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 |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
108,280,589
shares
|
$2.63 Billion
0.22% of portfolio
|
Q1 2025
Reduced 32.43%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
21,839,892
shares
|
$531 Million
0.15% of portfolio
|
Q1 2025
Added 2.31%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
21,461,902
shares
|
$522 Million
0.04% of portfolio
|
Q1 2025
Added 3.37%
|
|
|
Sei Investments CO
Oaks, PA |
May 14, 2025 Q1 2025 |
16,525,541
shares
|
$402 Million
0.54% of portfolio
|
Q1 2025
Added 1.58%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
7,645,106
shares
|
$186 Million
0.06% of portfolio
|
Q1 2025
Added 6.07%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
6,119,974
shares
|
$149 Million
0.16% of portfolio
|
Q1 2025
Added 3.35%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 14, 2025 Q1 2025 |
4,378,676
shares
|
$106 Million
0.17% of portfolio
|
Q1 2025
Added 49.46%
|
|
|
Wealthfront Advisers LLC
|
May 02, 2025 Q1 2025 |
3,916,163
shares
|
$95.2 Million
0.27% of portfolio
|
Q1 2025
Added 4.27%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
3,450,288
shares
|
$83.9 Million
0.03% of portfolio
|
Q1 2025
Added 2.65%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
3,245,196
shares
|
$78.9 Million
10.41% of portfolio
|
Q2 2025
Added 55.54%
|
|
|
State Street Corp
Boston, MA |
May 15, 2025 Q1 2025 |
3,100,000
shares
|
$75.4 Million
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
3,043,170
shares
|
$74 Million
0.01% of portfolio
|
Q1 2025
Added 16.21%
|
|
|
West Coast Financial LLC
|
Apr 10, 2025 Q1 2025 |
3,033,672
shares
|
$73.7 Million
8.45% of portfolio
|
Q1 2025
Added 23.45%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
2,714,600
shares
|
$66 Million
0.03% of portfolio
|
Q1 2025
Added 7.79%
|
|
|
Clearwater Capital Advisors, LLC
|
May 08, 2025 Q1 2025 |
2,465,234
shares
|
$59.9 Million
6.14% of portfolio
|
Q1 2025
Added 0.72%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
2,425,664
shares
|
$59 Million
4.09% of portfolio
|
Q2 2025
Reduced 14.86%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
2,125,226
shares
|
$51.7 Million
4.65% of portfolio
|
Q2 2025
Added 17.57%
|
|
|
Morningstar Investment Management LLC
Chicago, IL |
May 07, 2025 Q1 2025 |
1,970,129
shares
|
$47.9 Million
4.08% of portfolio
|
Q1 2025
Added 4.2%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
1,967,220
shares
|
$47.8 Million
0.01% of portfolio
|
Q1 2025
Added 23.79%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
1,922,675
shares
|
$46.7 Million
0.11% of portfolio
|
Q1 2025
Reduced 3.08%
|
|
|
Stephens Group Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
1,876,668
shares
|
$45.6 Million
3.3% of portfolio
|
Q2 2025
Added 380.85%
|
|
|
Lvw Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
1,834,600
shares
|
$44.6 Million
5.19% of portfolio
|
Q2 2025
Reduced 4.47%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jul 02, 2025 Q2 2025 |
1,772,706
shares
|
$43.1 Million
7.78% of portfolio
|
Q2 2025
Added 9.66%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Jul 18, 2025 Q2 2025 |
1,739,672
shares
|
$42.3 Million
9.43% of portfolio
|
Q2 2025
Added 5.83%
|
|
|
United Capital Management Of Ks, Inc.
|
May 13, 2025 Q1 2025 |
1,644,432
shares
|
$40 Million
9.43% of portfolio
|
Q1 2025
Added 4.81%
|