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 |
|---|---|---|---|---|---|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
14,972
shares
|
$366,065
0.04% of portfolio
|
Q4 2024
Added 80.41%
|
|
|
Empirical Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
14,759
shares
|
$360,857
0.01% of portfolio
|
Q4 2024
Added 115.52%
|
|
|
Genesee Capital Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
14,607
shares
|
$357,141
0.18% of portfolio
|
Q1 2025
Added 0.67%
|
|
|
L.K. Benson & Company, P.C.
Baltimore, MD |
Apr 24, 2025 Q1 2025 |
14,541
shares
|
$355,527
0.25% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
Brand Asset Management Group, Inc.
|
Apr 10, 2025 Q1 2025 |
14,424
shares
|
$352,666
0.15% of portfolio
|
Q1 2025
Added 0.44%
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Apr 08, 2025 Q1 2025 |
14,326
shares
|
$350,270
0.21% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
14,070
shares
|
$344,011
0.01% of portfolio
|
Q1 2025
Reduced 19.45%
|
|
|
Garrett Investment Advisors LLC
|
Apr 10, 2025 Q1 2025 |
14,035
shares
|
$343,155
0.04% of portfolio
|
Q1 2025
Reduced 18.14%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
13,938
shares
|
$340,784
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
First County Bank /Ct/
Stamford, CT |
Apr 07, 2025 Q1 2025 |
13,721
shares
|
$335,478
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Feb 10, 2025 Q4 2024 |
13,554
shares
|
$331,395
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
13,476
shares
|
$329,488
0.02% of portfolio
|
Q1 2024
Added 0.66%
|
|
|
Financial Architects, LLC
Woodstock, GA |
Apr 29, 2025 Q1 2025 |
13,390
shares
|
$327,385
0.21% of portfolio
|
Q1 2025
Reduced 0.63%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Feb 12, 2025 Q4 2024 |
13,360
shares
|
$326,652
0.04% of portfolio
|
Q4 2024
Added 11.1%
|
|
|
Latitude Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
13,292
shares
|
$324,989
0.22% of portfolio
|
Q1 2025
Added 0.72%
|
|
|
Alpha Omega Wealth Management LLC
|
Apr 15, 2025 Q1 2025 |
13,270
shares
|
$324,451
0.06% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Litman Gregory Wealth Management LLC
|
May 02, 2025 Q1 2025 |
13,215
shares
|
$323,106
0.03% of portfolio
|
Q1 2025
Added 32.08%
|
|
|
Scratch Capital LLC
Boise, ID |
Apr 16, 2025 Q1 2025 |
13,141
shares
|
$321,297
0.33% of portfolio
|
Q1 2025
Reduced 25.44%
|
|
|
Capital Insight Partners, LLC
|
Apr 30, 2025 Q1 2025 |
12,999
shares
|
$317,825
0.06% of portfolio
|
Q4 2024
Added 107.59%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Feb 11, 2025 Q4 2024 |
12,850
shares
|
$314,182
0.0% of portfolio
|
Q4 2024
Reduced 38.08%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Apr 09, 2025 Q1 2025 |
12,738
shares
|
$311,444
0.04% of portfolio
|
Q1 2025
Reduced 0.64%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jan 23, 2025 Q4 2024 |
12,654
shares
|
$309,390
0.02% of portfolio
|
Q4 2024
Added 136.17%
|
|
|
Toth Financial Advisory Corp
|
Apr 14, 2025 Q1 2025 |
12,619
shares
|
$308,534
0.04% of portfolio
|
Q1 2025
Reduced 19.02%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Jan 29, 2025 Q4 2024 |
12,350
shares
|
$301,957
0.24% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Stonekeep Investments, LLC
Sante Fe, NM |
Jan 15, 2025 Q4 2024 |
12,240
shares
|
$299,268
0.22% of portfolio
|
Q4 2024
New holding
|