SCHO Institutional Ownership
Schwab Short-Term U.S. Treasury ETF
1W: +0.2%
1M: +0.7%
3M: -0.3%
YTD: -1.1%
1Y: -1.1%
3Y: +10.0%
5Y: +7.3%
$23.94
-0.01 (-0.02%)
Weekly Expected Move ±0.2%
$24
$24
$24
$24
$24
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — SCHO
783
Institutional Holders
+27 vs prior quarter
0.0%
Ownership
+0.00pp
8B
Total Invested
93
New Positions
325
Increased
281
Reduced
54
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (832 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE | 113,535,796 | 2.7B | +2,818,488 | +2.5% | 15Q | SEC ↗ |
| 2 | JPMORGAN CHASE & CO | 22,192,489 | 531M | -2,276,845 | -9.3% | 27Q | SEC ↗ |
| 3 | AMERIPRISE FINANCIAL INC | 19,589,089 | 469M | +4,142,104 | +26.8% | 16Q | SEC ↗ |
| 4 | SEI INVESTMENTS CO | 17,389,099 | 416M | +648,099 | +3.9% | 15Q | SEC ↗ |
| 5 | ENVESTNET ASSET MANAGEMENT INC | 13,249,057 | 317M | +5,577,503 | +72.7% | 32Q | SEC ↗ |
| 6 | ALLIANCEBERNSTEIN L.P. | 6,208,355 | 149M | +5,535,967 | +823.3% | 2Q | SEC ↗ |
| 7 | STIFEL FINANCIAL CORP | 5,550,245 | 133M | -808,659 | -12.7% | 32Q | SEC ↗ |
| 8 | MCF Advisors LLC | 4,431,584 | 106M | +1,676,213 | +60.8% | 18Q | SEC ↗ |
| 9 | LPL Financial LLC | 4,352,014 | 104M | +2,027,374 | +87.2% | 44Q | SEC ↗ |
| 10 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 4,095,259 | 98M | +685,914 | +20.1% | 14Q | SEC ↗ |
| 11 | Moisand Fitzgerald Tamayo, LLC | 4,082,346 | 98M | +161,415 | +4.1% | 43Q | SEC ↗ |
| 12 | WELLS FARGO & COMPANY/MN | 3,573,739 | 86M | +1,269,290 | +55.1% | 61Q | SEC ↗ |
| 13 | PNC Financial Services Group, Inc. | 3,551,034 | 85M | -553,153 | -13.5% | 15Q | SEC ↗ |
| 14 | Wealthfront Advisers LLC | 2,980,324 | 71M | +1,730 | +0.1% | 14Q | SEC ↗ |
| 15 | Bangor Savings Bank | 2,758,500 | 66M | +181,853 | +7.1% | 47Q | SEC ↗ |
| 16 | UBS Group AG | 2,562,789 | 61M | +741,619 | +40.7% | 47Q | SEC ↗ |
| 17 | Midwest Trust Co | 2,533,641 | 61M | +687,327 | +37.2% | 5Q | SEC ↗ |
| 18 | Merit Financial Group, LLC | 2,442,106 | 58M | +384,453 | +18.7% | 17Q | SEC ↗ |
| 19 | FIDUCIARY FINANCIAL GROUP, LLC | 2,304,888 | 55M | +128,147 | +5.9% | 9Q | SEC ↗ |
| 20 | LVW Advisors, LLC | 2,182,846 | 52M | +69,861 | +3.3% | 28Q | SEC ↗ |
| 21 | TruNorth Capital Management, LLC | 2,111,731 | 51M | +147,440 | +7.5% | 10Q | SEC ↗ |
| 22 | FLC Capital Advisors | 1,862,911 | 45M | +144,087 | +8.4% | 31Q | SEC ↗ |
| 23 | MML INVESTORS SERVICES, LLC | 1,850,117 | 44M | +1,432,166 | +342.7% | 31Q | SEC ↗ |
| 24 | MORGAN STANLEY | 1,811,836 | 43M | -76,233 | -4.0% | 51Q | SEC ↗ |
| 25 | High Probability Advisors, LLC | 1,758,868 | 42M | +76,007 | +4.5% | 18Q | SEC ↗ |
| 26 | MassMutual Private Wealth & Trust, FSB | 1,696,406 | 41M | +551,336 | +48.1% | 14Q | SEC ↗ |
| 27 | Waverly Advisors, LLC | 1,682,018 | 40M | +160,776 | +10.6% | 11Q | SEC ↗ |
| 28 | RMR Wealth Builders | 1,650,711 | 40M | +854,354 | +107.3% | 15Q | SEC ↗ |
| 29 | DAVENPORT & Co LLC | 1,644,809 | 39M | +151,358 | +10.1% | 15Q | SEC ↗ |
| 30 | Morningstar Investment Management LLC | 1,613,491 | 39M | — | +0.0% | 29Q | SEC ↗ |
