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 707 institutions that hold shares in the stock, with a total of 323 Million shares, which have been reported (via 13F filing form) to have a value of $7.86 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Beacon Financial Advisory LLC
|
Oct 29, 2025 Q3 2025 |
47,873
shares
|
$1.17 Million
0.31% of portfolio
|
Q3 2025
Reduced 6.95%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Nov 04, 2025 Q3 2025 |
47,872
shares
|
$1.17 Million
0.13% of portfolio
|
Q3 2025
Reduced 12.29%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Oct 10, 2025 Q3 2025 |
47,823
shares
|
$1.16 Million
0.08% of portfolio
|
Q3 2025
Reduced 1.73%
|
|
|
Win Advisors, Inc
|
Nov 04, 2025 Q3 2025 |
47,027
shares
|
$1.15 Million
0.57% of portfolio
|
Q3 2025
Added 46.39%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Oct 23, 2025 Q3 2025 |
46,647
shares
|
$1.14 Million
0.1% of portfolio
|
Q3 2025
Added 1.68%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Nov 12, 2025 Q3 2025 |
46,027
shares
|
$1.12 Million
0.04% of portfolio
|
Q3 2025
Reduced 60.0%
|
|
|
Pittenger & Anderson Inc
|
Nov 03, 2025 Q3 2025 |
45,735
shares
|
$1.11 Million
0.04% of portfolio
|
Q3 2025
Added 14.18%
|
|
|
Evanson Asset Management, LLC
|
Oct 14, 2025 Q3 2025 |
43,932
shares
|
$1.07 Million
0.07% of portfolio
|
Q3 2025
Added 1.02%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
43,660
shares
|
$1.06 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Wedmont Private Capital
|
Oct 08, 2025 Q3 2025 |
43,635
shares
|
$1.06 Million
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Oct 29, 2025 Q3 2025 |
43,632
shares
|
$1.06 Million
0.18% of portfolio
|
Q3 2025
Added 31.15%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
43,444
shares
|
$1.06 Million
0.63% of portfolio
|
Q3 2025
Added 1276.55%
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Oct 23, 2025 Q3 2025 |
43,163
shares
|
$1.05 Million
1.13% of portfolio
|
Q3 2025
New holding
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Oct 29, 2025 Q3 2025 |
43,099
shares
|
$1.05 Million
0.11% of portfolio
|
Q3 2025
Reduced 67.73%
|
|
|
Lumbard & Kellner, LLC
Hollis, NH |
Nov 12, 2025 Q3 2025 |
42,987
shares
|
$1.05 Million
0.39% of portfolio
|
Q3 2025
Reduced 7.8%
|
|
|
Vista Cima Wealth Management LLC
Surprise, AZ |
Nov 13, 2025 Q3 2025 |
42,889
shares
|
$1.04 Million
0.87% of portfolio
|
Q3 2025
Added 5.11%
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Nov 12, 2025 Q3 2025 |
42,465
shares
|
$1.03 Million
0.93% of portfolio
|
Q3 2025
Added 1.32%
|
|
|
Lindenwold Advisors
|
Jul 24, 2025 Q2 2025 |
42,283
shares
|
$1.03 Million
0.55% of portfolio
|
Q2 2025
Reduced 7.95%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
42,192
shares
|
$1.03 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.93%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
42,144
shares
|
$1.03 Million
0.02% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
Oct 24, 2025 Q3 2025 |
42,134
shares
|
$1.03 Million
0.68% of portfolio
|
Q3 2025
Added 25.54%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
42,027
shares
|
$1.02 Million
0.01% of portfolio
|
Q2 2025
Added 9.98%
|
|
|
Twele Capital Management, Inc.
|
Oct 15, 2025 Q3 2025 |
42,023
shares
|
$1.02 Million
0.19% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Guardian Financial Partners, LLC
|
Oct 09, 2025 Q3 2025 |
41,988
shares
|
$1.02 Million
0.56% of portfolio
|
Q3 2025
Reduced 4.01%
|
|
|
Seneca Financial Advisors LLC
Rochester, NY |
Oct 23, 2025 Q3 2025 |
41,588
shares
|
$1.01 Million
0.33% of portfolio
|
Q3 2025
Reduced 67.59%
|
|