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 691 institutions that hold shares in the stock, with a total of 306 Million shares, which have been reported (via 13F filing form) to have a value of $7.44 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Dakota Wealth Management
|
May 01, 2025 Q1 2025 |
315,411
shares
|
$7.66 Million
0.18% of portfolio
|
Q1 2025
Reduced 6.63%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
309,344
shares
|
$7.51 Million
0.06% of portfolio
|
Q1 2025
Reduced 3.67%
|
|
|
Abacus Planning Group, Inc.
|
Apr 14, 2025 Q1 2025 |
309,119
shares
|
$7.51 Million
1.36% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
307,630
shares
|
$7.47 Million
1.89% of portfolio
|
Q1 2025
Added 9.42%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
304,928
shares
|
$7.41 Million
0.25% of portfolio
|
Q4 2024
Added 82.14%
|
|
|
Grove Street Fiduciary, LLC
Peterborough, NH |
May 06, 2025 Q1 2025 |
303,860
shares
|
$7.38 Million
3.75% of portfolio
|
Q1 2025
Reduced 5.39%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
301,980
shares
|
$7.34 Million
0.25% of portfolio
|
Q1 2025
New holding
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
300,416
shares
|
$7.3 Million
0.01% of portfolio
|
Q1 2025
Added 38.17%
|
|
|
Evensky & Katz LLC
|
May 13, 2025 Q1 2025 |
295,455
shares
|
$7.18 Million
0.48% of portfolio
|
Q1 2025
Reduced 16.84%
|
|
|
Marotta Asset Management
|
Apr 02, 2025 Q1 2025 |
287,288
shares
|
$6.98 Million
1.49% of portfolio
|
Q1 2025
Reduced 48.77%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
281,247
shares
|
$6.83 Million
0.17% of portfolio
|
Q1 2025
Reduced 32.52%
|
|
|
Dean Investment Associates, LLC
Beavercreek, OH |
May 13, 2025 Q1 2025 |
280,011
shares
|
$6.8 Million
1.03% of portfolio
|
Q1 2025
Reduced 12.55%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
268,329
shares
|
$6.52 Million
0.22% of portfolio
|
Q1 2025
Added 4.62%
|
|
|
Curran Financial Partners, LLC
|
Apr 21, 2025 Q1 2025 |
258,951
shares
|
$6.29 Million
1.79% of portfolio
|
Q1 2025
Added 12.13%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
258,203
shares
|
$6.27 Million
0.01% of portfolio
|
Q1 2025
Added 104.18%
|
|
|
Stone X Group Inc.
|
May 15, 2025 Q1 2025 |
254,893
shares
|
$6.19 Million
0.39% of portfolio
|
Q1 2025
Reduced 13.07%
|
|
|
Bouchey Financial Group LTD
|
May 09, 2025 Q1 2025 |
247,020
shares
|
$6 Million
0.56% of portfolio
|
Q1 2025
Added 7.83%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Apr 28, 2025 Q1 2025 |
245,982
shares
|
$5.97 Million
1.71% of portfolio
|
Q1 2025
Added 93.49%
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
May 14, 2025 Q1 2025 |
245,837
shares
|
$5.97 Million
4.39% of portfolio
|
Q1 2025
Added 145.74%
|
|
|
Associated Banc Corp
Green Bay, WI |
May 09, 2025 Q1 2025 |
242,289
shares
|
$5.89 Million
0.19% of portfolio
|
Q1 2025
Reduced 0.46%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
240,546
shares
|
$5.84 Million
0.07% of portfolio
|
Q1 2025
Added 4.83%
|
|
|
Asset Planning Corporation
|
May 12, 2025 Q1 2025 |
237,829
shares
|
$5.78 Million
3.44% of portfolio
|
Q1 2025
Added 10.94%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
May 05, 2025 Q1 2025 |
235,834
shares
|
$5.73 Million
0.72% of portfolio
|
Q1 2025
Added 43.59%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
232,013
shares
|
$5.64 Million
0.01% of portfolio
|
Q1 2025
Reduced 5.46%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Apr 25, 2025 Q1 2025 |
229,221
shares
|
$5.57 Million
2.9% of portfolio
|
Q1 2025
Added 21.36%
|