SCHO

Schwab Short-Term US Treas
UnclassifiedUSCUSIP 808524862◍ Confluence graph
Tracked 13F Holders
670
-73 QoQ
13F Value (tracked)
$7.8B
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentBullish
BearishBullish
13F funds (latest Q)40 adding · 14 trimming
Insider net (180d)$0

Who owns SCHO?

670 tracked 13F filers

670 tracked 13F filers disclose a position in SCHO as of the latest SEC 13F filings, a combined $7.8B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

1 source-reported value row is withheld because the reported units do not agree with same-security peers. Share counts remain visible and unchanged.
#FundPosition valueSharesLast moveAs ofHistory
1BANK OF AMERICA CORP /DE/
$2.7B
110.7M
−9.6%
Reduced · −11.8M sh
Q1 2026
2JPMORGAN CHASE & CO
$593.4M
24.5M
+16%
Added · +3.4M sh
Q1 2026
3SEI INVESTMENTS CO
$406.3M
16.7M
−10.0%
Reduced · −1.9M sh
Q1 2026
4AMERIPRISE FINANCIAL INC
$363.2M
15.4M
−19%
Reduced · −3.5M sh
Q1 2026
5ENVESTNET ASSET MANAGEMENT INC
$186.2M
7.7M
+2.6%
Added · +199K sh
Q1 2026
6STIFEL FINANCIAL CORP
$154.3M
6.4M
+5.5%
Added · +331K sh
Q1 2026
7MCF Advisors LLC
$107.0M
4.4M
+61%
Added · +1.7M sh
Q2 2026
8PNC FINANCIAL SERVICES GROUP, INC.
$99.6M
4.1M
+5.9%
Added · +228K sh
Q1 2026
9WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
$98.6M
4.1M
+20%
Added · +686K sh
Q2 2026
10Moisand Fitzgerald Tamayo, LLC
$98.5M
4.1M
+4.1%
Added · +161K sh
Q2 2026
11Wealthfront Advisers LLC
$71.9M
3.0M
+0.1%
Added · +2K sh
Q2 2026
12Bangor Savings Bank
$66.6M
2.8M
+7.0%
Added · +182K sh
Q2 2026
13Midwest Trust Co
$61.2M
2.5M
+37%
Added · +687K sh
Q2 2026
14Merit Financial Group, LLC
$59.0M
2.4M
+19%
Added · +384K sh
Q2 2026
15LPL Financial LLC
$56.4M
2.3M
+34%
Added · +596K sh
Q1 2026
16FIDUCIARY FINANCIAL GROUP, LLC
$55.6M
2.3M
+5.9%
Added · +128K sh
Q2 2026
17WELLS FARGO & COMPANY/MN
$55.9M
2.3M
+6.8%
Added · +147K sh
Q1 2026
18LVW Advisors, LLC
$52.7M
2.2M
+3.3%
Added · +70K sh
Q2 2026
19TruNorth Capital Management, LLC
$51.0M
2.1M
+7.5%
Added · +147K sh
Q2 2026
20MORGAN STANLEY
$45.8M
1.9M
+23%
Added · +355K sh
Q1 2026
21FLC Capital Advisors
$45.0M
1.9M
+8.4%
Added · +144K sh
Q2 2026
22MML INVESTORS SERVICES, LLC
$44.7M
1.9M
+343%
Added · +1.4M sh
Q2 2026
23UBS Group AG
$44.2M
1.8M
+63%
Added · +702K sh
Q1 2026
24High Probability Advisors, LLC
$42.5M
1.8M
+4.5%
Added · +76K sh
Q2 2026
25Cerity Partners LLC
$41.1M
1.7M
−20%
Reduced · −418K sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is SCHO being bought or sold by institutions?

Last quarter, 3 funds opened a new position in SCHO and 37 added to an existing one, while 14 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
3
funds
Added
37
funds
Reduced
14
funds
Exited
0
funds

Funds that own SCHO also own

CompanyCo-held byCombined value
APPLE INCAAPL387 funds$80.2B
MICROSOFT CORPMSFT382 funds$74.3B
NVIDIA CORPNVDA376 funds$99.7B
AMAZON.COM INCAMZN374 funds$55.9B
ALPHABET INC-CL AGOOGL369 funds$39.8B
BERKSHIRE HATHAWAY INC-CL BBRK/B361 funds$13.2B
ALPHABET INC-CL CGOOG356 funds$37.3B
JPMORGAN CHASE & COJPM355 funds$19.2B
SS SPDR S&P 500 ETF TRUST-USSPY351 funds$11.7B
VANGUARD S&P 500 ETFVOO344 funds$15.5B
ISHARES CORE S&P 500 ETFIVV339 funds$25.8B
META PLATFORMS INC-CLASS AMETA335 funds$29.2B

Ranked by how many of SCHO's institutional holders also hold each name, a cross-fund conviction signal.

Insider activity (Form 4)

No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.

Institutional ownership over time

547 funds+143 since Q3 2024
0310620Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $2.6B · 1 values withheld

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

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Ask your agent what changed in SCHO

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/SCHO/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for SCHO.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for SCHO. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.