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 |
|---|---|---|---|---|---|
|
Morling Financial Advisors, LLC
|
May 06, 2025 Q1 2025 |
1,020
shares
|
$24,796
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Vision Financial Markets LLC
Stamford, CT |
May 09, 2025 Q1 2025 |
1,000
shares
|
$24,310
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
946
shares
|
$22,997
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
944
shares
|
$22,948
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
900
shares
|
$21,879
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Tower View Investment Management & Research LLC
|
Jul 21, 2025 Q2 2025 |
872
shares
|
$21,198
0.01% of portfolio
|
Q2 2025
Reduced 58.85%
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
864
shares
|
$21,003
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
847
shares
|
$20,590
0.0% of portfolio
|
Q1 2025
Added 54.0%
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
844
shares
|
$20,517
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
828
shares
|
$20,128
0.0% of portfolio
|
Q1 2025
Reduced 4.61%
|
|
|
Delta Asset Management LLC
Memphis, TN |
May 09, 2025 Q1 2025 |
810
shares
|
$19,691
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
May 14, 2025 Q1 2025 |
800
shares
|
$19,448
0.02% of portfolio
|
Q1 2025
Reduced 15.79%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
784
shares
|
$19,059
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
764
shares
|
$18,572
0.0% of portfolio
|
Q1 2025
Added 310.75%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
744
shares
|
$18,086
0.0% of portfolio
|
Q1 2025
Reduced 42.33%
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
684
shares
|
$16,628
0.0% of portfolio
|
Q1 2025
Reduced 2.84%
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
664
shares
|
$16,141
0.0% of portfolio
|
Q4 2024
Added 80.43%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
664
shares
|
$16,141
0.01% of portfolio
|
Q2 2025
Added 5.23%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Jul 17, 2025 Q2 2025 |
636
shares
|
$15,461
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
Apr 25, 2025 Q1 2025 |
575
shares
|
$13,978
0.01% of portfolio
|
Q1 2025
Added 1.77%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
540
shares
|
$13,127
0.0% of portfolio
|
Q2 2025
Added 18.94%
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
538
shares
|
$13,078
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
535
shares
|
$13,005
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
531
shares
|
$12,908
0.0% of portfolio
|
Q1 2025
Added 0.76%
|
|
|
Rice Partnership, LLC
|
Jul 24, 2025 Q2 2025 |
526
shares
|
$12,787
0.0% of portfolio
|
Q2 2025
New holding
|