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 623 institutions that hold shares in the stock, with a total of 184 Million shares, which have been reported (via 13F filing form) to have a value of $4.44 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Nov 08, 2024 Q3 2024 |
55,462
shares
|
$1.34 Million
2.31% of portfolio
|
Q3 2024
Added 51.61%
|
|
|
American Investment Services, Inc.
|
Nov 14, 2024 Q3 2024 |
55,294
shares
|
$1.33 Million
0.46% of portfolio
|
Q3 2024
Added 5.84%
|
|
|
Dover Advisors, LLC
Richmond, VA |
Oct 15, 2024 Q3 2024 |
54,550
shares
|
$1.32 Million
1.52% of portfolio
|
Q3 2024
New holding
|
|
|
Rede Wealth, LLC
|
Oct 18, 2024 Q3 2024 |
54,377
shares
|
$1.31 Million
1.02% of portfolio
|
Q3 2024
Added 7.0%
|
|
|
Hrt Financial LP
New York, NY |
Nov 12, 2024 Q3 2024 |
54,242
shares
|
$1.31 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cedar Mountain Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
53,748
shares
|
$1.3 Million
0.6% of portfolio
|
Q3 2024
Reduced 11.75%
|
|
|
Valley Financial Group, Inc.
Ambler, PA |
Nov 14, 2024 Q3 2024 |
53,619
shares
|
$1.29 Million
1.84% of portfolio
|
Q3 2024
Reduced 77.49%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 06, 2024 Q3 2024 |
52,120
shares
|
$1.26 Million
0.51% of portfolio
|
Q3 2024
Added 11.03%
|
|
|
Ledge Wealth Management, Inc.
|
Jan 23, 2024 Q4 2023 |
51,644
shares
|
$1.25 Million
0.97% of portfolio
|
Q4 2023
Added 3.51%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
51,029
shares
|
$1.23 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
50,167
shares
|
$1.21 Million
0.32% of portfolio
|
Q3 2024
Reduced 11.33%
|
|
|
Juncture Wealth Strategies, LLC
|
Oct 09, 2024 Q3 2024 |
49,429
shares
|
$1.19 Million
0.94% of portfolio
|
Q3 2024
Reduced 2.37%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
49,349
shares
|
$1.19 Million
0.1% of portfolio
|
Q2 2024
Added 4.46%
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Nov 07, 2024 Q3 2024 |
48,646
shares
|
$1.17 Million
1.71% of portfolio
|
Q3 2024
Added 1.02%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 31, 2024 Q3 2024 |
48,519
shares
|
$1.17 Million
0.49% of portfolio
|
Q3 2024
Added 14.52%
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Nov 07, 2024 Q3 2024 |
48,292
shares
|
$1.16 Million
1.82% of portfolio
|
Q2 2024
Added 0.65%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Nov 14, 2024 Q3 2024 |
48,119
shares
|
$1.16 Million
0.14% of portfolio
|
Q3 2024
Added 3.6%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 12, 2024 Q3 2024 |
47,865
shares
|
$1.15 Million
0.28% of portfolio
|
Q3 2024
Added 90.05%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
47,599
shares
|
$1.15 Million
0.01% of portfolio
|
Q3 2024
Added 25.86%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
47,401
shares
|
$1.14 Million
0.26% of portfolio
|
Q3 2024
Added 1623.67%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Oct 22, 2024 Q3 2024 |
47,234
shares
|
$1.14 Million
0.3% of portfolio
|
Q3 2024
New holding
|
|
|
Mc Lean Asset Management Corp
|
Oct 07, 2024 Q3 2024 |
46,761
shares
|
$1.13 Million
0.69% of portfolio
|
Q3 2024
Added 44.74%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
46,190
shares
|
$1.11 Million
0.01% of portfolio
|
Q3 2024
Reduced 6.31%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
45,901
shares
|
$1.11 Million
0.08% of portfolio
|
Q3 2024
Added 7.53%
|
|
|
Diversified Trust CO
|
Oct 07, 2024 Q3 2024 |
45,772
shares
|
$1.1 Million
0.07% of portfolio
|
Q3 2024
Added 2.75%
|