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 692 institutions that hold shares in the stock, with a total of 307 Million shares, which have been reported (via 13F filing form) to have a value of $7.47 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rocky Mountain Advisers, LLC
|
May 05, 2025 Q1 2025 |
7,610
shares
|
$185,075
0.15% of portfolio
|
Q1 2025
Reduced 5.61%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
7,451
shares
|
$181,208
0.1% of portfolio
|
Q3 2022
Reduced 18.62%
|
|
|
Landmark Financial Advisors, LLC
|
Feb 13, 2024 Q4 2023 |
7,317
shares
|
$177,949
0.13% of portfolio
|
Q4 2023
Reduced 9.53%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
6,971
shares
|
$169,534
0.02% of portfolio
|
Q1 2025
Added 490.26%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
6,718
shares
|
$163,381
0.07% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Contravisory Investment Management, Inc.
|
Apr 10, 2025 Q1 2025 |
6,420
shares
|
$156,134
0.03% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
6,364
shares
|
$154,772
0.25% of portfolio
|
Q2 2022
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
6,243
shares
|
$151,829
0.01% of portfolio
|
Q1 2025
Reduced 7.4%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
6,095
shares
|
$148,230
0.11% of portfolio
|
Q3 2024
Added 22.59%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
May 15, 2025 Q1 2025 |
6,053
shares
|
$147,208
0.1% of portfolio
|
Q1 2025
Added 0.72%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
6,040
shares
|
$146,892
0.0% of portfolio
|
Q1 2025
Added 18.38%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
5,925
shares
|
$144,096
0.0% of portfolio
|
Q4 2023
Added 8.62%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Apr 29, 2025 Q1 2025 |
5,729
shares
|
$139,329
0.0% of portfolio
|
Q1 2025
Added 638.27%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Apr 28, 2025 Q1 2025 |
5,605
shares
|
$136,313
0.04% of portfolio
|
Q1 2025
Added 2.17%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
5,463
shares
|
$132,860
0.0% of portfolio
|
Q1 2025
Reduced 4.78%
|
|
|
Washington Trust CO
|
Apr 25, 2025 Q1 2025 |
5,400
shares
|
$131,328
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
May 16, 2025 Q1 2025 |
4,997
shares
|
$121,527
0.01% of portfolio
|
Q1 2025
Reduced 46.92%
|
|
|
Eastern Bank
|
May 08, 2025 Q1 2025 |
4,857
shares
|
$118,122
0.0% of portfolio
|
Q1 2025
Reduced 13.81%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
4,699
shares
|
$114,279
0.03% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
4,646
shares
|
$112,990
0.01% of portfolio
|
Q1 2025
Added 21.27%
|
|
|
Legacy Bridge, LLC
|
May 08, 2025 Q1 2025 |
4,600
shares
|
$111,872
0.07% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
4,402
shares
|
$107,056
0.01% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
4,282
shares
|
$104,138
0.0% of portfolio
|
Q3 2024
Reduced 6.45%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
May 15, 2025 Q1 2025 |
4,196
shares
|
$102,046
0.0% of portfolio
|
Q1 2025
Reduced 47.3%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
4,172
shares
|
$101,463
0.0% of portfolio
|
Q4 2024
Added 104.01%
|