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 |
|---|---|---|---|---|---|
|
Smi Advisory Services, LLC
Columbus, IN |
Oct 06, 2025 Q3 2025 |
360,722
shares
|
$8.78 Million
3.99% of portfolio
|
Q3 2025
Added 0.75%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Nov 14, 2025 Q3 2025 |
356,741
shares
|
$8.69 Million
2.2% of portfolio
|
Q3 2025
Added 5.17%
|
|
|
Oakwell Private Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
336,282
shares
|
$8.19 Million
1.7% of portfolio
|
Q3 2025
New holding
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Oct 20, 2025 Q3 2025 |
327,085
shares
|
$7.96 Million
0.7% of portfolio
|
Q3 2025
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
322,988
shares
|
$7.86 Million
0.01% of portfolio
|
Q3 2025
Added 13.86%
|
|
|
Eagle Strategies LLC
New York, NY |
Oct 21, 2025 Q3 2025 |
316,166
shares
|
$7.7 Million
1.04% of portfolio
|
Q3 2025
Added 483.49%
|
|
|
Abacus Planning Group, Inc.
|
Oct 21, 2025 Q3 2025 |
312,329
shares
|
$7.61 Million
1.14% of portfolio
|
Q3 2025
Added 1.64%
|
|
|
Greenline Partners, LLC
New York, NY |
Nov 17, 2025 Q3 2025 |
310,389
shares
|
$7.56 Million
0.95% of portfolio
|
Q3 2025
Reduced 0.86%
|
|
|
Rosenberg Matthew Hamilton
|
Nov 10, 2025 Q3 2025 |
307,549
shares
|
$7.49 Million
1.64% of portfolio
|
Q3 2025
Added 26.74%
|
|
|
Grove Street Fiduciary, LLC
Peterborough, NH |
Oct 31, 2025 Q3 2025 |
295,428
shares
|
$7.19 Million
3.41% of portfolio
|
Q3 2025
Reduced 0.75%
|
|
|
Asset Planning Corporation
|
Nov 06, 2025 Q3 2025 |
294,018
shares
|
$7.16 Million
3.51% of portfolio
|
Q3 2025
Added 10.59%
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
284,838
shares
|
$6.94 Million
0.16% of portfolio
|
Q3 2025
Reduced 20.18%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
279,929
shares
|
$6.82 Million
0.17% of portfolio
|
Q3 2025
Reduced 1.82%
|
|
|
Momentum Wealth Planning, LLC
Estero, FL |
Nov 12, 2025 Q3 2025 |
279,758
shares
|
$6.81 Million
5.31% of portfolio
|
Q3 2025
Added 3.68%
|
|
|
Bard Associates Inc
Chicago, IL |
Nov 14, 2025 Q3 2025 |
276,368
shares
|
$6.73 Million
2.06% of portfolio
|
Q3 2025
New holding
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2025 Q3 2025 |
268,807
shares
|
$6.55 Million
3.23% of portfolio
|
Q3 2025
Added 19.35%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
266,235
shares
|
$6.48 Million
0.19% of portfolio
|
Q3 2025
Reduced 0.51%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
266,072
shares
|
$6.48 Million
0.16% of portfolio
|
Q3 2025
Reduced 27.42%
|
|
|
Evensky & Katz LLC
|
Nov 13, 2025 Q3 2025 |
262,321
shares
|
$6.39 Million
0.37% of portfolio
|
Q3 2025
Reduced 2.07%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
252,767
shares
|
$6.15 Million
0.06% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 12, 2025 Q3 2025 |
252,426
shares
|
$6.15 Million
0.03% of portfolio
|
Q3 2025
Added 13.56%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
247,764
shares
|
$6.03 Million
0.18% of portfolio
|
Q3 2025
Reduced 2.31%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 14, 2025 Q3 2025 |
247,446
shares
|
$6.03 Million
0.63% of portfolio
|
Q3 2025
Reduced 5.66%
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
242,187
shares
|
$5.9 Million
0.26% of portfolio
|
Q3 2025
Reduced 8.1%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
236,423
shares
|
$5.76 Million
0.09% of portfolio
|
Q3 2025
Reduced 8.91%
|
|