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 |
|---|---|---|---|---|---|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
1,384
shares
|
$33,658
0.0% of portfolio
|
Q1 2025
Reduced 41.95%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
1,365
shares
|
$33,196
0.0% of portfolio
|
Q1 2025
Reduced 62.89%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
1,308
shares
|
$31,810
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
1,308
shares
|
$31,810
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
1,307
shares
|
$31,786
0.06% of portfolio
|
Q1 2023
Added 12.87%
|
|
|
Cooksen Wealth, LLC
The Woodlands, TX |
Apr 29, 2025 Q1 2025 |
1,302
shares
|
$31,664
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
1,252
shares
|
$30,448
0.03% of portfolio
|
Q1 2022
Added 5.65%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
1,224
shares
|
$29,767
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
1,176
shares
|
$28,600
0.0% of portfolio
|
Q4 2024
Reduced 84.11%
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
1,161
shares
|
$28,235
0.0% of portfolio
|
Q1 2025
Reduced 8.51%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Apr 14, 2025 Q1 2025 |
1,123
shares
|
$27,311
0.03% of portfolio
|
Q1 2025
Added 4.76%
|
|
|
Von Borstel & Associates, Inc.
The Dalles, OR |
Apr 29, 2025 Q1 2025 |
1,110
shares
|
$26,995
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Apr 17, 2025 Q1 2025 |
1,103
shares
|
$26,824
0.01% of portfolio
|
Q1 2025
Added 21.08%
|
|
|
All Square Wealth Management LLC
Albany, NY |
May 06, 2025 Q1 2025 |
1,091
shares
|
$26,533
0.02% of portfolio
|
Q4 2024
Added 99.82%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
1,086
shares
|
$26,411
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
1,078
shares
|
$26,216
0.0% of portfolio
|
Q1 2025
Reduced 49.98%
|
|
|
Morling Financial Advisors, LLC
|
May 06, 2025 Q1 2025 |
1,020
shares
|
$24,806
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Old Point Trust & Financial Services N A
|
May 13, 2025 Q1 2025 |
1,020
shares
|
$24,806
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Vision Financial Markets LLC
Stamford, CT |
May 09, 2025 Q1 2025 |
1,000
shares
|
$24,320
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
946
shares
|
$23,006
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
St Germain D J CO Inc
Springfield, MA |
Apr 09, 2025 Q1 2025 |
944
shares
|
$22,958
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
900
shares
|
$21,888
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
864
shares
|
$21,012
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
847
shares
|
$20,599
0.0% of portfolio
|
Q1 2025
Added 54.0%
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
844
shares
|
$20,526
0.0% of portfolio
|
Q4 2024
Added 100.0%
|