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 623 institutions that hold shares in the stock, with a total of 184 Million shares, which have been reported (via 13F filing form) to have a value of $4.44 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lederer & Associates Investment Counsel
Long Beach, CA |
Oct 24, 2024 Q3 2024 |
8,646
shares
|
$208,282
0.3% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Nov 06, 2024 Q3 2024 |
8,608
shares
|
$207,366
0.05% of portfolio
|
Q2 2024
Reduced 10.13%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
8,555
shares
|
$206,089
0.01% of portfolio
|
Q3 2024
Reduced 4.47%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Oct 17, 2024 Q3 2024 |
8,555
shares
|
$206,089
0.02% of portfolio
|
Q3 2024
Reduced 4.47%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
8,506
shares
|
$204,909
0.01% of portfolio
|
Q3 2024
Added 251.63%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Nov 06, 2024 Q3 2024 |
8,363
shares
|
$201,464
0.05% of portfolio
|
Q3 2024
Added 4.49%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
8,350
shares
|
$201,151
0.0% of portfolio
|
Q3 2024
Reduced 16.41%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Nov 08, 2024 Q3 2024 |
8,322
shares
|
$200,476
0.25% of portfolio
|
Q3 2024
Reduced 6.0%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
8,299
shares
|
$199,922
0.05% of portfolio
|
Q3 2024
Reduced 30.88%
|
|
|
Garrett Investment Advisors LLC
|
Oct 17, 2024 Q3 2024 |
8,259
shares
|
$198,959
0.04% of portfolio
|
Q3 2024
Reduced 1.26%
|
|
|
Pittenger & Anderson Inc
|
Oct 30, 2024 Q3 2024 |
8,254
shares
|
$198,838
0.02% of portfolio
|
Q3 2024
Reduced 0.67%
|
|
|
Rhs Financial, LLC
|
Oct 31, 2024 Q3 2024 |
8,253
shares
|
$198,814
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Mbe Wealth Management, LLC
|
Oct 21, 2024 Q3 2024 |
8,223
shares
|
$198,092
0.23% of portfolio
|
Q3 2024
Reduced 1.12%
|
|
|
Toth Financial Advisory Corp
|
Oct 21, 2024 Q3 2024 |
8,124
shares
|
$195,707
0.05% of portfolio
|
Q2 2024
Reduced 10.27%
|
|
|
Altfest L J & CO Inc
|
Nov 05, 2024 Q3 2024 |
8,068
shares
|
$194,358
0.05% of portfolio
|
Q3 2024
Reduced 39.69%
|
|
|
Clay Northam Wealth Management, LLC
|
Jul 19, 2024 Q2 2024 |
8,005
shares
|
$192,840
0.3% of portfolio
|
Q2 2024
Reduced 3.61%
|
|
|
Baker Avenue Asset Management, LP
|
Nov 01, 2024 Q3 2024 |
7,864
shares
|
$189,443
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
7,695
shares
|
$185,372
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
7,695
shares
|
$185,372
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Hc Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
7,693
shares
|
$185,324
0.32% of portfolio
|
Q3 2024
Added 8.46%
|
|
|
Cito Capital Group, LLC
Miami, FL |
Nov 13, 2024 Q3 2024 |
7,500
shares
|
$180,675
0.14% of portfolio
|
Q3 2020
Reduced 21.05%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
7,451
shares
|
$179,494
0.1% of portfolio
|
Q3 2022
Reduced 18.62%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 10, 2024 Q3 2024 |
7,436
shares
|
$179,133
0.01% of portfolio
|
Q3 2024
Reduced 8.55%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
7,403
shares
|
$178,338
0.01% of portfolio
|
Q1 2024
Reduced 9.87%
|
|
|
Landmark Financial Advisors, LLC
|
Feb 13, 2024 Q4 2023 |
7,317
shares
|
$176,266
0.13% of portfolio
|
Q4 2023
Reduced 9.53%
|