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 |
|---|---|---|---|---|---|
|
Seascape Capital Management
Portsmouth, NH |
Jul 14, 2025 Q2 2025 |
8,634
shares
|
$209,892
0.07% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Weatherly Asset Management L. P.
|
Jul 11, 2025 Q2 2025 |
8,500
shares
|
$206,635
0.02% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
8,488
shares
|
$206,343
0.01% of portfolio
|
Q1 2025
Added 0.68%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Apr 23, 2025 Q1 2025 |
8,372
shares
|
$203,523
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
8,358
shares
|
$203,182
0.0% of portfolio
|
Q1 2025
Added 7.51%
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Jul 21, 2025 Q2 2025 |
8,358
shares
|
$203,182
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Jul 23, 2025 Q2 2025 |
8,355
shares
|
$203,110
0.02% of portfolio
|
Q2 2025
Reduced 0.97%
|
|
|
Advisor Os, LLC
|
May 06, 2025 Q1 2025 |
8,217
shares
|
$199,755
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Rocky Mountain Advisers, LLC
|
Jul 22, 2025 Q2 2025 |
7,610
shares
|
$184,999
0.16% of portfolio
|
Q1 2025
Reduced 5.61%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
7,451
shares
|
$181,133
0.1% of portfolio
|
Q3 2022
Reduced 18.62%
|
|
|
Landmark Financial Advisors, LLC
|
Feb 13, 2024 Q4 2023 |
7,317
shares
|
$177,876
0.13% of portfolio
|
Q4 2023
Reduced 9.53%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
6,971
shares
|
$169,465
0.02% of portfolio
|
Q1 2025
Added 490.26%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
6,718
shares
|
$163,314
0.07% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Contravisory Investment Management, Inc.
|
Jul 10, 2025 Q2 2025 |
6,420
shares
|
$156,070
0.03% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
6,364
shares
|
$154,708
0.25% of portfolio
|
Q2 2022
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
6,243
shares
|
$151,767
0.01% of portfolio
|
Q1 2025
Reduced 7.4%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
6,095
shares
|
$148,169
0.11% of portfolio
|
Q3 2024
Added 22.59%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
May 15, 2025 Q1 2025 |
6,053
shares
|
$147,148
0.1% of portfolio
|
Q1 2025
Added 0.72%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
6,040
shares
|
$146,832
0.0% of portfolio
|
Q1 2025
Added 18.38%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
5,925
shares
|
$144,036
0.0% of portfolio
|
Q4 2023
Added 8.62%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
5,681
shares
|
$138,105
0.0% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
5,463
shares
|
$132,805
0.0% of portfolio
|
Q1 2025
Reduced 4.78%
|
|
|
Washington Trust CO
|
Apr 25, 2025 Q1 2025 |
5,400
shares
|
$131,274
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Jul 17, 2025 Q2 2025 |
5,058
shares
|
$122,959
0.06% of portfolio
|
Q2 2025
Reduced 9.76%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
May 16, 2025 Q1 2025 |
4,997
shares
|
$121,477
0.01% of portfolio
|
Q1 2025
Reduced 46.92%
|