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 |
|---|---|---|---|---|---|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 14, 2024 Q3 2024 |
5,125
shares
|
$123,563
0.03% of portfolio
|
Q3 2024
Reduced 4.6%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Oct 28, 2024 Q3 2024 |
5,064
shares
|
$122,093
0.06% of portfolio
|
Q3 2024
Reduced 91.1%
|
|
|
Litman Gregory Wealth Management LLC
|
Oct 22, 2024 Q3 2024 |
5,020
shares
|
$121,032
0.02% of portfolio
|
Q3 2024
Reduced 1.57%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
4,975
shares
|
$119,947
0.01% of portfolio
|
Q3 2024
Added 9.03%
|
|
|
Gradient Capital Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
4,863
shares
|
$117,246
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Aull & Monroe Investment Management Corp
Mobile, AL |
Oct 31, 2024 Q3 2024 |
4,819
shares
|
$116,186
0.11% of portfolio
|
Q3 2024
Reduced 7.93%
|
|
|
Carlson Capital Management
|
Nov 13, 2024 Q3 2024 |
4,817
shares
|
$116,137
0.02% of portfolio
|
Q2 2024
Reduced 0.06%
|
|
|
Apeiron Ria LLC
|
Nov 14, 2024 Q3 2024 |
4,779
shares
|
$115,221
0.07% of portfolio
|
Q2 2024
Added 1.55%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Dec 06, 2024 Q3 2024 |
4,707
shares
|
$113,485
0.01% of portfolio
|
Q3 2024
Added 8.03%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Nov 04, 2024 Q3 2024 |
4,705
shares
|
$113,437
0.17% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
4,699
shares
|
$113,292
0.03% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Nov 14, 2024 Q3 2024 |
4,699
shares
|
$113,292
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Seascape Capital Management
Portsmouth, NH |
Nov 01, 2024 Q3 2024 |
4,682
shares
|
$112,883
0.08% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
4,666
shares
|
$112,497
0.0% of portfolio
|
Q3 2024
Added 2244.72%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Nov 07, 2024 Q3 2024 |
4,642
shares
|
$111,918
0.04% of portfolio
|
Q3 2024
Reduced 46.14%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Oct 10, 2024 Q3 2024 |
4,579
shares
|
$110,399
0.09% of portfolio
|
Q3 2024
Added 2.05%
|
|
|
Smith & Howard Wealth Management, LLC
|
Oct 23, 2024 Q3 2024 |
4,561
shares
|
$109,965
0.06% of portfolio
|
Q3 2024
Reduced 94.92%
|
|
|
Dopkins Wealth Management, LLC
|
Nov 06, 2024 Q3 2024 |
4,460
shares
|
$107,530
0.18% of portfolio
|
Q3 2024
Reduced 73.55%
|
|
|
Calton & Associates, Inc.
|
Oct 21, 2024 Q3 2024 |
4,459
shares
|
$107,506
0.09% of portfolio
|
Q3 2024
Reduced 21.04%
|
|
|
Callahan Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
4,426
shares
|
$106,710
0.02% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Diligent Investors, LLC
|
Oct 31, 2024 Q3 2024 |
4,362
shares
|
$105,167
0.05% of portfolio
|
Q3 2024
Reduced 4.01%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Oct 15, 2024 Q3 2024 |
4,337
shares
|
$104,565
0.04% of portfolio
|
Q3 2024
Added 1.66%
|
|
|
Rock Point Advisors, LLC
Burlington, VT |
Nov 13, 2024 Q3 2024 |
4,319
shares
|
$104,131
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Laidlaw Wealth Management LLC
New York City, NY |
Nov 12, 2024 Q3 2024 |
4,309
shares
|
$103,889
0.11% of portfolio
|
Q3 2024
Reduced 28.29%
|
|
|
B&D White Capital Company, LLC
|
Nov 08, 2024 Q3 2024 |
4,299
shares
|
$103,648
0.04% of portfolio
|
Q3 2023
Reduced 2.18%
|