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 |
|---|---|---|---|---|---|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 24, 2024 Q3 2024 |
678,242
shares
|
$16.4 Million
9.84% of portfolio
|
Q3 2024
Added 9.23%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
651,237
shares
|
$15.7 Million
0.07% of portfolio
|
Q3 2024
Added 51.16%
|
|
|
Flc Capital Advisors
|
Oct 16, 2024 Q3 2024 |
582,723
shares
|
$14 Million
6.63% of portfolio
|
Q3 2024
Added 2.75%
|
|
|
High Probability Advisors, LLC
Pittsford, NY |
Nov 12, 2024 Q3 2024 |
571,796
shares
|
$13.8 Million
4.77% of portfolio
|
Q2 2024
Added 4.76%
|
|
|
Davenport & CO LLC
|
Oct 24, 2024 Q3 2024 |
565,443
shares
|
$13.6 Million
0.16% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Oct 25, 2024 Q3 2024 |
551,995
shares
|
$13.3 Million
1.29% of portfolio
|
Q3 2024
Added 2410.78%
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
Nov 15, 2024 Q3 2024 |
551,521
shares
|
$13.3 Million
9.43% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
545,444
shares
|
$13.2 Million
0.08% of portfolio
|
Q3 2024
Added 1.08%
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
530,625
shares
|
$12.8 Million
1.22% of portfolio
|
Q3 2024
Added 2.5%
|
|
|
Financial Counselors Inc
|
Nov 13, 2024 Q3 2024 |
528,163
shares
|
$12.7 Million
0.39% of portfolio
|
Q3 2024
Reduced 27.83%
|
|
|
Lvw Advisors, LLC
|
Oct 09, 2024 Q3 2024 |
528,070
shares
|
$12.7 Million
3.36% of portfolio
|
Q3 2024
Added 4.93%
|
|
|
Busey Wealth Management
|
Oct 23, 2024 Q3 2024 |
513,871
shares
|
$12.4 Million
0.84% of portfolio
|
Q3 2024
Reduced 4.49%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Nov 12, 2024 Q3 2024 |
511,639
shares
|
$12.3 Million
5.54% of portfolio
|
Q3 2024
Reduced 4.28%
|
|
|
Wt Wealth Management
|
Oct 21, 2024 Q3 2024 |
506,722
shares
|
$12.2 Million
6.35% of portfolio
|
Q3 2024
Added 316.24%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
490,583
shares
|
$11.8 Million
0.01% of portfolio
|
Q3 2024
Reduced 6.91%
|
|
|
Leavell Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
462,524
shares
|
$11.2 Million
1.15% of portfolio
|
Q3 2024
Added 9.06%
|
|
|
Apella Capital, LLC
|
Oct 03, 2024 Q3 2024 |
454,962
shares
|
$11 Million
0.93% of portfolio
|
Q3 2024
Reduced 1.41%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
436,316
shares
|
$10.5 Million
0.02% of portfolio
|
Q3 2024
Added 52.5%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
411,809
shares
|
$9.93 Million
0.03% of portfolio
|
Q3 2024
Reduced 2.16%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
396,562
shares
|
$9.56 Million
1.7% of portfolio
|
Q4 2022
Reduced 6.64%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
396,034
shares
|
$9.55 Million
4.67% of portfolio
|
Q4 2023
Reduced 37.05%
|
|
|
Williams Financial, LLC
Bennington, VT |
Oct 22, 2024 Q3 2024 |
392,970
shares
|
$9.47 Million
12.03% of portfolio
|
Q3 2024
Added 2.58%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
391,978
shares
|
$9.45 Million
0.79% of portfolio
|
Q3 2024
Added 4.08%
|
|
|
Stephens Group Asset Management, LLC
|
Oct 09, 2024 Q3 2024 |
391,325
shares
|
$9.43 Million
1.6% of portfolio
|
Q3 2024
Reduced 19.58%
|
|
|
Charles Schwab Trust CO
|
Oct 09, 2024 Q3 2024 |
390,649
shares
|
$9.42 Million
1.68% of portfolio
|
Q3 2024
Added 18.86%
|