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 |
|---|---|---|---|---|---|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
235,303
shares
|
$5.73 Million
0.04% of portfolio
|
Q3 2025
Added 7.68%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
232,445
shares
|
$5.66 Million
0.02% of portfolio
|
Q3 2025
Reduced 2.8%
|
|
|
Associated Banc Corp
Green Bay, WI |
Oct 24, 2025 Q3 2025 |
231,874
shares
|
$5.65 Million
0.16% of portfolio
|
Q3 2025
Reduced 6.33%
|
|
|
Dean Investment Associates, LLC
Beavercreek, OH |
Nov 13, 2025 Q3 2025 |
230,991
shares
|
$5.62 Million
0.8% of portfolio
|
Q3 2025
Reduced 9.85%
|
|
|
Plan A Wealth LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
228,661
shares
|
$5.57 Million
2.84% of portfolio
|
Q3 2025
Added 22.45%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
223,149
shares
|
$5.43 Million
0.19% of portfolio
|
Q3 2025
Reduced 6.14%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
219,854
shares
|
$5.35 Million
2.35% of portfolio
|
Q3 2025
Reduced 18.9%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
214,029
shares
|
$5.21 Million
0.09% of portfolio
|
Q3 2025
Added 7.41%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
212,197
shares
|
$5.17 Million
0.17% of portfolio
|
Q3 2025
Reduced 15.13%
|
|
|
Farrow Financial Inc.
Randolph, VT |
Nov 03, 2025 Q3 2025 |
207,095
shares
|
$5.04 Million
2.93% of portfolio
|
Q3 2025
Added 13.94%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
206,440
shares
|
$5.03 Million
0.2% of portfolio
|
Q3 2025
New holding
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Nov 12, 2025 Q3 2025 |
205,890
shares
|
$5.01 Million
3.18% of portfolio
|
Q3 2025
Added 0.78%
|
|
|
Maltin Wealth Management, Inc.
|
Oct 23, 2025 Q3 2025 |
204,307
shares
|
$4.97 Million
2.57% of portfolio
|
Q3 2025
Reduced 6.87%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
204,038
shares
|
$4.97 Million
0.01% of portfolio
|
Q3 2025
Added 21.99%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
203,703
shares
|
$4.96 Million
0.03% of portfolio
|
Q3 2025
Reduced 24.77%
|
|
|
Successful Portfolios LLC
|
Oct 15, 2025 Q3 2025 |
202,762
shares
|
$4.94 Million
2.91% of portfolio
|
Q3 2025
Added 0.66%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
202,299
shares
|
$4.93 Million
0.01% of portfolio
|
Q3 2025
Reduced 4.29%
|
|
|
Valpey Financial Services, LLC
Concord, NH |
Nov 06, 2025 Q3 2025 |
201,812
shares
|
$4.91 Million
3.22% of portfolio
|
Q3 2025
Added 6.8%
|
|
|
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%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Nov 12, 2025 Q3 2025 |
198,408
shares
|
$4.83 Million
0.17% of portfolio
|
Q3 2025
Added 1.36%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Oct 23, 2025 Q3 2025 |
197,566
shares
|
$4.81 Million
0.86% of portfolio
|
Q3 2025
Reduced 1.69%
|
|
|
Erts Wealth Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
191,688
shares
|
$4.67 Million
1.51% of portfolio
|
Q3 2025
Added 27.61%
|
|
|
Meritage Portfolio Management
|
Oct 27, 2025 Q3 2025 |
186,252
shares
|
$4.54 Million
0.31% of portfolio
|
Q3 2025
Reduced 2.55%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
186,024
shares
|
$4.53 Million
0.01% of portfolio
|
Q3 2024
Reduced 51.42%
|
|
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
Nov 17, 2025 Q3 2025 |
185,678
shares
|
$4.52 Million
1.28% of portfolio
|
Q3 2025
Reduced 42.39%
|
|