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 |
|---|---|---|---|---|---|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
20,237
shares
|
$494,794
0.08% of portfolio
|
Q3 2023
Reduced 9.28%
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
19,877
shares
|
$485,992
0.04% of portfolio
|
Q4 2024
Added 102.39%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Feb 13, 2025 Q4 2024 |
19,665
shares
|
$480,809
0.07% of portfolio
|
Q4 2024
Added 43.09%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Feb 10, 2025 Q4 2024 |
19,561
shares
|
$478,266
0.19% of portfolio
|
Q4 2024
Added 22.37%
|
|
|
Somerset Group LLC
Wayzata, MN |
Feb 11, 2025 Q4 2024 |
19,554
shares
|
$478,095
0.44% of portfolio
|
Q4 2024
Added 93.57%
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
19,141
shares
|
$467,997
0.02% of portfolio
|
Q1 2025
Added 3.75%
|
|
|
Bremer Bank National Association
|
Apr 10, 2025 Q1 2025 |
19,050
shares
|
$465,772
0.09% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Selective Wealth Management, Inc.
|
Apr 14, 2025 Q1 2025 |
19,000
shares
|
$464,550
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Apr 28, 2025 Q1 2025 |
18,885
shares
|
$461,738
0.2% of portfolio
|
Q1 2025
Added 15.88%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
18,814
shares
|
$460,002
0.01% of portfolio
|
Q1 2025
Reduced 12.31%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Apr 04, 2025 Q1 2025 |
18,800
shares
|
$459,660
0.22% of portfolio
|
Q1 2025
Added 73.75%
|
|
|
Avant Financial Advisors LLC
Austin, TX |
Mar 24, 2025 Q4 2024 |
18,742
shares
|
$458,241
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
18,683
shares
|
$456,799
0.02% of portfolio
|
Q4 2024
Added 74.51%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
18,492
shares
|
$452,129
0.19% of portfolio
|
Q2 2024
Added 5.95%
|
|
|
Independent Wealth Network Inc.
|
Jan 17, 2025 Q4 2024 |
18,479
shares
|
$451,811
0.19% of portfolio
|
Q4 2024
Added 101.3%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
18,423
shares
|
$450,442
0.03% of portfolio
|
Q1 2024
Reduced 6.62%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
18,242
shares
|
$446,016
0.26% of portfolio
|
Q4 2024
Added 150.34%
|
|
|
Team Financial Group, LLC
Temecula, CA |
Apr 22, 2025 Q1 2025 |
18,076
shares
|
$441,958
0.25% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
Northwest Capital Management Inc
|
May 01, 2025 Q1 2025 |
18,036
shares
|
$440,980
0.19% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Signet Investment Advisory Group, Inc.
|
Jan 29, 2025 Q4 2024 |
17,952
shares
|
$438,926
0.22% of portfolio
|
Q4 2024
Added 101.57%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
17,817
shares
|
$435,625
0.0% of portfolio
|
Q4 2024
Added 90.54%
|
|
|
Lederer & Associates Investment Counsel
Long Beach, CA |
Apr 02, 2025 Q1 2025 |
17,790
shares
|
$434,965
0.32% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Feb 05, 2025 Q4 2024 |
17,773
shares
|
$434,549
0.05% of portfolio
|
Q4 2024
Added 103.66%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
17,685
shares
|
$432,398
0.0% of portfolio
|
Q4 2024
Added 50.59%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jan 29, 2025 Q4 2024 |
17,583
shares
|
$429,904
0.12% of portfolio
|
Q4 2024
Added 98.54%
|