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Public ownership evidence

Schwab Short-Term U.S. Treasury ETF (SCHO) Ownership Disclosures

Read SCHO insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-11-07T14:03:26.246Z

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Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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B. Riley Wealth Advisors, Inc.2025-03-312026-08-29327,741$7,977,208None
Corient Private Wealth LP2026-06-302026-08-2848,404$1,168,471None
Advisors Asset Management, Inc.2024-03-312026-08-279,537$459,779None
Advisors Asset Management, Inc.2025-03-312026-08-274,196$102,131None
Advisors Asset Management, Inc.2023-06-302026-08-273,663$176,044None
Advisors Asset Management, Inc.2023-09-302026-08-276,213$297,541None
Advisors Asset Management, Inc.2023-03-312026-08-271,542$75,234None
Advisors Asset Management, Inc.2023-12-312026-08-277,768$376,360None
Dakota Wealth Management2025-09-302026-08-2793,795$2,288,587None
Dakota Wealth Management2025-12-312026-08-27135,950$3,313,102None
Dakota Wealth Management2026-03-312026-08-27126,413$3,068,044None
MLG Wealth Management DBA Pine Grove Financial Group2025-12-312026-08-2626,844$654,188None
Kings Path Partners LLC2026-03-312026-08-2216,723$405,867None
Advisors Asset Management, Inc.2024-09-302026-08-226,301$308,623None
Advisors Asset Management, Inc.2024-06-302026-08-228,325$400,682None
Advisors Asset Management, Inc.2024-12-312026-08-227,962$191,566None
Kingsview Wealth Management, LLC2026-06-302026-08-2036,438$879,610None
Archer Investment Corp2026-06-302026-08-204,607$111,211None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-201,186,671$28,646,228None
Sankala Group LLC2026-06-302026-08-19197,025$4,748,309None
Beacon Pointe Advisors, LLC2026-06-302026-08-19282,065$6,809,056None
JDM Financial Group LLC2026-06-302026-08-1930,843$744,552None
Unconventional Investor, LLC2026-06-302026-08-1980,534$1,944,099None
RB Capital Management, LLC2026-06-302026-08-1912,133$292,881None
Reality Financial Planning Services, LLC2026-06-302026-08-1873,797$1,781,460None
Legacy Edge Advisors, LLC2025-06-302026-08-1826,822$653,928None
Strive Financial Group ,LLC2026-06-302026-08-1866$1,593None
WNY Asset Management, LLC2026-06-302026-08-18193,805$4,678,462None
Coastal Bridge Advisors, LLC2026-06-302026-08-1890,759$2,190,912None
Balanced Rock Investment Advisors LLC2026-06-302026-08-1843,116$1,040,824None
Caitlin John, LLC2026-06-302026-08-18205$4,949None
Caitlin John, LLC2026-06-302026-08-18832$20,084None
Corient Private Wealth LP2026-06-302026-08-1850,872$1,228,027None
Asset Allocation Strategies LLC2026-06-302026-08-18117,630$2,839,587None
Pure Financial Advisors, LLC2026-06-302026-08-18646,827$15,614,396None
Transamerica Financial Advisors, LLC2026-06-302026-08-1816,340$394,448None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-1836,013$868,998None
Nalls Sherbakoff Group, LLC2026-06-302026-08-188,413$203,090None
Nalls Sherbakoff Group, LLC2026-03-312026-08-188,413$204,184None
BITTERROOT CAPITAL ADVISORS LLC2026-06-302026-08-157,886$190,368None
Ascent Advisors, LLC2026-06-302026-08-1516,209$389,826None
Vestwell Advisors, LLC2026-06-302026-08-156$134None
AMERIFLEX GROUP, INC.2026-06-302026-08-156,247$150,791None
Synergy Investment Management, LLC2026-06-302026-08-151,308$31,576None
Synergy Investment Management, LLC2026-06-302026-08-152,955$71,186None
SEI INVESTMENTS CO2026-06-302026-08-1517,389,099$419,772,830None
Glen Eagle Advisors, LLC2026-06-302026-08-15410$9,904None
Perissos Private Wealth Management, LLC2026-06-302026-08-1518,220$439,824None
Federation des caisses Desjardins du Quebec2026-06-302026-08-154,781$115,413None
JPL Wealth Management, LLC2026-06-302026-08-15617,375$14,903,421None

90-day public filing window, up to 50 source positions.

B. Riley Wealth Advisors, Inc. ↗Corient Private Wealth LP ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Dakota Wealth Management ↗Dakota Wealth Management ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.