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 |
|---|---|---|---|---|---|
|
D.B. Root & Company, LLC
|
Oct 31, 2024 Q3 2024 |
34,443
shares
|
$829,731
0.57% of portfolio
|
Q3 2024
Added 13.12%
|
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
Nov 12, 2024 Q3 2024 |
34,051
shares
|
$820,288
0.24% of portfolio
|
Q3 2024
Added 5.34%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
33,983
shares
|
$818,650
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Signal Point Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
33,910
shares
|
$816,891
0.42% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Koshinski Asset Management, Inc.
|
Oct 10, 2024 Q3 2024 |
33,567
shares
|
$808,629
0.15% of portfolio
|
Q3 2024
Added 2.42%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Nov 08, 2024 Q3 2024 |
33,044
shares
|
$796,029
0.36% of portfolio
|
Q3 2024
Reduced 5.81%
|
|
|
Princeton Global Asset Management LLC
|
Oct 29, 2024 Q3 2024 |
32,927
shares
|
$793,211
0.33% of portfolio
|
Q3 2024
Added 1.34%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
32,872
shares
|
$791,886
0.04% of portfolio
|
Q3 2024
Reduced 1.36%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
31,385
shares
|
$756,064
0.0% of portfolio
|
Q3 2024
Reduced 3.86%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
31,138
shares
|
$750,114
0.02% of portfolio
|
Q3 2024
Reduced 6.45%
|
|
|
Ntb Financial Corp
Centennial, CO |
Aug 09, 2022 Q2 2022 |
29,990
shares
|
$722,459
1.19% of portfolio
|
Q2 2022
Reduced 12.27%
|
|
|
Anderson Hoagland & CO
|
Oct 07, 2024 Q3 2024 |
29,909
shares
|
$720,507
0.15% of portfolio
|
Q3 2024
Reduced 3.21%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 14, 2024 Q3 2024 |
29,689
shares
|
$715,208
0.05% of portfolio
|
Q2 2024
Reduced 6.55%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
29,574
shares
|
$712,437
0.1% of portfolio
|
Q3 2024
Reduced 7.41%
|
|
|
Veery Capital, LLC
|
Nov 06, 2024 Q3 2024 |
29,378
shares
|
$707,716
0.54% of portfolio
|
Q3 2024
Added 136.88%
|
|
|
Avitas Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
29,177
shares
|
$702,873
0.2% of portfolio
|
Q3 2024
Reduced 17.82%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
29,144
shares
|
$702,078
0.06% of portfolio
|
Q2 2020
Reduced 73.53%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
29,022
shares
|
$699,139
0.02% of portfolio
|
Q2 2024
Added 17.69%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
28,782
shares
|
$693,358
0.33% of portfolio
|
Q1 2024
Added 248.87%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
Nov 13, 2024 Q3 2024 |
28,772
shares
|
$693,117
1.1% of portfolio
|
Q3 2024
Added 9.51%
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Oct 04, 2024 Q3 2024 |
28,723
shares
|
$691,937
0.19% of portfolio
|
Q3 2024
Reduced 1.65%
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
28,276
shares
|
$681,168
0.27% of portfolio
|
Q3 2024
Added 6.64%
|
|
|
Lindenwold Advisors
|
Nov 07, 2024 Q3 2024 |
28,275
shares
|
$681,144
0.7% of portfolio
|
Q3 2024
Reduced 26.58%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
27,835
shares
|
$670,545
0.01% of portfolio
|
Q3 2024
Reduced 11.64%
|
|
|
Hart & Patterson Financial Group LLC
Amherst, MA |
Oct 10, 2024 Q3 2024 |
27,454
shares
|
$661,366
0.64% of portfolio
|
Q3 2024
Added 1.38%
|