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 705 institutions that hold shares in the stock, with a total of 317 Million shares, which have been reported (via 13F filing form) to have a value of $7.74 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
749,505
shares
|
$18.3 Million
0.03% of portfolio
|
Q2 2025
Added 1.24%
|
|
|
Journey Advisory Group, LLC
|
Jul 30, 2025 Q2 2025 |
738,743
shares
|
$18 Million
1.44% of portfolio
|
Q2 2025
Added 5.7%
|
|
|
Courage Miller Partners, LLC
|
Jul 25, 2025 Q2 2025 |
726,303
shares
|
$17.7 Million
5.63% of portfolio
|
Q2 2025
Reduced 4.07%
|
|
|
Novem Group
Rochester, NY |
Jul 16, 2025 Q2 2025 |
671,643
shares
|
$16.4 Million
2.06% of portfolio
|
Q2 2025
Added 6.49%
|
|
|
Inspire Investing, LLC
Meridian, ID |
Jul 24, 2025 Q2 2025 |
655,590
shares
|
$16 Million
1.83% of portfolio
|
Q2 2025
Reduced 29.67%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Aug 14, 2025 Q2 2025 |
648,752
shares
|
$15.8 Million
4.27% of portfolio
|
Q2 2025
Added 12.21%
|
|
|
Access Financial Services, Inc.
|
Jul 18, 2025 Q2 2025 |
633,783
shares
|
$15.5 Million
8.81% of portfolio
|
Q2 2025
Added 2668.22%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
615,689
shares
|
$15 Million
0.01% of portfolio
|
Q2 2025
Reduced 7.89%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
615,112
shares
|
$15 Million
5.58% of portfolio
|
Q2 2025
Added 20.81%
|
|
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
Aug 13, 2025 Q2 2025 |
612,274
shares
|
$14.9 Million
4.17% of portfolio
|
Q2 2025
Added 6.91%
|
|
|
Resonant Capital Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
590,469
shares
|
$14.4 Million
0.94% of portfolio
|
Q2 2025
Reduced 5.25%
|
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
577,136
shares
|
$14.1 Million
0.26% of portfolio
|
Q2 2025
Added 1.25%
|
|
|
Marotta Asset Management
|
Jul 02, 2025 Q2 2025 |
573,096
shares
|
$14 Million
2.81% of portfolio
|
Q2 2025
Added 99.48%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
572,558
shares
|
$14 Million
0.33% of portfolio
|
Q2 2025
Added 2.03%
|
|
|
Ballast Advisors LLC
|
Jul 31, 2025 Q2 2025 |
570,173
shares
|
$13.9 Million
4.11% of portfolio
|
Q2 2025
Added 5.68%
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
569,603
shares
|
$13.9 Million
0.02% of portfolio
|
Q2 2025
Added 212.2%
|
|
|
Alpha Star Capital Management, LLC
|
Aug 04, 2025 Q2 2025 |
567,621
shares
|
$13.8 Million
0.95% of portfolio
|
Q2 2025
New holding
|
|
|
Avidian Wealth Solutions, LLC
|
Jul 30, 2025 Q2 2025 |
563,358
shares
|
$13.7 Million
0.58% of portfolio
|
Q2 2025
Added 3.47%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
561,392
shares
|
$13.7 Million
0.4% of portfolio
|
Q2 2025
Added 52.64%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
560,748
shares
|
$13.7 Million
0.15% of portfolio
|
Q2 2025
Added 1.74%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Aug 05, 2025 Q2 2025 |
553,342
shares
|
$13.5 Million
8.85% of portfolio
|
Q2 2025
Reduced 3.85%
|
|
|
Tt Capital Management LLC
Coto De Caza, CA |
Aug 14, 2025 Q2 2025 |
549,758
shares
|
$13.4 Million
0.63% of portfolio
|
Q2 2025
Reduced 93.46%
|
|
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
Jul 30, 2025 Q2 2025 |
535,171
shares
|
$13 Million
2.99% of portfolio
|
Q2 2025
Reduced 34.27%
|
|
|
Northeast Financial Group, Inc.
Tannersville, PA |
Jul 18, 2025 Q2 2025 |
515,223
shares
|
$12.6 Million
3.66% of portfolio
|
Q2 2025
Added 5.64%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
490,641
shares
|
$12 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.41%
|