13F Insight
DOSSIER · 13F Holders · Q2 2026ETF · Exchange Traded Fund
SCHO

SCHWAB SHORT-TERM US TREAS

771 institutions still hold SCHWAB SHORT-TERM US TREAS as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 808524862·Exchange Traded Fund·771 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$5.7B
visible holders
Holders
771
filers reporting
Concentration
48.22%
BANK OF AMERICA CORP /DE/ #1
top holder share
AI Holders Summary · Q2 2026

771 institutions reported SCHO in Q2 2026. BANK OF AMERICA CORP /DE/ leads at 48.2% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
BANK OF AMERICA CORP /DE/
CIK 0000070858
$2.7B113.5M0.18%Q2 202602
JPMORGAN CHASE & CO
CIK 0000019617
$536M22.2M0.03%Q2 202603
AMERIPRISE FINANCIAL INC
CIK 0000820027
$470M19.6M0.10%Q2 202604
SEI INVESTMENTS CO
CIK 0000350894
$420M17.4M0.37%Q2 202605
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$320M13.2M0.08%Q2 202606
STIFEL FINANCIAL CORP
CIK 0000720672
$134M5.6M0.11%Q2 202607
MCF Advisors LLC
CIK 0001602905
$107M4.4M3.82%Q2 202608
LPL Financial LLC
CIK 0001403438
$105M4.4M0.02%Q2 202609
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$99M4.1M0.16%Q2 202610
Moisand Fitzgerald Tamayo, LLC
CIK 0001649107
$99M4.1M9.62%Q2 202611
PNC FINANCIAL SERVICES GROUP, INC.
CIK 0000713676
$88M3.6M0.05%Q4 202512
WELLS FARGO & COMPANY/MN
CIK 0000072971
$86M3.6M0.01%Q2 202613
Wealthfront Advisers LLC
CIK 0001763921
$72M3.0M0.14%Q2 202614
Bangor Savings Bank
CIK 0001352675
$67M2.8M4.90%Q2 202615
UBS Group AG
CIK 0001610520
$62M2.6M0.01%Q2 202616
Midwest Trust Co
CIK 0002077080
$61M2.5M0.69%Q2 202617
Merit Financial Group, LLC
CIK 0001621225
$59M2.4M0.36%Q2 202618
FIDUCIARY FINANCIAL GROUP, LLC
CIK 0001925420
$56M2.3M6.31%Q2 202619
LVW Advisors, LLC
CIK 0001576053
$53M2.2M4.55%Q2 202620
TruNorth Capital Management, LLC
CIK 0001639695
$51M2.1M8.19%Q2 2026
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