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 |
|---|---|---|---|---|---|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Oct 31, 2025 Q3 2025 |
88,375
shares
|
$2.15 Million
0.81% of portfolio
|
Q3 2025
Added 19.04%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
84,662
shares
|
$2.06 Million
0.33% of portfolio
|
Q3 2025
Added 5.67%
|
|
|
Juncture Wealth Strategies, LLC
|
Oct 14, 2025 Q3 2025 |
82,973
shares
|
$2.02 Million
0.68% of portfolio
|
Q3 2025
Reduced 4.54%
|
|
|
Smithbridge Asset Management Inc
|
Oct 29, 2025 Q3 2025 |
82,378
shares
|
$2.01 Million
0.31% of portfolio
|
Q3 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
81,735
shares
|
$1.99 Million
0.14% of portfolio
|
Q3 2025
Added 40.05%
|
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
81,727
shares
|
$1.99 Million
2.51% of portfolio
|
Q4 2023
Reduced 19.69%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
81,118
shares
|
$1.98 Million
0.0% of portfolio
|
Q3 2025
Reduced 66.28%
|
|
|
Bank Of Marin
Novato, CA |
Nov 04, 2025 Q3 2025 |
80,663
shares
|
$1.96 Million
1.46% of portfolio
|
Q3 2025
Reduced 1.13%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
80,198
shares
|
$1.95 Million
0.02% of portfolio
|
Q3 2025
Added 3.05%
|
|
|
Princeton Global Asset Management LLC
|
Oct 09, 2025 Q3 2025 |
79,461
shares
|
$1.93 Million
0.34% of portfolio
|
Q3 2025
Added 3.81%
|
|
|
Dmg Group, LLC
Birmingham, AL |
Oct 29, 2025 Q3 2025 |
78,664
shares
|
$1.92 Million
1.37% of portfolio
|
Q3 2025
Added 2.86%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Nov 07, 2025 Q3 2025 |
77,526
shares
|
$1.89 Million
0.52% of portfolio
|
Q3 2025
Reduced 26.32%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
77,386
shares
|
$1.88 Million
0.18% of portfolio
|
Q3 2025
Reduced 34.95%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
76,739
shares
|
$1.87 Million
0.04% of portfolio
|
Q3 2025
Added 8.62%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
76,519
shares
|
$1.86 Million
0.04% of portfolio
|
Q2 2024
Added 0.58%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 28, 2025 Q3 2025 |
74,194
shares
|
$1.81 Million
0.3% of portfolio
|
Q3 2025
Reduced 9.8%
|
|
|
Versant Capital Management, Inc
|
Oct 27, 2025 Q3 2025 |
74,185
shares
|
$1.81 Million
0.26% of portfolio
|
Q3 2025
Added 62.91%
|
|
|
Mbe Wealth Management, LLC
|
Oct 27, 2025 Q3 2025 |
73,375
shares
|
$1.79 Million
0.84% of portfolio
|
Q3 2025
Reduced 15.42%
|
|
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
73,000
shares
|
$1.78 Million
0.82% of portfolio
|
Q2 2025
Reduced 29.13%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
72,918
shares
|
$1.78 Million
0.31% of portfolio
|
Q3 2025
New holding
|
|
|
Diversified Trust CO
|
Oct 20, 2025 Q3 2025 |
72,518
shares
|
$1.77 Million
0.04% of portfolio
|
Q3 2025
Reduced 18.86%
|
|
|
Jfg Wealth Management, LLC
Denver, CO |
Oct 31, 2025 Q3 2025 |
72,048
shares
|
$1.75 Million
0.34% of portfolio
|
Q3 2025
Added 0.87%
|
|
|
Calton & Associates, Inc.
|
Nov 07, 2025 Q3 2025 |
70,827
shares
|
$1.72 Million
0.28% of portfolio
|
Q3 2025
Added 5.41%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
Nov 14, 2025 Q3 2025 |
68,923
shares
|
$1.68 Million
1.23% of portfolio
|
Q3 2025
Added 8.4%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
67,798
shares
|
$1.65 Million
0.0% of portfolio
|
Q3 2025
Reduced 22.91%
|
|