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 |
|---|---|---|---|---|---|
|
Kuhn & CO Investment Counsel
Chicago, IL |
Oct 28, 2025 Q3 2025 |
33,580
shares
|
$817,673
0.65% of portfolio
|
Q3 2025
Added 2.8%
|
|
|
New Hampshire Trust
Concord, NH |
Oct 16, 2025 Q3 2025 |
33,331
shares
|
$811,609
0.16% of portfolio
|
Q3 2025
Added 31.86%
|
|
|
Sightline Wealth Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
33,267
shares
|
$810,051
0.37% of portfolio
|
Q3 2025
Added 80.34%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
33,024
shares
|
$804,134
0.01% of portfolio
|
Q3 2025
Added 2.8%
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
32,959
shares
|
$802,551
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
32,859
shares
|
$800,116
0.01% of portfolio
|
Q3 2025
Reduced 11.23%
|
|
|
Cambridge Advisors Inc.
|
Oct 15, 2025 Q3 2025 |
32,757
shares
|
$797,632
0.16% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
Global Trust Asset Management, LLC
|
Oct 28, 2025 Q3 2025 |
32,750
shares
|
$797,462
0.38% of portfolio
|
Q3 2025
Reduced 6.83%
|
|
|
Planned Solutions, Inc.
|
Oct 23, 2025 Q3 2025 |
32,501
shares
|
$791,399
0.31% of portfolio
|
Q3 2025
Reduced 0.69%
|
|
|
Coastal Bridge Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
31,576
shares
|
$768,875
0.06% of portfolio
|
Q3 2025
Reduced 3.57%
|
|
|
Madden Securities Corp
|
Oct 23, 2025 Q3 2025 |
31,532
shares
|
$767,804
0.34% of portfolio
|
Q3 2025
Reduced 1.1%
|
|
|
Hrt Financial LP
New York, NY |
Nov 14, 2025 Q3 2025 |
30,216
shares
|
$735,759
0.0% of portfolio
|
Q3 2025
Added 6.51%
|
|
|
Ntb Financial Corp
Centennial, CO |
Aug 09, 2022 Q2 2022 |
29,990
shares
|
$730,256
1.19% of portfolio
|
Q2 2022
Reduced 12.27%
|
|
|
Chilton Investment CO Inc.
Stamford, CT |
Nov 14, 2025 Q3 2025 |
29,910
shares
|
$728,308
0.02% of portfolio
|
Q3 2025
Reduced 4.62%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Nov 05, 2025 Q3 2025 |
29,875
shares
|
$727,456
0.1% of portfolio
|
Q3 2025
Reduced 18.22%
|
|
|
Altfest L J & CO Inc
|
Oct 21, 2025 Q3 2025 |
29,831
shares
|
$726,384
0.1% of portfolio
|
Q3 2025
Added 5.75%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
29,729
shares
|
$723,901
0.04% of portfolio
|
Q3 2025
Added 19.38%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
29,369
shares
|
$715,135
0.1% of portfolio
|
Q4 2024
Added 81.39%
|
|
|
Spinnaker Investment Group, LLC
|
Oct 10, 2025 Q3 2025 |
29,367
shares
|
$715,086
0.15% of portfolio
|
Q3 2025
Added 22.33%
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
29,261
shares
|
$712,505
0.07% of portfolio
|
Q2 2025
Reduced 11.88%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
29,144
shares
|
$709,656
0.06% of portfolio
|
Q2 2020
Reduced 73.53%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
29,022
shares
|
$706,685
0.02% of portfolio
|
Q2 2024
Added 17.69%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
29,022
shares
|
$706,685
0.01% of portfolio
|
Q3 2025
Added 2.97%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
28,799
shares
|
$701,255
0.02% of portfolio
|
Q3 2025
Reduced 5.09%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
28,634
shares
|
$697,237
0.01% of portfolio
|
Q3 2025
Reduced 16.04%
|
|