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 623 institutions that hold shares in the stock, with a total of 184 Million shares, which have been reported (via 13F filing form) to have a value of $4.44 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Soltis Investment Advisors LLC
St. George, UT |
Nov 18, 2024 Q3 2024 |
27,192
shares
|
$655,599
0.13% of portfolio
|
Q3 2024
Reduced 8.86%
|
|
|
Avestar Capital, LLC
|
Nov 13, 2024 Q3 2024 |
26,900
shares
|
$648,559
0.14% of portfolio
|
Q2 2024
New holding
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
26,642
shares
|
$642,338
0.02% of portfolio
|
Q3 2024
Added 36.67%
|
|
|
Beacon Financial Advisory LLC
|
Oct 30, 2024 Q3 2024 |
26,586
shares
|
$640,988
0.48% of portfolio
|
Q3 2024
Added 1.86%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
26,518
shares
|
$639,348
0.14% of portfolio
|
Q3 2024
Reduced 5.29%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
25,672
shares
|
$618,951
0.12% of portfolio
|
Q4 2022
Added 0.22%
|
|
|
Clearview Wealth Advisors LLC
|
Oct 15, 2024 Q3 2024 |
25,626
shares
|
$617,842
0.98% of portfolio
|
Q3 2024
Added 14.57%
|
|
|
Dmg Group, LLC
Birmingham, AL |
Oct 18, 2024 Q3 2024 |
25,505
shares
|
$614,925
1.03% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
First Interstate Bank
Billings, MT |
Oct 29, 2024 Q3 2024 |
24,696
shares
|
$595,420
0.08% of portfolio
|
Q3 2024
Reduced 4.36%
|
|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Nov 15, 2024 Q3 2024 |
24,599
shares
|
$593,081
0.11% of portfolio
|
Q3 2024
Reduced 4.66%
|
|
|
Black Diamond Financial, LLC
|
Nov 06, 2024 Q3 2024 |
24,268
shares
|
$585,101
0.2% of portfolio
|
Q3 2024
Added 15.56%
|
|
|
Cumberland Partners LTD
Toronto, A6 |
Nov 05, 2024 Q3 2024 |
24,265
shares
|
$585,029
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
24,247
shares
|
$584,595
0.07% of portfolio
|
Q3 2024
Added 114.48%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
24,121
shares
|
$581,557
0.0% of portfolio
|
Q3 2024
Added 2.12%
|
|
|
Elmwood Wealth Management, Inc.
|
Oct 11, 2024 Q3 2024 |
24,019
shares
|
$579,098
0.53% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Nov 18, 2024 Q3 2024 |
23,943
shares
|
$577,265
0.33% of portfolio
|
Q3 2024
Added 244.21%
|
|
|
Krilogy Financial LLC
|
Oct 15, 2024 Q3 2024 |
23,756
shares
|
$572,757
0.09% of portfolio
|
Q3 2024
Reduced 32.05%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Oct 31, 2024 Q3 2024 |
23,157
shares
|
$558,315
0.81% of portfolio
|
Q3 2024
New holding
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
23,138
shares
|
$557,857
0.23% of portfolio
|
Q3 2024
Added 1.89%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
22,931
shares
|
$552,866
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Oct 24, 2024 Q3 2024 |
22,919
shares
|
$552,577
0.31% of portfolio
|
Q3 2024
Reduced 14.83%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 13, 2024 Q3 2024 |
22,751
shares
|
$548,526
0.15% of portfolio
|
Q3 2024
Added 24.0%
|
|
|
Towercrest Capital Management
Newtown, PA |
Nov 12, 2024 Q3 2024 |
22,568
shares
|
$544,114
0.18% of portfolio
|
Q3 2024
Added 1.65%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2024 Q3 2024 |
22,365
shares
|
$539,220
0.68% of portfolio
|
Q3 2024
Added 6.46%
|
|
|
Mc Broom & Associates, LLC
|
Oct 18, 2024 Q3 2024 |
22,358
shares
|
$539,051
0.67% of portfolio
|
Q3 2024
Added 6.12%
|