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 682 institutions that hold shares in the stock, with a total of 354 Million shares, which have been reported (via 13F filing form) to have a value of $8.65 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Asset Allocation Strategies LLC
Farmington, MI |
Nov 18, 2024 Q3 2024 |
23,943
shares
|
$585,406
0.33% of portfolio
|
Q3 2024
Added 244.21%
|
|
|
Vander Pol Investments L.L.C.
Caledonia, MI |
Jan 23, 2025 Q4 2024 |
23,843
shares
|
$582,961
1.25% of portfolio
|
Q4 2024
Added 87.65%
|
|
|
New Hampshire Trust
Concord, NH |
Apr 08, 2025 Q1 2025 |
23,658
shares
|
$578,438
0.13% of portfolio
|
Q1 2025
Added 4.25%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
May 02, 2025 Q1 2025 |
23,634
shares
|
$577,851
0.11% of portfolio
|
Q1 2025
Reduced 20.65%
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
23,385
shares
|
$571,763
0.0% of portfolio
|
Q1 2025
Reduced 1.45%
|
|
|
Bcs Wealth Management
|
Apr 14, 2025 Q1 2025 |
23,231
shares
|
$567,997
0.15% of portfolio
|
Q1 2025
Added 5.0%
|
|
|
Access Financial Services, Inc.
|
Apr 17, 2025 Q1 2025 |
22,895
shares
|
$559,782
0.34% of portfolio
|
Q1 2025
New holding
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Apr 16, 2025 Q1 2025 |
22,716
shares
|
$555,406
0.15% of portfolio
|
Q1 2025
Reduced 4.22%
|
|
|
Live Oak Private Wealth LLC
|
Apr 22, 2025 Q1 2025 |
22,535
shares
|
$550,980
0.09% of portfolio
|
Q1 2025
Reduced 3.14%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
22,317
shares
|
$545,650
0.01% of portfolio
|
Q4 2024
Added 111.76%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Apr 11, 2025 Q1 2025 |
22,139
shares
|
$541,298
0.06% of portfolio
|
Q1 2025
Reduced 22.52%
|
|
|
Global Trust Asset Management, LLC
|
Apr 18, 2025 Q1 2025 |
22,100
shares
|
$540,345
0.34% of portfolio
|
Q1 2025
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
21,969
shares
|
$537,142
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Stewardship Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
21,915
shares
|
$535,821
0.15% of portfolio
|
Q1 2025
Added 9.39%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Apr 28, 2025 Q1 2025 |
21,832
shares
|
$533,792
0.29% of portfolio
|
Q1 2025
Reduced 35.49%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Feb 11, 2025 Q4 2024 |
21,623
shares
|
$528,682
0.3% of portfolio
|
Q4 2024
Added 101.39%
|
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Apr 23, 2025 Q1 2025 |
21,613
shares
|
$528,437
0.16% of portfolio
|
Q4 2024
Added 82.22%
|
|
|
Redw Wealth LLC
|
Apr 29, 2025 Q1 2025 |
20,995
shares
|
$513,327
0.19% of portfolio
|
Q1 2025
Reduced 1.48%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
20,891
shares
|
$510,784
0.24% of portfolio
|
Q1 2023
Added 0.0%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
20,850
shares
|
$509,782
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
20,803
shares
|
$508,633
0.61% of portfolio
|
Q3 2024
Reduced 5.56%
|
|
|
Brucke Financial, Inc.
Indianapolis, IN |
Feb 27, 2025 Q4 2024 |
20,756
shares
|
$507,484
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Retirement Capital Strategies
|
Feb 07, 2025 Q4 2024 |
20,695
shares
|
$505,992
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Blossom Wealth Management
|
Apr 22, 2025 Q1 2025 |
20,484
shares
|
$500,833
1.0% of portfolio
|
Q1 2025
Added 15.85%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Apr 14, 2025 Q1 2025 |
20,474
shares
|
$500,589
0.07% of portfolio
|
Q1 2025
Reduced 2.23%
|