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 |
|---|---|---|---|---|---|
|
Caitlin John, LLC
Brighton, MI |
Nov 14, 2024 Q3 2024 |
1,512
shares
|
$36,454
0.02% of portfolio
|
Q3 2024
Added 94.85%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Nov 08, 2024 Q3 2024 |
1,500
shares
|
$36,165
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
1,482
shares
|
$35,731
0.0% of portfolio
|
Q3 2024
Added 2.14%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
1,380
shares
|
$33,271
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
1,307
shares
|
$31,511
0.06% of portfolio
|
Q1 2023
Added 12.87%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
1,252
shares
|
$30,185
0.03% of portfolio
|
Q1 2022
Added 5.65%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
1,210
shares
|
$29,173
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
1,192
shares
|
$28,739
0.0% of portfolio
|
Q3 2024
Reduced 30.62%
|
|
|
Marquette Asset Management, LLC
|
Oct 08, 2024 Q3 2024 |
1,186
shares
|
$28,594
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
1,180
shares
|
$28,449
0.02% of portfolio
|
Q3 2024
Reduced 9.3%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
1,163
shares
|
$28,039
0.02% of portfolio
|
Q1 2024
Reduced 9.21%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2024 Q3 2024 |
1,138
shares
|
$27,437
0.02% of portfolio
|
Q1 2023
Added 1932.14%
|
|
|
Tradewinds Capital Management, LLC
|
Oct 16, 2024 Q3 2024 |
1,132
shares
|
$27,292
0.01% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Davis Capital Management
Jacksonville, FL |
Oct 01, 2024 Q3 2024 |
1,116
shares
|
$26,906
0.04% of portfolio
|
Q3 2024
Reduced 14.22%
|
|
|
Future Financial Wealth Managment LLC
|
Oct 08, 2024 Q3 2024 |
1,043
shares
|
$25,146
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Nov 07, 2024 Q3 2024 |
992
shares
|
$23,917
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
940
shares
|
$22,663
0.0% of portfolio
|
Q1 2024
Added 22.88%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
900
shares
|
$21,699
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
804
shares
|
$19,384
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
802
shares
|
$19,336
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Simplex Trading, LLC
|
Nov 08, 2024 Q3 2024 |
770
shares
|
$18,564
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 25, 2024 Q3 2024 |
756
shares
|
$18,227
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Valley National Advisers Inc
|
Oct 24, 2024 Q3 2024 |
674
shares
|
$16,250
0.01% of portfolio
|
Q2 2024
Reduced 37.07%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
654
shares
|
$15,767
0.01% of portfolio
|
Q3 2024
Reduced 13.72%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
612
shares
|
$14,755
0.0% of portfolio
|
Q2 2024
Reduced 53.35%
|