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 707 institutions that hold shares in the stock, with a total of 323 Million shares, which have been reported (via 13F filing form) to have a value of $7.86 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 14, 2025 Q3 2025 |
10,525
shares
|
$256,283
0.0% of portfolio
|
Q3 2025
Reduced 12.55%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Nov 13, 2025 Q3 2025 |
10,450
shares
|
$254,457
0.1% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Aull & Monroe Investment Management Corp
Mobile, AL |
Nov 12, 2025 Q3 2025 |
10,405
shares
|
$253,361
0.13% of portfolio
|
Q3 2025
Added 17.05%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
10,231
shares
|
$249,124
0.0% of portfolio
|
Q3 2025
Reduced 37.24%
|
|
|
Alpha Omega Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
10,149
shares
|
$247,128
0.04% of portfolio
|
Q3 2025
Reduced 23.3%
|
|
|
Apeiron Ria LLC
|
Oct 14, 2025 Q3 2025 |
10,057
shares
|
$244,887
0.06% of portfolio
|
Q3 2025
Added 0.76%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
10,014
shares
|
$243,840
0.01% of portfolio
|
Q3 2025
Reduced 10.85%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
9,942
shares
|
$242,087
0.01% of portfolio
|
Q3 2025
Reduced 7.98%
|
|
|
Horan Securities, Inc.
|
Aug 06, 2025 Q2 2025 |
9,886
shares
|
$240,724
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 16, 2025 Q3 2025 |
9,803
shares
|
$238,703
0.0% of portfolio
|
Q2 2025
Reduced 11.53%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Nov 12, 2025 Q3 2025 |
9,800
shares
|
$238,630
0.02% of portfolio
|
Q3 2025
Reduced 28.48%
|
|
|
Roberts Wealth Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
9,666
shares
|
$235,367
0.07% of portfolio
|
Q3 2025
Reduced 28.61%
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Oct 21, 2025 Q3 2025 |
9,658
shares
|
$235,172
0.09% of portfolio
|
Q3 2025
Added 15.55%
|
|
|
Lex Aurum Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
9,638
shares
|
$234,685
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Horan Wealth, LLC
Cincinnati, OH |
Nov 05, 2025 Q3 2025 |
9,553
shares
|
$232,615
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Generation Capital Management LLC
Pittsford, NY |
Nov 07, 2025 Q3 2025 |
9,514
shares
|
$231,665
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
American Institute For Advanced Investment Management, LLP
|
Nov 03, 2025 Q3 2025 |
9,500
shares
|
$231,325
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Nov 06, 2025 Q3 2025 |
9,406
shares
|
$229,036
0.14% of portfolio
|
Q3 2025
Added 1.53%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Oct 23, 2025 Q3 2025 |
9,353
shares
|
$227,745
0.01% of portfolio
|
Q3 2025
Added 6.26%
|
|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
9,344
shares
|
$227,526
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Oct 29, 2025 Q3 2025 |
9,282
shares
|
$226,016
0.18% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Oct 17, 2025 Q3 2025 |
9,252
shares
|
$225,286
0.09% of portfolio
|
Q3 2025
Reduced 5.77%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
9,206
shares
|
$224,166
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Oct 21, 2025 Q3 2025 |
9,105
shares
|
$221,706
0.04% of portfolio
|
Q3 2025
Added 0.52%
|
|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
9,085
shares
|
$221,219
0.01% of portfolio
|
Q3 2025
New holding
|
|