SCHO · Schwab Short-Term U.S. Treasury ETF ETF
$24.02
+0.01 (+0.04%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 4
Total Value: $2,348,554
Total Shares: 97,289
Institutional Ownership Trend
22 quarters
Holder Concentration
Across 4 13F filers · Δ vs Mar 31, 2026Top Holder
49.8%
−31.7 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
3,778
Highly concentrated−3,197
Quarterly Activity
vs Mar 31, 2026
New
3
Increased
1
Decreased
0
Sold Out
1
Unchanged
0
Holder count:
+2
Institutional value:
-37.7%
Shares held:
-37.3%
Top Buyers
vs Mar 31, 2026| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Small MLG Wealth Management DBA Pine Grove Financial Group | +620 | 29,457 |
Top Sellers
vs Mar 31, 2026No qualifying movers this quarter.
Top New Positions
vs Mar 31, 2026| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Large Corient Private Wealth LLC | 48,404 | $1,168,472 | |
| Mega CITADEL ADVISORS LLC | 19,118 | $461,508 | |
| Mid Parkside Financial Bank & Trust | 310 | $7,483 |
Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Mid Dakota Wealth Management | 126,413 | $3,068,043 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Large Corient Private Wealth LLC SCHO | $1,168,472 | 49.75% | 48,404 | Shares | 2026-08-27 | |
| Small MLG Wealth Management DBA Pine Grove Financial Group SCHO | $711,091 | 30.28% | 29,457 | Shares | 2026-09-02 | |
| Mega CITADEL ADVISORS LLC SCHO | $461,508 | 19.65% | 19,118 | Shares | 2026-09-02 | |
| Mid Parkside Financial Bank & Trust Bank SCHO | $7,483 | 0.32% | 310 | Shares | 2026-09-04 |