$SCHO is held by 12 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 0.72%, with an average of 0.17% of portfolio. Largest holder: Independent Solutions Wealth Management, LLC at 0.72%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.
Schwab Short-Term US Treasury ETF
13F holders
675
Net 13F flow · Q
—
Insider buys · 90d
0
Insider net · 90d
—
Congress · 90d
0
Convergence
—
Institutional holders
Top 10 of 675 · Source: 13F-HR01
Gladwyn Financial Advisors, Inc.
—
—
02
SailingStone Capital Partners LLC
—
—
03
Donald L. Hagan, LLC
—
—
04
Marquette Asset Management, LLC
—
—
05
Ra Capital Management, L.p.
—
—
06
Baltimore-Washington Financial Advisors, Inc.
—
—
07
Ironwood Financial, llc
—
—
08
SQN Investors LP
—
—
09
Axa S.a.
—
—
10
State Street
—
—
Each fund name links to that filer's expert page. Share counts and per-fund weights are pending the 13F ingest fix (portfolios_expertholding.units is currently mis-populated — see the same caveat on the fund detail page's holdings table). Quarter-over-quarter delta ships with the metrics pipeline.
Smart Money · top-200 alpha cohort
12 holders · Q1 202601
Independent Solutions Wealth Management, LLC
0.72% NEW
α +19.1pts
02
Somerset Group LLC
0.33% NEW
α +64.8pts
03
Avant Financial Advisors LLC
0.32% NEW
α +10.5pts
04
Walkner Condon Financial Advisors LLC
0.25% NEW
α +23.7pts
05
Principal Securities, Inc.
0.09% held
α +21.3pts
06
Pittenger & Anderson Inc.
0.08% held
α +21.3pts
07
Beverly Hills Private Wealth, LLC
0.04% held
α +10.4pts
08
Costello Asset Management, INC
0.02% held
α +14.3pts
09
Fiduciary Alliance LLC
0.01% held
α +16.8pts
10
RFG Advisory, LLC
0.00% held
α +16.2pts
11
Citigroup Inc.
0.00% held
α +26.3pts
12
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.00% held
α +27.5pts
Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.
Insider activity · last 90 days
No insider activity
No Form 4 filings on record for $SCHO in the recent window.
Congress trades · last 90 days
No Congress trades
No STOCK Act filings reference $SCHO in the recent window.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence detection for $SCHO lands with the Pattern Engine.
Once the Pattern Engine ships, this section will surface every active convergence event involving $SCHO — the institutional managers and Congress members on the same name, the 30-day window, and the combined position size.
Source data: SEC EDGAR · 13F-HR · Form 4 · CapitolTrades · Last refreshed 08:49 UTC.