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 |
|---|---|---|---|---|---|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
204
shares
|
$4,967
0.0% of portfolio
|
Q1 2025
Reduced 86.03%
|
|
|
Mb, Levis & Associates, LLC
Center Valley, PA |
Oct 14, 2025 Q3 2025 |
193
shares
|
$4,699
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
186
shares
|
$4,529
0.0% of portfolio
|
Q3 2025
Reduced 99.13%
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
170
shares
|
$4,139
0.0% of portfolio
|
Q3 2025
Added 0.59%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Nov 17, 2025 Q3 2025 |
156
shares
|
$3,798
0.01% of portfolio
|
Q3 2025
Reduced 68.29%
|
|
|
Quantum Capital Management, LLC
Northfield, NJ |
Nov 12, 2025 Q3 2025 |
156
shares
|
$3,798
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
144
shares
|
$3,506
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
130
shares
|
$3,165
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
127
shares
|
$3,092
0.0% of portfolio
|
Q2 2025
Reduced 6.62%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
123
shares
|
$2,995
0.0% of portfolio
|
Q2 2024
Reduced 99.77%
|
|
|
Wolff Wiese Magana LLC
|
Oct 28, 2025 Q3 2025 |
119
shares
|
$2,897
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
118
shares
|
$2,873
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
111
shares
|
$2,702
0.0% of portfolio
|
Q2 2022
Reduced 28.85%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
96
shares
|
$2,337
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
76
shares
|
$1,850
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Game Plan Financial Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
72
shares
|
$1,753
0.0% of portfolio
|
Q3 2025
Added 1.41%
|
|
|
Moser Wealth Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
66
shares
|
$1,607
0.0% of portfolio
|
Q1 2025
Added 1.54%
|
|
|
Triumph Capital Management
|
Nov 14, 2025 Q3 2025 |
64
shares
|
$1,558
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
64
shares
|
$1,558
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
64
shares
|
$1,558
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
57
shares
|
$1,387
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 21, 2025 Q3 2025 |
34
shares
|
$827
0.0% of portfolio
|
Q2 2025
Reduced 96.92%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
32
shares
|
$779
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
31
shares
|
$754
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Nbt Bank N A
|
Oct 28, 2025 Q3 2025 |
24
shares
|
$584
0.0% of portfolio
|
Q3 2025
Reduced 98.27%
|
|