Who Owns Schwab Short-Term U.S. Treasury ETF
Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in Schwab Short-Term U.S. Treasury ETF.
Who crossed 5% of SCHO →Positions as of 2026-09-30
Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.
| Manager | Value |
|---|---|
| Bangor Savings BankSHT TM US TRES2.8M shadded | $66M |
| STEPHENS GROUP ASSET MANAGEMENT, LLCSHT TM US TRES1.7M shadded | $40.9M |
| MassMutual Private Wealth & Trust, FSBExchange Traded Fund1.7M shtrimmed | $40.5M |
| Galvin, Gaustad & Stein, LLCSHT TM US TRES949.2K shtrimmed | $22.6M |
| Avidian Wealth Enterprises, LLCSHT TM US TRES672.7K shadded | $16.1M |
| Farther Finance Advisors, LLCETF592.3K shtrimmed | $14.1M |
| Towneley Capital Management, Inc / DESHT TM US TRES562.8K shadded | $13.4M |
| Peterson Wealth Advisors, LLCSHT TM US TRES531.2K shadded | $12.7M |
| Rosenberg Matthew HamiltonETF409.3K shadded | $9.8M |
| Castle Rock Wealth Management, LLCSHT TM US TRES319.5K sh— | $7.6M |
| Plan A Wealth LLCSHT TM US TRES310.7K shadded | $7.4M |
| Apella Capital, LLCSHT TM US TRES242.4K shtrimmed | $5.8M |
| Successful Portfolios LLCSHT TM US TRES241.3K shadded | $5.8M |
| ZynergyRetirementPlanningLLCSHT TM US TRES185.5K shtrimmed | $4.4M |
| PARK NATIONAL CORP /OH/Com141.6K shadded | $3.4M |
| SigFig Wealth Management, LLCSHT TM US TRES127K shadded | $3M |
| JUNCTURE WEALTH STRATEGIES, LLCSHT TM US TRES75.6K shtrimmed | $1.8M |
| Great Waters Wealth ManagementSHT TM US TRES55.6K shadded | $1.3M |
| Aventus Investment Advisors, Inc.ETF50.8K shtrimmed | $1.2M |
| Veery Capital, LLCSHT TM US TRES50.1K shadded | $1.2M |
| Mendota Financial Group, LLCSHT TM US TRES38.1K shtrimmed | $909.4K |
| Adelphi Trust CoFixed Income ETF29.5K shadded | $703.4K |
| Sprinkle Financial Consultants LLCSHT TM US TRES28.5K shtrimmed | $681K |
| TITLEIST ASSET MANAGEMENT, LLCSHT TM US TRES28.5K shadded | $680.2K |
| SAPIENT CAPITAL LLCSHT TM US TRES24.5K shheld | $585.5K |
| Tactive Advisors, LLCSHT TM US TRES22.2K shadded | $529.2K |
| Hardin Capital Partners, LLCSHT TM US TRES15K shadded | $359K |
| Insight Wealth Strategies, LLCSHT TM US TRES11.9K sh— | $284.7K |
| Elm3 Financial Group, LLCSHT TM US TRES11.2K sh— | $268.3K |
| Meadowbrook Wealth Management, LLCShort Term Treas ETF11K shtrimmed | $262.7K |
| Graves Light Lenhart Wealth, Inc.SHT TM US TRES9.3K shtrimmed | $222.9K |
| TOTH FINANCIAL ADVISORY CORPSHT TM US TRES5K shtrimmed | $120K |
| Valeo Financial Advisors, LLCETF22K shtrimmed | $116.6K |
| EASTERN BANKSHT TM US TRES3.9K shheld | $92.1K |
| CoreCap Advisors, LLCETF2.1K shheld | $49.8K |
| GILPIN WEALTH MANAGEMENT, LLCSHT TM US TRES2.1K shadded | $49.5K |
| Dorato Capital ManagementSHT TM US TRES1.1K shadded | $26.1K |
| Davis Capital ManagementETF628 shheld | $15K |
| GK Wealth Management LLCSHT TM US TRES532 sh— | $12.7K |
| Trust CoETF61 shheld | $1.5K |
| Olistico Wealth, LLCETF41 shheld | $978 |
Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.
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