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 707 institutions that hold shares in the stock, with a total of 323 Million shares, which have been reported (via 13F filing form) to have a value of $7.86 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 20, 2025 Q3 2025 |
1,326
shares
|
$32,288
0.0% of portfolio
|
Q3 2025
Reduced 6.55%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
1,307
shares
|
$31,825
0.06% of portfolio
|
Q1 2023
Added 12.87%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
1,252
shares
|
$30,486
0.03% of portfolio
|
Q1 2022
Added 5.65%
|
|
|
Lowe Brockenbrough & CO Inc
|
Nov 05, 2025 Q3 2025 |
1,247
shares
|
$30,364
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
1,182
shares
|
$28,781
0.0% of portfolio
|
Q3 2025
Reduced 1.66%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Oct 09, 2025 Q3 2025 |
1,110
shares
|
$27,028
0.02% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
1,023
shares
|
$24,910
0.0% of portfolio
|
Q3 2025
Added 235.41%
|
|
|
Vision Financial Markets LLC
Stamford, CT |
Nov 06, 2025 Q3 2025 |
1,000
shares
|
$24,350
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
900
shares
|
$21,915
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Tower View Investment Management & Research LLC
|
Oct 16, 2025 Q3 2025 |
881
shares
|
$21,452
0.01% of portfolio
|
Q3 2025
Added 1.03%
|
|
|
Davis Capital Management
Jacksonville, FL |
Oct 21, 2025 Q3 2025 |
857
shares
|
$20,867
0.01% of portfolio
|
Q3 2025
Reduced 46.24%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
844
shares
|
$20,551
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 12, 2025 Q3 2025 |
832
shares
|
$20,259
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
828
shares
|
$20,161
0.0% of portfolio
|
Q1 2025
Reduced 4.61%
|
|
|
United Community Bank
Greenville, SC |
Nov 04, 2025 Q3 2025 |
818
shares
|
$19,918
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 04, 2025 Q3 2025 |
810
shares
|
$19,723
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
784
shares
|
$19,090
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
782
shares
|
$19,041
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
780
shares
|
$18,993
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
760
shares
|
$18,506
0.0% of portfolio
|
Q3 2025
Reduced 99.22%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
714
shares
|
$17,385
0.0% of portfolio
|
Q3 2025
Reduced 99.38%
|
|
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
Nov 14, 2025 Q3 2025 |
668
shares
|
$16,265
0.01% of portfolio
|
Q3 2025
Added 15.17%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
664
shares
|
$16,168
0.0% of portfolio
|
Q4 2024
Added 80.43%
|
|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
645
shares
|
$15,705
0.01% of portfolio
|
Q3 2025
Reduced 2.86%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Oct 21, 2025 Q3 2025 |
636
shares
|
$15,486
0.0% of portfolio
|
Q2 2025
New holding
|
|