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 702 institutions that hold shares in the stock, with a total of 313 Million shares, which have been reported (via 13F filing form) to have a value of $7.61 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Front Row Advisors LLC
Tiburon, CA |
May 15, 2025 Q1 2025 |
2,276
shares
|
$55,329
0.02% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Tradewinds Capital Management, LLC
|
Apr 25, 2025 Q1 2025 |
2,270
shares
|
$55,183
0.01% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
2,148
shares
|
$52,217
0.0% of portfolio
|
Q2 2025
Added 57.36%
|
|
|
Future Financial Wealth Managment LLC
|
Jul 21, 2025 Q2 2025 |
2,129
shares
|
$51,755
0.04% of portfolio
|
Q2 2025
Added 0.66%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
1,865
shares
|
$45,338
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
1,840
shares
|
$44,730
0.02% of portfolio
|
Q1 2025
Reduced 53.73%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Jul 23, 2025 Q2 2025 |
1,720
shares
|
$41,813
0.02% of portfolio
|
Q2 2025
Reduced 3.64%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
1,620
shares
|
$39,382
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
1,604
shares
|
$38,993
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Davis Capital Management
Jacksonville, FL |
Apr 11, 2025 Q1 2025 |
1,594
shares
|
$38,750
0.03% of portfolio
|
Q1 2025
Reduced 19.98%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
1,419
shares
|
$34,495
0.0% of portfolio
|
Q4 2024
Added 87.7%
|
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
1,384
shares
|
$33,645
0.0% of portfolio
|
Q1 2025
Reduced 41.95%
|
|
|
Gsb Wealth Management, LLC
|
Jul 14, 2025 Q2 2025 |
1,336
shares
|
$32,478
0.01% of portfolio
|
Q2 2025
Added 95.89%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
1,308
shares
|
$31,797
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
1,307
shares
|
$31,773
0.06% of portfolio
|
Q1 2023
Added 12.87%
|
|
|
Cooksen Wealth, LLC
The Woodlands, TX |
Apr 29, 2025 Q1 2025 |
1,302
shares
|
$31,651
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
1,252
shares
|
$30,436
0.03% of portfolio
|
Q1 2022
Added 5.65%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
1,224
shares
|
$29,755
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
1,181
shares
|
$28,710
0.0% of portfolio
|
Q2 2025
Added 1.72%
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
1,176
shares
|
$28,588
0.0% of portfolio
|
Q4 2024
Reduced 84.11%
|
|
|
Von Borstel & Associates, Inc.
The Dalles, OR |
Apr 29, 2025 Q1 2025 |
1,110
shares
|
$26,984
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Kennebec Savings Bank
Augusta, ME |
Jul 21, 2025 Q2 2025 |
1,105
shares
|
$26,862
0.03% of portfolio
|
Q2 2025
Reduced 1.6%
|
|
|
All Square Wealth Management LLC
Albany, NY |
May 06, 2025 Q1 2025 |
1,091
shares
|
$26,522
0.02% of portfolio
|
Q4 2024
Added 99.82%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
1,086
shares
|
$26,400
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
1,078
shares
|
$26,206
0.0% of portfolio
|
Q1 2025
Reduced 49.98%
|