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 |
|---|---|---|---|---|---|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
18,407
shares
|
$446,737
0.0% of portfolio
|
Q1 2025
Added 4.08%
|
|
|
Wbi Investments, Inc.
|
May 22, 2025 Q1 2025 |
18,374
shares
|
$445,936
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Independent Wealth Network Inc.
|
May 02, 2025 Q1 2025 |
18,295
shares
|
$444,019
0.19% of portfolio
|
Q1 2025
Reduced 1.0%
|
|
|
Valtinson Bruner Financial Planning LLC
|
May 14, 2025 Q1 2025 |
18,258
shares
|
$443,121
0.19% of portfolio
|
Q1 2025
Reduced 6.66%
|
|
|
Signet Investment Advisory Group, Inc.
|
May 05, 2025 Q1 2025 |
18,092
shares
|
$439,092
0.22% of portfolio
|
Q1 2025
Added 0.78%
|
|
|
Team Financial Group, LLC
Temecula, CA |
Apr 22, 2025 Q1 2025 |
18,076
shares
|
$438,704
0.25% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
Northwest Capital Management Inc
|
May 01, 2025 Q1 2025 |
18,036
shares
|
$437,733
0.19% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
May 07, 2025 Q1 2025 |
17,821
shares
|
$432,515
0.14% of portfolio
|
Q1 2025
Added 68.62%
|
|
|
Lederer & Associates Investment Counsel
Long Beach, CA |
Apr 02, 2025 Q1 2025 |
17,790
shares
|
$431,763
0.32% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
17,318
shares
|
$420,307
0.0% of portfolio
|
Q1 2025
Added 6.21%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
17,140
shares
|
$415,987
0.01% of portfolio
|
Q1 2025
Reduced 30.3%
|
|
|
Sightline Wealth Advisors, LLC
|
Apr 29, 2025 Q1 2025 |
17,121
shares
|
$415,526
0.22% of portfolio
|
Q1 2025
Added 39.85%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
May 14, 2025 Q1 2025 |
17,024
shares
|
$413,172
0.06% of portfolio
|
Q1 2025
Reduced 0.4%
|
|
|
Friedenthal Financial
|
Apr 21, 2025 Q1 2025 |
17,008
shares
|
$412,784
0.28% of portfolio
|
Q1 2025
Reduced 19.01%
|
|
|
Roberts Wealth Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
16,949
shares
|
$411,352
0.14% of portfolio
|
Q1 2025
Reduced 3.22%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
16,940
shares
|
$411,133
0.12% of portfolio
|
Q1 2025
Reduced 3.66%
|
|
|
Hc Advisors, LLC
|
May 13, 2025 Q1 2025 |
16,871
shares
|
$409,459
0.32% of portfolio
|
Q1 2025
Added 8.14%
|
|
|
Joule Financial, LLC
|
Apr 11, 2025 Q1 2025 |
16,862
shares
|
$409,240
0.14% of portfolio
|
Q1 2025
Added 23.13%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
16,750
shares
|
$406,522
0.0% of portfolio
|
Q1 2025
Reduced 5.99%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
May 14, 2025 Q1 2025 |
16,589
shares
|
$402,615
0.06% of portfolio
|
Q1 2025
Reduced 15.64%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
16,447
shares
|
$399,168
0.0% of portfolio
|
Q1 2025
Reduced 5.69%
|
|
|
Worth Asset Management, LLC
|
Apr 09, 2025 Q1 2025 |
16,297
shares
|
$395,528
0.24% of portfolio
|
Q1 2025
Added 7.04%
|
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2025 Q1 2025 |
16,234
shares
|
$393,999
0.01% of portfolio
|
Q1 2025
Reduced 7.19%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Apr 24, 2025 Q1 2025 |
15,996
shares
|
$388,222
0.01% of portfolio
|
Q1 2025
Added 5.02%
|
|
|
Capital Planning LLC
|
Apr 29, 2025 Q1 2025 |
15,918
shares
|
$386,329
0.11% of portfolio
|
Q1 2025
Added 47.39%
|