| 31 | STEPHENS GROUP ASSET MANAGEMENT, LLC | 1,612,677 | 39M | +68,144 | +4.4% | 25Q | SEC ↗ |
| 32 | Willis Johnson & Associates, Inc. | 1,610,643 | 39M | +152,932 | +10.5% | 3Q | SEC ↗ |
| 33 | Cetera Investment Advisers | 1,586,586 | 38M | +781,675 | +97.1% | 27Q | SEC ↗ |
| 34 | Cerity Partners LLC | 1,555,667 | 37M | -137,165 | -8.1% | 11Q | SEC ↗ |
| 35 | MAI Capital Management | 1,465,012 | 35M | +99,423 | +7.3% | 7Q | SEC ↗ |
| 36 | LEAVELL INVESTMENT MANAGEMENT, INC. | 1,420,725 | 34M | +56,342 | +4.1% | 46Q | SEC ↗ |
| 37 | ACCESS FINANCIAL SERVICES, INC. | 1,399,521 | 34M | +15,726 | +1.1% | 6Q | SEC ↗ |
| 38 | United Capital Management of KS, Inc. | 1,208,778 | 29M | +35,237 | +3.0% | 32Q | SEC ↗ |
| 39 | MERCER GLOBAL ADVISORS INC /ADV | 1,186,671 | 28M | -213,710 | -15.3% | 30Q | SEC ↗ |
| 40 | Passive Capital Management, LLC. | 1,166,284 | 28M | -68,149 | -5.5% | 19Q | SEC ↗ |
| 41 | Charles Schwab Trust Co | 1,139,286 | 27M | +37,603 | +3.4% | 16Q | SEC ↗ |
| 42 | MBM WEALTH CONSULTANTS, LLC | 1,110,545 | 27M | +147,695 | +15.3% | 12Q | SEC ↗ |
| 43 | Avior Wealth Management, LLC | 1,083,719 | 26M | +25,548 | +2.4% | 36Q | SEC ↗ |
| 44 | Holcombe Financial, Inc. | 1,025,561 | 25M | -4,027 | -0.4% | 7Q | SEC ↗ |
| 45 | Galvin, Gaustad & Stein, LLC | 965,268 | 23M | +78,368 | +8.8% | 23Q | SEC ↗ |
| 46 | Alesco Advisors, LLC, An ESL Co | 921,015 | 22M | +168,779 | +22.4% | 32Q | SEC ↗ |
| 47 | Savant Capital, LLC | 904,197 | 22M | +452,369 | +100.1% | 17Q | SEC ↗ |
| 48 | Journey Advisory Group, LLC | 900,961 | 22M | +41,069 | +4.8% | 23Q | SEC ↗ |
| 49 | Kestra Investment Management, LLC | 891,421 | 21M | -316,903 | -26.2% | 2Q | SEC ↗ |
| 50 | BALLAST ADVISORS LLC NEW | 870,406 | 21M | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| BALLAST ADVISORS LLC | 870,406 | 21M |
| Transmarket Holdings LP | 777,452 | 19M |
| Nuveen, LLC | 547,077 | 13M |
| Phillip James Consulting Co. | 488,526 | 12M |
| Clarity Wealth Development LLC | 337,232 | 8M |
| Values First Advisors, Inc. | 296,679 | 7M |
| BIP Wealth, LLC | 256,043 | 6M |
| Envestnet Portfolio Solutions, Inc. | 150,332 | 4M |
| Blue Capital, Inc. | 123,250 | 3M |
| Collaborative Fund Advisors, LLC | 120,994 | 3M |
| BFI Wealth Solutions, LLC | 119,465 | 3M |
| Frontier Asset Management, LLC | 105,764 | 3M |
| Maridea Wealth Management LLC | 97,528 | 2M |
| Tanglewood Wealth Management, Inc. | 97,461 | 2M |
| Global Retirement Partners, LLC | 86,863 | 2M |
| Composition Wealth, LLC | 84,325 | 2M |
| Unconventional Investor, LLC | 80,534 | 2M |
| Invst, LLC | 71,991 | 2M |
| Everhart Financial Group, Inc. | 60,549 | 1M |
| HIGHLINE WEALTH PARTNERS LLC | 55,189 | 1M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| STATE STREET CORP | 3,100,000 | 74M |
| Blackhawk Capital Partners, LLC | 1,241,367 | 30M |
| Phil A. Younker & Associates, Ltd. | 402,053 | 10M |
| Members Advisory Group LLC | 396,056 | 9M |
| FLOW TRADERS U.S. LLC | 305,607 | 7M |
| Allen Capital Group, LLC | 274,651 | 7M |
| JANE STREET GROUP, LLC | 274,548 | 7M |
| Kovack Advisors, Inc. | 207,440 | 5M |
