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 705 institutions that hold shares in the stock, with a total of 317 Million shares, which have been reported (via 13F filing form) to have a value of $7.74 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Synovus Financial Corp
Columbus, GA |
Aug 14, 2025 Q2 2025 |
17,456
shares
|
$425,577
0.01% of portfolio
|
Q2 2025
Added 7.53%
|
|
|
David Wealth Management LLC
Fairfax, VA |
Jul 22, 2025 Q2 2025 |
17,418
shares
|
$424,650
0.32% of portfolio
|
Q2 2025
Added 110.51%
|
|
|
Myecfo, LLC
La Jolla, CA |
Jul 11, 2025 Q2 2025 |
17,122
shares
|
$417,434
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Aug 13, 2025 Q2 2025 |
17,024
shares
|
$415,045
0.05% of portfolio
|
Q1 2025
Reduced 0.4%
|
|
|
Joule Financial, LLC
|
Jul 22, 2025 Q2 2025 |
16,862
shares
|
$411,095
0.13% of portfolio
|
Q1 2025
Added 23.13%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Aug 11, 2025 Q2 2025 |
16,678
shares
|
$406,609
0.05% of portfolio
|
Q2 2025
Reduced 70.42%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
16,303
shares
|
$397,467
0.0% of portfolio
|
Q2 2025
Reduced 62.7%
|
|
|
Wbi Investments, Inc.
|
Aug 11, 2025 Q2 2025 |
16,263
shares
|
$396,491
0.11% of portfolio
|
Q2 2025
Reduced 11.49%
|
|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
16,177
shares
|
$394,395
0.0% of portfolio
|
Q2 2025
Reduced 30.82%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
15,996
shares
|
$389,982
0.01% of portfolio
|
Q1 2025
Added 5.02%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Aug 06, 2025 Q2 2025 |
15,982
shares
|
$389,641
0.15% of portfolio
|
Q2 2025
Reduced 12.47%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
15,907
shares
|
$387,812
0.29% of portfolio
|
Q1 2024
Reduced 8.71%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Jul 14, 2025 Q2 2025 |
15,864
shares
|
$386,764
0.14% of portfolio
|
Q2 2025
Reduced 16.0%
|
|
|
Baker Avenue Asset Management, LP
|
Aug 13, 2025 Q2 2025 |
15,728
shares
|
$383,448
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Clay Northam Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
15,500
shares
|
$377,890
0.25% of portfolio
|
Q2 2025
Reduced 0.51%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Aug 18, 2025 Q2 2025 |
15,356
shares
|
$374,379
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Aug 13, 2025 Q2 2025 |
15,312
shares
|
$373,306
0.0% of portfolio
|
Q2 2025
Added 4.37%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Aug 12, 2025 Q2 2025 |
15,279
shares
|
$372,502
0.04% of portfolio
|
Q2 2025
Reduced 38.4%
|
|
|
Cito Capital Group, LLC
Miami, FL |
Aug 14, 2025 Q2 2025 |
15,000
shares
|
$365,700
0.13% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Northwest Capital Management Inc
|
Jul 25, 2025 Q2 2025 |
14,986
shares
|
$365,358
0.21% of portfolio
|
Q2 2025
Reduced 16.91%
|
|
|
Friedenthal Financial
|
Jul 23, 2025 Q2 2025 |
14,856
shares
|
$362,189
0.22% of portfolio
|
Q2 2025
Reduced 12.65%
|
|
|
Genesee Capital Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
14,751
shares
|
$359,629
0.17% of portfolio
|
Q2 2025
Added 0.99%
|
|
|
L.K. Benson & Company, P.C.
Baltimore, MD |
Jul 23, 2025 Q2 2025 |
14,693
shares
|
$358,215
0.22% of portfolio
|
Q2 2025
Added 1.05%
|
|
|
First County Bank /Ct/
Stamford, CT |
Jul 17, 2025 Q2 2025 |
14,549
shares
|
$354,704
0.19% of portfolio
|
Q2 2025
Added 6.03%
|
|
|
Brand Asset Management Group, Inc.
|
Jul 09, 2025 Q2 2025 |
14,479
shares
|
$352,998
0.14% of portfolio
|
Q2 2025
Added 0.38%
|