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 611 institutions that hold shares in the stock, with a total of 168 Million shares, which have been reported (via 13F filing form) to have a value of $8.06 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
74,561,088
shares
|
$3.58 Billion
0.34% of portfolio
|
Q1 2024
Reduced 6.82%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 15, 2024 Q1 2024 |
11,521,516
shares
|
$553 Million
0.16% of portfolio
|
Q1 2024
Added 16.9%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
9,256,207
shares
|
$445 Million
0.04% of portfolio
|
Q1 2024
Reduced 74.38%
|
|
|
Sei Investments CO
Oaks, PA |
May 07, 2024 Q1 2024 |
7,454,433
shares
|
$358 Million
0.54% of portfolio
|
Q1 2024
Added 12.48%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
May 08, 2024 Q1 2024 |
3,150,695
shares
|
$151 Million
0.04% of portfolio
|
Q1 2024
Reduced 11.72%
|
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
3,008,063
shares
|
$144 Million
0.06% of portfolio
|
Q1 2024
Added 6.08%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2024 Q1 2024 |
2,751,778
shares
|
$132 Million
0.15% of portfolio
|
Q1 2024
Added 14.7%
|
|
|
Wealthfront Advisers LLC
|
Apr 19, 2024 Q1 2024 |
1,807,465
shares
|
$86.8 Million
0.31% of portfolio
|
Q1 2024
Added 19.2%
|
|
|
Clearwater Capital Advisors, LLC
|
May 09, 2024 Q1 2024 |
1,696,272
shares
|
$81.5 Million
9.16% of portfolio
|
Q1 2024
Added 5.11%
|
|
|
State Street Corp
Boston, MA |
May 15, 2024 Q1 2024 |
1,550,000
shares
|
$74.4 Million
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Morningstar Investment Management LLC
Chicago, IL |
May 13, 2024 Q1 2024 |
1,517,077
shares
|
$72.9 Million
7.93% of portfolio
|
Q1 2024
Reduced 20.23%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
1,515,981
shares
|
$72.8 Million
0.01% of portfolio
|
Q1 2024
Added 11.48%
|
|
|
Scs Capital Management LLC
Boston, MA |
May 14, 2024 Q1 2024 |
1,394,137
shares
|
$67 Million
1.44% of portfolio
|
Q1 2024
Reduced 5.1%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2024 Q1 2024 |
1,384,839
shares
|
$66.5 Million
0.19% of portfolio
|
Q1 2024
Added 4.91%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 10, 2024 Q1 2024 |
1,254,825
shares
|
$60.3 Million
0.04% of portfolio
|
Q1 2024
Reduced 11.21%
|
|
|
Greenline Partners, LLC
New York, NY |
May 15, 2024 Q1 2024 |
1,221,499
shares
|
$58.7 Million
9.44% of portfolio
|
Q1 2024
Added 6.96%
|
|
|
Mcf Advisors LLC
Covington, KY |
Apr 16, 2024 Q1 2024 |
1,124,007
shares
|
$54 Million
4.21% of portfolio
|
Q1 2024
Added 4.3%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
1,043,980
shares
|
$50.1 Million
0.03% of portfolio
|
Q1 2024
Added 25.77%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 13, 2024 Q1 2024 |
863,535
shares
|
$41.5 Million
0.07% of portfolio
|
Q1 2024
Added 74.03%
|
|
|
Financial Counselors Inc
|
May 02, 2024 Q1 2024 |
862,949
shares
|
$41.4 Million
0.71% of portfolio
|
Q1 2024
Added 71.12%
|
|
|
Bangor Savings Bank
Bangor, ME |
Apr 11, 2024 Q1 2024 |
770,660
shares
|
$37 Million
3.81% of portfolio
|
Q1 2024
Added 2.54%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
May 13, 2024 Q1 2024 |
761,457
shares
|
$36.6 Million
5.56% of portfolio
|
Q1 2024
Added 23.05%
|
|
|
Flc Capital Advisors
|
May 03, 2024 Q1 2024 |
720,449
shares
|
$34.6 Million
8.78% of portfolio
|
Q1 2024
Reduced 0.48%
|
|
|
Massmutual Trust CO Fsb
|
Apr 09, 2024 Q1 2024 |
696,162
shares
|
$33.4 Million
1.05% of portfolio
|
Q1 2024
Added 90.0%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
683,229
shares
|
$32.8 Million
0.01% of portfolio
|
Q1 2024
Reduced 0.75%
|
|