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 |
|---|---|---|---|---|---|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
15,907
shares
|
$386,062
0.29% of portfolio
|
Q1 2024
Reduced 8.71%
|
|
|
Baker Avenue Asset Management, LP
|
May 08, 2025 Q1 2025 |
15,728
shares
|
$381,718
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Bensler, LLC
Bellevue, WA |
Apr 16, 2025 Q1 2025 |
15,696
shares
|
$380,941
0.05% of portfolio
|
Q1 2025
Reduced 29.47%
|
|
|
Clay Northam Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
15,580
shares
|
$378,126
0.27% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Gradient Capital Advisors, LLC
|
May 02, 2025 Q1 2025 |
15,439
shares
|
$374,704
0.13% of portfolio
|
Q1 2025
Added 49.56%
|
|
|
Nwam LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
15,358
shares
|
$372,738
0.03% of portfolio
|
Q4 2024
Added 99.58%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
15,170
shares
|
$368,175
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Quadrature Capital LTD
London, X0 |
May 13, 2025 Q1 2025 |
15,011
shares
|
$364,316
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Iron Financial, LLC
|
Apr 25, 2025 Q1 2025 |
15,004
shares
|
$364,147
0.21% of portfolio
|
Q1 2025
Reduced 18.52%
|
|
|
Cito Capital Group, LLC
Miami, FL |
May 15, 2025 Q1 2025 |
15,000
shares
|
$364,050
0.14% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
May 08, 2025 Q1 2025 |
14,671
shares
|
$356,065
0.0% of portfolio
|
Q1 2025
Added 8.24%
|
|
|
Genesee Capital Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
14,607
shares
|
$354,511
0.18% of portfolio
|
Q1 2025
Added 0.67%
|
|
|
L.K. Benson & Company, P.C.
Baltimore, MD |
Apr 24, 2025 Q1 2025 |
14,541
shares
|
$352,910
0.25% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
14,469
shares
|
$351,162
0.0% of portfolio
|
Q1 2025
Reduced 11.54%
|
|
|
Brand Asset Management Group, Inc.
|
Apr 10, 2025 Q1 2025 |
14,424
shares
|
$350,070
0.15% of portfolio
|
Q1 2025
Added 0.44%
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Apr 08, 2025 Q1 2025 |
14,326
shares
|
$347,692
0.21% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
14,070
shares
|
$341,478
0.01% of portfolio
|
Q1 2025
Reduced 19.45%
|
|
|
Empirical Asset Management, LLC
|
May 12, 2025 Q1 2025 |
14,064
shares
|
$341,333
0.12% of portfolio
|
Q1 2025
Reduced 4.71%
|
|
|
Garrett Investment Advisors LLC
|
Apr 10, 2025 Q1 2025 |
14,035
shares
|
$340,629
0.04% of portfolio
|
Q1 2025
Reduced 18.14%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
13,938
shares
|
$338,275
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
First County Bank /Ct/
Stamford, CT |
Apr 07, 2025 Q1 2025 |
13,721
shares
|
$333,008
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
May 05, 2025 Q1 2025 |
13,577
shares
|
$329,513
0.2% of portfolio
|
Q1 2025
Reduced 25.57%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
13,476
shares
|
$327,062
0.02% of portfolio
|
Q1 2024
Added 0.66%
|
|
|
Stonekeep Investments, LLC
Sante Fe, NM |
May 07, 2025 Q1 2025 |
13,428
shares
|
$325,897
0.24% of portfolio
|
Q1 2025
Added 9.71%
|
|
|
Financial Architects, LLC
Woodstock, GA |
Apr 29, 2025 Q1 2025 |
13,390
shares
|
$324,975
0.21% of portfolio
|
Q1 2025
Reduced 0.63%
|