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 623 institutions that hold shares in the stock, with a total of 184 Million shares, which have been reported (via 13F filing form) to have a value of $4.44 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tempus Wealth Planning, LLC
|
Oct 22, 2024 Q3 2024 |
14,905
shares
|
$358,614
0.29% of portfolio
|
Q2 2024
Reduced 1.3%
|
|
|
Guardian Financial Partners, LLC
|
Oct 31, 2024 Q3 2024 |
14,759
shares
|
$355,101
0.56% of portfolio
|
Q3 2024
Reduced 9.29%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
14,708
shares
|
$353,874
0.03% of portfolio
|
Q3 2024
Added 34104.65%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
14,649
shares
|
$352,454
0.02% of portfolio
|
Q3 2024
Added 8.44%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Oct 16, 2024 Q3 2024 |
14,524
shares
|
$349,447
0.08% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 25, 2024 Q3 2024 |
14,514
shares
|
$349,206
0.01% of portfolio
|
Q3 2024
Added 63.96%
|
|
|
Johnson Financial Group, LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
14,176
shares
|
$341,074
0.08% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Econ Financial Services Corp
|
Oct 18, 2024 Q3 2024 |
14,163
shares
|
$340,761
0.39% of portfolio
|
Q3 2024
Reduced 1.23%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Oct 22, 2024 Q3 2024 |
14,107
shares
|
$339,414
0.03% of portfolio
|
Q3 2024
Added 78.37%
|
|
|
Roberts Wealth Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
13,778
shares
|
$331,498
0.23% of portfolio
|
Q3 2024
Reduced 2.79%
|
|
|
Strategic Advocates LLC
Logan, UT |
Oct 17, 2024 Q3 2024 |
13,765
shares
|
$331,185
0.24% of portfolio
|
Q3 2024
Reduced 35.31%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 12, 2024 Q3 2024 |
13,743
shares
|
$330,656
0.1% of portfolio
|
Q3 2024
Reduced 4.1%
|
|
|
Asset Planning Corporation
|
Oct 21, 2024 Q3 2024 |
13,569
shares
|
$326,470
0.44% of portfolio
|
Q3 2024
Reduced 30.34%
|
|
|
Jfg Wealth Management, LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
13,509
shares
|
$325,026
0.18% of portfolio
|
Q3 2024
Added 0.62%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
13,476
shares
|
$324,232
0.02% of portfolio
|
Q1 2024
Added 0.66%
|
|
|
Bnp Paribas
New York, NY |
Nov 13, 2024 Q3 2024 |
13,466
shares
|
$323,991
0.03% of portfolio
|
Q3 2024
Added 4.08%
|
|
|
Wesbanco Bank Inc
|
Oct 11, 2024 Q3 2024 |
13,429
shares
|
$323,101
0.02% of portfolio
|
Q3 2024
Added 24.12%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
13,409
shares
|
$322,620
0.01% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Cache Tech Inc.
Logan, UT |
Oct 28, 2024 Q3 2024 |
13,409
shares
|
$322,620
0.14% of portfolio
|
Q3 2024
Added 6.92%
|
|
|
Adams Wealth Management
|
Oct 28, 2024 Q3 2024 |
13,409
shares
|
$322,620
0.15% of portfolio
|
Q3 2024
Added 6.92%
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
13,358
shares
|
$321,393
0.01% of portfolio
|
Q3 2024
Reduced 7.33%
|
|
|
Bensler, LLC
Bellevue, WA |
Oct 31, 2024 Q3 2024 |
13,212
shares
|
$317,880
0.08% of portfolio
|
Q3 2024
Reduced 8.55%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
13,204
shares
|
$317,688
0.0% of portfolio
|
Q3 2024
Added 2.61%
|
|
|
Rfp Financial Group LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
13,087
shares
|
$314,873
0.23% of portfolio
|
Q3 2024
Added 1.07%
|
|
|
Vander Pol Investments L.L.C.
Caledonia, MI |
Oct 15, 2024 Q3 2024 |
12,706
shares
|
$305,706
1.39% of portfolio
|
Q3 2024
Added 141.28%
|