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 702 institutions that hold shares in the stock, with a total of 313 Million shares, which have been reported (via 13F filing form) to have a value of $7.61 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
True Link Financial Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
85,692
shares
|
$2.08 Million
0.14% of portfolio
|
Q2 2025
Added 69.59%
|
|
Mainsail Financial Group, LLC
Bellevue, WA |
Jul 17, 2025 Q2 2025 |
84,948
shares
|
$2.07 Million
0.96% of portfolio
|
Q2 2025
New holding
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
81,727
shares
|
$1.99 Million
2.51% of portfolio
|
Q4 2023
Reduced 19.69%
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
May 02, 2025 Q1 2025 |
81,190
shares
|
$1.97 Million
0.26% of portfolio
|
Q1 2025
Added 8.57%
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
May 06, 2025 Q1 2025 |
80,847
shares
|
$1.97 Million
1.53% of portfolio
|
Q1 2025
Added 615.14%
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
79,892
shares
|
$1.94 Million
0.02% of portfolio
|
Q1 2025
Reduced 59.9%
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
79,405
shares
|
$1.93 Million
0.16% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
Jfg Wealth Management, LLC
Denver, CO |
May 12, 2025 Q1 2025 |
77,559
shares
|
$1.89 Million
0.43% of portfolio
|
Q1 2025
Reduced 7.74%
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
76,837
shares
|
$1.87 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
76,689
shares
|
$1.86 Million
0.39% of portfolio
|
Q1 2025
Added 5.15%
|
|
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%
|
|
Clear Investment Research, LLC
|
May 09, 2025 Q1 2025 |
76,515
shares
|
$1.86 Million
2.5% of portfolio
|
Q1 2025
Reduced 1.74%
|
|
Dmg Group, LLC
Birmingham, AL |
Jul 23, 2025 Q2 2025 |
76,476
shares
|
$1.86 Million
1.48% of portfolio
|
Q2 2025
Added 35.59%
|
|
Inspire Advisors, LLC
Meridian, ID |
May 07, 2025 Q1 2025 |
76,118
shares
|
$1.85 Million
0.24% of portfolio
|
Q1 2025
Added 156.2%
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Jul 18, 2025 Q2 2025 |
73,816
shares
|
$1.79 Million
0.74% of portfolio
|
Q4 2024
Reduced 25.39%
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
May 14, 2025 Q1 2025 |
71,105
shares
|
$1.73 Million
0.15% of portfolio
|
Q1 2025
Reduced 4.66%
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
70,853
shares
|
$1.72 Million
0.04% of portfolio
|
Q4 2024
Added 73.33%
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
70,650
shares
|
$1.72 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
69,795
shares
|
$1.7 Million
0.04% of portfolio
|
Q4 2024
Added 614.97%
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
69,349
shares
|
$1.69 Million
0.02% of portfolio
|
Q1 2025
Reduced 48.81%
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
68,467
shares
|
$1.66 Million
0.01% of portfolio
|
Q1 2025
Reduced 39.22%
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
May 15, 2025 Q1 2025 |
67,918
shares
|
$1.65 Million
1.09% of portfolio
|
Q1 2025
Added 22.75%
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
66,978
shares
|
$1.63 Million
0.08% of portfolio
|
Q2 2025
Added 7.32%
|
|
Mendota Financial Group, LLC
Madison, WI |
Jul 21, 2025 Q2 2025 |
66,867
shares
|
$1.63 Million
1.54% of portfolio
|
Q2 2025
Reduced 2.43%
|
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
Jul 22, 2025 Q2 2025 |
66,180
shares
|
$1.61 Million
0.26% of portfolio
|
Q2 2025
Added 3.87%
|