| Integrated Advisors Network LLC | 153,561 | 4M |
| GTS SECURITIES LLC | 110,957 | 3M |
| MFG WEALTH MANAGEMENT, INC. | 53,088 | 1M |
| Rede Wealth, LLC | 47,637 | 1M |
| Independent Advisor Alliance | 46,387 | 1M |
| Apollon Wealth Management, LLC | 45,328 | 1M |
| WIN ADVISORS, INC | 44,420 | 1M |
| RENAISSANCE TECHNOLOGIES LLC | 39,823 | 953K |
| Stillwater Private Wealth, LLC | 39,663 | 950K |
| KAVAR CAPITAL PARTNERS GROUP, LLC | 35,831 | 858K |
| CWA Asset Management Group, LLC | 34,135 | 817K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 31,157 | 746K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | +5,577,503 | +72.7% | 13,249,057 |
| ALLIANCEBERNSTEIN L.P. | +5,535,967 | +823.3% | 6,208,355 |
| AMERIPRISE FINANCIAL INC | +4,142,104 | +26.8% | 19,589,089 |
| BANK OF AMERICA CORP /DE | +2,818,488 | +2.5% | 113,535,796 |
| LPL Financial LLC | +2,027,374 | +87.2% | 4,352,014 |
| MCF Advisors LLC | +1,676,213 | +60.8% | 4,431,584 |
| MML INVESTORS SERVICES, LLC | +1,432,166 | +342.7% | 1,850,117 |
| WELLS FARGO & COMPANY/MN | +1,269,290 | +55.1% | 3,573,739 |
| RMR Wealth Builders | +854,354 | +107.3% | 1,650,711 |
| Cetera Investment Advisers | +781,675 | +97.1% | 1,586,586 |
| UBS Group AG | +741,619 | +40.7% | 2,562,789 |
| Midwest Trust Co | +687,327 | +37.2% | 2,533,641 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | +685,914 | +20.1% | 4,095,259 |
| SEI INVESTMENTS CO | +648,099 | +3.9% | 17,389,099 |
| MassMutual Private Wealth & Trust, | +551,336 | +48.1% | 1,696,406 |
| Savant Capital, LLC | +452,369 | +100.1% | 904,197 |
| Merit Financial Group, LLC | +384,453 | +18.7% | 2,442,106 |
| PARK AVENUE SECURITIES LLC | +327,662 | +1052.3% | 358,800 |
| Eaton Financial Holdings Company, L | +224,533 | +138.5% | 386,620 |
| Atomic Invest LLC | +207,892 | +335.9% | 269,789 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| JPMORGAN CHASE & CO | -2,276,845 | -9.3% | 22,192,489 |
| STIFEL FINANCIAL CORP | -808,659 | -12.7% | 5,550,245 |
| AE Wealth Management LLC | -577,421 | -99.4% | 3,660 |
| PNC Financial Services Group, Inc. | -553,153 | -13.5% | 3,551,034 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | -497,626 | -93.1% | 36,740 |
| Kestra Investment Management, LLC | -316,903 | -26.2% | 891,421 |
| CreativeOne Wealth, LLC | -227,680 | -84.8% | 40,783 |
| Eagle Strategies LLC | -216,017 | -62.7% | 128,687 |
| Tower Research Capital LLC (TRC) | -215,757 | -100.0% | 4 |
| MERCER GLOBAL ADVISORS INC /ADV | -213,710 | -15.3% | 1,186,671 |
| Mariner, LLC | -188,141 | -62.6% | 112,438 |
| Cerity Partners LLC | -137,165 | -8.1% | 1,555,667 |
| Brooklyn Investment Group | -132,685 | -19.4% | 552,714 |
| Focus Partners Wealth | -128,595 | -36.6% | 222,605 |
| Stratos Wealth Advisors, LLC | -124,261 | -29.8% | 293,156 |
| Clearwater Capital Advisors, LLC | -89,405 | -46.0% | 104,944 |
| Blue Sky Capital Consultants Group, | -88,309 | -14.8% | 507,188 |
| Momentum Wealth Planning, LLC | -85,027 | -21.2% | 315,302 |
| MORGAN STANLEY | -76,233 | -4.0% | 1,811,836 |
| Fifth Third Securities, Inc. | -75,348 | -22.5% | 260,239 |