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 |
|---|---|---|---|---|---|
|
Cambridge Advisors Inc.
|
Jul 16, 2025 Q2 2025 |
32,757
shares
|
$798,615
0.17% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
Coastal Bridge Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
32,745
shares
|
$798,323
0.07% of portfolio
|
Q1 2025
Reduced 2.78%
|
|
|
Planned Solutions, Inc.
|
Jul 29, 2025 Q2 2025 |
32,726
shares
|
$797,859
0.34% of portfolio
|
Q2 2025
Reduced 3.87%
|
|
|
Kuhn & CO Investment Counsel
Chicago, IL |
Aug 13, 2025 Q2 2025 |
32,664
shares
|
$796,348
0.6% of portfolio
|
Q2 2025
Added 0.0%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
32,516
shares
|
$792,740
0.01% of portfolio
|
Q2 2025
Added 289.04%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
32,125
shares
|
$783,207
0.01% of portfolio
|
Q2 2025
Added 87.43%
|
|
|
Win Advisors, Inc
|
Aug 14, 2025 Q2 2025 |
32,124
shares
|
$783,183
0.4% of portfolio
|
Q2 2025
Reduced 43.49%
|
|
|
Madden Securities Corp
|
Jul 22, 2025 Q2 2025 |
31,884
shares
|
$777,331
0.32% of portfolio
|
Q2 2025
Added 9.57%
|
|
|
Chilton Investment CO Inc.
Stamford, CT |
Aug 14, 2025 Q2 2025 |
31,360
shares
|
$764,556
0.02% of portfolio
|
Q2 2025
Reduced 8.3%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Aug 06, 2025 Q2 2025 |
30,397
shares
|
$741,078
0.21% of portfolio
|
Q2 2025
Reduced 8.55%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
30,345
shares
|
$739,811
0.02% of portfolio
|
Q2 2025
Reduced 58.43%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
30,010
shares
|
$731,643
0.0% of portfolio
|
Q2 2025
Added 82.46%
|
|
|
Ntb Financial Corp
Centennial, CO |
Aug 09, 2022 Q2 2022 |
29,990
shares
|
$731,156
1.19% of portfolio
|
Q2 2022
Reduced 12.27%
|
|
|
Tradition Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
29,833
shares
|
$727,328
0.06% of portfolio
|
Q2 2025
Added 26.19%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
29,369
shares
|
$716,016
0.1% of portfolio
|
Q4 2024
Added 81.39%
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
29,261
shares
|
$713,383
0.07% of portfolio
|
Q2 2025
Reduced 11.88%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
29,144
shares
|
$710,530
0.06% of portfolio
|
Q2 2020
Reduced 73.53%
|
|
|
Ewg Elevate Inc.
|
Jul 15, 2025 Q2 2025 |
29,110
shares
|
$709,701
0.24% of portfolio
|
Q2 2025
Reduced 2.04%
|
|
|
Weitzel Financial Services, Inc.
|
Aug 12, 2025 Q2 2025 |
29,046
shares
|
$708,141
0.3% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
|
Ridgewood Investments LLC
|
Jul 14, 2025 Q2 2025 |
29,040
shares
|
$707,995
0.31% of portfolio
|
Q2 2025
Reduced 0.95%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
29,022
shares
|
$707,556
0.02% of portfolio
|
Q2 2024
Added 17.69%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
28,782
shares
|
$701,705
0.33% of portfolio
|
Q1 2024
Added 248.87%
|
|
|
Traub Capital Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
28,437
shares
|
$693,294
0.64% of portfolio
|
Q2 2025
New holding
|
|
|
Hrt Financial LP
New York, NY |
Aug 14, 2025 Q2 2025 |
28,369
shares
|
$691,636
0.0% of portfolio
|
Q2 2025
Reduced 48.41%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
28,280
shares
|
$689,466
0.0% of portfolio
|
Q2 2025
Added 53.64%
|