13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundInflation hedgeYield
SCHO

SCHWAB SHORT-TERM US TREAS

738 institutions still hold SCHWAB SHORT-TERM US TREAS as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 808524862·Exchange Traded Fund·738 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 7.6%
vs prior quarter
13F value held
$5.3B
45.0% inst. owned
of float
Holders
738
-48 QoQ
filers reporting
Activity
+26 / −28
+828 added · −753 reduced
this quarter
Concentration
50.77%
BANK OF AMERICA CORP /DE/ #1
top holder share
AI Holders Summary · Q1 2026

738 institutions reported SCHO in Q1 2026. BANK OF AMERICA CORP /DE/ leads at 50.8% of the visible book. -48 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
BANK OF AMERICA CORP /DE/
CIK 0000070858
$2.7B110.7M0.20%Q1 202602
JPMORGAN CHASE & CO
CIK 0000019617
$593M24.5M0.04%Q1 202603
SEI INVESTMENTS CO
CIK 0000350894
$406M16.7M0.37%Q1 202604
AMERIPRISE FINANCIAL INC
CIK 0000820027
$363M15.4M0.08%Q1 202605
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$186M7.7M0.05%Q1 202606
STIFEL FINANCIAL CORP
CIK 0000720672
$154M6.4M0.14%Q1 202607
Moisand Fitzgerald Tamayo, LLC
CIK 0001649107
$95M3.9M10.23%Q1 202608
PNC FINANCIAL SERVICES GROUP, INC.
CIK 0000713676
$88M3.6M0.05%Q4 202509
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$83M3.4M0.17%Q1 202610
STATE STREET CORP
CIK 0000093751
$75M3.1M0.00%Q1 202611
Wealthfront Advisers LLC
CIK 0001763921
$72M3.0M0.16%Q1 202612
MCF Advisors LLC
CIK 0001602905
$67M2.8M2.93%Q1 202613
Bangor Savings Bank
CIK 0001352675
$63M2.6M5.00%Q1 202614
LPL Financial LLC
CIK 0001403438
$56M2.3M0.01%Q1 202615
WELLS FARGO & COMPANY/MN
CIK 0000072971
$56M2.3M0.01%Q1 202616
FIDUCIARY FINANCIAL GROUP, LLC
CIK 0001925420
$53M2.2M7.01%Q1 202617
LVW Advisors, LLC
CIK 0001576053
$51M2.1M4.89%Q1 202618
Merit Financial Group, LLC
CIK 0001621225
$50M2.1M0.37%Q1 202619
TruNorth Capital Management, LLC
CIK 0001639695
$48M2.0M9.14%Q1 202620
MORGAN STANLEY
CIK 0000895421
$46M1.9M0.00%Q1 2026
Page 1 of 37
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