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 |
|---|---|---|---|---|---|
|
Westfuller Advisors, LLC
New York, NY |
Oct 30, 2025 Q3 2025 |
632
shares
|
$15,389
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
631
shares
|
$15,364
0.0% of portfolio
|
Q3 2025
Added 0.96%
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
538
shares
|
$13,100
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
535
shares
|
$13,027
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
464
shares
|
$11,298
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cordant, Inc.
Portland, OR |
Oct 16, 2025 Q3 2025 |
446
shares
|
$10,860
0.0% of portfolio
|
Q3 2025
Added 7.47%
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Nov 12, 2025 Q3 2025 |
436
shares
|
$10,616
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
432
shares
|
$10,519
0.0% of portfolio
|
Q3 2025
Added 8540.0%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Nov 07, 2025 Q3 2025 |
402
shares
|
$9,788
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
400
shares
|
$9,740
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Trust CO Of Vermont
|
Oct 14, 2025 Q3 2025 |
374
shares
|
$9,106
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Arcadia Investment Advisors LLC
Eagle, ID |
Oct 17, 2025 Q3 2025 |
356
shares
|
$8,668
0.0% of portfolio
|
Q1 2025
Reduced 52.66%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Oct 27, 2025 Q3 2025 |
354
shares
|
$8,619
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
310
shares
|
$7,548
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Westside Investment Management, Inc.
|
Nov 04, 2025 Q3 2025 |
302
shares
|
$7,353
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Oct 21, 2025 Q3 2025 |
300
shares
|
$7,305
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
298
shares
|
$7,256
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
280
shares
|
$6,818
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
280
shares
|
$6,818
0.0% of portfolio
|
Q3 2025
Reduced 99.24%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
259
shares
|
$6,306
0.0% of portfolio
|
Q3 2025
Reduced 72.56%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
254
shares
|
$6,184
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
244
shares
|
$5,941
0.0% of portfolio
|
Q2 2024
Added 14.02%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 31, 2025 Q3 2025 |
216
shares
|
$5,259
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Oct 14, 2025 Q3 2025 |
214
shares
|
$5,210
0.0% of portfolio
|
Q3 2025
Reduced 17.05%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
207
shares
|
$5,040
0.0% of portfolio
|
Q2 2025
Added 12.5%
|
|