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 |
|---|---|---|---|---|---|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
24,124
shares
|
$587,419
0.0% of portfolio
|
Q2 2025
Added 44.02%
|
|
|
Nelson Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
23,851
shares
|
$580,771
0.07% of portfolio
|
Q3 2025
Reduced 2.7%
|
|
|
Team Financial Group, LLC
Temecula, CA |
Oct 06, 2025 Q3 2025 |
23,800
shares
|
$579,530
0.27% of portfolio
|
Q3 2025
Added 15.97%
|
|
|
First Interstate Bank
Billings, MT |
Oct 29, 2025 Q3 2025 |
23,658
shares
|
$576,072
0.03% of portfolio
|
Q3 2025
Reduced 52.1%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 17, 2025 Q3 2025 |
23,453
shares
|
$571,080
0.0% of portfolio
|
Q3 2025
Reduced 0.59%
|
|
|
Bcs Wealth Management
|
Oct 22, 2025 Q3 2025 |
23,292
shares
|
$567,160
0.14% of portfolio
|
Q3 2025
Reduced 8.89%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
23,064
shares
|
$561,608
0.0% of portfolio
|
Q3 2025
Reduced 3.9%
|
|
|
Vestwell Advisors, LLC
New York, NY |
Dec 05, 2025 Q3 2025 |
22,792
shares
|
$554,985
0.2% of portfolio
|
Q3 2025
Reduced 21.11%
|
|
|
Live Oak Private Wealth LLC
|
Oct 17, 2025 Q3 2025 |
22,436
shares
|
$546,316
0.08% of portfolio
|
Q3 2025
Reduced 0.49%
|
|
|
Blossom Wealth Management
|
Oct 22, 2025 Q3 2025 |
22,392
shares
|
$545,245
0.89% of portfolio
|
Q3 2025
Added 4.94%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Nov 03, 2025 Q3 2025 |
21,934
shares
|
$534,092
0.25% of portfolio
|
Q3 2025
Added 0.53%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
21,912
shares
|
$533,557
0.0% of portfolio
|
Q3 2025
Reduced 32.61%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Oct 21, 2025 Q3 2025 |
21,816
shares
|
$531,219
0.12% of portfolio
|
Q3 2025
Reduced 1.8%
|
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Nov 12, 2025 Q3 2025 |
21,543
shares
|
$524,572
0.13% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 28, 2025 Q3 2025 |
21,520
shares
|
$524,012
0.24% of portfolio
|
Q3 2025
Reduced 0.71%
|
|
|
Brucke Financial, Inc.
Indianapolis, IN |
Nov 10, 2025 Q3 2025 |
21,315
shares
|
$519,020
0.3% of portfolio
|
Q3 2025
Reduced 2.85%
|
|
|
First Affirmative Financial Network
|
Nov 20, 2025 Q3 2025 |
21,074
shares
|
$513,151
0.25% of portfolio
|
Q3 2025
Reduced 3.49%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
20,891
shares
|
$508,695
0.24% of portfolio
|
Q1 2023
Added 0.0%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
20,803
shares
|
$506,553
0.61% of portfolio
|
Q3 2024
Reduced 5.56%
|
|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Oct 20, 2025 Q3 2025 |
20,740
shares
|
$505,019
0.34% of portfolio
|
Q2 2025
New holding
|
|
|
Retirement Capital Strategies
|
Nov 12, 2025 Q3 2025 |
20,695
shares
|
$503,923
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2025 Q3 2025 |
20,683
shares
|
$503,631
0.03% of portfolio
|
Q3 2025
Reduced 3.26%
|
|
|
Redw Wealth LLC
|
Oct 31, 2025 Q3 2025 |
20,534
shares
|
$500,002
0.19% of portfolio
|
Q3 2025
Reduced 2.28%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
20,507
shares
|
$499,345
0.01% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
20,443
shares
|
$497,787
0.01% of portfolio
|
Q1 2025
Reduced 8.4%
|
|