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 623 institutions that hold shares in the stock, with a total of 184 Million shares, which have been reported (via 13F filing form) to have a value of $4.44 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
78,193,055
shares
|
$1.89 Billion
0.32% of portfolio
|
Q3 2024
Added 3.72%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
12,194,469
shares
|
$294 Million
0.16% of portfolio
|
Q3 2024
Added 14.7%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
8,713,529
shares
|
$210 Million
0.03% of portfolio
|
Q3 2024
Reduced 4.07%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
8,652,137
shares
|
$209 Million
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Sei Investments CO
Oaks, PA |
Nov 12, 2024 Q3 2024 |
7,753,566
shares
|
$187 Million
0.51% of portfolio
|
Q3 2024
Added 2.03%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
2,999,027
shares
|
$72.3 Million
0.16% of portfolio
|
Q3 2024
Added 4.45%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
2,750,686
shares
|
$66.3 Million
0.04% of portfolio
|
Q3 2024
Reduced 13.77%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
2,607,963
shares
|
$62.9 Million
0.06% of portfolio
|
Q3 2024
Added 15996.55%
|
|
|
Wealthfront Advisers LLC
|
Nov 12, 2024 Q3 2024 |
2,422,908
shares
|
$58.4 Million
0.37% of portfolio
|
Q3 2024
Added 29.16%
|
|
|
Morningstar Investment Management LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
2,087,074
shares
|
$50.3 Million
5.02% of portfolio
|
Q3 2024
Added 77.32%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
2,078,664
shares
|
$50.1 Million
0.22% of portfolio
|
Q3 2024
Added 72.4%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
1,718,694
shares
|
$41.4 Million
0.04% of portfolio
|
Q3 2024
Added 2.41%
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2024 Q3 2024 |
1,550,000
shares
|
$37.4 Million
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
1,342,987
shares
|
$32.4 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.69%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
1,331,427
shares
|
$32.1 Million
0.1% of portfolio
|
Q3 2024
Added 29.52%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
1,307,717
shares
|
$31.5 Million
0.04% of portfolio
|
Q3 2024
Reduced 3.48%
|
|
|
Mcf Advisors LLC
Covington, KY |
Oct 24, 2024 Q3 2024 |
1,254,410
shares
|
$30.2 Million
4.34% of portfolio
|
Q3 2024
Added 6.65%
|
|
|
Clearwater Capital Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
1,164,510
shares
|
$28.1 Million
5.86% of portfolio
|
Q3 2024
Reduced 32.31%
|
|
|
Scs Capital Management LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
1,064,648
shares
|
$25.7 Million
1.05% of portfolio
|
Q3 2024
Reduced 17.88%
|
|
|
West Coast Financial LLC
|
Oct 09, 2024 Q3 2024 |
937,222
shares
|
$22.6 Million
5.05% of portfolio
|
Q3 2024
Added 19.26%
|
|
|
Bangor Savings Bank
Bangor, ME |
Oct 07, 2024 Q3 2024 |
796,381
shares
|
$19.2 Million
3.67% of portfolio
|
Q3 2024
Added 1.18%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
745,290
shares
|
$18 Million
5.2% of portfolio
|
Q3 2024
Added 4.78%
|
|
|
United Capital Management Of Ks, Inc.
|
Nov 04, 2024 Q3 2024 |
743,358
shares
|
$17.9 Million
9.01% of portfolio
|
Q3 2024
Added 4.04%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Oct 09, 2024 Q3 2024 |
731,317
shares
|
$17.6 Million
8.16% of portfolio
|
Q3 2024
Added 10.51%
|
|
|
Brandywine Oak Private Wealth LLC
|
Nov 07, 2024 Q3 2024 |
715,698
shares
|
$17.3 Million
3.4% of portfolio
|
Q3 2024
Reduced 0.37%
|