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 |
|---|---|---|---|---|---|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
252,635
shares
|
$6.16 Million
0.07% of portfolio
|
Q2 2025
Added 5.03%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
251,472
shares
|
$6.13 Million
0.01% of portfolio
|
Q2 2025
Added 11.91%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
250,018
shares
|
$6.1 Million
0.24% of portfolio
|
Q2 2025
New holding
|
|
|
Associated Banc Corp
Green Bay, WI |
Aug 12, 2025 Q2 2025 |
247,536
shares
|
$6.03 Million
0.18% of portfolio
|
Q2 2025
Added 2.17%
|
|
|
Rosenberg Matthew Hamilton
|
Jul 28, 2025 Q2 2025 |
242,658
shares
|
$5.92 Million
1.39% of portfolio
|
Q2 2025
Reduced 21.12%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
240,549
shares
|
$5.86 Million
0.0% of portfolio
|
Q2 2025
Added 171.45%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
239,137
shares
|
$5.83 Million
0.02% of portfolio
|
Q2 2025
Added 5.92%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
237,734
shares
|
$5.8 Million
0.23% of portfolio
|
Q2 2025
Added 23.79%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Aug 14, 2025 Q2 2025 |
225,218
shares
|
$5.49 Million
2.91% of portfolio
|
Q2 2025
Added 70.65%
|
|
|
Commerce Bank
Kansas City, MO |
Aug 07, 2025 Q2 2025 |
222,293
shares
|
$5.42 Million
0.03% of portfolio
|
Q2 2025
Added 30.5%
|
|
|
Maltin Wealth Management, Inc.
|
Aug 06, 2025 Q2 2025 |
219,383
shares
|
$5.35 Million
2.99% of portfolio
|
Q2 2025
Added 8.77%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
218,518
shares
|
$5.33 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Mission Wealth Management, LP
|
Aug 05, 2025 Q2 2025 |
211,762
shares
|
$5.16 Million
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
211,359
shares
|
$5.15 Million
0.01% of portfolio
|
Q2 2025
Reduced 8.9%
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Aug 08, 2025 Q2 2025 |
204,292
shares
|
$4.98 Million
3.48% of portfolio
|
Q2 2025
Reduced 16.9%
|
|
|
Successful Portfolios LLC
|
Jul 21, 2025 Q2 2025 |
201,423
shares
|
$4.91 Million
3.04% of portfolio
|
Q2 2025
Reduced 1.99%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Jul 23, 2025 Q2 2025 |
200,953
shares
|
$4.9 Million
0.96% of portfolio
|
Q2 2025
Added 7.71%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
200,300
shares
|
$4.88 Million
6.36% of portfolio
|
Q1 2023
Reduced 25.75%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
199,266
shares
|
$4.86 Million
0.09% of portfolio
|
Q2 2025
Added 181.24%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Aug 14, 2025 Q2 2025 |
195,739
shares
|
$4.77 Million
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Meritage Portfolio Management
|
Jul 25, 2025 Q2 2025 |
191,117
shares
|
$4.66 Million
0.3% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Valpey Financial Services, LLC
Concord, NH |
Jul 22, 2025 Q2 2025 |
188,959
shares
|
$4.61 Million
3.19% of portfolio
|
Q2 2025
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
186,024
shares
|
$4.54 Million
0.01% of portfolio
|
Q3 2024
Reduced 51.42%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Jul 31, 2025 Q2 2025 |
182,246
shares
|
$4.44 Million
1.68% of portfolio
|
Q2 2025
Reduced 8.29%
|
|
|
Farrow Financial Inc.
Randolph, VT |
Aug 11, 2025 Q2 2025 |
181,750
shares
|
$4.43 Million
2.69% of portfolio
|
Q2 2025
Added 2.11%
|