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 |
|---|---|---|---|---|---|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
6,364
shares
|
$155,154
0.25% of portfolio
|
Q2 2022
New holding
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
6,301
shares
|
$153,618
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
6,243
shares
|
$152,204
0.01% of portfolio
|
Q1 2025
Reduced 7.4%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Aug 12, 2025 Q2 2025 |
6,117
shares
|
$149,132
0.1% of portfolio
|
Q2 2025
Added 1.06%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
6,095
shares
|
$148,596
0.11% of portfolio
|
Q3 2024
Added 22.59%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
5,925
shares
|
$144,451
0.0% of portfolio
|
Q4 2023
Added 8.62%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Aug 05, 2025 Q2 2025 |
5,837
shares
|
$142,306
0.06% of portfolio
|
Q2 2025
Reduced 30.28%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
5,681
shares
|
$138,502
0.0% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
5,608
shares
|
$136,723
0.01% of portfolio
|
Q2 2025
Added 20.71%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
5,221
shares
|
$127,287
0.01% of portfolio
|
Q2 2025
Added 18.61%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Jul 17, 2025 Q2 2025 |
5,058
shares
|
$123,314
0.06% of portfolio
|
Q2 2025
Reduced 9.76%
|
|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
4,987
shares
|
$121,583
0.0% of portfolio
|
Q2 2025
Added 324.06%
|
|
|
Morling Financial Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
4,932
shares
|
$120,242
0.05% of portfolio
|
Q2 2025
Added 383.53%
|
|
|
Eastern Bank
|
Jul 24, 2025 Q2 2025 |
4,857
shares
|
$118,413
0.0% of portfolio
|
Q1 2025
Reduced 13.81%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
4,699
shares
|
$114,561
0.03% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
4,685
shares
|
$114,220
0.0% of portfolio
|
Q2 2025
Reduced 14.24%
|
|
|
Legacy Bridge, LLC
|
Aug 06, 2025 Q2 2025 |
4,600
shares
|
$112,148
0.06% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
4,328
shares
|
$105,516
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
4,282
shares
|
$104,395
0.0% of portfolio
|
Q3 2024
Reduced 6.45%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
4,243
shares
|
$103,444
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
4,172
shares
|
$101,713
0.0% of portfolio
|
Q4 2024
Added 104.01%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Aug 19, 2025 Q2 2025 |
3,980
shares
|
$97,032
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Costello Asset Management, Inc
|
Jul 24, 2025 Q2 2025 |
3,825
shares
|
$93,253
0.04% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
3,234
shares
|
$78,844
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
3,223
shares
|
$78,576
0.0% of portfolio
|
Q2 2025
Added 0.78%
|