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 702 institutions that hold shares in the stock, with a total of 313 Million shares, which have been reported (via 13F filing form) to have a value of $7.61 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Summit Asset Management, LLC
Memphis, TN |
May 06, 2025 Q1 2025 |
12,267
shares
|
$298,210
0.05% of portfolio
|
Q1 2025
Added 19.12%
|
|
|
Bnp Paribas
New York, NY |
May 14, 2025 Q1 2025 |
12,164
shares
|
$295,706
0.01% of portfolio
|
Q1 2025
Reduced 72.04%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Apr 29, 2025 Q1 2025 |
11,970
shares
|
$290,990
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
11,860
shares
|
$288,316
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
11,767
shares
|
$286,055
0.27% of portfolio
|
Q1 2025
Reduced 12.88%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Jul 15, 2025 Q2 2025 |
11,733
shares
|
$285,229
0.07% of portfolio
|
Q2 2025
Reduced 34.16%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Jul 24, 2025 Q2 2025 |
11,680
shares
|
$283,940
0.12% of portfolio
|
Q2 2025
Reduced 1.92%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
11,671
shares
|
$283,722
0.2% of portfolio
|
Q1 2024
Reduced 13.47%
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
May 09, 2025 Q1 2025 |
11,478
shares
|
$279,030
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
Jul 25, 2025 Q2 2025 |
11,456
shares
|
$278,495
0.19% of portfolio
|
Q2 2025
Added 16.66%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
May 14, 2025 Q1 2025 |
11,365
shares
|
$276,283
0.03% of portfolio
|
Q1 2025
Reduced 14.93%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
11,245
shares
|
$273,365
0.01% of portfolio
|
Q1 2025
Added 26.05%
|
|
|
Pb Mares Wealth Management LLC
|
Jul 18, 2025 Q2 2025 |
11,238
shares
|
$273,195
0.05% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
11,233
shares
|
$273,074
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Carnegie Capital Asset Management, LLC
|
May 06, 2025 Q1 2025 |
11,081
shares
|
$269,379
0.01% of portfolio
|
Q1 2025
Reduced 8.08%
|
|
|
Lauterbach Financial Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
10,904
shares
|
$265,076
0.15% of portfolio
|
Q2 2025
Added 0.73%
|
|
|
Brewster Financial Planning LLC
|
Jul 15, 2025 Q2 2025 |
10,854
shares
|
$263,860
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 16, 2025 Q2 2025 |
10,814
shares
|
$262,888
0.16% of portfolio
|
Q2 2025
Reduced 1.31%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
10,713
shares
|
$260,433
0.04% of portfolio
|
Q1 2025
Reduced 1.25%
|
|
|
Exchange Capital Management, Inc.
|
Jul 21, 2025 Q2 2025 |
10,651
shares
|
$258,925
0.04% of portfolio
|
Q2 2025
Reduced 1.63%
|
|
|
Gradient Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
10,615
shares
|
$258,050
0.08% of portfolio
|
Q2 2025
Reduced 31.25%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
May 14, 2025 Q1 2025 |
10,450
shares
|
$254,039
0.12% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
May 12, 2025 Q1 2025 |
10,353
shares
|
$251,681
0.03% of portfolio
|
Q1 2025
Reduced 41.75%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
10,285
shares
|
$250,028
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Wmg Financial Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
10,268
shares
|
$249,615
0.1% of portfolio
|
Q2 2025
Reduced 1.01%
|