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 |
|---|---|---|---|---|---|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
20,237
shares
|
$493,378
0.08% of portfolio
|
Q3 2023
Reduced 9.28%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
19,692
shares
|
$480,090
0.02% of portfolio
|
Q2 2025
Reduced 1.91%
|
|
|
Jacobi Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
19,659
shares
|
$479,286
0.03% of portfolio
|
Q2 2025
Added 1.05%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
19,345
shares
|
$471,631
0.01% of portfolio
|
Q2 2025
Reduced 6.65%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
May 16, 2025 Q1 2025 |
19,300
shares
|
$470,534
0.36% of portfolio
|
Q1 2025
Added 264.15%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 07, 2025 Q2 2025 |
19,152
shares
|
$466,925
0.19% of portfolio
|
Q2 2025
Added 1.87%
|
|
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
Jul 28, 2025 Q2 2025 |
19,140
shares
|
$466,633
0.29% of portfolio
|
Q2 2025
New holding
|
|
|
Bremer Bank National Association
|
Apr 10, 2025 Q1 2025 |
19,050
shares
|
$464,439
0.09% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Old National Bancorp
|
Jul 22, 2025 Q2 2025 |
19,050
shares
|
$464,439
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Selective Wealth Management, Inc.
|
Jul 10, 2025 Q2 2025 |
19,000
shares
|
$463,220
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Aug 07, 2025 Q2 2025 |
18,863
shares
|
$459,879
0.06% of portfolio
|
Q2 2025
Added 13.71%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
18,841
shares
|
$459,343
0.03% of portfolio
|
Q2 2025
Reduced 23.88%
|
|
|
Avant Financial Advisors LLC
Austin, TX |
Aug 04, 2025 Q2 2025 |
18,742
shares
|
$456,929
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Independent Wealth Network Inc.
|
Jul 16, 2025 Q2 2025 |
18,711
shares
|
$456,174
0.18% of portfolio
|
Q2 2025
Added 2.27%
|
|
|
Somerset Group LLC
Wayzata, MN |
Aug 11, 2025 Q2 2025 |
18,581
shares
|
$453,004
0.39% of portfolio
|
Q2 2025
Reduced 4.09%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
18,559
shares
|
$452,468
0.02% of portfolio
|
Q2 2025
Reduced 10.99%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
18,492
shares
|
$450,834
0.19% of portfolio
|
Q2 2024
Added 5.95%
|
|
|
Sightline Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
18,447
shares
|
$449,737
0.22% of portfolio
|
Q2 2025
Added 7.74%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
18,423
shares
|
$449,152
0.03% of portfolio
|
Q1 2024
Reduced 6.62%
|
|
|
Signet Investment Advisory Group, Inc.
|
Aug 01, 2025 Q2 2025 |
18,417
shares
|
$449,006
0.23% of portfolio
|
Q2 2025
Added 1.8%
|
|
|
Birchbrook, Inc.
Bangor, ME |
Aug 11, 2025 Q2 2025 |
18,222
shares
|
$444,252
0.24% of portfolio
|
Q2 2025
Reduced 24.36%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
18,157
shares
|
$442,667
0.0% of portfolio
|
Q2 2025
Added 4.84%
|
|
|
Lederer & Associates Investment Counsel
Long Beach, CA |
Jul 14, 2025 Q2 2025 |
17,820
shares
|
$434,451
0.29% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
17,608
shares
|
$429,283
0.12% of portfolio
|
Q2 2025
Added 3.94%
|
|
|
Hc Advisors, LLC
|
Aug 07, 2025 Q2 2025 |
17,516
shares
|
$427,040
0.32% of portfolio
|
Q2 2025
Added 3.82%
|