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 |
|---|---|---|---|---|---|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
70,650
shares
|
$1.72 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
68,645
shares
|
$1.67 Million
0.04% of portfolio
|
Q2 2025
Added 51.62%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Jul 30, 2025 Q2 2025 |
68,279
shares
|
$1.66 Million
0.14% of portfolio
|
Q2 2025
Reduced 3.97%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
May 15, 2025 Q1 2025 |
67,918
shares
|
$1.66 Million
1.09% of portfolio
|
Q1 2025
Added 22.75%
|
|
|
Calton & Associates, Inc.
|
Aug 12, 2025 Q2 2025 |
67,190
shares
|
$1.64 Million
0.3% of portfolio
|
Q2 2025
Reduced 43.81%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
66,978
shares
|
$1.63 Million
0.08% of portfolio
|
Q2 2025
Added 7.32%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Jul 21, 2025 Q2 2025 |
66,867
shares
|
$1.63 Million
1.54% of portfolio
|
Q2 2025
Reduced 2.43%
|
|
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
Jul 22, 2025 Q2 2025 |
66,180
shares
|
$1.61 Million
0.26% of portfolio
|
Q2 2025
Added 3.87%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
64,974
shares
|
$1.58 Million
0.02% of portfolio
|
Q2 2025
Reduced 14.11%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
64,815
shares
|
$1.58 Million
0.02% of portfolio
|
Q2 2025
Reduced 6.54%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
Aug 14, 2025 Q2 2025 |
63,582
shares
|
$1.55 Million
1.22% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
62,775
shares
|
$1.53 Million
0.12% of portfolio
|
Q2 2025
Added 1.31%
|
|
|
Hart & Patterson Financial Group LLC
Amherst, MA |
Jan 13, 2025 Q4 2024 |
61,319
shares
|
$1.49 Million
0.72% of portfolio
|
Q4 2024
Added 123.35%
|
|
|
Avitas Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
60,944
shares
|
$1.49 Million
0.21% of portfolio
|
Q4 2024
Added 108.88%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
60,534
shares
|
$1.48 Million
0.02% of portfolio
|
Q2 2025
Reduced 14.39%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
59,824
shares
|
$1.46 Million
0.38% of portfolio
|
Q4 2024
Added 76.42%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jul 30, 2025 Q2 2025 |
58,573
shares
|
$1.43 Million
0.04% of portfolio
|
Q2 2025
Added 38.03%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
58,360
shares
|
$1.42 Million
0.11% of portfolio
|
Q2 2025
Added 41.54%
|
|
|
Anderson Hoagland & CO
|
Jul 10, 2025 Q2 2025 |
58,266
shares
|
$1.42 Million
0.14% of portfolio
|
Q2 2025
Added 3.97%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Aug 05, 2025 Q2 2025 |
58,181
shares
|
$1.42 Million
0.05% of portfolio
|
Q2 2025
Reduced 2.04%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
58,126
shares
|
$1.42 Million
0.01% of portfolio
|
Q4 2024
Added 13.91%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Aug 13, 2025 Q2 2025 |
57,313
shares
|
$1.4 Million
0.1% of portfolio
|
Q2 2025
Added 56.3%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Aug 07, 2025 Q2 2025 |
57,125
shares
|
$1.39 Million
0.06% of portfolio
|
Q2 2025
Added 12.55%
|
|
|
Clearview Wealth Advisors LLC
|
Jul 28, 2025 Q2 2025 |
56,734
shares
|
$1.38 Million
1.0% of portfolio
|
Q2 2025
Added 0.71%
|
|
|
Krilogy Financial LLC
|
Jul 09, 2025 Q2 2025 |
55,568
shares
|
$1.35 Million
0.09% of portfolio
|
Q2 2025
Added 20.35%
|