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 692 institutions that hold shares in the stock, with a total of 307 Million shares, which have been reported (via 13F filing form) to have a value of $7.47 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Apr 16, 2025 Q1 2025 |
10,958
shares
|
$266,498
0.23% of portfolio
|
Q1 2025
Added 125.2%
|
|
|
Brewster Financial Planning LLC
|
Apr 22, 2025 Q1 2025 |
10,854
shares
|
$263,969
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Exchange Capital Management, Inc.
|
May 01, 2025 Q1 2025 |
10,827
shares
|
$263,312
0.05% of portfolio
|
Q1 2025
Reduced 8.13%
|
|
|
Lauterbach Financial Advisors, LLC
|
May 05, 2025 Q1 2025 |
10,825
shares
|
$263,264
0.17% of portfolio
|
Q1 2025
Added 0.5%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
10,713
shares
|
$260,540
0.04% of portfolio
|
Q1 2025
Reduced 1.25%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
May 14, 2025 Q1 2025 |
10,450
shares
|
$254,144
0.12% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Wmg Financial Advisors, LLC
|
May 06, 2025 Q1 2025 |
10,373
shares
|
$252,271
0.12% of portfolio
|
Q1 2025
Reduced 2.32%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
May 12, 2025 Q1 2025 |
10,353
shares
|
$251,784
0.03% of portfolio
|
Q1 2025
Reduced 41.75%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
10,285
shares
|
$250,131
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
10,151
shares
|
$246,872
0.0% of portfolio
|
Q1 2025
Reduced 58.24%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
10,065
shares
|
$244,780
0.0% of portfolio
|
Q1 2025
Reduced 4.9%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
May 06, 2025 Q1 2025 |
10,000
shares
|
$243,200
0.01% of portfolio
|
Q1 2025
Added 386.38%
|
|
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
Apr 23, 2025 Q1 2025 |
9,820
shares
|
$238,822
0.18% of portfolio
|
Q1 2025
Added 10.05%
|
|
|
Apeiron Ria LLC
|
May 29, 2025 Q1 2025 |
9,780
shares
|
$237,849
0.08% of portfolio
|
Q1 2025
Reduced 2.98%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
May 06, 2025 Q1 2025 |
9,757
shares
|
$237,290
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Foster & Motley Inc
Cincinnati, OH |
May 08, 2025 Q1 2025 |
9,753
shares
|
$237,192
0.01% of portfolio
|
Q1 2025
Reduced 22.93%
|
|
|
Ieq Capital, LLC
|
May 14, 2025 Q1 2025 |
9,628
shares
|
$234,152
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Generation Capital Management LLC
Pittsford, NY |
May 09, 2025 Q1 2025 |
9,514
shares
|
$231,380
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
American Institute For Advanced Investment Management, LLP
|
Apr 16, 2025 Q1 2025 |
9,500
shares
|
$231,040
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Independent Advisor Alliance
|
May 12, 2025 Q1 2025 |
9,411
shares
|
$228,875
0.01% of portfolio
|
Q1 2025
Reduced 74.58%
|
|
|
Aull & Monroe Investment Management Corp
Mobile, AL |
May 14, 2025 Q1 2025 |
9,369
shares
|
$227,854
0.11% of portfolio
|
Q1 2025
Reduced 3.89%
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
9,335
shares
|
$227,027
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
9,331
shares
|
$226,929
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
9,315
shares
|
$226,540
0.01% of portfolio
|
Q1 2025
Reduced 40.25%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
May 13, 2025 Q1 2025 |
9,284
shares
|
$225,786
0.02% of portfolio
|
Q4 2024
Added 100.0%
|