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 |
|---|---|---|---|---|---|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Nov 13, 2025 Q3 2025 |
498,390
shares
|
$12.1 Million
1.69% of portfolio
|
Q3 2025
Added 6.0%
|
|
|
Prairiewood Capital, LLC
|
Oct 14, 2025 Q3 2025 |
496,441
shares
|
$12.1 Million
4.03% of portfolio
|
Q3 2025
Added 14.1%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Nov 10, 2025 Q3 2025 |
493,518
shares
|
$12 Million
0.69% of portfolio
|
Q3 2025
Added 1.4%
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
488,303
shares
|
$11.9 Million
0.01% of portfolio
|
Q3 2025
Reduced 14.27%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
483,798
shares
|
$11.8 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.41%
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
Nov 04, 2025 Q3 2025 |
482,216
shares
|
$11.7 Million
3.3% of portfolio
|
Q3 2025
Added 14.04%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
480,576
shares
|
$11.7 Million
0.01% of portfolio
|
Q3 2025
Added 10.49%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
Nov 06, 2025 Q3 2025 |
460,741
shares
|
$11.2 Million
2.15% of portfolio
|
Q3 2025
Added 2.5%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
436,658
shares
|
$10.6 Million
0.03% of portfolio
|
Q3 2025
Added 45.59%
|
|
|
Peterson Wealth Advisors, LLC
|
Oct 09, 2025 Q3 2025 |
424,359
shares
|
$10.3 Million
1.83% of portfolio
|
Q3 2025
Added 10.97%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
423,899
shares
|
$10.3 Million
0.25% of portfolio
|
Q3 2025
Added 3.62%
|
|
|
Sims Investment Management, LLC
Cincinnati, OH |
Oct 21, 2025 Q3 2025 |
405,938
shares
|
$9.88 Million
3.58% of portfolio
|
Q3 2025
Added 11.62%
|
|
|
First National Trust CO
|
Nov 06, 2025 Q3 2025 |
404,893
shares
|
$9.86 Million
0.35% of portfolio
|
Q3 2025
Added 2.63%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
401,195
shares
|
$9.77 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
396,562
shares
|
$9.66 Million
1.7% of portfolio
|
Q4 2022
Reduced 6.64%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
396,034
shares
|
$9.64 Million
4.67% of portfolio
|
Q4 2023
Reduced 37.05%
|
|
|
Act Two Investors LLC
Santa Cruz, CA |
Nov 12, 2025 Q3 2025 |
391,611
shares
|
$9.54 Million
1.7% of portfolio
|
Q3 2025
Reduced 0.84%
|
|
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
Oct 22, 2025 Q3 2025 |
390,273
shares
|
$9.5 Million
4.12% of portfolio
|
Q3 2025
Added 1553.0%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
387,483
shares
|
$9.44 Million
0.0% of portfolio
|
Q3 2025
Added 1191.18%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
387,001
shares
|
$9.42 Million
0.01% of portfolio
|
Q3 2025
Added 3.04%
|
|
|
Phil A. Younker & Associates, Ltd.
Fairbanks, AK |
Oct 24, 2025 Q3 2025 |
382,781
shares
|
$9.32 Million
7.15% of portfolio
|
Q3 2025
Added 20.92%
|
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Oct 08, 2025 Q3 2025 |
381,363
shares
|
$9.29 Million
5.87% of portfolio
|
Q3 2025
Added 1.67%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
373,981
shares
|
$9.11 Million
0.01% of portfolio
|
Q3 2025
Added 48.72%
|
|
|
Fifth Third Securities, Inc.
|
Oct 10, 2025 Q3 2025 |
365,839
shares
|
$8.91 Million
0.63% of portfolio
|
Q3 2025
Added 1.23%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 12, 2025 Q3 2025 |
363,687
shares
|
$8.86 Million
0.57% of portfolio
|
Q3 2025
Added 0.93%
|
|