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 |
|---|---|---|---|---|---|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
3,980
shares
|
$96,793
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Costello Asset Management, Inc
|
May 09, 2025 Q1 2025 |
3,813
shares
|
$92,732
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
3,775
shares
|
$91,808
0.0% of portfolio
|
Q4 2024
Added 301.6%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
May 01, 2025 Q1 2025 |
3,744
shares
|
$91,054
0.02% of portfolio
|
Q1 2025
Reduced 5.07%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Apr 22, 2025 Q1 2025 |
3,234
shares
|
$78,650
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
3,198
shares
|
$77,775
0.0% of portfolio
|
Q1 2025
Added 6.71%
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
2,948
shares
|
$71,695
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
2,758
shares
|
$67,074
0.08% of portfolio
|
Q4 2022
Added 0.77%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
May 07, 2025 Q1 2025 |
2,622
shares
|
$63,767
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Fairway Wealth LLC
Independence, OH |
Apr 29, 2025 Q1 2025 |
2,578
shares
|
$62,696
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Perritt Capital Management Inc
Chicago, IL |
May 13, 2025 Q1 2025 |
2,514
shares
|
$61,140
0.04% of portfolio
|
Q1 2025
Added 0.72%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
2,450
shares
|
$59,584
0.02% of portfolio
|
Q4 2024
Added 102.48%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
2,393
shares
|
$58,197
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
|
$56,106
0.05% of portfolio
|
Q1 2025
Added 1.72%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
May 15, 2025 Q1 2025 |
2,276
shares
|
$55,352
0.02% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Tradewinds Capital Management, LLC
|
Apr 25, 2025 Q1 2025 |
2,270
shares
|
$55,206
0.01% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Tower View Investment Management & Research LLC
|
Apr 22, 2025 Q1 2025 |
2,119
shares
|
$51,534
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Future Financial Wealth Managment LLC
|
Apr 09, 2025 Q1 2025 |
2,115
shares
|
$51,436
0.04% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
1,865
shares
|
$45,356
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
1,840
shares
|
$44,748
0.02% of portfolio
|
Q1 2025
Reduced 53.73%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Apr 28, 2025 Q1 2025 |
1,785
shares
|
$43,411
0.02% of portfolio
|
Q1 2025
Reduced 15.56%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
1,620
shares
|
$39,398
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
1,604
shares
|
$39,009
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Davis Capital Management
Jacksonville, FL |
Apr 11, 2025 Q1 2025 |
1,594
shares
|
$38,766
0.03% of portfolio
|
Q1 2025
Reduced 19.98%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
1,419
shares
|
$34,510
0.0% of portfolio
|
Q4 2024
Added 87.7%
|