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 |
|---|---|---|---|---|---|
|
Altfest L J & CO Inc
|
Aug 08, 2025 Q2 2025 |
28,208
shares
|
$687,711
0.1% of portfolio
|
Q2 2025
Added 4.18%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
28,186
shares
|
$687,174
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
First Financial Group Corp
Raleigh, NC |
Jul 23, 2025 Q2 2025 |
27,720
shares
|
$675,813
0.66% of portfolio
|
Q2 2025
Added 15.6%
|
|
|
Bnp Paribas
New York, NY |
Aug 14, 2025 Q2 2025 |
27,553
shares
|
$671,742
0.02% of portfolio
|
Q2 2025
Added 126.51%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
27,025
shares
|
$658,869
0.01% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Aug 07, 2025 Q2 2025 |
26,476
shares
|
$645,484
0.48% of portfolio
|
Q2 2025
Added 3209.5%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Aug 11, 2025 Q2 2025 |
26,347
shares
|
$642,339
0.21% of portfolio
|
Q2 2025
Reduced 6.08%
|
|
|
Archer Investment Management, LLC
Austin, TX |
Jul 09, 2025 Q2 2025 |
26,293
shares
|
$641,023
0.47% of portfolio
|
Q2 2025
Reduced 75.69%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
25,672
shares
|
$625,883
0.12% of portfolio
|
Q4 2022
Added 0.22%
|
|
|
Aegis Wealth Management LLC
Bethesda, MD |
Aug 07, 2025 Q2 2025 |
25,598
shares
|
$624,079
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Bcs Wealth Management
|
Jul 15, 2025 Q2 2025 |
25,566
shares
|
$623,299
0.13% of portfolio
|
Q2 2025
Added 10.05%
|
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
25,505
shares
|
$621,811
0.02% of portfolio
|
Q2 2025
Reduced 2.22%
|
|
|
New Hampshire Trust
Concord, NH |
Jul 31, 2025 Q2 2025 |
25,278
shares
|
$616,277
0.13% of portfolio
|
Q2 2025
Added 6.85%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
24,902
shares
|
$607,110
0.04% of portfolio
|
Q2 2025
Reduced 1.08%
|
|
|
Nelson Capital Management, LLC
|
Jul 23, 2025 Q2 2025 |
24,514
shares
|
$597,651
0.08% of portfolio
|
Q2 2025
Reduced 12.83%
|
|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Jul 21, 2025 Q1 2025 |
24,499
shares
|
$597,285
0.06% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Stewardship Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
24,266
shares
|
$591,605
0.16% of portfolio
|
Q2 2025
Added 10.73%
|
|
|
Vander Pol Investments L.L.C.
Caledonia, MI |
Jul 24, 2025 Q2 2025 |
24,180
shares
|
$589,508
1.24% of portfolio
|
Q2 2025
Reduced 0.67%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
24,124
shares
|
$588,143
0.0% of portfolio
|
Q2 2025
Added 44.02%
|
|
|
Spinnaker Investment Group, LLC
|
Jul 16, 2025 Q2 2025 |
24,006
shares
|
$585,266
0.15% of portfolio
|
Q2 2025
Reduced 41.57%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
24,000
shares
|
$585,120
0.01% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
Main Street Financial Solutions, LLC
|
Aug 14, 2025 Q2 2025 |
23,673
shares
|
$577,147
0.04% of portfolio
|
Q2 2025
Added 0.99%
|
|
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
Jul 31, 2025 Q2 2025 |
23,610
shares
|
$575,611
0.29% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
23,593
shares
|
$575,197
0.0% of portfolio
|
Q2 2025
Reduced 2.25%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
22,835
shares
|
$556,717
0.01% of portfolio
|
Q2 2025
Added 11.7%
|