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 |
|---|---|---|---|---|---|
|
Calton & Associates, Inc.
|
May 15, 2025 Q1 2025 |
119,571
shares
|
$2.9 Million
0.71% of portfolio
|
Q1 2025
Added 7808.13%
|
|
|
Walkner Condon Financial Advisors LLC
|
Apr 22, 2025 Q1 2025 |
119,466
shares
|
$2.9 Million
0.6% of portfolio
|
Q1 2025
Reduced 5.93%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
118,903
shares
|
$2.89 Million
0.67% of portfolio
|
Q4 2023
Added 41.55%
|
|
|
Innovative Wealth Building LLC
California, MD |
Apr 25, 2025 Q1 2025 |
116,287
shares
|
$2.82 Million
2.61% of portfolio
|
Q1 2025
Reduced 11.21%
|
|
|
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%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
May 06, 2025 Q1 2025 |
115,083
shares
|
$2.8 Million
0.48% of portfolio
|
Q1 2025
Added 7.99%
|
|
|
Ahl Investment Management, Inc.
|
Apr 14, 2025 Q1 2025 |
112,451
shares
|
$2.73 Million
1.89% of portfolio
|
Q1 2025
Reduced 5.05%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
May 07, 2025 Q1 2025 |
111,774
shares
|
$2.71 Million
0.11% of portfolio
|
Q1 2025
Reduced 9.55%
|
|
|
Dover Advisors, LLC
Richmond, VA |
Apr 16, 2025 Q1 2025 |
110,694
shares
|
$2.69 Million
1.17% of portfolio
|
Q1 2025
Reduced 18.45%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
109,661
shares
|
$2.66 Million
0.87% of portfolio
|
Q4 2022
Added 3.46%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
109,538
shares
|
$2.66 Million
0.87% of portfolio
|
Q1 2025
Added 2.27%
|
|
|
Archer Investment Management, LLC
Austin, TX |
Apr 09, 2025 Q1 2025 |
108,173
shares
|
$2.63 Million
1.82% of portfolio
|
Q1 2025
Reduced 26.14%
|
|
|
Frontier Asset Management, LLC
Sheridan, WY |
May 07, 2025 Q1 2025 |
106,571
shares
|
$2.59 Million
0.98% of portfolio
|
Q1 2025
Reduced 50.19%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
103,972
shares
|
$2.53 Million
0.14% of portfolio
|
Q4 2023
Added 81.51%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Apr 09, 2025 Q1 2025 |
103,786
shares
|
$2.52 Million
0.09% of portfolio
|
Q1 2025
Added 4.87%
|
|
|
Johnson Financial Group, LLC
Denver, CO |
May 12, 2025 Q1 2025 |
103,188
shares
|
$2.51 Million
0.27% of portfolio
|
Q1 2025
Reduced 4.52%
|
|
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
Mar 04, 2025 Q4 2024 |
103,000
shares
|
$2.5 Million
0.92% of portfolio
|
Q4 2024
New holding
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
99,992
shares
|
$2.43 Million
0.21% of portfolio
|
Q4 2024
Added 99.32%
|
|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
99,451
shares
|
$2.42 Million
0.13% of portfolio
|
Q1 2025
Added 19.38%
|
|
|
Valley Financial Group, Inc.
Ambler, PA |
May 14, 2025 Q1 2025 |
99,277
shares
|
$2.41 Million
1.6% of portfolio
|
Q1 2025
Reduced 1.07%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
May 12, 2025 Q1 2025 |
99,053
shares
|
$2.41 Million
0.14% of portfolio
|
Q1 2025
Reduced 9.06%
|
|
|
Rede Wealth, LLC
|
May 14, 2025 Q1 2025 |
98,231
shares
|
$2.39 Million
0.85% of portfolio
|
Q1 2025
Reduced 5.91%
|
|
|
Herold Advisors, Inc.
|
May 13, 2025 Q1 2025 |
97,803
shares
|
$2.38 Million
0.54% of portfolio
|
Q1 2025
Added 4.92%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
97,510
shares
|
$2.37 Million
0.01% of portfolio
|
Q1 2025
Added 4.46%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
May 05, 2025 Q1 2025 |
97,379
shares
|
$2.37 Million
1.72% of portfolio
|
Q1 2025
Added 7.85%
|