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 |
|---|---|---|---|---|---|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Oct 29, 2025 Q3 2025 |
128,340
shares
|
$3.13 Million
0.19% of portfolio
|
Q3 2025
Added 15.08%
|
|
|
Journey Beyond Wealth, LLC
Roswell, GA |
Oct 28, 2025 Q3 2025 |
126,768
shares
|
$3.09 Million
2.54% of portfolio
|
Q3 2025
Added 6.53%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
Nov 05, 2025 Q3 2025 |
126,705
shares
|
$3.09 Million
1.97% of portfolio
|
Q3 2025
Added 9.47%
|
|
|
Wbh Advisory Inc
|
Oct 30, 2025 Q3 2025 |
125,464
shares
|
$3.06 Million
0.25% of portfolio
|
Q3 2025
Added 1.53%
|
|
|
Mc Lean Asset Management Corp
|
Oct 07, 2025 Q3 2025 |
124,871
shares
|
$3.04 Million
0.63% of portfolio
|
Q3 2025
Added 35.32%
|
|
|
Csenge Advisory Group
|
Oct 28, 2025 Q3 2025 |
121,570
shares
|
$2.96 Million
0.15% of portfolio
|
Q3 2025
Added 22.99%
|
|
|
Aventus Investment Advisors, Inc.
Naples, FL |
Oct 24, 2025 Q3 2025 |
119,563
shares
|
$2.91 Million
2.49% of portfolio
|
Q3 2025
Reduced 8.34%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
118,903
shares
|
$2.9 Million
0.67% of portfolio
|
Q4 2023
Added 41.55%
|
|
|
North Forty Two & Co.
Lake Oswego, OR |
Nov 14, 2025 Q3 2025 |
118,367
shares
|
$2.88 Million
2.82% of portfolio
|
Q3 2025
Reduced 2.23%
|
|
|
Breakwater Investment Management
Seattle, WA |
Oct 02, 2025 Q3 2025 |
117,923
shares
|
$2.87 Million
1.06% of portfolio
|
Q3 2025
Reduced 6.31%
|
|
|
Cheviot Value Management, LLC
|
Oct 31, 2025 Q3 2025 |
117,876
shares
|
$2.87 Million
0.31% of portfolio
|
Q3 2025
Reduced 12.88%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
117,541
shares
|
$2.86 Million
0.03% of portfolio
|
Q3 2025
Added 10.32%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 12, 2025 Q3 2025 |
116,567
shares
|
$2.84 Million
0.4% of portfolio
|
Q3 2025
Reduced 0.23%
|
|
|
ETF Store, Inc.
|
Nov 12, 2025 Q3 2025 |
116,390
shares
|
$2.83 Million
3.14% of portfolio
|
Q3 2025
Reduced 6.04%
|
|
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
Nov 05, 2025 Q3 2025 |
116,324
shares
|
$2.83 Million
1.81% of portfolio
|
Q3 2025
Added 42.58%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
115,095
shares
|
$2.8 Million
0.0% of portfolio
|
Q3 2024
Added 2.39%
|
|
|
Wt Wealth Management
|
Oct 21, 2025 Q3 2025 |
114,694
shares
|
$2.79 Million
0.84% of portfolio
|
Q3 2025
Reduced 73.2%
|
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
Nov 13, 2025 Q3 2025 |
114,022
shares
|
$2.78 Million
0.3% of portfolio
|
Q3 2025
Added 22.53%
|
|
|
Investment Research Partners LLC
Lemont, PA |
Dec 01, 2025 Q3 2025 |
114,016
shares
|
$2.78 Million
1.25% of portfolio
|
Q3 2025
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
113,122
shares
|
$2.75 Million
0.01% of portfolio
|
Q3 2025
Reduced 31.9%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
112,545
shares
|
$2.74 Million
0.01% of portfolio
|
Q3 2025
Added 50.4%
|
|
|
Valley Financial Group, Inc.
Ambler, PA |
Nov 14, 2025 Q3 2025 |
112,254
shares
|
$2.73 Million
1.55% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Elite Financial, Inc.
Lewiston, ID |
Nov 13, 2025 Q3 2025 |
112,113
shares
|
$2.73 Million
1.25% of portfolio
|
Q3 2025
Added 2.36%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Oct 08, 2025 Q3 2025 |
112,038
shares
|
$2.73 Million
0.54% of portfolio
|
Q3 2025
Added 9.8%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Oct 21, 2025 Q3 2025 |
111,536
shares
|
$2.72 Million
0.09% of portfolio
|
Q3 2025
Added 5.54%
|
|