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 705 institutions that hold shares in the stock, with a total of 317 Million shares, which have been reported (via 13F filing form) to have a value of $7.74 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
89,370
shares
|
$2.18 Million
0.06% of portfolio
|
Q2 2025
Added 0.64%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
87,944
shares
|
$2.14 Million
0.01% of portfolio
|
Q2 2025
Added 209.44%
|
|
|
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
|
$2.12 Million
0.76% of portfolio
|
Q2 2025
Reduced 4.35%
|
|
|
Mbe Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
86,756
shares
|
$2.12 Million
1.01% of portfolio
|
Q2 2025
Added 19.59%
|
|
|
Jackson Creek Investment Advisors LLC
|
Aug 13, 2025 Q2 2025 |
85,957
shares
|
$2.1 Million
0.57% of portfolio
|
Q2 2025
Reduced 1.61%
|
|
|
True Link Financial Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
85,692
shares
|
$2.09 Million
0.14% of portfolio
|
Q2 2025
Added 69.59%
|
|
|
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
|
|
|
Walkner Condon Financial Advisors LLC
|
Aug 06, 2025 Q2 2025 |
82,257
shares
|
$2.01 Million
0.38% of portfolio
|
Q2 2025
Reduced 31.15%
|
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
81,727
shares
|
$1.99 Million
2.51% of portfolio
|
Q4 2023
Reduced 19.69%
|
|
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
Aug 08, 2025 Q2 2025 |
81,584
shares
|
$1.99 Million
1.31% of portfolio
|
Q2 2025
New holding
|
|
|
Bank Of Marin
Novato, CA |
Aug 14, 2025 Q2 2025 |
81,581
shares
|
$1.99 Million
1.56% of portfolio
|
Q2 2025
Reduced 5.21%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
80,122
shares
|
$1.95 Million
0.25% of portfolio
|
Q2 2025
Added 294.01%
|
|
|
Clear Investment Research, LLC
|
Aug 04, 2025 Q2 2025 |
78,324
shares
|
$1.91 Million
2.43% of portfolio
|
Q2 2025
Added 2.36%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
78,204
shares
|
$1.91 Million
0.0% of portfolio
|
Q2 2025
Added 78.12%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
77,824
shares
|
$1.9 Million
0.03% of portfolio
|
Q2 2025
Added 29.58%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
77,504
shares
|
$1.89 Million
0.13% of portfolio
|
Q2 2025
Added 90.9%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
77,012
shares
|
$1.88 Million
0.01% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Princeton Global Asset Management LLC
|
Jul 29, 2025 Q2 2025 |
76,547
shares
|
$1.87 Million
0.36% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
76,519
shares
|
$1.87 Million
0.04% of portfolio
|
Q2 2024
Added 0.58%
|
|
|
Dmg Group, LLC
Birmingham, AL |
Jul 23, 2025 Q2 2025 |
76,476
shares
|
$1.86 Million
1.48% of portfolio
|
Q2 2025
Added 35.59%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
74,832
shares
|
$1.82 Million
0.01% of portfolio
|
Q2 2025
Added 9.3%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Jul 18, 2025 Q2 2025 |
73,816
shares
|
$1.8 Million
0.74% of portfolio
|
Q4 2024
Reduced 25.39%
|
|
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
Jul 29, 2025 Q2 2025 |
73,000
shares
|
$1.78 Million
0.79% of portfolio
|
Q2 2025
Reduced 29.13%
|
|
|
Jfg Wealth Management, LLC
Denver, CO |
Aug 07, 2025 Q2 2025 |
71,430
shares
|
$1.74 Million
0.36% of portfolio
|
Q2 2025
Reduced 7.9%
|