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 705 institutions that hold shares in the stock, with a total of 317 Million shares, which have been reported (via 13F filing form) to have a value of $7.74 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
22,608
shares
|
$551,183
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Live Oak Private Wealth LLC
|
Aug 04, 2025 Q2 2025 |
22,546
shares
|
$549,671
0.09% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Columbus Macro, LLC
|
Jul 23, 2025 Q2 2025 |
22,407
shares
|
$546,282
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Jul 22, 2025 Q2 2025 |
22,216
shares
|
$541,626
0.13% of portfolio
|
Q2 2025
Reduced 2.2%
|
|
|
Dopkins Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
22,155
shares
|
$540,138
0.25% of portfolio
|
Q2 2025
Reduced 28.7%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Jul 24, 2025 Q2 2025 |
22,013
shares
|
$536,676
0.37% of portfolio
|
Q2 2025
Added 45.11%
|
|
|
Brucke Financial, Inc.
Indianapolis, IN |
Jul 24, 2025 Q2 2025 |
21,940
shares
|
$534,897
0.37% of portfolio
|
Q2 2025
Added 7.09%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Aug 11, 2025 Q2 2025 |
21,819
shares
|
$531,947
0.27% of portfolio
|
Q2 2025
Added 0.53%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 26, 2025 Q2 2025 |
21,764
shares
|
$530,606
0.0% of portfolio
|
Q2 2025
Reduced 84.5%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Aug 05, 2025 Q2 2025 |
21,673
shares
|
$528,387
0.26% of portfolio
|
Q2 2025
Reduced 0.73%
|
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Jul 15, 2025 Q2 2025 |
21,563
shares
|
$525,705
0.15% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
21,559
shares
|
$525,608
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
21,456
shares
|
$523,097
0.0% of portfolio
|
Q2 2025
Added 2708.38%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
21,380
shares
|
$521,244
0.04% of portfolio
|
Q2 2025
Reduced 1.67%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
21,349
shares
|
$520,488
0.06% of portfolio
|
Q2 2025
Reduced 3.57%
|
|
|
Blossom Wealth Management
|
Jul 16, 2025 Q2 2025 |
21,337
shares
|
$520,196
0.93% of portfolio
|
Q2 2025
Added 4.16%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
21,316
shares
|
$519,684
0.03% of portfolio
|
Q2 2025
Added 2416.65%
|
|
|
Redw Wealth LLC
|
Aug 04, 2025 Q2 2025 |
21,014
shares
|
$512,321
0.21% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
20,891
shares
|
$509,322
0.24% of portfolio
|
Q1 2023
Added 0.0%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
20,803
shares
|
$507,177
0.61% of portfolio
|
Q3 2024
Reduced 5.56%
|
|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Jul 15, 2025 Q2 2025 |
20,740
shares
|
$505,641
0.37% of portfolio
|
Q2 2025
New holding
|
|
|
Retirement Capital Strategies
|
Aug 11, 2025 Q2 2025 |
20,695
shares
|
$504,544
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Team Financial Group, LLC
Temecula, CA |
Jul 21, 2025 Q2 2025 |
20,523
shares
|
$500,350
0.25% of portfolio
|
Q2 2025
Added 13.54%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
20,443
shares
|
$498,400
0.01% of portfolio
|
Q1 2025
Reduced 8.4%
|
|
|
Brighton Jones LLC
|
Jul 31, 2025 Q2 2025 |
20,418
shares
|
$497,790
0.01% of portfolio
|
Q2 2025
Added 6.67%
|