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

SCHWAB SHORT-TERM US TREAS

741 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·741 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$5.3B
visible holders
Holders
741
filers reporting
Concentration
50.39%
BANK OF AMERICA CORP /DE/ #1
top holder share
AI Holders Summary · Q1 2026

741 institutions reported SCHO in Q1 2026. BANK OF AMERICA CORP /DE/ leads at 50.4% 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
$2.7B110.7M0.20%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
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$99M4.1M0.16%Q2 202608
Moisand Fitzgerald Tamayo, LLC
CIK 0001649107
$99M4.1M9.62%Q2 202609
PNC FINANCIAL SERVICES GROUP, INC.
CIK 0000713676
$88M3.6M0.05%Q4 202510
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
$67M2.8M4.90%Q2 202614
Merit Financial Group, LLC
CIK 0001621225
$59M2.4M0.36%Q2 202615
LPL Financial LLC
CIK 0001403438
$56M2.3M0.01%Q1 202616
WELLS FARGO & COMPANY/MN
CIK 0000072971
$56M2.3M0.01%Q1 202617
FIDUCIARY FINANCIAL GROUP, LLC
CIK 0001925420
$56M2.3M6.31%Q2 202618
LVW Advisors, LLC
CIK 0001576053
$53M2.2M4.55%Q2 202619
TruNorth Capital Management, LLC
CIK 0001639695
$51M2.1M8.19%Q2 202620
MORGAN STANLEY
CIK 0000895421
$46M1.9M0.00%Q1 2026
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