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 705 institutions that hold shares in the stock, with a total of 317 Million shares, which have been reported (via 13F filing form) to have a value of $7.74 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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 |
Aug 11, 2025 Q2 2025 |
55,472
shares
|
$1.35 Million
0.01% of portfolio
|
Q2 2025
Reduced -0.0%
|
|
|
Hexagon Capital Partners LLC
|
Aug 11, 2025 Q2 2025 |
55,283
shares
|
$1.35 Million
0.3% of portfolio
|
Q2 2025
Reduced 0.66%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Aug 13, 2025 Q2 2025 |
54,857
shares
|
$1.34 Million
0.43% of portfolio
|
Q2 2025
Reduced 3.98%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
54,658
shares
|
$1.33 Million
0.0% of portfolio
|
Q2 2025
Added 45.21%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jul 29, 2025 Q2 2025 |
54,582
shares
|
$1.33 Million
0.17% of portfolio
|
Q2 2025
Reduced 5.66%
|
|
|
Eagle Strategies LLC
New York, NY |
Jul 23, 2025 Q2 2025 |
54,185
shares
|
$1.32 Million
0.2% of portfolio
|
Q2 2025
Added 31.37%
|
|
|
Lummis Asset Management, LP
Fort Worth, TX |
Aug 11, 2025 Q2 2025 |
53,160
shares
|
$1.3 Million
0.85% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Jul 11, 2025 Q2 2025 |
52,640
shares
|
$1.28 Million
0.17% of portfolio
|
Q2 2025
Reduced 2.92%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
52,120
shares
|
$1.27 Million
0.03% of portfolio
|
Q2 2025
Reduced 34.76%
|
|
|
Seek First Inc.
Campbell, CA |
Jul 10, 2025 Q2 2025 |
51,948
shares
|
$1.27 Million
1.12% of portfolio
|
Q2 2025
Added 4.71%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 04, 2025 Q2 2025 |
51,707
shares
|
$1.26 Million
0.09% of portfolio
|
Q2 2025
Reduced 5.89%
|
|
|
Bay Colony Advisory Group, Inc D
|
Aug 04, 2025 Q2 2025 |
51,676
shares
|
$1.26 Million
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
51,652
shares
|
$1.26 Million
0.23% of portfolio
|
Q2 2025
New holding
|
|
|
Ledge Wealth Management, Inc.
|
Jan 23, 2024 Q4 2023 |
51,644
shares
|
$1.26 Million
0.97% of portfolio
|
Q4 2023
Added 3.51%
|
|
|
Beacon Financial Advisory LLC
|
Jul 22, 2025 Q2 2025 |
51,447
shares
|
$1.25 Million
0.36% of portfolio
|
Q2 2025
Added 0.87%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
51,362
shares
|
$1.25 Million
0.09% of portfolio
|
Q2 2025
Reduced 35.32%
|
|
|
Dover Advisors, LLC
Richmond, VA |
Jul 08, 2025 Q2 2025 |
50,959
shares
|
$1.24 Million
0.55% of portfolio
|
Q2 2025
Reduced 53.96%
|
|
|
Tennessee Valley Asset Management Partners
|
Aug 14, 2025 Q2 2025 |
50,854
shares
|
$1.24 Million
0.31% of portfolio
|
Q2 2025
Reduced 3.3%
|
|
|
K2 Financial Inc.
Glendora, CA |
Jul 17, 2025 Q2 2025 |
50,567
shares
|
$1.23 Million
1.08% of portfolio
|
Q2 2025
Reduced 2.81%
|
|
|
Veery Capital, LLC
|
Jul 07, 2025 Q2 2025 |
50,129
shares
|
$1.22 Million
0.42% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
First Interstate Bank
Billings, MT |
Jul 29, 2025 Q2 2025 |
49,392
shares
|
$1.2 Million
0.07% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
48,663
shares
|
$1.19 Million
0.08% of portfolio
|
Q2 2025
Reduced 7.02%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
48,334
shares
|
$1.18 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Avestar Capital, LLC
|
Aug 13, 2025 Q2 2025 |
48,000
shares
|
$1.17 Million
0.08% of portfolio
|
Q1 2025
Reduced 10.78%
|