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 623 institutions that hold shares in the stock, with a total of 184 Million shares, which have been reported (via 13F filing form) to have a value of $4.44 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
93
shares
|
$2,242
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Nov 14, 2024 Q3 2024 |
92
shares
|
$2,218
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
83
shares
|
$2,001
0.0% of portfolio
|
Q2 2024
Reduced 87.42%
|
|
|
Quantum Capital Management, LLC
Northfield, NJ |
Nov 13, 2024 Q3 2024 |
78
shares
|
$1,880
0.0% of portfolio
|
Q4 2022
Reduced 99.99%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
75
shares
|
$1,808
0.0% of portfolio
|
Q2 2024
Reduced 80.96%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
74
shares
|
$1,784
0.0% of portfolio
|
Q2 2024
Added 1.37%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Nov 06, 2024 Q3 2024 |
65
shares
|
$1,567
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Concord Wealth Partners
|
Oct 24, 2024 Q3 2024 |
60
shares
|
$1,446
0.0% of portfolio
|
Q1 2024
Reduced 87.5%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
57
shares
|
$1,374
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
40
shares
|
$964
0.0% of portfolio
|
Q2 2023
Reduced 75.0%
|
|
|
Game Plan Financial Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
35
shares
|
$843
0.0% of portfolio
|
Q3 2024
Added 2.94%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
32
shares
|
$771
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
32
shares
|
$771
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Moser Wealth Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
32
shares
|
$771
0.0% of portfolio
|
Q4 2023
Added 3.23%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
20
shares
|
$482
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
13
shares
|
$313
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 13, 2024 Q3 2024 |
12
shares
|
$289
0.0% of portfolio
|
Q3 2022
Reduced 84.62%
|
|
|
Evolution Advisers, Inc.
|
Oct 18, 2024 Q3 2024 |
7
shares
|
$168
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Nov 12, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
Closed
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 14, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|