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 |
|---|---|---|---|---|---|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
39,590
shares
|
$965,204
0.08% of portfolio
|
Q1 2025
Reduced 15.3%
|
|
|
Smart Portfolios, LLC
Seattle, WA |
Jul 28, 2025 Q2 2025 |
38,970
shares
|
$950,088
1.06% of portfolio
|
Q4 2024
Added 104.73%
|
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Aug 14, 2025 Q2 2025 |
38,821
shares
|
$946,455
0.84% of portfolio
|
Q2 2025
Added 1.21%
|
|
|
Burk Holdings LLC
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
38,290
shares
|
$933,510
0.58% of portfolio
|
Q1 2025
Reduced 74.46%
|
|
|
Elmwood Wealth Management, Inc.
|
Jul 25, 2025 Q2 2025 |
38,000
shares
|
$926,440
0.41% of portfolio
|
Q1 2025
Reduced 20.9%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Jul 31, 2025 Q2 2025 |
37,978
shares
|
$925,903
1.05% of portfolio
|
Q2 2025
Added 3.32%
|
|
|
Accurate Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
37,707
shares
|
$919,296
0.16% of portfolio
|
Q2 2025
Added 54.41%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
37,016
shares
|
$902,450
0.01% of portfolio
|
Q2 2025
Reduced 3.68%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jul 10, 2025 Q2 2025 |
36,979
shares
|
$901,548
0.11% of portfolio
|
Q2 2025
Added 301.99%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Jul 30, 2025 Q2 2025 |
36,659
shares
|
$893,746
0.03% of portfolio
|
Q2 2025
Added 37.39%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
36,603
shares
|
$892,381
0.02% of portfolio
|
Q2 2025
Reduced 27.96%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Aug 13, 2025 Q2 2025 |
36,532
shares
|
$890,650
0.17% of portfolio
|
Q2 2025
Added 38.14%
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Jul 15, 2025 Q2 2025 |
36,309
shares
|
$885,213
0.22% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
Hartline Investment Corp
Winnetka, IL |
Jul 29, 2025 Q2 2025 |
36,050
shares
|
$878,899
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
35,878
shares
|
$874,705
0.26% of portfolio
|
Q2 2023
Added 26.95%
|
|
|
Commons Capital, LLC
Needham, MA |
Jul 29, 2025 Q2 2025 |
35,683
shares
|
$869,951
0.68% of portfolio
|
Q2 2025
Reduced 9.88%
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
Aug 12, 2025 Q2 2025 |
35,218
shares
|
$858,614
0.6% of portfolio
|
Q4 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
35,164
shares
|
$857,298
0.04% of portfolio
|
Q2 2025
Added 3.88%
|
|
|
Global Trust Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
35,150
shares
|
$856,957
0.47% of portfolio
|
Q2 2025
Added 59.05%
|
|
|
Websterrogers Financial Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
34,550
shares
|
$842,329
0.27% of portfolio
|
Q2 2025
Added 1.03%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Jul 21, 2025 Q2 2025 |
34,391
shares
|
$838,452
0.15% of portfolio
|
Q2 2025
Added 47.52%
|
|
|
Tempus Wealth Planning, LLC
|
Jul 16, 2025 Q2 2025 |
34,356
shares
|
$837,599
0.23% of portfolio
|
Q2 2025
Added 1.71%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
34,103
shares
|
$831,431
0.02% of portfolio
|
Q2 2025
Added 17.93%
|
|
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
Jul 15, 2025 Q2 2025 |
33,562
shares
|
$818,241
0.59% of portfolio
|
Q2 2025
New holding
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Jul 09, 2025 Q2 2025 |
33,269
shares
|
$811,098
0.15% of portfolio
|
Q2 2025
Added 19.37%
|