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 705 institutions that hold shares in the stock, with a total of 317 Million shares, which have been reported (via 13F filing form) to have a value of $7.74 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
109,087,556
shares
|
$2.66 Billion
0.2% of portfolio
|
Q2 2025
Added 0.75%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
23,077,707
shares
|
$563 Million
0.14% of portfolio
|
Q2 2025
Added 5.67%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
21,461,902
shares
|
$523 Million
0.04% of portfolio
|
Q1 2025
Added 3.37%
|
|
|
Sei Investments CO
Oaks, PA |
Aug 14, 2025 Q2 2025 |
17,026,193
shares
|
$415 Million
0.5% of portfolio
|
Q2 2025
Added 3.03%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
8,046,412
shares
|
$196 Million
0.06% of portfolio
|
Q2 2025
Added 5.25%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
6,111,570
shares
|
$149 Million
0.15% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
4,291,727
shares
|
$105 Million
0.04% of portfolio
|
Q2 2025
Added 24.39%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
3,819,204
shares
|
$93.1 Million
0.06% of portfolio
|
Q2 2025
Added 40.69%
|
|
|
Wealthfront Advisers LLC
|
Jul 31, 2025 Q2 2025 |
3,584,777
shares
|
$87.4 Million
0.23% of portfolio
|
Q2 2025
Reduced 8.46%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
3,268,155
shares
|
$79.7 Million
0.01% of portfolio
|
Q2 2025
Added 7.39%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
3,267,650
shares
|
$79.7 Million
0.14% of portfolio
|
Q2 2025
Added 5194.31%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
3,245,196
shares
|
$79.1 Million
10.41% of portfolio
|
Q2 2025
Added 55.54%
|
|
|
State Street Corp
Boston, MA |
Aug 14, 2025 Q2 2025 |
3,100,000
shares
|
$75.6 Million
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Clearwater Capital Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
2,461,950
shares
|
$60 Million
6.01% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
2,432,329
shares
|
$59.3 Million
0.08% of portfolio
|
Q2 2025
Reduced 44.45%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
2,425,664
shares
|
$59.1 Million
4.09% of portfolio
|
Q2 2025
Reduced 14.86%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
2,125,226
shares
|
$51.8 Million
4.65% of portfolio
|
Q2 2025
Added 17.57%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
1,941,018
shares
|
$47.3 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.33%
|
|
|
Stephens Group Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
1,876,668
shares
|
$45.8 Million
3.3% of portfolio
|
Q2 2025
Added 380.85%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
1,866,879
shares
|
$45.5 Million
0.09% of portfolio
|
Q2 2025
Reduced 2.9%
|
|
|
Lvw Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
1,834,600
shares
|
$44.7 Million
5.19% of portfolio
|
Q2 2025
Reduced 4.47%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jul 02, 2025 Q2 2025 |
1,772,706
shares
|
$43.2 Million
7.78% of portfolio
|
Q2 2025
Added 9.66%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Jul 18, 2025 Q2 2025 |
1,739,672
shares
|
$42.4 Million
9.43% of portfolio
|
Q2 2025
Added 5.83%
|
|
|
Morningstar Investment Management LLC
Chicago, IL |
Jul 28, 2025 Q2 2025 |
1,681,738
shares
|
$41 Million
3.6% of portfolio
|
Q2 2025
Reduced 14.64%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
1,507,911
shares
|
$36.8 Million
0.21% of portfolio
|
Q2 2025
Added 3.84%
|