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 |
|---|---|---|---|---|---|
|
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%
|
|
|
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%
|
|
|
Sellwood Investment Partners LLC
Portland, OR |
May 14, 2025 Q1 2025 |
58,103
shares
|
$1.41 Million
0.74% of portfolio
|
Q1 2025
Reduced 18.46%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
May 07, 2025 Q1 2025 |
57,855
shares
|
$1.4 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%
|
|
|
Dmg Group, LLC
Birmingham, AL |
Apr 30, 2025 Q1 2025 |
56,404
shares
|
$1.37 Million
1.14% of portfolio
|
Q1 2025
Added 11.49%
|
|
|
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%
|
|
|
Anderson Hoagland & CO
|
Apr 09, 2025 Q1 2025 |
56,040
shares
|
$1.36 Million
0.15% of portfolio
|
Q1 2025
Added 10.58%
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
55,649
shares
|
$1.35 Million
0.26% of portfolio
|
Q1 2025
Reduced 0.85%
|
|
|
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
|
$1.33 Million
0.01% of portfolio
|
Q1 2025
Reduced 46.09%
|
|
|
Savvy Advisors, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
54,941
shares
|
$1.33 Million
0.14% of portfolio
|
Q1 2025
Added 5.62%
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Apr 14, 2025 Q1 2025 |
54,226
shares
|
$1.32 Million
0.18% of portfolio
|
Q1 2025
Reduced 1.38%
|
|
|
Lummis Asset Management, LP
Fort Worth, TX |
May 15, 2025 Q1 2025 |
53,458
shares
|
$1.3 Million
0.9% of portfolio
|
Q1 2025
Added 3.25%
|
|
|
Lumbard & Kellner, LLC
Hollis, NH |
Apr 21, 2025 Q1 2025 |
53,338
shares
|
$1.29 Million
0.58% of portfolio
|
Q1 2025
New holding
|
|
|
Tennessee Valley Asset Management Partners
|
Apr 18, 2025 Q1 2025 |
52,587
shares
|
$1.28 Million
0.21% of portfolio
|
Q1 2025
Added 3.2%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
52,336
shares
|
$1.27 Million
0.1% of portfolio
|
Q1 2025
Reduced 2.97%
|
|
|
K2 Financial Inc.
Glendora, CA |
Apr 25, 2025 Q1 2025 |
52,029
shares
|
$1.26 Million
1.24% of portfolio
|
Q1 2025
Added 6.69%
|
|
|
Seek First Inc.
Campbell, CA |
May 13, 2025 Q1 2025 |
51,948
shares
|
$1.26 Million
1.12% of portfolio
|
Q1 2025
New holding
|
|
|
Ledge Wealth Management, Inc.
|
Jan 23, 2024 Q4 2023 |
51,644
shares
|
$1.25 Million
0.97% of portfolio
|
Q4 2023
Added 3.51%
|
|
|
Beacon Financial Advisory LLC
|
Apr 24, 2025 Q1 2025 |
51,002
shares
|
$1.24 Million
0.42% of portfolio
|
Q1 2025
Reduced 3.33%
|