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 |
|---|---|---|---|---|---|
|
Cumberland Partners LTD
Toronto, A6 |
May 08, 2025 Q1 2025 |
47,555
shares
|
$1.16 Million
0.1% of portfolio
|
Q1 2025
Added 4.59%
|
|
|
Lumbard & Kellner, LLC
Hollis, NH |
Aug 13, 2025 Q2 2025 |
46,622
shares
|
$1.14 Million
0.5% of portfolio
|
Q2 2025
Reduced 12.59%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Aug 06, 2025 Q2 2025 |
45,876
shares
|
$1.12 Million
0.11% of portfolio
|
Q2 2025
Added 394.14%
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
45,850
shares
|
$1.12 Million
0.43% of portfolio
|
Q2 2025
Added 8.96%
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
Aug 07, 2025 Q2 2025 |
45,734
shares
|
$1.11 Million
0.28% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
Towercrest Capital Management
Newtown, PA |
Aug 05, 2025 Q2 2025 |
45,734
shares
|
$1.11 Million
0.2% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
45,537
shares
|
$1.11 Million
0.17% of portfolio
|
Q2 2025
Added 13.79%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Jul 09, 2025 Q2 2025 |
45,061
shares
|
$1.1 Million
0.39% of portfolio
|
Q2 2025
Added 6.77%
|
|
|
Guardian Financial Partners, LLC
|
Jul 31, 2025 Q2 2025 |
43,743
shares
|
$1.07 Million
0.63% of portfolio
|
Q2 2025
Added 4.9%
|
|
|
Frontier Asset Management, LLC
Sheridan, WY |
Aug 12, 2025 Q2 2025 |
43,538
shares
|
$1.06 Million
0.4% of portfolio
|
Q2 2025
Reduced 59.15%
|
|
|
Evanson Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
43,487
shares
|
$1.06 Million
0.07% of portfolio
|
Q2 2025
Reduced 9.44%
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
43,240
shares
|
$1.05 Million
0.02% of portfolio
|
Q2 2025
Reduced 38.05%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
43,024
shares
|
$1.05 Million
0.02% of portfolio
|
Q2 2025
Added 128.68%
|
|
|
D.B. Root & Company, LLC
|
Jul 22, 2025 Q2 2025 |
42,973
shares
|
$1.05 Million
0.33% of portfolio
|
Q2 2025
Reduced 35.96%
|
|
|
Lindenwold Advisors
|
Jul 24, 2025 Q2 2025 |
42,283
shares
|
$1.03 Million
0.55% of portfolio
|
Q2 2025
Reduced 7.95%
|
|
|
Life Plan Financial, LLC
Mankato, MN |
Jul 09, 2025 Q2 2025 |
42,234
shares
|
$1.03 Million
0.85% of portfolio
|
Q2 2025
Added 1.31%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
42,117
shares
|
$1.03 Million
0.02% of portfolio
|
Q2 2025
Added 2.91%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
42,027
shares
|
$1.02 Million
0.01% of portfolio
|
Q2 2025
Added 9.98%
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Apr 22, 2025 Q1 2025 |
41,910
shares
|
$1.02 Million
1.17% of portfolio
|
Q1 2025
Added 1.35%
|
|
|
Twele Capital Management, Inc.
|
Jul 07, 2025 Q2 2025 |
41,837
shares
|
$1.02 Million
0.2% of portfolio
|
Q2 2025
Added 5.09%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
41,559
shares
|
$1.01 Million
0.09% of portfolio
|
Q3 2022
Added 1.81%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
41,194
shares
|
$1 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.63%
|
|
|
Vista Cima Wealth Management LLC
Surprise, AZ |
Aug 11, 2025 Q2 2025 |
40,805
shares
|
$994,825
0.93% of portfolio
|
Q2 2025
Added 1.04%
|
|
|
Mc Broom & Associates, LLC
|
Aug 05, 2025 Q2 2025 |
40,665
shares
|
$991,412
0.57% of portfolio
|
Q1 2025
Reduced 3.55%
|
|
|
Pittenger & Anderson Inc
|
Jul 30, 2025 Q2 2025 |
40,054
shares
|
$976,516
0.04% of portfolio
|
Q2 2025
Added 26.46%
|