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 |
|---|---|---|---|---|---|
|
Life Plan Financial, LLC
Mankato, MN |
Oct 03, 2024 Q3 2024 |
22,248
shares
|
$536,399
0.94% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
Nov 13, 2024 Q3 2024 |
22,167
shares
|
$534,446
0.28% of portfolio
|
Q3 2024
Added 1.68%
|
|
|
Prelude Capital Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
21,410
shares
|
$516,195
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
21,182
shares
|
$510,698
0.02% of portfolio
|
Q3 2024
Reduced 8.54%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
20,906
shares
|
$504,043
0.07% of portfolio
|
Q3 2024
Reduced 14.15%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
20,891
shares
|
$503,682
0.24% of portfolio
|
Q1 2023
Added 0.0%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
20,803
shares
|
$501,560
0.61% of portfolio
|
Q3 2024
Reduced 5.56%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
20,753
shares
|
$500,354
0.01% of portfolio
|
Q3 2024
Added 139.14%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
20,308
shares
|
$489,625
0.01% of portfolio
|
Q3 2024
Reduced 34.78%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
20,237
shares
|
$487,914
0.08% of portfolio
|
Q3 2023
Reduced 9.28%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
20,091
shares
|
$484,394
0.03% of portfolio
|
Q3 2024
Reduced 19.75%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
20,025
shares
|
$482,802
0.01% of portfolio
|
Q3 2024
Added 0.77%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
Nov 14, 2024 Q3 2024 |
19,684
shares
|
$474,581
0.34% of portfolio
|
Q3 2024
Added 5.52%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
19,550
shares
|
$471,350
0.01% of portfolio
|
Q3 2024
Reduced 4.49%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Nov 08, 2024 Q3 2024 |
19,514
shares
|
$470,482
0.34% of portfolio
|
Q3 2024
Reduced 23.87%
|
|
|
Vista Private Wealth Partners. LLC
|
Dec 03, 2024 Q3 2024 |
19,376
shares
|
$467,155
0.36% of portfolio
|
Q3 2024
Reduced 9.66%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
19,147
shares
|
$461,634
0.0% of portfolio
|
Q3 2024
Added 39.57%
|
|
|
Smart Portfolios, LLC
Seattle, WA |
Oct 30, 2024 Q3 2024 |
19,035
shares
|
$458,933
1.02% of portfolio
|
Q2 2024
Added 1.66%
|
|
|
Twele Capital Management, Inc.
|
Oct 07, 2024 Q3 2024 |
19,012
shares
|
$458,379
0.2% of portfolio
|
Q3 2024
Reduced 1.08%
|
|
|
Perissos Private Wealth Management, LLC
Bethany, OK |
Nov 12, 2024 Q3 2024 |
18,719
shares
|
$451,315
0.74% of portfolio
|
Q3 2024
Added 104.87%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
18,659
shares
|
$449,868
0.01% of portfolio
|
Q3 2024
Reduced 21.3%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
18,492
shares
|
$445,842
0.19% of portfolio
|
Q2 2024
Added 5.95%
|
|
|
True Link Financial Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
18,446
shares
|
$444,733
0.08% of portfolio
|
Q3 2024
Reduced 2.63%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
18,423
shares
|
$444,178
0.03% of portfolio
|
Q1 2024
Reduced 6.62%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 30, 2024 Q3 2024 |
17,608
shares
|
$424,528
0.5% of portfolio
|
Q3 2024
Reduced 93.95%
|