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 683 institutions that hold shares in the stock, with a total of 351 Million shares, which have been reported (via 13F filing form) to have a value of $8.55 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Courage Miller Partners, LLC
|
Jan 16, 2025 Q4 2024 |
753,619
shares
|
$18.4 Million
6.22% of portfolio
|
Q4 2024
Added 107.45%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
672,455
shares
|
$16.4 Million
0.46% of portfolio
|
Q4 2024
Added 93.79%
|
|
|
Greenline Partners, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
664,476
shares
|
$16.2 Million
2.25% of portfolio
|
Q4 2024
Added 100.98%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
640,657
shares
|
$15.6 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
First National Trust CO
|
Feb 10, 2025 Q4 2024 |
640,355
shares
|
$15.6 Million
0.59% of portfolio
|
Q4 2024
Added 109.56%
|
|
|
Resonant Capital Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
591,854
shares
|
$14.4 Million
1.05% of portfolio
|
Q4 2024
Added 100.75%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Jan 17, 2025 Q4 2024 |
574,822
shares
|
$14 Million
1.31% of portfolio
|
Q4 2024
Added 144.43%
|
|
|
Pure Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
570,014
shares
|
$13.9 Million
0.3% of portfolio
|
Q1 2025
Reduced 2.24%
|
|
|
Novem Group
Rochester, NY |
Feb 14, 2025 Q4 2024 |
565,475
shares
|
$13.8 Million
1.98% of portfolio
|
Q4 2024
New holding
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
561,776
shares
|
$13.7 Million
0.16% of portfolio
|
Q4 2024
Added 122.35%
|
|
|
Ballast Advisors LLC
|
Feb 11, 2025 Q4 2024 |
531,109
shares
|
$12.9 Million
3.95% of portfolio
|
Q4 2024
Added 106.24%
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
Feb 13, 2025 Q4 2024 |
529,432
shares
|
$12.9 Million
4.52% of portfolio
|
Q4 2024
Added 116.3%
|
|
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
Jan 17, 2025 Q4 2024 |
520,812
shares
|
$12.7 Million
3.89% of portfolio
|
Q4 2024
Added 156.66%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Feb 10, 2025 Q4 2024 |
515,478
shares
|
$12.6 Million
3.55% of portfolio
|
Q4 2024
Added 361.84%
|
|
|
Wt Wealth Management
|
Feb 04, 2025 Q4 2024 |
499,401
shares
|
$12.2 Million
3.88% of portfolio
|
Q4 2024
Reduced 1.44%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
493,825
shares
|
$12 Million
0.19% of portfolio
|
Q4 2024
Added 114.64%
|
|
|
Northeast Financial Group, Inc.
Tannersville, PA |
Jan 23, 2025 Q4 2024 |
484,650
shares
|
$11.8 Million
4.28% of portfolio
|
Q4 2024
Added 111.8%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
482,506
shares
|
$11.7 Million
0.0% of portfolio
|
Q4 2024
Added 104.65%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Feb 14, 2025 Q4 2024 |
481,860
shares
|
$11.7 Million
4.98% of portfolio
|
Q4 2024
Added 113.62%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
478,389
shares
|
$11.6 Million
0.9% of portfolio
|
Q4 2024
Reduced 13.33%
|
|
|
Black Diamond Financial, LLC
|
Feb 04, 2025 Q4 2024 |
460,370
shares
|
$11.2 Million
1.66% of portfolio
|
Q4 2024
Added 1797.02%
|
|
|
Apella Capital, LLC
|
Apr 10, 2025 Q1 2025 |
452,016
shares
|
$11 Million
0.38% of portfolio
|
Q1 2025
Reduced 42.26%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Feb 11, 2025 Q4 2024 |
449,114
shares
|
$10.9 Million
1.64% of portfolio
|
Q4 2024
Added 109.32%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
447,977
shares
|
$10.9 Million
0.01% of portfolio
|
Q4 2024
Added 83.23%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
436,568
shares
|
$10.6 Million
0.02% of portfolio
|
Q4 2024
Added 115.66%
|