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 685 institutions that hold shares in the stock, with a total of 351 Million shares, which have been reported (via 13F filing form) to have a value of $8.55 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
1,396,302
shares
|
$34 Million
0.07% of portfolio
|
Q1 2025
Reduced 34.77%
|
|
|
Brandywine Oak Private Wealth LLC
|
Jan 27, 2025 Q4 2024 |
1,391,700
shares
|
$33.9 Million
3.28% of portfolio
|
Q4 2024
Added 94.45%
|
|
|
High Probability Advisors, LLC
Pittsford, NY |
Apr 16, 2025 Q1 2025 |
1,247,756
shares
|
$30.4 Million
5.07% of portfolio
|
Q1 2025
Added 13.19%
|
|
|
Flc Capital Advisors
|
Jan 16, 2025 Q4 2024 |
1,180,160
shares
|
$28.7 Million
6.58% of portfolio
|
Q4 2024
Added 102.53%
|
|
|
Financial Counselors Inc
|
Feb 11, 2025 Q4 2024 |
1,153,083
shares
|
$28.1 Million
0.41% of portfolio
|
Q4 2024
Added 118.32%
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
Feb 05, 2025 Q4 2024 |
1,151,364
shares
|
$28 Million
9.75% of portfolio
|
Q4 2024
Added 108.76%
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
1,117,718
shares
|
$27.2 Million
0.16% of portfolio
|
Q4 2024
Added 97.67%
|
|
|
Leavell Investment Management, Inc.
|
Jan 29, 2025 Q4 2024 |
1,078,008
shares
|
$26.3 Million
1.29% of portfolio
|
Q4 2024
Added 133.07%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Feb 07, 2025 Q4 2024 |
1,038,096
shares
|
$25.3 Million
5.43% of portfolio
|
Q4 2024
Added 102.9%
|
|
|
Holcombe Financial, Inc.
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
1,025,670
shares
|
$25 Million
20.32% of portfolio
|
Q4 2024
New holding
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
1,020,629
shares
|
$24.9 Million
0.07% of portfolio
|
Q4 2024
Added 87.12%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
1,019,524
shares
|
$24.8 Million
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
901,340
shares
|
$22 Million
0.34% of portfolio
|
Q1 2025
Added 92.16%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
852,523
shares
|
$20.8 Million
0.02% of portfolio
|
Q4 2024
Added 95.39%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 21, 2025 Q1 2025 |
840,128
shares
|
$20.5 Million
0.81% of portfolio
|
Q1 2025
Added 2.25%
|
|
|
Massmutual Trust CO Fsb
|
Apr 01, 2025 Q1 2025 |
831,426
shares
|
$20.3 Million
0.59% of portfolio
|
Q1 2025
Added 0.88%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
827,826
shares
|
$20.2 Million
0.98% of portfolio
|
Q4 2024
Added 56.01%
|
|
|
Charles Schwab Trust CO
|
Apr 10, 2025 Q1 2025 |
820,014
shares
|
$20 Million
1.7% of portfolio
|
Q1 2025
Reduced 1.81%
|
|
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
Apr 11, 2025 Q1 2025 |
814,215
shares
|
$19.8 Million
4.64% of portfolio
|
Q1 2025
Added 3.5%
|
|
|
Williams Financial, LLC
Bennington, VT |
Jan 23, 2025 Q4 2024 |
812,273
shares
|
$19.8 Million
12.17% of portfolio
|
Q4 2024
Added 106.7%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
800,303
shares
|
$19.5 Million
0.04% of portfolio
|
Q4 2024
Added 111.82%
|
|
|
Fund Evaluation Group, LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
772,924
shares
|
$18.8 Million
0.87% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
760,855
shares
|
$18.5 Million
0.03% of portfolio
|
Q4 2024
Added 84.76%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
757,474
shares
|
$18.5 Million
0.0% of portfolio
|
Q4 2024
Added 118.56%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
757,098
shares
|
$18.4 Million
1.45% of portfolio
|
Q1 2025
Added 12.73%
|