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 |
|---|---|---|---|---|---|
|
First Financial Group Corp
Raleigh, NC |
Apr 22, 2025 Q1 2025 |
23,980
shares
|
$581,994
0.66% of portfolio
|
Q1 2025
Added 10.2%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
23,912
shares
|
$580,344
0.01% of portfolio
|
Q1 2025
Reduced 10.76%
|
|
|
New Hampshire Trust
Concord, NH |
Apr 08, 2025 Q1 2025 |
23,658
shares
|
$574,179
0.13% of portfolio
|
Q1 2025
Added 4.25%
|
|
|
Tradition Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
23,642
shares
|
$573,791
0.06% of portfolio
|
Q1 2025
Reduced 15.97%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
May 02, 2025 Q1 2025 |
23,634
shares
|
$573,597
0.11% of portfolio
|
Q1 2025
Reduced 20.65%
|
|
|
Main Street Financial Solutions, LLC
|
May 08, 2025 Q1 2025 |
23,441
shares
|
$568,913
0.05% of portfolio
|
Q1 2025
Reduced 3.16%
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
23,385
shares
|
$567,553
0.0% of portfolio
|
Q1 2025
Reduced 1.45%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
May 20, 2025 Q1 2025 |
23,313
shares
|
$565,806
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Bcs Wealth Management
|
Apr 14, 2025 Q1 2025 |
23,231
shares
|
$563,816
0.15% of portfolio
|
Q1 2025
Added 5.0%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
23,230
shares
|
$563,792
0.01% of portfolio
|
Q1 2025
Added 510.99%
|
|
|
Access Financial Services, Inc.
|
Apr 17, 2025 Q1 2025 |
22,895
shares
|
$555,661
0.34% of portfolio
|
Q1 2025
New holding
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Apr 16, 2025 Q1 2025 |
22,716
shares
|
$551,317
0.15% of portfolio
|
Q1 2025
Reduced 4.22%
|
|
|
Live Oak Private Wealth LLC
|
Apr 22, 2025 Q1 2025 |
22,535
shares
|
$546,924
0.09% of portfolio
|
Q1 2025
Reduced 3.14%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
22,286
shares
|
$540,881
0.02% of portfolio
|
Q1 2025
Added 15060.54%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Apr 11, 2025 Q1 2025 |
22,139
shares
|
$537,313
0.06% of portfolio
|
Q1 2025
Reduced 22.52%
|
|
|
Global Trust Asset Management, LLC
|
Apr 18, 2025 Q1 2025 |
22,100
shares
|
$536,367
0.34% of portfolio
|
Q1 2025
New holding
|
|
|
Stewardship Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
21,915
shares
|
$531,877
0.15% of portfolio
|
Q1 2025
Added 9.39%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Apr 28, 2025 Q1 2025 |
21,832
shares
|
$529,862
0.29% of portfolio
|
Q1 2025
Reduced 35.49%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
21,744
shares
|
$527,726
0.05% of portfolio
|
Q1 2025
Reduced 1.02%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
May 12, 2025 Q1 2025 |
21,703
shares
|
$526,731
0.31% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Ithaka Group LLC
Bethesda, MD |
May 09, 2025 Q1 2025 |
21,645
shares
|
$525,324
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Apr 23, 2025 Q1 2025 |
21,613
shares
|
$524,547
0.16% of portfolio
|
Q4 2024
Added 82.22%
|
|
|
Redw Wealth LLC
|
Apr 29, 2025 Q1 2025 |
20,995
shares
|
$509,548
0.19% of portfolio
|
Q1 2025
Reduced 1.48%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
20,891
shares
|
$507,024
0.24% of portfolio
|
Q1 2023
Added 0.0%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
May 14, 2025 Q1 2025 |
20,850
shares
|
$506,029
0.02% of portfolio
|
Q4 2024
New holding
|