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 |
|---|---|---|---|---|---|
|
Smi Advisory Services, LLC
Columbus, IN |
Jul 18, 2025 Q2 2025 |
358,022
shares
|
$8.73 Million
4.4% of portfolio
|
Q2 2025
Added 2.35%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
356,834
shares
|
$8.7 Million
0.25% of portfolio
|
Q2 2025
Reduced 21.06%
|
|
|
Bwm Planning, LLC
The Woodlands, TX |
May 14, 2025 Q1 2025 |
346,989
shares
|
$8.46 Million
3.57% of portfolio
|
Q1 2025
Added 11.84%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Aug 13, 2025 Q2 2025 |
339,194
shares
|
$8.27 Million
2.23% of portfolio
|
Q2 2025
Added 37.89%
|
|
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
Jul 15, 2025 Q2 2025 |
322,290
shares
|
$7.86 Million
2.42% of portfolio
|
Q2 2025
New holding
|
|
|
Phil A. Younker & Associates, Ltd.
Fairbanks, AK |
Jul 16, 2025 Q2 2025 |
316,551
shares
|
$7.72 Million
7.61% of portfolio
|
Q2 2025
Reduced 12.43%
|
|
|
Greenline Partners, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
313,081
shares
|
$7.63 Million
1.04% of portfolio
|
Q2 2025
Added 681.94%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
309,306
shares
|
$7.54 Million
0.01% of portfolio
|
Q2 2025
Added 2.96%
|
|
|
Abacus Planning Group, Inc.
|
Jul 21, 2025 Q2 2025 |
307,296
shares
|
$7.49 Million
1.24% of portfolio
|
Q2 2025
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
299,919
shares
|
$7.31 Million
0.02% of portfolio
|
Q2 2025
Added 114.52%
|
|
|
Grove Street Fiduciary, LLC
Peterborough, NH |
Aug 13, 2025 Q2 2025 |
297,664
shares
|
$7.26 Million
3.5% of portfolio
|
Q2 2025
Reduced 2.04%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
285,123
shares
|
$6.95 Million
0.19% of portfolio
|
Q2 2025
Reduced 10.71%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
284,093
shares
|
$6.93 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
283,670
shares
|
$6.92 Million
0.01% of portfolio
|
Q2 2025
Reduced 27.61%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
271,101
shares
|
$6.61 Million
3.22% of portfolio
|
Q2 2025
Added 18.27%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
270,772
shares
|
$6.6 Million
0.04% of portfolio
|
Q2 2025
Reduced 12.47%
|
|
|
Evensky & Katz LLC
|
Jul 22, 2025 Q2 2025 |
267,868
shares
|
$6.53 Million
0.4% of portfolio
|
Q2 2025
Reduced 9.34%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
267,594
shares
|
$6.52 Million
0.19% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Asset Planning Corporation
|
Jul 23, 2025 Q2 2025 |
265,854
shares
|
$6.48 Million
3.46% of portfolio
|
Q2 2025
Added 11.78%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
263,530
shares
|
$6.42 Million
0.31% of portfolio
|
Q2 2025
New holding
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Jul 30, 2025 Q2 2025 |
263,049
shares
|
$6.41 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Aug 04, 2025 Q2 2025 |
262,300
shares
|
$6.39 Million
0.74% of portfolio
|
Q2 2025
Added 11.22%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
259,544
shares
|
$6.33 Million
0.13% of portfolio
|
Q2 2025
Reduced 7.72%
|
|
|
Dean Investment Associates, LLC
Beavercreek, OH |
Aug 12, 2025 Q2 2025 |
256,236
shares
|
$6.25 Million
0.94% of portfolio
|
Q2 2025
Reduced 8.49%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
253,610
shares
|
$6.18 Million
0.2% of portfolio
|
Q2 2025
Reduced 16.02%
|