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 |
|---|---|---|---|---|---|
|
Eastern Bank
|
Jul 24, 2025 Q2 2025 |
4,857
shares
|
$118,073
0.0% of portfolio
|
Q1 2025
Reduced 13.81%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
4,699
shares
|
$114,232
0.03% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
4,646
shares
|
$112,944
0.01% of portfolio
|
Q1 2025
Added 21.27%
|
|
|
Legacy Bridge, LLC
|
May 08, 2025 Q1 2025 |
4,600
shares
|
$111,826
0.07% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
4,402
shares
|
$107,012
0.01% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
4,328
shares
|
$105,213
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
4,282
shares
|
$104,095
0.0% of portfolio
|
Q3 2024
Reduced 6.45%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
May 15, 2025 Q1 2025 |
4,196
shares
|
$102,004
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
|
$101,421
0.0% of portfolio
|
Q4 2024
Added 104.01%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
3,980
shares
|
$96,753
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Costello Asset Management, Inc
|
Jul 24, 2025 Q2 2025 |
3,825
shares
|
$92,985
0.04% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
3,775
shares
|
$91,770
0.0% of portfolio
|
Q4 2024
Added 301.6%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
3,234
shares
|
$78,618
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
3,198
shares
|
$77,743
0.0% of portfolio
|
Q1 2025
Added 6.71%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Jul 23, 2025 Q2 2025 |
3,144
shares
|
$76,430
0.02% of portfolio
|
Q2 2025
Reduced 16.03%
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
2,948
shares
|
$71,665
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
2,758
shares
|
$67,046
0.08% of portfolio
|
Q4 2022
Added 0.77%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Jul 14, 2025 Q2 2025 |
2,721
shares
|
$66,147
0.03% of portfolio
|
Q2 2025
Reduced 8.6%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
May 07, 2025 Q1 2025 |
2,622
shares
|
$63,740
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Fairway Wealth LLC
Independence, OH |
Apr 29, 2025 Q1 2025 |
2,578
shares
|
$62,671
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Perritt Capital Management Inc
Chicago, IL |
May 13, 2025 Q1 2025 |
2,514
shares
|
$61,115
0.04% of portfolio
|
Q1 2025
Added 0.72%
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
2,509
shares
|
$60,993
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
2,450
shares
|
$59,559
0.02% of portfolio
|
Q4 2024
Added 102.48%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
2,393
shares
|
$58,173
0.01% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
May 09, 2025 Q1 2025 |
2,307
shares
|
$56,083
0.05% of portfolio
|
Q1 2025
Added 1.72%
|