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 |
|---|---|---|---|---|---|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
828
shares
|
$20,136
0.0% of portfolio
|
Q1 2025
Reduced 4.61%
|
|
|
Delta Asset Management LLC
Memphis, TN |
May 09, 2025 Q1 2025 |
810
shares
|
$19,699
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
May 14, 2025 Q1 2025 |
800
shares
|
$19,456
0.02% of portfolio
|
Q1 2025
Reduced 15.79%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
784
shares
|
$19,066
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
764
shares
|
$18,580
0.0% of portfolio
|
Q1 2025
Added 310.75%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
744
shares
|
$18,094
0.0% of portfolio
|
Q1 2025
Reduced 42.33%
|
|
|
Valley National Advisers Inc
|
Apr 25, 2025 Q1 2025 |
684
shares
|
$16,634
0.0% of portfolio
|
Q1 2025
Reduced 2.84%
|
|
|
Gsb Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
682
shares
|
$16,586
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
664
shares
|
$16,148
0.0% of portfolio
|
Q4 2024
Added 80.43%
|
|
|
Rise Advisors, LLC
|
May 15, 2025 Q1 2025 |
631
shares
|
$15,345
0.01% of portfolio
|
Q1 2025
Added 0.64%
|
|
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
Apr 25, 2025 Q1 2025 |
575
shares
|
$13,984
0.01% of portfolio
|
Q1 2025
Added 1.77%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Apr 22, 2025 Q1 2025 |
544
shares
|
$13,230
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
538
shares
|
$13,084
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
535
shares
|
$13,011
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
531
shares
|
$12,913
0.0% of portfolio
|
Q1 2025
Added 0.76%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
May 08, 2025 Q1 2025 |
492
shares
|
$11,965
0.04% of portfolio
|
Q1 2025
Reduced 5.57%
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
454
shares
|
$11,041
0.0% of portfolio
|
Q1 2025
Reduced 53.39%
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Feb 14, 2025 Q4 2024 |
436
shares
|
$10,603
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
May 08, 2025 Q1 2025 |
414
shares
|
$10,068
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
May 02, 2025 Q1 2025 |
402
shares
|
$9,776
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
400
shares
|
$9,728
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Cordant, Inc.
Portland, OR |
Apr 21, 2025 Q1 2025 |
379
shares
|
$9,217
0.0% of portfolio
|
Q1 2025
Added 7.67%
|
|
|
Arcadia Investment Advisors LLC
Eagle, ID |
May 01, 2025 Q1 2025 |
356
shares
|
$8,657
0.0% of portfolio
|
Q1 2025
Reduced 52.66%
|
|
|
Bristlecone Advisors, LLC
|
May 12, 2025 Q1 2025 |
338
shares
|
$8,220
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
310
shares
|
$7,539
0.0% of portfolio
|
Q1 2025
New holding
|