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 |
|---|---|---|---|---|---|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
4,282
shares
|
$103,239
0.0% of portfolio
|
Q3 2024
Reduced 6.45%
|
|
|
Mengis Capital Management, Inc.
|
Nov 05, 2024 Q3 2024 |
4,261
shares
|
$102,732
0.04% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Weatherly Asset Management L. P.
|
Oct 28, 2024 Q3 2024 |
4,250
shares
|
$102,467
0.02% of portfolio
|
Q1 2024
Reduced 0.02%
|
|
|
Patriot Investment Management Inc.
|
Oct 11, 2024 Q3 2024 |
4,223
shares
|
$101,816
0.02% of portfolio
|
Q3 2024
Reduced 10.32%
|
|
|
Carrera Capital Advisors
Troy, MI |
Nov 05, 2024 Q3 2024 |
4,198
shares
|
$101,213
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Cwa Asset Management Group, LLC
|
Nov 01, 2024 Q3 2024 |
4,139
shares
|
$99,791
0.01% of portfolio
|
Q3 2024
Reduced 67.84%
|
|
|
Rocky Mountain Advisers, LLC
|
Nov 01, 2024 Q3 2024 |
4,031
shares
|
$97,187
0.16% of portfolio
|
Q4 2023
Reduced 28.73%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
3,792
shares
|
$91,425
0.01% of portfolio
|
Q3 2024
Reduced 16.55%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
3,486
shares
|
$84,047
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
3,320
shares
|
$80,045
0.01% of portfolio
|
Q3 2024
Added 17.07%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
3,290
shares
|
$79,321
0.07% of portfolio
|
Q3 2024
Added 8.87%
|
|
|
Contravisory Investment Management, Inc.
|
Oct 09, 2024 Q3 2024 |
3,210
shares
|
$77,393
0.03% of portfolio
|
Q3 2023
Reduced 43.63%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
3,101
shares
|
$74,765
0.0% of portfolio
|
Q3 2024
Added 145.33%
|
|
|
Eastern Bank
|
Oct 21, 2024 Q3 2024 |
2,854
shares
|
$68,809
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
2,758
shares
|
$66,495
0.08% of portfolio
|
Q4 2022
Added 0.77%
|
|
|
Washington Trust CO
|
Oct 25, 2024 Q3 2024 |
2,700
shares
|
$65,097
0.0% of portfolio
|
Q2 2023
Reduced 12.14%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Nov 08, 2024 Q3 2024 |
2,387
shares
|
$57,550
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 22, 2024 Q3 2024 |
2,350
shares
|
$56,658
0.11% of portfolio
|
Q3 2024
Added 1.95%
|
|
|
Legacy Bridge, LLC
|
Nov 07, 2024 Q3 2024 |
2,300
shares
|
$55,453
0.06% of portfolio
|
Q2 2023
Reduced 17.86%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
2,193
shares
|
$52,873
0.01% of portfolio
|
Q3 2024
Reduced 27.0%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Oct 25, 2024 Q3 2024 |
2,139
shares
|
$51,571
0.05% of portfolio
|
Q3 2024
Added 7539.29%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
2,045
shares
|
$49,304
0.0% of portfolio
|
Q3 2024
Added 3.07%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
1,990
shares
|
$47,978
0.01% of portfolio
|
Q3 2024
Reduced 8.08%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
1,773
shares
|
$42,747
0.01% of portfolio
|
Q3 2024
Reduced 40.32%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
1,620
shares
|
$39,058
0.02% of portfolio
|
Q2 2022
New holding
|