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 623 institutions that hold shares in the stock, with a total of 184 Million shares, which have been reported (via 13F filing form) to have a value of $4.44 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
230,071
shares
|
$5.55 Million
0.21% of portfolio
|
Q3 2024
Added 2.66%
|
|
|
Northeast Financial Group, Inc.
Tannersville, PA |
Nov 06, 2024 Q3 2024 |
228,823
shares
|
$5.52 Million
4.17% of portfolio
|
Q3 2024
Reduced 38.46%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 13, 2024 Q3 2024 |
225,570
shares
|
$5.44 Million
5.03% of portfolio
|
Q3 2024
Added 12.92%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 14, 2024 Q3 2024 |
224,420
shares
|
$5.41 Million
3.23% of portfolio
|
Q3 2024
Reduced 11.69%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Nov 05, 2024 Q3 2024 |
222,384
shares
|
$5.36 Million
3.54% of portfolio
|
Q3 2024
Added 106.82%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Nov 08, 2024 Q3 2024 |
214,561
shares
|
$5.17 Million
1.64% of portfolio
|
Q3 2024
Added 11.96%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
203,375
shares
|
$4.9 Million
0.02% of portfolio
|
Q3 2024
Reduced 11.17%
|
|
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
Oct 07, 2024 Q3 2024 |
202,919
shares
|
$4.89 Million
3.23% of portfolio
|
Q3 2024
Added 33.93%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
202,436
shares
|
$4.88 Million
0.02% of portfolio
|
Q3 2024
Added 3.02%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
200,678
shares
|
$4.84 Million
0.31% of portfolio
|
Q3 2024
Reduced 3.92%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
200,300
shares
|
$4.83 Million
6.36% of portfolio
|
Q1 2023
Reduced 25.75%
|
|
|
Bouchey Financial Group LTD
|
Oct 24, 2024 Q3 2024 |
195,075
shares
|
$4.7 Million
0.91% of portfolio
|
Q3 2024
Reduced 11.06%
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
192,581
shares
|
$4.64 Million
0.21% of portfolio
|
Q3 2024
Added 11.45%
|
|
|
Hamilton Capital, LLC
Columbus, OH |
Nov 15, 2024 Q3 2024 |
188,506
shares
|
$4.54 Million
0.67% of portfolio
|
Q3 2024
Added 100.43%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
188,431
shares
|
$4.54 Million
0.68% of portfolio
|
Q3 2024
Reduced 1.59%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2024 Q3 2024 |
188,345
shares
|
$4.54 Million
0.43% of portfolio
|
Q3 2024
Added 1.52%
|
|
|
Evensky & Katz LLC
|
Oct 08, 2024 Q3 2024 |
187,883
shares
|
$4.53 Million
0.6% of portfolio
|
Q3 2024
Reduced 6.8%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
186,024
shares
|
$4.49 Million
0.01% of portfolio
|
Q3 2024
Reduced 51.42%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Nov 12, 2024 Q3 2024 |
184,594
shares
|
$4.45 Million
0.28% of portfolio
|
Q3 2024
Added 8.69%
|
|
|
Dakota Wealth Management
|
Oct 23, 2024 Q3 2024 |
183,566
shares
|
$4.43 Million
0.21% of portfolio
|
Q3 2024
Reduced 8.22%
|
|
|
Dean Investment Associates, LLC
Beavercreek, OH |
Nov 15, 2024 Q3 2024 |
177,990
shares
|
$4.29 Million
1.2% of portfolio
|
Q3 2024
Added 2.09%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
171,872
shares
|
$4.14 Million
0.07% of portfolio
|
Q3 2024
Reduced 8.39%
|
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Nov 07, 2024 Q3 2024 |
170,994
shares
|
$4.12 Million
5.9% of portfolio
|
Q3 2024
Added 14.1%
|
|
|
Peterson Wealth Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
170,830
shares
|
$4.12 Million
1.74% of portfolio
|
Q3 2024
Added 8.19%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
167,415
shares
|
$4.04 Million
0.23% of portfolio
|
Q3 2024
Reduced 1.72%
|