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 |
|---|---|---|---|---|---|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
225,769
shares
|
$5.48 Million
0.02% of portfolio
|
Q1 2025
Reduced 7.2%
|
|
|
Successful Portfolios LLC
|
Apr 11, 2025 Q1 2025 |
205,508
shares
|
$4.99 Million
3.41% of portfolio
|
Q1 2025
Added 1.08%
|
|
|
Maltin Wealth Management, Inc.
|
Apr 10, 2025 Q1 2025 |
201,696
shares
|
$4.9 Million
2.66% of portfolio
|
Q1 2025
Added 4.17%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
200,300
shares
|
$4.87 Million
6.36% of portfolio
|
Q1 2023
Reduced 25.75%
|
|
|
Vista Cima Wealth Management LLC
Surprise, AZ |
May 15, 2025 Q1 2025 |
200,000
shares
|
$4.86 Million
1.05% of portfolio
|
Q1 2025
Added 439.64%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Apr 17, 2025 Q1 2025 |
198,714
shares
|
$4.83 Million
1.92% of portfolio
|
Q1 2025
Reduced 10.52%
|
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
197,327
shares
|
$4.79 Million
0.36% of portfolio
|
Q1 2025
New holding
|
|
|
Erts Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
194,844
shares
|
$4.73 Million
0.92% of portfolio
|
Q1 2025
Added 0.61%
|
|
|
Hamilton Capital, LLC
Columbus, OH |
May 15, 2025 Q1 2025 |
193,949
shares
|
$4.71 Million
0.29% of portfolio
|
Q1 2025
Added 0.89%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
192,044
shares
|
$4.66 Million
0.19% of portfolio
|
Q1 2025
Added 2.24%
|
|
|
Meritage Portfolio Management
|
Apr 28, 2025 Q1 2025 |
191,425
shares
|
$4.65 Million
0.32% of portfolio
|
Q1 2025
Reduced 6.27%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Apr 23, 2025 Q1 2025 |
186,562
shares
|
$4.53 Million
1.02% of portfolio
|
Q1 2025
Added 3.37%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
186,024
shares
|
$4.52 Million
0.01% of portfolio
|
Q3 2024
Reduced 51.42%
|
|
|
Harrington Investments, Inc
|
Apr 11, 2025 Q1 2025 |
182,680
shares
|
$4.44 Million
2.56% of portfolio
|
Q1 2025
Reduced 0.52%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
182,448
shares
|
$4.43 Million
0.01% of portfolio
|
Q1 2025
Added 24291.44%
|
|
|
One Ascent Family Office, LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
181,076
shares
|
$4.4 Million
4.1% of portfolio
|
Q1 2025
Added 0.72%
|
|
|
Farrow Financial Inc.
Randolph, VT |
May 09, 2025 Q1 2025 |
177,986
shares
|
$4.32 Million
2.91% of portfolio
|
Q1 2025
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
176,143
shares
|
$4.28 Million
0.07% of portfolio
|
Q1 2025
Added 13.0%
|
|
|
Hutchinson Capital Management
San Rafael, CA |
May 12, 2025 Q1 2025 |
173,421
shares
|
$4.21 Million
0.88% of portfolio
|
Q1 2025
Added 5.61%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
May 08, 2025 Q1 2025 |
172,604
shares
|
$4.19 Million
0.88% of portfolio
|
Q1 2025
Reduced 11.79%
|
|
|
Commerce Bank
Kansas City, MO |
May 08, 2025 Q1 2025 |
170,338
shares
|
$4.14 Million
0.03% of portfolio
|
Q1 2025
Reduced 2.7%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
167,735
shares
|
$4.07 Million
0.08% of portfolio
|
Q1 2025
Reduced 0.8%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
161,308
shares
|
$3.92 Million
1.99% of portfolio
|
Q4 2024
Added 53.48%
|
|
|
Gw Henssler & Associates LTD
|
May 15, 2025 Q1 2025 |
159,348
shares
|
$3.87 Million
0.23% of portfolio
|
Q1 2025
Added 88.09%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Apr 17, 2025 Q1 2025 |
159,283
shares
|
$3.87 Million
1.84% of portfolio
|
Q1 2025
Added 2.66%
|