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 665 institutions that hold shares in the stock, with a total of 345 Million shares, which have been reported (via 13F filing form) to have a value of $8.36 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Great Waters Wealth Management
Minneapolis, MN |
Jan 16, 2025 Q4 2024 |
54,985
shares
|
$1.33 Million
0.17% of portfolio
|
Q4 2024
Added 91.43%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
53,936
shares
|
$1.31 Million
0.11% of portfolio
|
Q4 2024
Added 82.38%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Jan 14, 2025 Q4 2024 |
53,905
shares
|
$1.31 Million
0.57% of portfolio
|
Q4 2024
New holding
|
|
|
Avestar Capital, LLC
|
Jan 29, 2025 Q4 2024 |
53,800
shares
|
$1.31 Million
0.12% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
53,705
shares
|
$1.3 Million
0.0% of portfolio
|
Q4 2024
Added 71.12%
|
|
|
Lindenwold Advisors
|
Feb 10, 2025 Q4 2024 |
53,311
shares
|
$1.29 Million
0.7% of portfolio
|
Q4 2024
Added 88.54%
|
|
|
Beacon Financial Advisory LLC
|
Jan 27, 2025 Q4 2024 |
52,757
shares
|
$1.28 Million
0.45% of portfolio
|
Q4 2024
Added 98.44%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
52,016
shares
|
$1.26 Million
0.15% of portfolio
|
Q4 2024
Added 124.81%
|
|
|
Lummis Asset Management, LP
Fort Worth, TX |
Jan 15, 2025 Q4 2024 |
51,776
shares
|
$1.26 Million
1.58% of portfolio
|
Q4 2024
Added 43.39%
|
|
|
Ledge Wealth Management, Inc.
|
Jan 23, 2024 Q4 2023 |
51,644
shares
|
$1.25 Million
0.97% of portfolio
|
Q4 2023
Added 3.51%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
51,549
shares
|
$1.25 Million
0.08% of portfolio
|
Q4 2024
Added 146.58%
|
|
|
Tennessee Valley Asset Management Partners
|
Jan 21, 2025 Q4 2024 |
50,957
shares
|
$1.24 Million
0.21% of portfolio
|
Q4 2024
Reduced 8.32%
|
|
|
Anderson Hoagland & CO
|
Jan 21, 2025 Q4 2024 |
50,676
shares
|
$1.23 Million
0.13% of portfolio
|
Q4 2024
Added 69.43%
|
|
|
Dmg Group, LLC
Birmingham, AL |
Jan 23, 2025 Q4 2024 |
50,590
shares
|
$1.23 Million
1.02% of portfolio
|
Q4 2024
Added 98.35%
|
|
|
First Interstate Bank
Billings, MT |
Feb 04, 2025 Q4 2024 |
49,392
shares
|
$1.2 Million
0.07% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
K2 Financial Inc.
Glendora, CA |
Feb 06, 2025 Q4 2024 |
48,765
shares
|
$1.18 Million
1.17% of portfolio
|
Q4 2024
New holding
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
48,680
shares
|
$1.18 Million
0.04% of portfolio
|
Q4 2024
Reduced 48.12%
|
|
|
Veery Capital, LLC
|
Jan 15, 2025 Q4 2024 |
48,217
shares
|
$1.17 Million
0.44% of portfolio
|
Q4 2024
Added 64.13%
|
|
|
Elmwood Wealth Management, Inc.
|
Jan 13, 2025 Q4 2024 |
48,038
shares
|
$1.17 Million
0.51% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Towercrest Capital Management
Newtown, PA |
Feb 11, 2025 Q4 2024 |
46,929
shares
|
$1.14 Million
0.18% of portfolio
|
Q4 2024
Added 107.94%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Feb 13, 2025 Q4 2024 |
46,740
shares
|
$1.13 Million
0.09% of portfolio
|
Q4 2024
Added 88.67%
|
|
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
Jan 30, 2025 Q4 2024 |
46,732
shares
|
$1.13 Million
0.21% of portfolio
|
Q4 2024
Added 208.81%
|
|
|
Krilogy Financial LLC
|
Jan 15, 2025 Q4 2024 |
46,278
shares
|
$1.12 Million
0.08% of portfolio
|
Q4 2024
Added 94.81%
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
Feb 12, 2025 Q4 2024 |
46,127
shares
|
$1.12 Million
0.29% of portfolio
|
Q4 2024
Added 108.09%
|
|
|
Cumberland Partners LTD
Toronto, A6 |
Feb 03, 2025 Q4 2024 |
45,470
shares
|
$1.1 Million
0.08% of portfolio
|
Q4 2024
Added 87.39%
|