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 |
|---|---|---|---|---|---|
|
Ewg Elevate Inc.
|
Oct 07, 2024 Q3 2024 |
12,616
shares
|
$303,540
0.27% of portfolio
|
Q3 2024
Reduced 1.31%
|
|
|
Seven Post Investment Office LP
San Francisco, CA |
Oct 31, 2024 Q3 2024 |
12,536
shares
|
$301,616
0.09% of portfolio
|
Q3 2024
Added 2.55%
|
|
|
True Mark Investments, LLC
Chicago, IL |
Oct 15, 2024 Q3 2024 |
12,509
shares
|
$300,966
0.2% of portfolio
|
Q3 2024
Added 56.5%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
12,436
shares
|
$299,210
0.05% of portfolio
|
Q3 2024
Added 3.9%
|
|
|
Fifth Third Securities, Inc.
|
Oct 11, 2024 Q3 2024 |
12,383
shares
|
$297,934
0.06% of portfolio
|
Q3 2024
Reduced 25.93%
|
|
|
Blossom Wealth Management
|
Oct 22, 2024 Q3 2024 |
12,135
shares
|
$291,968
1.2% of portfolio
|
Q3 2024
Added 3.24%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
12,059
shares
|
$290,139
0.03% of portfolio
|
Q3 2024
Added 139.69%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Nov 01, 2024 Q3 2024 |
12,025
shares
|
$289,321
0.08% of portfolio
|
Q2 2024
Added 2.49%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
11,992
shares
|
$288,527
0.05% of portfolio
|
Q3 2024
Reduced 13.87%
|
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Oct 23, 2024 Q3 2024 |
11,861
shares
|
$285,375
0.19% of portfolio
|
Q3 2024
Reduced 0.84%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Nov 04, 2024 Q3 2024 |
11,858
shares
|
$285,303
0.16% of portfolio
|
Q3 2024
Reduced 7.78%
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
11,826
shares
|
$284,533
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 13, 2024 Q3 2024 |
11,802
shares
|
$283,956
0.08% of portfolio
|
Q3 2024
Added 45.51%
|
|
|
Live Oak Private Wealth LLC
|
Oct 22, 2024 Q3 2024 |
11,800
shares
|
$283,908
0.1% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
11,744
shares
|
$282,560
0.0% of portfolio
|
Q3 2024
Reduced 10.73%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
11,671
shares
|
$280,804
0.2% of portfolio
|
Q1 2024
Reduced 13.47%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
11,632
shares
|
$279,865
0.01% of portfolio
|
Q3 2024
Reduced 71.08%
|
|
|
Members Advisory Group LLC
Williamsville, NY |
Nov 12, 2024 Q3 2024 |
10,800
shares
|
$259,848
0.27% of portfolio
|
Q3 2024
Reduced 22.04%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 12, 2024 Q3 2024 |
10,771
shares
|
$259,150
0.03% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
10,751
shares
|
$258,669
0.02% of portfolio
|
Q3 2024
Reduced 33.37%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Nov 04, 2024 Q3 2024 |
10,737
shares
|
$258,332
0.32% of portfolio
|
Q3 2024
Reduced 11.37%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
10,706
shares
|
$257,586
0.02% of portfolio
|
Q3 2024
Reduced 7.02%
|
|
|
Redw Wealth LLC
|
Oct 29, 2024 Q3 2024 |
10,698
shares
|
$257,393
0.14% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
10,650
shares
|
$256,239
0.01% of portfolio
|
Q3 2024
Reduced 0.61%
|
|
|
New Hampshire Trust
Concord, NH |
Oct 17, 2024 Q3 2024 |
10,625
shares
|
$255,637
0.11% of portfolio
|
Q3 2024
Added 2.38%
|