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 |
|---|---|---|---|---|---|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
20,803
shares
|
$504,888
0.61% of portfolio
|
Q3 2024
Reduced 5.56%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
20,722
shares
|
$502,922
0.01% of portfolio
|
Q1 2025
Reduced 22.99%
|
|
|
Retirement Capital Strategies
|
May 14, 2025 Q1 2025 |
20,695
shares
|
$502,267
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Brucke Financial, Inc.
Indianapolis, IN |
May 07, 2025 Q1 2025 |
20,487
shares
|
$497,219
0.44% of portfolio
|
Q1 2025
Reduced 1.3%
|
|
|
Blossom Wealth Management
|
Apr 22, 2025 Q1 2025 |
20,484
shares
|
$497,146
1.0% of portfolio
|
Q1 2025
Added 15.85%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Apr 14, 2025 Q1 2025 |
20,474
shares
|
$496,903
0.07% of portfolio
|
Q1 2025
Reduced 2.23%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
20,443
shares
|
$496,151
0.01% of portfolio
|
Q1 2025
Reduced 8.4%
|
|
|
Studio Investment Management LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
20,436
shares
|
$495,981
0.11% of portfolio
|
Q1 2025
Reduced 22.26%
|
|
|
Two Sigma Securities, LLC
New York, NY |
May 15, 2025 Q1 2025 |
20,335
shares
|
$493,530
0.08% of portfolio
|
Q1 2025
Reduced 54.09%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
20,237
shares
|
$491,151
0.08% of portfolio
|
Q3 2023
Reduced 9.28%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
20,202
shares
|
$490,302
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
20,075
shares
|
$487,220
0.02% of portfolio
|
Q1 2025
Added 7.45%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
20,000
shares
|
$485,400
0.01% of portfolio
|
Q1 2025
Reduced 34.64%
|
|
|
Jacobi Capital Management LLC
|
May 27, 2025 Q1 2025 |
19,455
shares
|
$472,172
0.04% of portfolio
|
Q1 2025
Reduced 2.12%
|
|
|
Somerset Group LLC
Wayzata, MN |
May 13, 2025 Q1 2025 |
19,374
shares
|
$470,206
0.44% of portfolio
|
Q1 2025
Reduced 0.92%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
May 16, 2025 Q1 2025 |
19,300
shares
|
$468,411
0.36% of portfolio
|
Q1 2025
Added 264.15%
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
19,141
shares
|
$464,552
0.02% of portfolio
|
Q1 2025
Added 3.75%
|
|
|
Bremer Bank National Association
|
Apr 10, 2025 Q1 2025 |
19,050
shares
|
$462,343
0.09% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Selective Wealth Management, Inc.
|
Apr 14, 2025 Q1 2025 |
19,000
shares
|
$461,130
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Apr 28, 2025 Q1 2025 |
18,885
shares
|
$458,338
0.2% of portfolio
|
Q1 2025
Added 15.88%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
18,814
shares
|
$456,615
0.01% of portfolio
|
Q1 2025
Reduced 12.31%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Apr 04, 2025 Q1 2025 |
18,800
shares
|
$456,276
0.22% of portfolio
|
Q1 2025
Added 73.75%
|
|
|
Avant Financial Advisors LLC
Austin, TX |
May 13, 2025 Q1 2025 |
18,742
shares
|
$454,868
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
18,492
shares
|
$448,800
0.19% of portfolio
|
Q2 2024
Added 5.95%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
18,423
shares
|
$447,126
0.03% of portfolio
|
Q1 2024
Reduced 6.62%
|