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 707 institutions that hold shares in the stock, with a total of 323 Million shares, which have been reported (via 13F filing form) to have a value of $7.86 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
6,768
shares
|
$164,800
0.06% of portfolio
|
Q2 2025
Added 0.74%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
6,743
shares
|
$164,192
0.0% of portfolio
|
Q3 2025
Added 1148.7%
|
|
|
Contravisory Investment Management, Inc.
|
Oct 09, 2025 Q3 2025 |
6,420
shares
|
$156,327
0.03% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
6,364
shares
|
$154,963
0.25% of portfolio
|
Q2 2022
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
6,243
shares
|
$152,017
0.01% of portfolio
|
Q1 2025
Reduced 7.4%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Nov 07, 2025 Q3 2025 |
6,180
shares
|
$150,483
0.1% of portfolio
|
Q3 2025
Added 1.03%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
6,095
shares
|
$148,413
0.11% of portfolio
|
Q3 2024
Added 22.59%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
5,925
shares
|
$144,273
0.0% of portfolio
|
Q4 2023
Added 8.62%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Nov 04, 2025 Q3 2025 |
5,403
shares
|
$131,563
0.05% of portfolio
|
Q3 2025
Reduced 7.44%
|
|
|
Grove Bank & Trust
|
Oct 06, 2025 Q3 2025 |
5,324
shares
|
$129,639
0.02% of portfolio
|
Q3 2025
Added 112.2%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
5,188
shares
|
$126,327
0.0% of portfolio
|
Q3 2025
Reduced 8.68%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
5,165
shares
|
$125,767
0.01% of portfolio
|
Q3 2025
Reduced 7.9%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
5,153
shares
|
$125,475
0.0% of portfolio
|
Q3 2025
Reduced 1.3%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
4,899
shares
|
$119,290
0.0% of portfolio
|
Q3 2025
Added 4.57%
|
|
|
Eastern Bank
|
Oct 27, 2025 Q3 2025 |
4,857
shares
|
$118,267
0.0% of portfolio
|
Q1 2025
Reduced 13.81%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
4,699
shares
|
$114,420
0.03% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Legacy Bridge, LLC
|
Nov 12, 2025 Q3 2025 |
4,600
shares
|
$112,010
0.05% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
4,577
shares
|
$111,449
0.0% of portfolio
|
Q3 2025
Reduced 33.49%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
4,554
shares
|
$110,889
0.0% of portfolio
|
Q3 2025
Added 9.16%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Nov 03, 2025 Q3 2025 |
4,389
shares
|
$106,872
0.02% of portfolio
|
Q3 2025
Added 39.6%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
4,282
shares
|
$104,266
0.0% of portfolio
|
Q3 2024
Reduced 6.45%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
4,243
shares
|
$103,317
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 14, 2025 Q3 2025 |
3,980
shares
|
$96,913
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Nov 12, 2025 Q3 2025 |
3,282
shares
|
$79,916
0.05% of portfolio
|
Q3 2025
Added 40.74%
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
3,248
shares
|
$79,088
0.0% of portfolio
|
Q3 2025
Added 0.78%
|
|