc | 0.20% | 1,644,809 | $39,705,731 | $39,524,760 | -$180,971 | -0.46% | |
| Morningstar Investment Management Llc | 2.41% | 1,613,491 | $39,159,427 | $38,772,189 | -$387,238 | -0.99% | |
| Stephens Group Asset Management, Llc | 2.20% | 1,612,677 | $38,930,031 | $38,752,628 | -$177,403 | -0.46% | |
| Waverly Advisors, Llc | 0.28% | 1,521,242 | $36,920,543 | $36,555,445 | -$365,098 | -0.99% | |
| Willis Johnson & Associates, Inc. | 2.06% | 1,457,711 | $35,378,648 | $35,028,795 | -$349,853 | -0.99% | |
| Leavell Investment Management, Inc. | 1.25% | 1,420,725 | $34,296,301 | $34,140,022 | -$156,279 | -0.46% | |
| Mercer Global Advisors Inc | 0.05% | 1,400,381 | $33,987,257 | $33,651,155 | -$336,102 | -0.99% | |
| Access Financial Services, Inc. | 11.08% | 1,399,521 | $33,784,432 | $33,630,490 | -$153,942 | -0.46% | |
| Mai Capital Management | 0.19% | 1,365,589 | $33,142,849 | $32,815,104 | -$327,745 | -0.99% | |
| Passive Capital Management, Llc. | 8.94% | 1,234,433 | $29,959,685 | $29,663,425 | -$296,260 | -0.99% | |
| Kestra Investment Management, Llc | 0.51% | 1,208,324 | $29,327,457 | $29,036,026 | -$291,431 | -0.99% | |
| United Capital Management Of Ks, Inc. | 4.32% | 1,173,541 | $28,481,831 | $28,200,190 | -$281,641 | -0.99% | |
| Charles Schwab Trust Co | 1.53% | 1,139,286 | $27,502,364 | $27,377,043 | -$125,321 | -0.46% | |
| Mbm Wealth Consultants, Llc | 5.17% | 1,110,545 | $26,808,550 | $26,686,396 | -$122,154 | -0.46% | |
| Avior Wealth Management, Llc | 0.69% | 1,083,719 | $26,160,968 | $26,041,768 | -$119,200 | -0.46% | |
| Holcombe Financial, Inc. | 13.98% | 1,025,561 | $24,757,039 | $24,644,231 | -$112,808 | -0.46% | |
| Galvin, Gaustad & Stein, Llc | 1.72% | 965,268 | $23,301,561 | $23,195,390 | -$106,171 | -0.46% | |
| Journey Advisory Group, Llc | 1.79% | 859,892 | $20,869,590 | $20,663,205 | -$206,385 | -0.99% | |
| Courage Miller Partners, Llc | 5.42% | 850,858 | $20,539,719 | $20,446,118 | -$93,601 | -0.46% | |
| Advisornet Financial, Inc | 0.93% | 847,580 | $20,460,586 | $20,367,347 | -$93,239 | -0.46% | |
| Novem Group | 2.02% | 826,202 | $19,944,526 | $19,853,634 | -$90,892 | -0.46% | |
| Brandywine Oak Private Wealth Llc | 1.48% | 809,728 | $19,546,758 | $19,457,764 | -$88,994 | -0.46% | |
| Cetera Investment Advisers | 0.02% | 804,911 | $19,535,183 | $19,342,011 | -$193,172 | -0.99% |
Frequently asked questions about SCHO
Who owns the most SCHO stock?
The largest holders of SCHO are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for SCHWAB SHORT-TERM US TREAS (SCHO).
Is SCHO widely held by superinvestors?
Many widely followed stocks like SCHO appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly SCHO is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.