Institutional Ownership Schwab Short Term Us Treasury (SCHO)
This table provides information about the institutional ownership of Schwab Short Term Us Treasury (SCHO). We have compiled data on the 707 institutions that hold shares in the stock, with a total of 323 Million shares, which have been reported (via 13F filing form) to have a value of $7.86 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
118,665,834
shares
|
$2.89 Billion
0.2% of portfolio
|
Q3 2025
Added 8.78%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
19,750,218
shares
|
$481 Million
0.03% of portfolio
|
Q3 2025
Reduced 7.98%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
19,401,639
shares
|
$472 Million
0.11% of portfolio
|
Q3 2025
Reduced 15.93%
|
|
|
Sei Investments CO
Oaks, PA |
Nov 13, 2025 Q3 2025 |
17,596,729
shares
|
$428 Million
0.48% of portfolio
|
Q3 2025
Added 3.35%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
6,767,740
shares
|
$165 Million
0.05% of portfolio
|
Q3 2025
Reduced 15.89%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
6,554,600
shares
|
$160 Million
0.15% of portfolio
|
Q3 2025
Added 7.25%
|
|
|
Wealthfront Advisers LLC
|
Nov 06, 2025 Q3 2025 |
3,787,747
shares
|
$92.2 Million
0.22% of portfolio
|
Q3 2025
Added 5.66%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
3,763,183
shares
|
$91.6 Million
0.06% of portfolio
|
Q3 2025
Reduced 1.47%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 23, 2025 Q3 2025 |
3,441,065
shares
|
$83.8 Million
10.33% of portfolio
|
Q3 2025
Added 6.04%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
3,226,183
shares
|
$78.6 Million
0.02% of portfolio
|
Q3 2025
Reduced 24.83%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
3,177,750
shares
|
$77.4 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.77%
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2025 Q3 2025 |
3,100,000
shares
|
$75.5 Million
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
2,767,502
shares
|
$67.4 Million
0.11% of portfolio
|
Q3 2025
Reduced 15.31%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
2,744,373
shares
|
$66.8 Million
0.11% of portfolio
|
Q3 2025
Added 89.08%
|
|
|
Mcf Advisors LLC
Covington, KY |
Nov 05, 2025 Q3 2025 |
2,601,249
shares
|
$63.3 Million
4.1% of portfolio
|
Q3 2025
Added 7.24%
|
|
|
Clearwater Capital Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
2,585,770
shares
|
$63 Million
5.9% of portfolio
|
Q3 2025
Added 5.03%
|
|
|
Bangor Savings Bank
Bangor, ME |
Oct 27, 2025 Q3 2025 |
2,234,276
shares
|
$54.4 Million
4.56% of portfolio
|
Q3 2025
Added 5.13%
|
|
|
Stephens Group Asset Management, LLC
|
Oct 07, 2025 Q3 2025 |
2,081,846
shares
|
$50.7 Million
3.43% of portfolio
|
Q3 2025
Added 10.93%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
1,994,751
shares
|
$48.6 Million
0.01% of portfolio
|
Q3 2025
Added 2.77%
|
|
|
Lvw Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
1,982,002
shares
|
$48.3 Million
5.28% of portfolio
|
Q3 2025
Added 8.03%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Oct 09, 2025 Q3 2025 |
1,912,784
shares
|
$46.6 Million
7.37% of portfolio
|
Q3 2025
Added 7.9%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 21, 2025 Q3 2025 |
1,823,975
shares
|
$44.4 Million
8.8% of portfolio
|
Q3 2025
Added 4.85%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2025 Q3 2025 |
1,821,084
shares
|
$44.3 Million
0.06% of portfolio
|
Q3 2025
Reduced 25.13%
|
|
|
Morningstar Investment Management LLC
Chicago, IL |
Nov 17, 2025 Q3 2025 |
1,726,672
shares
|
$42 Million
1.55% of portfolio
|
Q3 2025
Added 2.67%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
1,636,548
shares
|
$39.8 Million
0.23% of portfolio
|
Q3 2025
Added 8.53%
|
|