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 |
|---|---|---|---|---|---|
|
Tpg Advisors LLC
Northfield, IL |
Jul 18, 2025 Q2 2025 |
10,166
shares
|
$247,135
0.18% of portfolio
|
Q2 2025
Added 19.64%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
10,151
shares
|
$246,770
0.0% of portfolio
|
Q1 2025
Reduced 58.24%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
10,065
shares
|
$244,680
0.0% of portfolio
|
Q1 2025
Reduced 4.9%
|
|
|
Apeiron Ria LLC
|
May 29, 2025 Q1 2025 |
9,780
shares
|
$237,751
0.08% of portfolio
|
Q1 2025
Reduced 2.98%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
May 06, 2025 Q1 2025 |
9,757
shares
|
$237,192
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Foster & Motley Inc
Cincinnati, OH |
May 08, 2025 Q1 2025 |
9,753
shares
|
$237,095
0.01% of portfolio
|
Q1 2025
Reduced 22.93%
|
|
|
Ieq Capital, LLC
|
May 14, 2025 Q1 2025 |
9,628
shares
|
$234,056
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Generation Capital Management LLC
Pittsford, NY |
May 09, 2025 Q1 2025 |
9,514
shares
|
$231,285
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
American Institute For Advanced Investment Management, LLP
|
Apr 16, 2025 Q1 2025 |
9,500
shares
|
$230,945
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Independent Advisor Alliance
|
May 12, 2025 Q1 2025 |
9,411
shares
|
$228,781
0.01% of portfolio
|
Q1 2025
Reduced 74.58%
|
|
|
Aull & Monroe Investment Management Corp
Mobile, AL |
May 14, 2025 Q1 2025 |
9,369
shares
|
$227,760
0.11% of portfolio
|
Q1 2025
Reduced 3.89%
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
9,335
shares
|
$226,933
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
9,315
shares
|
$226,447
0.01% of portfolio
|
Q1 2025
Reduced 40.25%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
May 13, 2025 Q1 2025 |
9,284
shares
|
$225,694
0.02% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Jul 18, 2025 Q2 2025 |
9,264
shares
|
$225,207
0.15% of portfolio
|
Q2 2025
Added 2.13%
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
9,220
shares
|
$224,138
0.0% of portfolio
|
Q1 2025
Reduced 5.05%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Jul 14, 2025 Q2 2025 |
9,058
shares
|
$220,199
0.04% of portfolio
|
Q2 2025
Added 4.55%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
May 09, 2025 Q1 2025 |
9,049
shares
|
$219,981
0.0% of portfolio
|
Q1 2025
Reduced 0.4%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
8,991
shares
|
$218,571
0.04% of portfolio
|
Q4 2022
Reduced 72.18%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
8,936
shares
|
$217,234
0.03% of portfolio
|
Q1 2025
Reduced 40.32%
|
|
|
Strategic Advocates LLC
Logan, UT |
Jul 08, 2025 Q2 2025 |
8,918
shares
|
$216,796
0.06% of portfolio
|
Q2 2025
Reduced 1.33%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
May 06, 2025 Q1 2025 |
8,898
shares
|
$216,310
0.05% of portfolio
|
Q1 2025
Reduced 5.32%
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
8,898
shares
|
$216,310
0.02% of portfolio
|
Q2 2025
Reduced 4.64%
|
|
|
Members Trust CO
|
May 02, 2025 Q1 2025 |
8,722
shares
|
$212,031
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
White Lighthouse Investment Management Inc.
|
May 12, 2025 Q1 2025 |
8,670
shares
|
$210,767
0.04% of portfolio
|
Q4 2024
Added 68.84%
|