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 |
|---|---|---|---|---|---|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
50,812
shares
|
$1.23 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%
|
|
|
True Link Financial Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
50,530
shares
|
$1.23 Million
0.09% of portfolio
|
Q1 2025
Added 33.57%
|
|
|
Veery Capital, LLC
|
Apr 08, 2025 Q1 2025 |
50,170
shares
|
$1.22 Million
0.48% of portfolio
|
Q1 2025
Added 4.05%
|
|
|
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%
|
|
|
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
|
$1.17 Million
0.02% of portfolio
|
Q1 2025
Reduced 43.25%
|
|
|
Evanson Asset Management, LLC
|
Apr 21, 2025 Q1 2025 |
48,020
shares
|
$1.17 Million
0.09% of portfolio
|
Q1 2025
Added 57.08%
|
|
|
Avestar Capital, LLC
|
May 14, 2025 Q1 2025 |
48,000
shares
|
$1.16 Million
0.11% of portfolio
|
Q1 2025
Reduced 10.78%
|
|
|
Cumberland Partners LTD
Toronto, A6 |
May 08, 2025 Q1 2025 |
47,555
shares
|
$1.15 Million
0.1% of portfolio
|
Q1 2025
Added 4.59%
|
|
|
Krilogy Financial LLC
|
Apr 16, 2025 Q1 2025 |
46,172
shares
|
$1.12 Million
0.08% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
Lindenwold Advisors
|
May 08, 2025 Q1 2025 |
45,933
shares
|
$1.11 Million
0.64% of portfolio
|
Q1 2025
Reduced 13.84%
|
|
|
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%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
45,273
shares
|
$1.1 Million
0.03% of portfolio
|
Q4 2024
Added 125.34%
|
|
|
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%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
43,709
shares
|
$1.06 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.58%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
42,535
shares
|
$1.03 Million
0.01% of portfolio
|
Q1 2025
Added 8950.0%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
May 01, 2025 Q1 2025 |
42,436
shares
|
$1.03 Million
0.03% of portfolio
|
Q1 2025
Reduced 12.83%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Apr 11, 2025 Q1 2025 |
42,202
shares
|
$1.02 Million
0.48% of portfolio
|
Q1 2025
Reduced 21.71%
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
May 07, 2025 Q1 2025 |
42,080
shares
|
$1.02 Million
0.45% of portfolio
|
Q1 2025
Added 36.75%
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Apr 22, 2025 Q1 2025 |
41,910
shares
|
$1.02 Million
1.17% of portfolio
|
Q1 2025
Added 1.35%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
41,876
shares
|
$1.02 Million
0.02% of portfolio
|
Q1 2025
Added 6.33%
|
|
|
Guardian Financial Partners, LLC
|
Apr 22, 2025 Q1 2025 |
41,698
shares
|
$1.01 Million
0.64% of portfolio
|
Q1 2025
Reduced 2.89%
|
|
|
Life Plan Financial, LLC
Mankato, MN |
Apr 25, 2025 Q1 2025 |
41,689
shares
|
$1.01 Million
0.88% of portfolio
|
Q1 2025
Added 2.58%
|