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 |
|---|---|---|---|---|---|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
1,582,342
shares
|
$38.5 Million
0.07% of portfolio
|
Q3 2025
Reduced 15.24%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
1,562,292
shares
|
$38 Million
0.4% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Flc Capital Advisors
|
Oct 17, 2025 Q3 2025 |
1,525,261
shares
|
$37.1 Million
7.34% of portfolio
|
Q3 2025
Added 4.84%
|
|
|
High Probability Advisors, LLC
Pittsford, NY |
Oct 14, 2025 Q3 2025 |
1,423,526
shares
|
$34.7 Million
4.76% of portfolio
|
Q3 2025
Added 12.37%
|
|
|
Access Financial Services, Inc.
|
Oct 20, 2025 Q3 2025 |
1,346,749
shares
|
$32.8 Million
15.86% of portfolio
|
Q3 2025
Added 112.49%
|
|
|
Scs Capital Management LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
1,323,278
shares
|
$32.2 Million
0.35% of portfolio
|
Q3 2025
Reduced 0.64%
|
|
|
Leavell Investment Management, Inc.
|
Oct 28, 2025 Q3 2025 |
1,236,117
shares
|
$30.1 Million
1.31% of portfolio
|
Q3 2025
Added 5.0%
|
|
|
Midwest Trust CO
Overland Park, KS |
Nov 06, 2025 Q3 2025 |
1,210,932
shares
|
$29.5 Million
0.38% of portfolio
|
Q3 2025
Added 0.73%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
1,169,311
shares
|
$28.5 Million
0.18% of portfolio
|
Q3 2025
Added 12.66%
|
|
|
United Capital Management Of Ks, Inc.
|
Nov 12, 2025 Q3 2025 |
1,106,304
shares
|
$26.9 Million
4.37% of portfolio
|
Q3 2025
Added 4.71%
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
Nov 12, 2025 Q3 2025 |
1,103,890
shares
|
$26.9 Million
8.78% of portfolio
|
Q3 2025
Reduced 6.62%
|
|
|
Holcombe Financial, Inc.
Atlanta, GA |
Oct 27, 2025 Q3 2025 |
1,069,210
shares
|
$26 Million
18.21% of portfolio
|
Q3 2025
Added 5.49%
|
|
|
Charles Schwab Trust CO
|
Oct 10, 2025 Q3 2025 |
1,002,705
shares
|
$24.4 Million
1.7% of portfolio
|
Q3 2025
Added 7.5%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
986,161
shares
|
$24 Million
0.03% of portfolio
|
Q3 2025
Reduced 5.7%
|
|
|
Williams Financial, LLC
Bennington, VT |
Oct 24, 2025 Q3 2025 |
945,377
shares
|
$23 Million
23.79% of portfolio
|
Q3 2025
Added 1.47%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
943,474
shares
|
$23 Million
0.0% of portfolio
|
Q3 2025
Added 2.44%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 14, 2025 Q3 2025 |
900,525
shares
|
$21.9 Million
0.75% of portfolio
|
Q3 2025
Added 4.23%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Nov 05, 2025 Q3 2025 |
882,842
shares
|
$21.5 Million
3.94% of portfolio
|
Q3 2025
Reduced 3.73%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Oct 22, 2025 Q3 2025 |
852,449
shares
|
$20.8 Million
1.81% of portfolio
|
Q3 2025
Added 8.38%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
846,895
shares
|
$20.6 Million
0.01% of portfolio
|
Q3 2025
Added 1.92%
|
|
|
Massmutual Trust CO Fsb
|
Oct 22, 2025 Q3 2025 |
840,843
shares
|
$20.5 Million
0.53% of portfolio
|
Q3 2025
Added 1.99%
|
|
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
Oct 31, 2025 Q3 2025 |
806,752
shares
|
$19.6 Million
5.12% of portfolio
|
Q3 2025
Added 31.76%
|
|
|
Courage Miller Partners, LLC
|
Oct 22, 2025 Q3 2025 |
797,617
shares
|
$19.4 Million
5.85% of portfolio
|
Q3 2025
Added 9.82%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
788,085
shares
|
$19.2 Million
0.03% of portfolio
|
Q3 2025
Added 5.15%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
784,811
shares
|
$19.1 Million
1.15% of portfolio
|
Q3 2025
Added 2.38%
|
|