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 |
|---|---|---|---|---|---|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
64,974
shares
|
$1.58 Million
0.02% of portfolio
|
Q2 2025
Reduced 14.11%
|
|
|
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%
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
61,965
shares
|
$1.51 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%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
60,534
shares
|
$1.47 Million
0.02% of portfolio
|
Q2 2025
Reduced 14.39%
|
|
|
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%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
May 13, 2025 Q1 2025 |
59,390
shares
|
$1.44 Million
0.05% of portfolio
|
Q1 2025
Reduced 1.77%
|
|
|
Anderson Hoagland & CO
|
Jul 10, 2025 Q2 2025 |
58,266
shares
|
$1.42 Million
0.14% of portfolio
|
Q2 2025
Added 3.97%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
58,169
shares
|
$1.41 Million
0.01% of portfolio
|
Q1 2025
Added 67.31%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
58,126
shares
|
$1.41 Million
0.01% of portfolio
|
Q4 2024
Added 13.91%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
May 07, 2025 Q1 2025 |
57,855
shares
|
$1.41 Million
0.19% of portfolio
|
Q1 2025
Reduced 38.65%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
May 01, 2025 Q1 2025 |
57,128
shares
|
$1.39 Million
0.49% of portfolio
|
Q1 2025
Added 2.39%
|
|
|
Win Advisors, Inc
|
Apr 23, 2025 Q1 2025 |
56,846
shares
|
$1.38 Million
0.76% of portfolio
|
Q1 2025
Added 203.79%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
56,664
shares
|
$1.38 Million
0.0% of portfolio
|
Q1 2025
Added 3913.03%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Apr 22, 2025 Q1 2025 |
56,389
shares
|
$1.37 Million
0.18% of portfolio
|
Q1 2025
Added 238.1%
|
|
|
Clearview Wealth Advisors LLC
|
Apr 22, 2025 Q1 2025 |
56,333
shares
|
$1.37 Million
1.04% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
55,649
shares
|
$1.35 Million
0.26% of portfolio
|
Q1 2025
Reduced 0.85%
|
|
|
Krilogy Financial LLC
|
Jul 09, 2025 Q2 2025 |
55,568
shares
|
$1.35 Million
0.09% of portfolio
|
Q2 2025
Added 20.35%
|
|
|
Sellwood Investment Partners LLC
Portland, OR |
Jul 11, 2025 Q2 2025 |
55,506
shares
|
$1.35 Million
0.65% of portfolio
|
Q2 2025
Reduced 4.47%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
55,473
shares
|
$1.35 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.58%
|
|
|
Hrt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
54,985
shares
|
$1.34 Million
0.01% of portfolio
|
Q1 2025
Reduced 46.09%
|
|
|
Savvy Advisors, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
54,941
shares
|
$1.34 Million
0.14% of portfolio
|
Q1 2025
Added 5.62%
|