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 691 institutions that hold shares in the stock, with a total of 306 Million shares, which have been reported (via 13F filing form) to have a value of $7.43 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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%
|
|
|
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%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
75,645
shares
|
$1.84 Million
0.03% of portfolio
|
Q1 2025
Reduced 7.86%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Apr 30, 2025 Q1 2025 |
73,816
shares
|
$1.79 Million
0.81% of portfolio
|
Q4 2024
Reduced 25.39%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
72,999
shares
|
$1.77 Million
0.05% of portfolio
|
Q1 2025
Reduced 44.5%
|
|
|
Mbe Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
72,545
shares
|
$1.76 Million
0.93% of portfolio
|
Q1 2025
Added 341.11%
|
|
|
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%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
70,707
shares
|
$1.72 Million
0.02% of portfolio
|
Q1 2025
Added 4.85%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
69,795
shares
|
$1.69 Million
0.04% of portfolio
|
Q4 2024
Added 614.97%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
69,349
shares
|
$1.68 Million
0.02% of portfolio
|
Q1 2025
Reduced 48.81%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Apr 22, 2025 Q1 2025 |
68,531
shares
|
$1.66 Million
1.81% of portfolio
|
Q1 2025
Reduced 36.21%
|
|
|
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%
|
|
|
D.B. Root & Company, LLC
|
May 14, 2025 Q1 2025 |
67,102
shares
|
$1.63 Million
0.55% of portfolio
|
Q1 2025
Added 13.85%
|
|
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
May 13, 2025 Q1 2025 |
63,714
shares
|
$1.55 Million
0.29% of portfolio
|
Q1 2025
Added 36.34%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
May 12, 2025 Q1 2025 |
63,368
shares
|
$1.54 Million
1.23% of portfolio
|
Q1 2025
Added 1.55%
|
|
|
Belpointe Asset Management LLC
|
May 20, 2025 Q1 2025 |
62,408
shares
|
$1.51 Million
0.09% of portfolio
|
Q1 2025
Added 69.75%
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
61,965
shares
|
$1.5 Million
0.13% of portfolio
|
Q1 2025
Reduced 1.98%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
61,720
shares
|
$1.5 Million
0.0% of portfolio
|
Q1 2025
Added 3.55%
|
|
|
Hart & Patterson Financial Group LLC
Amherst, MA |
Jan 13, 2025 Q4 2024 |
61,319
shares
|
$1.49 Million
0.72% of portfolio
|
Q4 2024
Added 123.35%
|
|
|
Avitas Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
60,944
shares
|
$1.48 Million
0.21% of portfolio
|
Q4 2024
Added 108.88%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
60,057
shares
|
$1.46 Million
0.02% of portfolio
|
Q1 2025
Added 1.95%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
59,824
shares
|
$1.45 Million
0.38% of portfolio
|
Q4 2024
Added 76.42%
|