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 691 institutions that hold shares in the stock, with a total of 306 Million shares, which have been reported (via 13F filing form) to have a value of $7.43 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Apr 14, 2025 Q1 2025 |
9,199
shares
|
$223,719
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Feb 11, 2025 Q4 2024 |
9,079
shares
|
$220,801
0.15% of portfolio
|
Q4 2024
Added 92.96%
|
|
|
Diligent Investors, LLC
|
Apr 10, 2025 Q1 2025 |
9,069
shares
|
$220,558
0.06% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
May 09, 2025 Q1 2025 |
9,049
shares
|
$220,071
0.0% of portfolio
|
Q1 2025
Reduced 0.4%
|
|
|
Cooper Financial Group
|
May 12, 2025 Q1 2025 |
9,046
shares
|
$219,998
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Strategic Advocates LLC
Logan, UT |
May 08, 2025 Q1 2025 |
9,038
shares
|
$219,804
0.08% of portfolio
|
Q1 2025
Reduced 8.32%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
8,991
shares
|
$218,661
0.04% of portfolio
|
Q4 2022
Reduced 72.18%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
8,936
shares
|
$217,323
0.03% of portfolio
|
Q1 2025
Reduced 40.32%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
May 06, 2025 Q1 2025 |
8,898
shares
|
$216,399
0.05% of portfolio
|
Q1 2025
Reduced 5.32%
|
|
|
Members Trust CO
|
May 02, 2025 Q1 2025 |
8,722
shares
|
$212,119
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
White Lighthouse Investment Management Inc.
|
May 12, 2025 Q1 2025 |
8,670
shares
|
$210,854
0.04% of portfolio
|
Q4 2024
Added 68.84%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Apr 14, 2025 Q1 2025 |
8,664
shares
|
$210,708
0.04% of portfolio
|
Q1 2025
Reduced 1.08%
|
|
|
Seascape Capital Management
Portsmouth, NH |
Apr 29, 2025 Q1 2025 |
8,611
shares
|
$209,419
0.07% of portfolio
|
Q1 2025
Reduced 8.52%
|
|
|
Bond & Devick Financial Network, Inc.
|
Apr 08, 2025 Q1 2025 |
8,509
shares
|
$206,938
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Weatherly Asset Management L. P.
|
May 01, 2025 Q1 2025 |
8,500
shares
|
$206,720
0.02% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Tpg Advisors LLC
Northfield, IL |
Apr 24, 2025 Q1 2025 |
8,497
shares
|
$206,647
0.16% of portfolio
|
Q1 2025
Reduced 15.41%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
8,488
shares
|
$206,428
0.01% of portfolio
|
Q1 2025
Added 0.68%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Apr 17, 2025 Q1 2025 |
8,437
shares
|
$205,187
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Apr 23, 2025 Q1 2025 |
8,372
shares
|
$203,607
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
8,358
shares
|
$203,266
0.0% of portfolio
|
Q1 2025
Added 7.51%
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Apr 22, 2025 Q1 2025 |
8,358
shares
|
$203,266
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
David Wealth Management LLC
Fairfax, VA |
Apr 16, 2025 Q1 2025 |
8,274
shares
|
$201,223
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Lex Aurum Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
8,264
shares
|
$200,980
0.04% of portfolio
|
Q1 2025
Reduced 1.29%
|
|
|
Advisor Os, LLC
|
May 06, 2025 Q1 2025 |
8,217
shares
|
$199,837
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Rocky Mountain Advisers, LLC
|
May 05, 2025 Q1 2025 |
7,610
shares
|
$185,075
0.15% of portfolio
|
Q1 2025
Reduced 5.61%
|