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 |
|---|---|---|---|---|---|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
45,663
shares
|
$1.1 Million
0.01% of portfolio
|
Q3 2024
Reduced 20.84%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
45,426
shares
|
$1.1 Million
0.15% of portfolio
|
Q3 2024
Added 23.94%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Nov 08, 2024 Q3 2024 |
44,242
shares
|
$1.07 Million
0.67% of portfolio
|
Q3 2024
Added 13.92%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Oct 30, 2024 Q3 2024 |
43,837
shares
|
$1.06 Million
0.61% of portfolio
|
Q3 2024
Added 2.11%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Oct 25, 2024 Q3 2024 |
42,806
shares
|
$1.03 Million
0.25% of portfolio
|
Q3 2024
Added 13.42%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
42,425
shares
|
$1.02 Million
0.02% of portfolio
|
Q3 2024
Reduced 5.85%
|
|
|
Jackson Creek Investment Advisors LLC
|
Nov 04, 2024 Q3 2024 |
41,859
shares
|
$1.01 Million
0.61% of portfolio
|
Q3 2024
Reduced 10.35%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
41,559
shares
|
$1 Million
0.09% of portfolio
|
Q3 2022
Added 1.81%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
41,538
shares
|
$1 Million
0.06% of portfolio
|
Q3 2024
Added 368.19%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Nov 08, 2024 Q3 2024 |
41,361
shares
|
$997,213
0.53% of portfolio
|
Q3 2024
Reduced 28.02%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Nov 14, 2024 Q3 2024 |
41,020
shares
|
$988,992
1.39% of portfolio
|
Q3 2024
Reduced 40.32%
|
|
|
Herold Advisors, Inc.
|
Nov 14, 2024 Q3 2024 |
40,890
shares
|
$985,857
0.45% of portfolio
|
Q3 2024
Added 5.58%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
40,877
shares
|
$985,544
0.05% of portfolio
|
Q3 2024
Added 2.89%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Oct 25, 2024 Q3 2024 |
40,757
shares
|
$982,651
0.32% of portfolio
|
Q3 2024
Added 26.74%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
40,374
shares
|
$973,417
0.0% of portfolio
|
Q3 2024
Reduced 3.5%
|
|
|
Clear Investment Research, LLC
|
Nov 12, 2024 Q3 2024 |
38,126
shares
|
$919,217
2.44% of portfolio
|
Q3 2024
Reduced 6.09%
|
|
|
Bigelow Investment Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
37,772
shares
|
$910,682
0.83% of portfolio
|
Q3 2024
Reduced 13.11%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
37,595
shares
|
$906,415
0.0% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
Bank Of Marin
Novato, CA |
Nov 06, 2024 Q3 2024 |
37,460
shares
|
$903,160
1.51% of portfolio
|
Q3 2024
Added 5.32%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
37,308
shares
|
$899,495
0.03% of portfolio
|
Q3 2024
Added 121.89%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
Nov 01, 2024 Q3 2024 |
37,186
shares
|
$896,554
1.53% of portfolio
|
Q3 2024
New holding
|
|
|
Lummis Asset Management, LP
Fort Worth, TX |
Nov 06, 2024 Q3 2024 |
36,108
shares
|
$870,563
2.07% of portfolio
|
Q3 2024
Reduced 3.66%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
35,878
shares
|
$865,018
0.26% of portfolio
|
Q2 2023
Added 26.95%
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Oct 31, 2024 Q3 2024 |
35,825
shares
|
$863,740
0.89% of portfolio
|
Q3 2024
Added 93.76%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
Nov 07, 2024 Q3 2024 |
34,803
shares
|
$839,100
0.02% of portfolio
|
Q3 2024
Reduced 6.73%
|