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 |
|---|---|---|---|---|---|
|
Arkfeld Wealth Strategies, L.L.C.
|
Apr 11, 2025 Q1 2025 |
35,388
shares
|
$860,636
0.37% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
May 14, 2025 Q1 2025 |
35,218
shares
|
$856,501
0.67% of portfolio
|
Q4 2024
New holding
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Apr 23, 2025 Q1 2025 |
34,976
shares
|
$850,616
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Chilton Investment CO Inc.
Stamford, CT |
May 15, 2025 Q1 2025 |
34,200
shares
|
$831,744
0.02% of portfolio
|
Q1 2025
Reduced 3.12%
|
|
|
Websterrogers Financial Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
34,197
shares
|
$831,671
0.29% of portfolio
|
Q1 2025
Added 0.71%
|
|
|
Planned Solutions, Inc.
|
Apr 09, 2025 Q1 2025 |
34,043
shares
|
$827,925
0.36% of portfolio
|
Q1 2025
Added 1.17%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
33,849
shares
|
$823,207
0.05% of portfolio
|
Q1 2025
Reduced 34.34%
|
|
|
Tempus Wealth Planning, LLC
|
May 06, 2025 Q1 2025 |
33,780
shares
|
$821,529
0.27% of portfolio
|
Q1 2025
Added 3.94%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
May 07, 2025 Q1 2025 |
33,240
shares
|
$808,396
0.23% of portfolio
|
Q1 2025
Reduced 41.34%
|
|
|
Prairie View Partners, LLC
|
May 09, 2025 Q1 2025 |
33,205
shares
|
$807,545
0.08% of portfolio
|
Q1 2025
Reduced 23.33%
|
|
|
Cambridge Advisors Inc.
|
Apr 24, 2025 Q1 2025 |
32,840
shares
|
$798,668
0.18% of portfolio
|
Q4 2024
Added 99.27%
|
|
|
Kuhn & CO Investment Counsel
Chicago, IL |
May 14, 2025 Q1 2025 |
32,663
shares
|
$794,364
0.67% of portfolio
|
Q1 2025
Reduced 5.29%
|
|
|
Pittenger & Anderson Inc
|
May 01, 2025 Q1 2025 |
31,674
shares
|
$770,311
0.03% of portfolio
|
Q1 2025
Added 52.86%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
31,142
shares
|
$757,373
0.05% of portfolio
|
Q1 2025
Reduced 58.69%
|
|
|
Dopkins Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
31,075
shares
|
$755,744
0.4% of portfolio
|
Q1 2025
Reduced 1.94%
|
|
|
Ntb Financial Corp
Centennial, CO |
Aug 09, 2022 Q2 2022 |
29,990
shares
|
$729,356
1.19% of portfolio
|
Q2 2022
Reduced 12.27%
|
|
|
Ewg Elevate Inc.
|
Apr 09, 2025 Q1 2025 |
29,717
shares
|
$722,717
0.3% of portfolio
|
Q1 2025
Added 3.35%
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
29,550
shares
|
$718,656
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
29,369
shares
|
$714,254
0.1% of portfolio
|
Q4 2024
Added 81.39%
|
|
|
Ridgewood Investments LLC
|
May 07, 2025 Q1 2025 |
29,320
shares
|
$713,062
0.33% of portfolio
|
Q1 2025
Reduced 6.53%
|
|
|
Weitzel Financial Services, Inc.
|
May 15, 2025 Q1 2025 |
29,218
shares
|
$710,581
0.33% of portfolio
|
Q1 2025
Reduced 5.83%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
29,144
shares
|
$708,782
0.06% of portfolio
|
Q2 2020
Reduced 73.53%
|
|
|
Madden Securities Corp
|
Apr 14, 2025 Q1 2025 |
29,099
shares
|
$707,687
0.3% of portfolio
|
Q1 2025
Added 29.47%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
29,022
shares
|
$705,815
0.02% of portfolio
|
Q2 2024
Added 17.69%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
28,917
shares
|
$703,261
0.02% of portfolio
|
Q1 2025
Reduced 0.9%
|