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 |
|---|---|---|---|---|---|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
66,041
shares
|
$1.61 Million
0.0% of portfolio
|
Q3 2025
Added 20.83%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
65,382
shares
|
$1.59 Million
0.04% of portfolio
|
Q3 2025
Reduced 4.75%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
64,963
shares
|
$1.58 Million
0.0% of portfolio
|
Q3 2025
Reduced 35.34%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Oct 14, 2025 Q3 2025 |
64,297
shares
|
$1.57 Million
1.17% of portfolio
|
Q3 2025
Reduced 3.84%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
64,170
shares
|
$1.56 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.24%
|
|
|
Koshinski Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
63,348
shares
|
$1.54 Million
0.1% of portfolio
|
Q3 2025
Added 0.91%
|
|
|
True Link Financial Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
63,156
shares
|
$1.54 Million
0.1% of portfolio
|
Q3 2025
Reduced 26.3%
|
|
|
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%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
60,923
shares
|
$1.48 Million
0.04% of portfolio
|
Q3 2025
Reduced 39.86%
|
|
|
Anderson Hoagland & CO
|
Oct 14, 2025 Q3 2025 |
60,245
shares
|
$1.47 Million
0.13% of portfolio
|
Q3 2025
Added 3.4%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
60,004
shares
|
$1.46 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
59,824
shares
|
$1.46 Million
0.38% of portfolio
|
Q4 2024
Added 76.42%
|
|
|
Clearview Wealth Advisors LLC
|
Oct 24, 2025 Q3 2025 |
59,492
shares
|
$1.45 Million
0.96% of portfolio
|
Q3 2025
Added 4.86%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
59,085
shares
|
$1.44 Million
0.01% of portfolio
|
Q3 2025
Added 6.51%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
58,961
shares
|
$1.44 Million
0.02% of portfolio
|
Q3 2025
Reduced 2.6%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Oct 09, 2025 Q3 2025 |
58,500
shares
|
$1.42 Million
0.33% of portfolio
|
Q3 2025
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
58,126
shares
|
$1.42 Million
0.01% of portfolio
|
Q4 2024
Added 13.91%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Oct 22, 2025 Q3 2025 |
56,998
shares
|
$1.39 Million
0.05% of portfolio
|
Q3 2025
Reduced 0.22%
|
|
|
K2 Financial Inc.
Glendora, CA |
Oct 16, 2025 Q3 2025 |
56,708
shares
|
$1.38 Million
1.12% of portfolio
|
Q3 2025
Added 12.14%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Oct 23, 2025 Q3 2025 |
56,385
shares
|
$1.37 Million
0.24% of portfolio
|
Q3 2025
Reduced 46.04%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Nov 12, 2025 Q3 2025 |
55,943
shares
|
$1.36 Million
0.2% of portfolio
|
Q3 2025
Added 8.31%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
55,921
shares
|
$1.36 Million
0.02% of portfolio
|
Q3 2025
Reduced 13.72%
|
|
|
First Financial Group Corp
Raleigh, NC |
Oct 29, 2025 Q3 2025 |
55,490
shares
|
$1.35 Million
1.17% of portfolio
|
Q3 2025
Added 100.18%
|
|
|
Hexagon Capital Partners LLC
|
Nov 13, 2025 Q3 2025 |
55,310
shares
|
$1.35 Million
0.27% of portfolio
|
Q3 2025
Added 0.05%
|
|