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 701 institutions that hold shares in the stock, with a total of 313 Million shares, which have been reported (via 13F filing form) to have a value of $7.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
May 15, 2025 Q1 2025 |
96,955
shares
|
$2.36 Million
0.59% of portfolio
|
Q1 2025
Added 4.1%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
95,332
shares
|
$2.32 Million
0.0% of portfolio
|
Q1 2025
Added 77.51%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Apr 25, 2025 Q1 2025 |
94,820
shares
|
$2.31 Million
0.29% of portfolio
|
Q1 2025
Added 6.48%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Feb 14, 2025 Q4 2024 |
93,219
shares
|
$2.27 Million
1.46% of portfolio
|
Q4 2024
Added 127.25%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
93,086
shares
|
$2.26 Million
0.03% of portfolio
|
Q1 2025
Added 16.16%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Apr 17, 2025 Q1 2025 |
92,566
shares
|
$2.25 Million
0.3% of portfolio
|
Q1 2025
Reduced 4.9%
|
|
|
Mc Lean Asset Management Corp
|
Jul 03, 2025 Q2 2025 |
92,281
shares
|
$2.24 Million
0.59% of portfolio
|
Q2 2025
Reduced 3.89%
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Jul 23, 2025 Q2 2025 |
91,841
shares
|
$2.23 Million
1.71% of portfolio
|
Q2 2025
Reduced 4.09%
|
|
|
Curran Financial Partners, LLC
|
Jul 21, 2025 Q2 2025 |
90,532
shares
|
$2.2 Million
0.57% of portfolio
|
Q2 2025
Reduced 65.04%
|
|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
89,370
shares
|
$2.17 Million
0.06% of portfolio
|
Q2 2025
Added 0.64%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
May 02, 2025 Q1 2025 |
89,112
shares
|
$2.17 Million
0.17% of portfolio
|
Q1 2025
Added 310.3%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
88,615
shares
|
$2.15 Million
0.0% of portfolio
|
Q1 2025
Reduced 17.08%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
88,030
shares
|
$2.14 Million
0.01% of portfolio
|
Q1 2025
Reduced 5.45%
|
|
|
Jackson Creek Investment Advisors LLC
|
May 05, 2025 Q1 2025 |
87,362
shares
|
$2.12 Million
0.68% of portfolio
|
Q1 2025
Added 1.44%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
87,004
shares
|
$2.12 Million
0.19% of portfolio
|
Q2 2025
Added 6.94%
|
|
|
Juncture Wealth Strategies, LLC
|
Jul 08, 2025 Q2 2025 |
86,919
shares
|
$2.11 Million
0.76% of portfolio
|
Q2 2025
Reduced 4.35%
|
|
|
Mbe Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
86,756
shares
|
$2.11 Million
1.01% of portfolio
|
Q2 2025
Added 19.59%
|
|
|
Bank Of Marin
Novato, CA |
May 13, 2025 Q1 2025 |
86,061
shares
|
$2.09 Million
2.78% of portfolio
|
Q1 2025
Added 12.39%
|
|
|
Mainsail Financial Group, LLC
Bellevue, WA |
Jul 17, 2025 Q2 2025 |
84,948
shares
|
$2.07 Million
0.96% of portfolio
|
Q2 2025
New holding
|