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 |
|---|---|---|---|---|---|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
7,287
shares
|
$175,543
0.21% of portfolio
|
Q3 2024
Added 0.94%
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Oct 18, 2024 Q3 2024 |
7,264
shares
|
$174,989
0.2% of portfolio
|
Q3 2024
Reduced 3.26%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2024 Q3 2024 |
7,185
shares
|
$173,086
0.0% of portfolio
|
Q3 2024
Reduced 37.33%
|
|
|
Madden Securities Corp
|
Oct 09, 2024 Q3 2024 |
7,142
shares
|
$172,050
0.15% of portfolio
|
Q2 2024
New holding
|
|
|
Pacific Sage Partners, LLC
Shoreline, WA |
Oct 28, 2024 Q3 2024 |
6,973
shares
|
$167,979
0.08% of portfolio
|
Q3 2024
Reduced 17.77%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
6,872
shares
|
$165,546
0.0% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Empirical Asset Management, LLC
|
Oct 11, 2024 Q3 2024 |
6,848
shares
|
$164,968
0.04% of portfolio
|
Q3 2024
Added 1.8%
|
|
|
Spinnaker Investment Group, LLC
|
Nov 06, 2024 Q3 2024 |
6,690
shares
|
$161,162
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Alpha Omega Wealth Management LLC
|
Oct 03, 2024 Q3 2024 |
6,616
shares
|
$159,379
0.06% of portfolio
|
Q2 2024
Reduced 2.22%
|
|
|
Latitude Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
6,509
shares
|
$156,801
0.21% of portfolio
|
Q3 2024
Added 1.09%
|
|
|
Financial Architects, LLC
Woodstock, GA |
Oct 23, 2024 Q3 2024 |
6,440
shares
|
$155,139
0.2% of portfolio
|
Q3 2024
Reduced 4.94%
|
|
|
Sky Investment Group LLC
|
Oct 21, 2024 Q3 2024 |
6,370
shares
|
$153,453
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
6,364
shares
|
$153,308
0.25% of portfolio
|
Q2 2022
New holding
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 08, 2024 Q3 2024 |
6,301
shares
|
$151,791
0.01% of portfolio
|
Q3 2024
Reduced 24.31%
|
|
|
Sightline Wealth Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
6,277
shares
|
$151,212
0.17% of portfolio
|
Q3 2024
Reduced 24.09%
|
|
|
Capital Insight Partners, LLC
|
Oct 09, 2024 Q3 2024 |
6,262
shares
|
$150,851
0.05% of portfolio
|
Q2 2024
Reduced 0.62%
|
|
|
Zimmermann Investment Management & Planning LLC
|
Oct 24, 2024 Q3 2024 |
6,259
shares
|
$150,779
0.11% of portfolio
|
Q3 2024
Reduced 48.36%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
6,193
shares
|
$149,189
0.0% of portfolio
|
Q3 2024
Added 2.58%
|
|
|
Rmb Capital Management, LLC
|
Nov 06, 2024 Q3 2024 |
6,188
shares
|
$149,068
0.01% of portfolio
|
Q2 2024
Reduced 18.21%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Oct 22, 2024 Q3 2024 |
6,175
shares
|
$148,755
0.27% of portfolio
|
Q3 2024
Added 97.6%
|
|
|
Hb Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
6,099
shares
|
$146,924
0.0% of portfolio
|
Q3 2024
Reduced 2.85%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
6,095
shares
|
$146,828
0.11% of portfolio
|
Q3 2024
Added 22.59%
|
|
|
Roof Eidam & Maycock
|
Oct 21, 2024 Q3 2024 |
6,055
shares
|
$145,864
0.08% of portfolio
|
Q4 2023
Reduced 90.85%
|
|
|
Cva Family Office, LLC
|
Oct 10, 2024 Q3 2024 |
6,030
shares
|
$145,262
0.05% of portfolio
|
Q3 2024
Reduced 8.94%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Nov 14, 2024 Q3 2024 |
5,996
shares
|
$144,443
0.04% of portfolio
|
Q3 2024
Reduced 0.28%
|