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 707 institutions that hold shares in the stock, with a total of 323 Million shares, which have been reported (via 13F filing form) to have a value of $7.86 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Birchbrook, Inc.
Bangor, ME |
Nov 03, 2025 Q3 2025 |
17,456
shares
|
$425,053
0.22% of portfolio
|
Q3 2025
Reduced 4.2%
|
|
|
David Wealth Management LLC
Fairfax, VA |
Jul 22, 2025 Q2 2025 |
17,418
shares
|
$424,128
0.32% of portfolio
|
Q2 2025
Added 110.51%
|
|
|
Signet Investment Advisory Group, Inc.
|
Nov 06, 2025 Q3 2025 |
17,347
shares
|
$422,399
0.2% of portfolio
|
Q3 2025
Reduced 5.81%
|
|
|
Valeo Financial Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
17,256
shares
|
$420,183
0.01% of portfolio
|
Q3 2025
Added 33.5%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Oct 14, 2025 Q3 2025 |
17,015
shares
|
$414,315
0.12% of portfolio
|
Q3 2025
Added 10.8%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 12, 2025 Q3 2025 |
16,944
shares
|
$412,586
0.05% of portfolio
|
Q3 2025
Reduced 0.47%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Nov 12, 2025 Q3 2025 |
16,678
shares
|
$406,109
0.04% of portfolio
|
Q2 2025
Reduced 70.42%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
16,647
shares
|
$405,354
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
16,581
shares
|
$403,747
0.01% of portfolio
|
Q3 2025
Added 3.66%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 16, 2025 Q3 2025 |
16,545
shares
|
$402,870
0.22% of portfolio
|
Q3 2025
Added 53.0%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
16,517
shares
|
$402,188
0.01% of portfolio
|
Q3 2025
Reduced 26.94%
|
|
|
Archer Investment Management, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
16,515
shares
|
$402,140
0.25% of portfolio
|
Q3 2025
Reduced 37.19%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 07, 2025 Q3 2025 |
16,471
shares
|
$401,068
0.0% of portfolio
|
Q3 2025
Reduced 5.64%
|
|
|
Brown Advisory Inc
|
Nov 14, 2025 Q3 2025 |
16,419
shares
|
$399,802
0.0% of portfolio
|
Q3 2025
Added 1.5%
|
|
|
L.K. Benson & Company, P.C.
Baltimore, MD |
Nov 04, 2025 Q3 2025 |
16,264
shares
|
$396,028
0.21% of portfolio
|
Q3 2025
Added 10.69%
|
|
|
Wbi Investments, Inc.
|
Nov 20, 2025 Q3 2025 |
16,248
shares
|
$395,638
0.11% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Nov 04, 2025 Q3 2025 |
16,154
shares
|
$393,349
0.12% of portfolio
|
Q3 2025
Reduced 8.26%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
15,907
shares
|
$387,335
0.29% of portfolio
|
Q1 2024
Reduced 8.71%
|
|
|
Baker Avenue Asset Management, LP
|
Oct 30, 2025 Q3 2025 |
15,728
shares
|
$382,976
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Dopkins Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
15,609
shares
|
$380,079
0.17% of portfolio
|
Q3 2025
Reduced 29.55%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Nov 04, 2025 Q3 2025 |
15,589
shares
|
$379,592
0.14% of portfolio
|
Q3 2025
Reduced 2.46%
|
|
|
Clay Northam Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
15,500
shares
|
$377,425
0.22% of portfolio
|
Q2 2025
Reduced 0.51%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
15,399
shares
|
$374,965
0.0% of portfolio
|
Q3 2025
Added 52.06%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Oct 22, 2025 Q3 2025 |
15,398
shares
|
$374,941
0.14% of portfolio
|
Q3 2025
Reduced 79.14%
|
|
|
First County Bank /Ct/
Stamford, CT |
Oct 08, 2025 Q3 2025 |
15,388
shares
|
$374,697
0.19% of portfolio
|
Q3 2025
Added 5.77%
|
|