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 |
|---|---|---|---|---|---|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
8,991
shares
|
$218,930
0.04% of portfolio
|
Q4 2022
Reduced 72.18%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Nov 05, 2025 Q3 2025 |
8,898
shares
|
$216,666
0.04% of portfolio
|
Q1 2025
Reduced 5.32%
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
8,758
shares
|
$213,257
0.01% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Oct 14, 2025 Q3 2025 |
8,588
shares
|
$209,117
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Strategic Advocates LLC
Logan, UT |
Nov 26, 2025 Q3 2025 |
8,550
shares
|
$208,192
0.05% of portfolio
|
Q3 2025
Reduced 4.13%
|
|
|
Tpg Advisors LLC
Northfield, IL |
Nov 06, 2025 Q3 2025 |
8,526
shares
|
$207,608
0.14% of portfolio
|
Q3 2025
Reduced 16.13%
|
|
|
Advisor Os, LLC
|
Nov 10, 2025 Q3 2025 |
8,516
shares
|
$207,364
0.02% of portfolio
|
Q3 2025
Added 1.3%
|
|
|
Weatherly Asset Management L. P.
|
Oct 16, 2025 Q3 2025 |
8,500
shares
|
$206,975
0.02% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Bond & Devick Financial Network, Inc.
|
Nov 05, 2025 Q3 2025 |
8,453
shares
|
$205,830
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Rb Capital Management, LLC
|
Oct 20, 2025 Q3 2025 |
8,400
shares
|
$204,540
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Nov 07, 2025 Q3 2025 |
8,399
shares
|
$204,515
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Valley Forge Investment Consultants Inc Adv
|
Oct 17, 2025 Q3 2025 |
8,386
shares
|
$204,199
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
8,385
shares
|
$204,174
0.0% of portfolio
|
Q3 2025
Added 0.93%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
8,340
shares
|
$203,079
0.11% of portfolio
|
Q3 2025
Reduced 39.82%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Oct 07, 2025 Q3 2025 |
8,262
shares
|
$201,179
0.02% of portfolio
|
Q3 2025
Reduced 1.11%
|
|
|
White Lighthouse Investment Management Inc.
|
Nov 13, 2025 Q3 2025 |
8,260
shares
|
$201,131
0.03% of portfolio
|
Q3 2025
Reduced 4.73%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
8,253
shares
|
$200,960
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Lebenthal Global Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
8,206
shares
|
$199,816
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Anson Capital, Inc.
|
Nov 05, 2025 Q3 2025 |
8,200
shares
|
$199,670
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
7,897
shares
|
$192,291
0.0% of portfolio
|
Q3 2025
Added 25.33%
|
|
|
Rocky Mountain Advisers, LLC
|
Oct 17, 2025 Q3 2025 |
7,610
shares
|
$185,303
0.15% of portfolio
|
Q1 2025
Reduced 5.61%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
7,451
shares
|
$181,431
0.1% of portfolio
|
Q3 2022
Reduced 18.62%
|
|
|
Landmark Financial Advisors, LLC
|
Feb 13, 2024 Q4 2023 |
7,317
shares
|
$178,168
0.13% of portfolio
|
Q4 2023
Reduced 9.53%
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
7,245
shares
|
$176,415
0.0% of portfolio
|
Q3 2025
Reduced 1.32%
|
|
|
Morling Financial Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
6,911
shares
|
$168,282
0.07% of portfolio
|
Q3 2025
Added 40.13%
|
|