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 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

Schwab Short-Term U.S. Treasury ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
B. Riley Wealth Advisors, Inc.
Report period
2025-03-31
Available
2026-08-29
Reported shares
327,741
Value (USD)
$7,977,208
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001464811-26-000009
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read SCHO fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read SCHO fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

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

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No records are available for this view.

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

Recent institutional filing receipts

See the complete 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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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

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.

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