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 |
|---|---|---|---|---|---|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
3,156
shares
|
$76,943
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Jul 23, 2025 Q2 2025 |
3,144
shares
|
$76,650
0.02% of portfolio
|
Q2 2025
Reduced 16.03%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 14, 2025 Q2 2025 |
3,091
shares
|
$75,358
0.04% of portfolio
|
Q2 2025
Added 183.32%
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
2,758
shares
|
$67,240
0.08% of portfolio
|
Q4 2022
Added 0.77%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Jul 14, 2025 Q2 2025 |
2,721
shares
|
$66,337
0.03% of portfolio
|
Q2 2025
Reduced 8.6%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Jul 31, 2025 Q2 2025 |
2,622
shares
|
$63,924
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Aug 14, 2025 Q2 2025 |
2,541
shares
|
$61,949
0.03% of portfolio
|
Q2 2025
Reduced 95.9%
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
2,509
shares
|
$61,169
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
2,462
shares
|
$60,023
0.0% of portfolio
|
Q2 2025
Reduced 16.49%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
2,450
shares
|
$59,731
0.02% of portfolio
|
Q4 2024
Added 102.48%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 12, 2025 Q2 2025 |
2,409
shares
|
$58,731
0.01% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Aug 08, 2025 Q2 2025 |
2,332
shares
|
$56,854
0.04% of portfolio
|
Q2 2025
Added 1.08%
|
|
|
Tradewinds Capital Management, LLC
|
Jul 29, 2025 Q2 2025 |
2,274
shares
|
$55,440
0.01% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
2,148
shares
|
$52,368
0.0% of portfolio
|
Q2 2025
Added 57.36%
|
|
|
Future Financial Wealth Managment LLC
|
Jul 21, 2025 Q2 2025 |
2,129
shares
|
$51,905
0.04% of portfolio
|
Q2 2025
Added 0.66%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Aug 15, 2025 Q2 2025 |
1,876
shares
|
$45,736
0.02% of portfolio
|
Q2 2025
Reduced 17.57%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
1,781
shares
|
$43,420
0.0% of portfolio
|
Q2 2025
Reduced 4.5%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Jul 23, 2025 Q2 2025 |
1,720
shares
|
$41,933
0.02% of portfolio
|
Q2 2025
Reduced 3.64%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
1,620
shares
|
$39,495
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Davis Capital Management
Jacksonville, FL |
Apr 11, 2025 Q1 2025 |
1,594
shares
|
$38,861
0.03% of portfolio
|
Q1 2025
Reduced 19.98%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
1,419
shares
|
$34,595
0.0% of portfolio
|
Q4 2024
Added 87.7%
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
1,419
shares
|
$34,595
0.01% of portfolio
|
Q2 2025
Reduced 22.88%
|
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
1,384
shares
|
$33,741
0.0% of portfolio
|
Q1 2025
Reduced 41.95%
|
|
|
Gsb Wealth Management, LLC
|
Jul 14, 2025 Q2 2025 |
1,336
shares
|
$32,571
0.01% of portfolio
|
Q2 2025
Added 95.89%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
1,307
shares
|
$31,864
0.06% of portfolio
|
Q1 2023
Added 12.87%
|