S
Schwab Short-Term U.S. Treasury
SCHO • ARCA
Schwab Short-Term U.S. Treasury is an exchange-traded fund on ARCA. As of Q3 2025, 627 institutional investors hold shares in this ETF, with total holdings valued at $7.8B. BANK OF AMERICA CORP /DE/ is the largest holder with a position valued at $2.9B.
Overview
Overview of institutional ownership in SCHO as of Q3 2025
All Institutions
- Institutions
- 627
- Value Held
- $7.8B
- Shares Held
- 318.9M
- Avg Position
- $12.4M
- Median Position
- $922.4K
Hedge Funds
- Hedge Funds
- 7
- Value Held
- $50.9M
- Shares Held
- 2.1M
- Avg Position
- $7.3M
- Median Position
- $729.8K
Biggest Investors
Institutions with the largest positions in SCHO as of Q3 2025
| Institution | Position Value |
|---|---|
 BANK OF AMERICA CORP /DE/ Institution | $2.9B 0.22% of portfolio |
 JPMORGAN CHASE & CO Institution | $481.9M 0.03% of portfolio |
 AMERIPRISE FINANCIAL INC Institution | $473.9M 0.11% of portfolio |
S SEI INVESTMENTS CO Institution | $429.4M 0.46% of portfolio |
 ENVESTNET ASSET MANAGEMENT INC Long Only Manager | $165.1M 0.05% of portfolio |
S STIFEL FINANCIAL CORP Long Only Manager | $159.9M 0.15% of portfolio |
 Wealthfront Advisers LLC RIA/Wealth | $92.4M 0.22% of portfolio |
 PNC FINANCIAL SERVICES GROUP, INC. Institution | $91.8M 0.06% of portfolio |
 Moisand Fitzgerald Tamayo, LLC RIA/Wealth | $84.0M 9.89% of portfolio |
L LPL Financial LLC Institution | $78.7M 0.02% of portfolio |
Net Capital Flow
Institutional buying and selling activity for SCHO in Q3 2025
- Traded
- +$166.6M
- Buyers
- 341
- Sellers
- 276
- Total Bought
- +$552.6M
- Total Sold
- −$386.0M
- Avg Position
- $11.4M
Biggest Buyers
| Institution | Net Bought |
|---|---|
BANK OF AMERICA CORP /DE/ Institution | +$233.7M +9.6M shares |
+$31.5M +1.3M shares | |
 ACCESS FINANCIAL SERVICES, INC. RIA/Wealth | +$17.4M +713.0K shares |
S SEI INVESTMENTS CO Institution | +$13.9M +570.5K shares |
S Skopos Labs, Inc. RIA/Wealth | +$12.1M +494.8K shares |
 Merit Financial Group, LLC RIA/Wealth | +$11.5M +469.3K shares |
S STIFEL FINANCIAL CORP Long Only Manager | +$10.8M +443.0K shares |
 Blue Sky Capital Consultants Group, Inc. RIA/Wealth | +$8.9M +366.7K shares |
 CITIGROUP INC Institution | +$8.7M +357.5K shares |
O Oakwell Private Wealth Management, LLC RIA/Wealth | +$8.2M +336.3K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
AMERIPRISE FINANCIAL INC Institution | −$89.8M −3.7M shares |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | −$31.2M −1.3M shares |
L LPL Financial LLC Institution | −$26.0M −1.1M shares |
 GENWORTH FINANCIAL WEALTH MANAGEMENT, INC Long Only Manager | −$19.3M −792.0K shares |
 BRANDYWINE OAK PRIVATE WEALTH LLC RIA/Wealth | −$15.7M −642.2K shares |
 RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant | −$14.9M −611.2K shares |
 AlphaStar Capital Management, LLC RIA/Wealth | −$13.8M −567.6K shares |
JPMORGAN CHASE & CO Institution | −$12.2M −500.9K shares |
 HPM Partners LLC RIA/Wealth | −$12.2M −500.1K shares |
D Diligent Investors, LLC RIA/Wealth | −$10.0M −410.3K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited SCHO in Q3 2025
- New Positions
