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 705 institutions that hold shares in the stock, with a total of 317 Million shares, which have been reported (via 13F filing form) to have a value of $7.74 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Foster & Motley Inc
Cincinnati, OH |
Jul 29, 2025 Q2 2025 |
8,802
shares
|
$214,592
0.01% of portfolio
|
Q2 2025
Reduced 9.75%
|
|
|
Xtx Topco LTD
London, X0 |
Aug 12, 2025 Q2 2025 |
8,788
shares
|
$214,251
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
8,730
shares
|
$212,837
0.01% of portfolio
|
Q2 2025
Reduced 6.48%
|
|
|
White Lighthouse Investment Management Inc.
|
Jul 30, 2025 Q2 2025 |
8,670
shares
|
$211,374
0.03% of portfolio
|
Q4 2024
Added 68.84%
|
|
|
Seascape Capital Management
Portsmouth, NH |
Jul 14, 2025 Q2 2025 |
8,634
shares
|
$210,496
0.07% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Aug 08, 2025 Q2 2025 |
8,568
shares
|
$208,887
0.0% of portfolio
|
Q2 2025
Reduced 5.32%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Aug 19, 2025 Q2 2025 |
8,558
shares
|
$208,644
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
8,525
shares
|
$207,839
0.0% of portfolio
|
Q2 2025
Added 41.14%
|
|
|
Weatherly Asset Management L. P.
|
Jul 11, 2025 Q2 2025 |
8,500
shares
|
$207,230
0.02% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Blvd Private Wealth, LLC
Prospect, KY |
Aug 25, 2025 Q2 2025 |
8,442
shares
|
$205,815
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Os, LLC
|
Aug 14, 2025 Q2 2025 |
8,407
shares
|
$204,962
0.02% of portfolio
|
Q2 2025
Added 2.31%
|
|
|
Bouchey Financial Group LTD
|
Aug 08, 2025 Q2 2025 |
8,360
shares
|
$203,816
0.02% of portfolio
|
Q2 2025
Reduced 96.62%
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Jul 21, 2025 Q2 2025 |
8,358
shares
|
$203,768
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Jul 23, 2025 Q2 2025 |
8,355
shares
|
$203,694
0.02% of portfolio
|
Q2 2025
Reduced 0.97%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
8,308
shares
|
$202,549
0.0% of portfolio
|
Q2 2025
Reduced 58.88%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
8,279
shares
|
$201,842
0.0% of portfolio
|
Q2 2025
Reduced 10.21%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 11, 2025 Q2 2025 |
8,236
shares
|
$200,793
0.02% of portfolio
|
Q2 2025
Reduced 7.83%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
8,216
shares
|
$200,306
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rocky Mountain Advisers, LLC
|
Jul 22, 2025 Q2 2025 |
7,610
shares
|
$185,531
0.16% of portfolio
|
Q1 2025
Reduced 5.61%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
7,451
shares
|
$181,655
0.1% of portfolio
|
Q3 2022
Reduced 18.62%
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
7,342
shares
|
$178,997
0.0% of portfolio
|
Q2 2025
Added 94.49%
|
|
|
Landmark Financial Advisors, LLC
|
Feb 13, 2024 Q4 2023 |
7,317
shares
|
$178,388
0.13% of portfolio
|
Q4 2023
Reduced 9.53%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
6,882
shares
|
$167,783
0.0% of portfolio
|
Q2 2025
Reduced 70.37%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
6,768
shares
|
$165,003
0.06% of portfolio
|
Q2 2025
Added 0.74%
|
|
|
Contravisory Investment Management, Inc.
|
Jul 10, 2025 Q2 2025 |
6,420
shares
|
$156,519
0.03% of portfolio
|
Q4 2024
Added 100.0%
|