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 |
---|---|---|---|---|---|
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 |
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
|
$1.3 Million
0.58% of portfolio
|
Q1 2025
New holding
|
|
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%
|
|
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%
|
|
Seek First Inc.
Campbell, CA |
Jul 10, 2025 Q2 2025 |
51,948
shares
|
$1.26 Million
1.12% of portfolio
|
Q2 2025
Added 4.71%
|
|
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%
|
|
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%
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
50,812
shares
|
$1.24 Million
0.04% of portfolio
|
Q1 2025
Reduced 32.45%
|
|
Hennion & Walsh Asset Management, Inc.
|
Apr 10, 2025 Q1 2025 |
50,753
shares
|
$1.23 Million
0.06% of portfolio
|
Q1 2025
Added 40.51%
|
|
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 |
Apr 30, 2025 Q1 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
|
$1.18 Million
0.08% of portfolio
|
Q2 2025
Reduced 7.02%
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
48,416
shares
|
$1.18 Million
0.0% of portfolio
|
Q1 2025
Added 81.43%
|
|
Vident Advisory, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
48,362
shares
|
$1.18 Million
0.02% of portfolio
|
Q1 2025
Reduced 43.25%
|
|
Avestar Capital, LLC
|
May 14, 2025 Q1 2025 |
48,000
shares
|
$1.17 Million
0.11% of portfolio
|
Q1 2025
Reduced 10.78%
|
|
Cumberland Partners LTD
Toronto, A6 |
May 08, 2025 Q1 2025 |
47,555
shares
|
$1.16 Million
0.1% of portfolio
|
Q1 2025
Added 4.59%
|
|
Alliance Wealth Management Group
Flemington, NJ |
May 08, 2025 Q1 2025 |
45,847
shares
|
$1.11 Million
0.29% of portfolio
|
Q1 2025
Reduced 0.61%
|
|
Towercrest Capital Management
Newtown, PA |
May 08, 2025 Q1 2025 |
45,847
shares
|
$1.11 Million
0.21% of portfolio
|
Q1 2025
Reduced 2.31%
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
45,537
shares
|
$1.11 Million
0.17% of portfolio
|
Q2 2025
Added 13.79%
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
45,273
shares
|
$1.1 Million
0.03% of portfolio
|
Q4 2024
Added 125.34%
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Jul 09, 2025 Q2 2025 |
45,061
shares
|
$1.1 Million
0.39% of portfolio
|
Q2 2025
Added 6.77%
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
43,905
shares
|
$1.07 Million
0.0% of portfolio
|
Q1 2025
Reduced 37.11%
|