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 623 institutions that hold shares in the stock, with a total of 184 Million shares, which have been reported (via 13F filing form) to have a value of $4.44 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Chilton Capital Management LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
5,985
shares
|
$144,298
0.01% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Stewardship Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
5,973
shares
|
$144,009
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
5,933
shares
|
$143,044
0.02% of portfolio
|
Q2 2024
Reduced 14.42%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
5,925
shares
|
$142,851
0.0% of portfolio
|
Q4 2023
Added 8.62%
|
|
|
Exchange Capital Management, Inc.
|
Nov 01, 2024 Q3 2024 |
5,909
shares
|
$142,465
0.05% of portfolio
|
Q2 2024
Added 3.65%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Oct 15, 2024 Q3 2024 |
5,881
shares
|
$141,790
0.12% of portfolio
|
Q3 2024
Reduced 7.79%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Oct 24, 2024 Q3 2024 |
5,839
shares
|
$140,778
0.17% of portfolio
|
Q3 2024
Added 3.73%
|
|
|
Sonoma Private Wealth LLC
San Francisco, CA |
Oct 17, 2024 Q3 2024 |
5,714
shares
|
$137,764
0.44% of portfolio
|
Q3 2024
Added 6.11%
|
|
|
Viawealth, LLC
Overland Park, KS |
Nov 12, 2024 Q3 2024 |
5,653
shares
|
$136,293
0.16% of portfolio
|
Q3 2024
Reduced 50.89%
|
|
|
Brighton Jones LLC
|
Oct 22, 2024 Q3 2024 |
5,639
shares
|
$135,956
0.01% of portfolio
|
Q3 2024
Reduced 21.91%
|
|
|
Pb Mares Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
5,619
shares
|
$135,474
0.06% of portfolio
|
Q1 2024
Added 7.13%
|
|
|
Papp L Roy & Associates
|
Oct 24, 2024 Q3 2024 |
5,581
shares
|
$134,557
0.03% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Cra Financial Services, LLC
|
Oct 10, 2024 Q3 2024 |
5,564
shares
|
$134,148
0.05% of portfolio
|
Q3 2024
Reduced 22.77%
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
5,522
shares
|
$133,135
0.04% of portfolio
|
Q3 2024
Reduced 34.05%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Oct 17, 2024 Q3 2024 |
5,507
shares
|
$132,773
0.01% of portfolio
|
Q3 2024
Added 0.73%
|
|
|
Dividend Assets Capital, LLC
|
Nov 14, 2024 Q3 2024 |
5,500
shares
|
$132,605
0.05% of portfolio
|
Q2 2022
Reduced 12.7%
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
Oct 10, 2024 Q3 2024 |
5,494
shares
|
$132,460
0.15% of portfolio
|
Q3 2024
Reduced 16.91%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
5,358
shares
|
$129,181
0.02% of portfolio
|
Q3 2024
Added 16.63%
|
|
|
Lauterbach Financial Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
5,335
shares
|
$128,626
0.17% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
Jul 22, 2024 Q2 2024 |
5,300
shares
|
$127,783
0.22% of portfolio
|
Q2 2024
New holding
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Nov 14, 2024 Q3 2024 |
5,225
shares
|
$125,974
0.11% of portfolio
|
Q3 2023
New holding
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
5,201
shares
|
$125,396
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Wmg Financial Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
5,200
shares
|
$125,372
0.12% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Brand Asset Management Group, Inc.
|
Oct 17, 2024 Q3 2024 |
5,145
shares
|
$124,045
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
White Lighthouse Investment Management Inc.
|
Oct 30, 2024 Q3 2024 |
5,135
shares
|
$123,804
0.05% of portfolio
|
Q3 2024
Reduced 5.95%
|