- 26
- New Value
- $51.1M
- Exited Positions
- 55
- Exited Value
- $55.4M
New Positions
| Institution | Position Value |
|---|---|
S Skopos Labs, Inc. RIA/Wealth | $12.1M 494.8K shares |
O Oakwell Private Wealth Management, LLC RIA/Wealth | $8.2M 336.3K shares |
 Stonebridge Financial Group, LLC RIA/Wealth | $8.0M 327.1K shares |
 BARD ASSOCIATES INC RIA/Wealth | $6.7M 276.4K shares |
 Summit Financial, LLC RIA/Wealth | $3.3M 135.6K shares |
 Investment Research Partners LLC Hedge Fund•Multi-Strategy | $2.8M 114.0K shares |
 SMITHBRIDGE ASSET MANAGEMENT INC/DE RIA/Wealth | $2.0M 82.4K shares |
C Centurion Wealth Management LLC Institution | $1.4M 58.5K shares |
 MFG WEALTH MANAGEMENT, INC. RIA/Wealth | $1.3M 53.2K shares |
 Wedmont Private Capital RIA/Wealth | $1.1M 43.6K shares |
Exited Positions
| Institution | Previous Position |
|---|---|
AlphaStar Capital Management, LLC RIA/Wealth | $13.8M 567.6K shares |
D Diligent Investors, LLC RIA/Wealth | $10.0M 410.3K shares |
J JANE STREET GROUP, LLC Institution | $6.9M 284.1K shares |
Q Quadrature Capital Ltd Institution | $3.0M 124.1K shares |
R Rede Wealth, LLC RIA/Wealth | $2.5M 102.4K shares |
G GTS SECURITIES LLC Institution | $2.5M 101.6K shares |
 Herold Advisors, Inc. RIA/Wealth | $2.5M 101.0K shares |
 Jackson Creek Investment Advisors LLC Long Only Manager | $2.1M 86.0K shares |
 Eqis Capital Management, Inc. RIA/Wealth | $1.7M 68.3K shares |
 COLDSTREAM CAPITAL MANAGEMENT INC RIA/Wealth | $1.1M 43.2K shares |
Options Activity
Institutions with the largest Call and Put options positions in SCHO as of Q3 2025
- Call Positions
- 1
- Call Value
- -
- Put Positions
- 1
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | - - contracts |
Put Positions
| Institution | Position Value |
|---|---|
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | - - contracts |
Most Committed Institutions
Institutions with SCHO as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
 Williams Financial, LLC RIA/Wealth | 23.79% $23.1M |
 Holcombe Financial, Inc. RIA/Wealth | 18.21% $26.1M |
ACCESS FINANCIAL SERVICES, INC. RIA/Wealth | 11.90% $32.9M |
Moisand Fitzgerald Tamayo, LLC RIA/Wealth | 9.89% $84.0M |
 Passive Capital Management, LLC. RIA/Wealth | 8.82% $26.9M |
 TruNorth Capital Management, LLC RIA/Wealth | 8.80% $44.5M |
 FIDUCIARY FINANCIAL GROUP, LLC RIA/Wealth | 7.39% $46.7M |
 Cloud Capital Management, LLC RIA/Wealth | 7.31% $13.4M |
 FLC Capital Advisors RIA/Wealth | 7.26% $37.2M |
 Phil A. Younker & Associates, Ltd. RIA/Wealth | 7.15% $9.3M |
Hedge Fund Spotlight
Discover hedge funds investing in SCHO
RENAISSANCE TECHNOLOGIES LLC
Hedge Fund • Quant
Portfolio ManagerPeter Fitzhugh Brown
- Portfolio Value
- $75.8B
- Positions
- 3,419
- Last Reported
- Q3 2025
Sector Allocation
S
Position in Schwab Short-Term U.S. Treasury
- Market Value
- $44.4M
- Shares Held
- 1.8M
- Portfolio Weight
- 0.06%
- Owned Since
- 2023-Q3
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Software - Infrastructure Technology | $1.6B | 2.06% | |
Semiconductors Technology | $1.1B | 1.39% | |
Electronic Gaming & Multimedia Technology | $953.5M | 1.26% |
