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 |
|---|---|---|---|---|---|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Nov 01, 2024 Q3 2024 |
10,599
shares
|
$255,011
0.04% of portfolio
|
Q3 2024
Added 3.91%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
10,539
shares
|
$253,568
0.01% of portfolio
|
Q3 2024
Added 38.14%
|
|
|
Iron Financial, LLC
|
Oct 28, 2024 Q3 2024 |
10,474
shares
|
$252,004
0.28% of portfolio
|
Q3 2024
Reduced 9.37%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 24, 2024 Q3 2024 |
10,423
shares
|
$250,777
0.07% of portfolio
|
Q3 2024
Reduced 0.87%
|
|
|
Friedenthal Financial
|
Oct 17, 2024 Q3 2024 |
10,369
shares
|
$249,478
0.33% of portfolio
|
Q3 2024
Reduced 6.26%
|
|
|
Focused Wealth Management, Inc
|
Oct 30, 2024 Q3 2024 |
10,352
shares
|
$249,069
0.07% of portfolio
|
Q3 2024
Added 1.07%
|
|
|
Somerset Group LLC
Wayzata, MN |
Nov 12, 2024 Q3 2024 |
10,102
shares
|
$243,054
0.46% of portfolio
|
Q3 2024
Reduced 4.27%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
10,071
shares
|
$242,308
0.0% of portfolio
|
Q3 2024
Added 121.49%
|
|
|
Jacobi Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
9,821
shares
|
$236,293
0.04% of portfolio
|
Q3 2024
Added 103.5%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
9,762
shares
|
$234,873
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 11, 2024 Q3 2024 |
9,713
shares
|
$233,694
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Bremer Bank National Association
|
Oct 17, 2024 Q3 2024 |
9,525
shares
|
$229,171
0.09% of portfolio
|
Q1 2024
Added 53.53%
|
|
|
Angeles Investment Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
9,370
shares
|
$225,442
0.02% of portfolio
|
Q3 2024
Added 10.89%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
9,351
shares
|
$224,985
0.0% of portfolio
|
Q3 2024
Reduced 24.61%
|
|
|
Versant Capital Management, Inc
|
Oct 07, 2024 Q3 2024 |
9,209
shares
|
$221,568
0.1% of portfolio
|
Q3 2024
Reduced 7.67%
|
|
|
Independent Wealth Network Inc.
|
Oct 15, 2024 Q3 2024 |
9,180
shares
|
$220,870
0.21% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
Genesee Capital Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
9,025
shares
|
$217,141
0.22% of portfolio
|
Q3 2024
Added 1.39%
|
|
|
Northwest Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
9,018
shares
|
$216,973
0.16% of portfolio
|
Q2 2024
Reduced 19.0%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
8,991
shares
|
$216,323
0.04% of portfolio
|
Q4 2022
Reduced 72.18%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
8,972
shares
|
$215,866
0.01% of portfolio
|
Q3 2024
Reduced 31.46%
|
|
|
Signet Investment Advisory Group, Inc.
|
Oct 23, 2024 Q3 2024 |
8,906
shares
|
$214,278
0.22% of portfolio
|
Q3 2024
Reduced 7.77%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Oct 31, 2024 Q3 2024 |
8,856
shares
|
$213,075
0.13% of portfolio
|
Q3 2024
Reduced 1.08%
|
|
|
Team Financial Group, LLC
Temecula, CA |
Oct 23, 2024 Q3 2024 |
8,776
shares
|
$211,150
0.26% of portfolio
|
Q3 2024
Added 5.89%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
8,739
shares
|
$210,260
0.01% of portfolio
|
Q3 2024
Added 1.18%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Oct 17, 2024 Q3 2024 |
8,727
shares
|
$209,971
0.05% of portfolio
|
Q3 2024
Added 3.31%
|