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 681 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 $8.56 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vivaldi Capital Management LP
Chicago, IL |
Feb 14, 2025 Q4 2024 |
435,041
shares
|
$10.6 Million
1.65% of portfolio
|
Q4 2024
Added 93.85%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
Feb 06, 2025 Q4 2024 |
410,052
shares
|
$9.98 Million
2.22% of portfolio
|
Q4 2024
Added 14.33%
|
|
|
Avidian Wealth Solutions, LLC
|
Jan 29, 2025 Q4 2024 |
397,685
shares
|
$9.68 Million
0.44% of portfolio
|
Q4 2024
Added 111.15%
|
|
|
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%
|
|
|
Phil A. Younker & Associates, Ltd.
Fairbanks, AK |
Apr 07, 2025 Q4 2024 |
391,599
shares
|
$9.54 Million
9.42% of portfolio
|
Q4 2024
New holding
|
|
|
Stephens Group Asset Management, LLC
|
Apr 15, 2025 Q1 2025 |
390,283
shares
|
$9.5 Million
0.77% of portfolio
|
Q1 2025
Reduced 50.4%
|
|
|
Sims Investment Management, LLC
Cincinnati, OH |
Apr 24, 2025 Q1 2025 |
387,558
shares
|
$9.44 Million
4.22% of portfolio
|
Q1 2025
Added 9.83%
|
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Apr 24, 2025 Q1 2025 |
383,699
shares
|
$9.34 Million
6.55% of portfolio
|
Q1 2025
Added 124.39%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
381,920
shares
|
$9.3 Million
0.28% of portfolio
|
Q4 2024
Added 90.31%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Feb 12, 2025 Q4 2024 |
375,327
shares
|
$9.14 Million
0.65% of portfolio
|
Q4 2024
Added 99.19%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
373,129
shares
|
$9.09 Million
0.27% of portfolio
|
Q4 2024
Added 13.48%
|
|
|
Prairiewood Capital, LLC
|
Jan 16, 2025 Q4 2024 |
370,198
shares
|
$9.01 Million
3.82% of portfolio
|
Q4 2024
Added 134.93%
|
|
|
Peterson Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
367,063
shares
|
$8.94 Million
1.83% of portfolio
|
Q4 2024
Added 114.87%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Feb 06, 2025 Q4 2024 |
366,144
shares
|
$8.92 Million
0.28% of portfolio
|
Q4 2024
Added 98.35%
|
|
|
Evensky & Katz LLC
|
Feb 13, 2025 Q4 2024 |
355,272
shares
|
$8.65 Million
0.56% of portfolio
|
Q4 2024
Added 89.09%
|
|
|
Smi Advisory Services, LLC
Columbus, IN |
Apr 10, 2025 Q1 2025 |
349,794
shares
|
$8.52 Million
4.51% of portfolio
|
Q1 2025
Added 16.84%
|
|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
337,790
shares
|
$8.23 Million
0.19% of portfolio
|
Q4 2024
Added 84.02%
|
|
|
Rmr Wealth Builders
|
Apr 16, 2025 Q1 2025 |
337,364
shares
|
$8.21 Million
0.88% of portfolio
|
Q1 2025
Added 38.72%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
334,916
shares
|
$8.16 Million
0.32% of portfolio
|
Q4 2024
Added 121.63%
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Jan 30, 2025 Q4 2024 |
327,999
shares
|
$7.99 Million
2.93% of portfolio
|
Q4 2024
Added 112.97%
|
|
|
Grove Street Fiduciary, LLC
Peterborough, NH |
Feb 03, 2025 Q4 2024 |
321,182
shares
|
$7.82 Million
4.06% of portfolio
|
Q4 2024
New holding
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
321,127
shares
|
$7.82 Million
0.06% of portfolio
|
Q4 2024
Added 86.84%
|
|
|
Dean Investment Associates, LLC
Beavercreek, OH |
Feb 13, 2025 Q4 2024 |
320,188
shares
|
$7.8 Million
1.12% of portfolio
|
Q4 2024
Added 79.89%
|
|
|
Bwm Planning, LLC
The Woodlands, TX |
Jan 22, 2025 Q4 2024 |
310,267
shares
|
$7.56 Million
3.25% of portfolio
|
Q4 2024
Added 138.49%
|