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 |
|---|---|---|---|---|---|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
28,782
shares
|
$698,539
0.33% of portfolio
|
Q1 2024
Added 248.87%
|
|
|
Swmg, LLC
Fort Worth, TX |
Apr 28, 2025 Q1 2025 |
28,712
shares
|
$696,840
0.28% of portfolio
|
Q1 2025
New holding
|
|
|
Total Clarity Wealth Management, Inc.
|
Apr 17, 2025 Q1 2025 |
28,546
shares
|
$692,811
0.24% of portfolio
|
Q4 2024
Added 80.41%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
28,420
shares
|
$689,753
0.0% of portfolio
|
Q1 2025
Reduced 19.77%
|
|
|
Nelson Capital Management, LLC
|
May 05, 2025 Q1 2025 |
28,122
shares
|
$682,520
0.12% of portfolio
|
Q1 2025
Reduced 4.22%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
May 05, 2025 Q1 2025 |
28,052
shares
|
$680,822
0.25% of portfolio
|
Q1 2025
Reduced 10.59%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Apr 17, 2025 Q1 2025 |
27,871
shares
|
$676,429
0.12% of portfolio
|
Q1 2025
Added 10.31%
|
|
|
Signature Estate & Investment Advisors LLC
|
May 15, 2025 Q1 2025 |
27,598
shares
|
$669,803
0.02% of portfolio
|
Q1 2025
Reduced 55.88%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
27,391
shares
|
$664,779
0.02% of portfolio
|
Q1 2025
Added 60.14%
|
|
|
Altfest L J & CO Inc
|
May 09, 2025 Q1 2025 |
27,077
shares
|
$657,158
0.1% of portfolio
|
Q1 2025
Added 63.43%
|
|
|
Umb Bank, N.A.
|
Apr 14, 2025 Q1 2025 |
27,031
shares
|
$656,042
0.01% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
26,682
shares
|
$647,572
0.02% of portfolio
|
Q1 2025
Reduced 21.54%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Apr 30, 2025 Q1 2025 |
26,445
shares
|
$641,820
0.14% of portfolio
|
Q1 2025
Added 10.83%
|
|
|
Wesbanco Bank Inc
|
Apr 14, 2025 Q1 2025 |
26,085
shares
|
$633,082
0.02% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
25,672
shares
|
$623,059
0.12% of portfolio
|
Q4 2022
Added 0.22%
|
|
|
Aegis Wealth Management LLC
Bethesda, MD |
May 08, 2025 Q1 2025 |
25,598
shares
|
$621,263
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Seven Post Investment Office LP
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
25,221
shares
|
$612,113
0.23% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
25,175
shares
|
$610,997
0.04% of portfolio
|
Q1 2025
Reduced 0.47%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
May 13, 2025 Q1 2025 |
25,070
shares
|
$608,448
0.06% of portfolio
|
Q1 2025
Reduced 26.8%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
May 15, 2025 Q1 2025 |
24,804
shares
|
$601,993
0.07% of portfolio
|
Q1 2025
Reduced 1.98%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
May 15, 2025 Q1 2025 |
24,753
shares
|
$600,755
0.05% of portfolio
|
Q1 2025
Added 196.66%
|
|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Feb 18, 2025 Q4 2024 |
24,499
shares
|
$594,590
0.06% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Accurate Wealth Management, LLC
|
Apr 14, 2025 Q1 2025 |
24,420
shares
|
$592,673
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Vander Pol Investments L.L.C.
Caledonia, MI |
May 14, 2025 Q1 2025 |
24,342
shares
|
$590,780
1.25% of portfolio
|
Q1 2025
Added 2.09%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
24,137
shares
|
$585,804
0.0% of portfolio
|
Q1 2025
Added 0.1%
|