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 702 institutions that hold shares in the stock, with a total of 313 Million shares, which have been reported (via 13F filing form) to have a value of $7.61 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
1,507,911
shares
|
$36.7 Million
0.21% of portfolio
|
Q2 2025
Added 3.84%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
1,451,447
shares
|
$35.3 Million
0.06% of portfolio
|
Q2 2025
Added 3.95%
|
|
|
Brandywine Oak Private Wealth LLC
|
May 07, 2025 Q1 2025 |
1,374,561
shares
|
$33.4 Million
3.29% of portfolio
|
Q1 2025
Reduced 1.23%
|
|
|
Scs Capital Management LLC
Boston, MA |
May 19, 2025 Q1 2025 |
1,313,120
shares
|
$31.9 Million
0.41% of portfolio
|
Q1 2025
Reduced 37.27%
|
|
|
High Probability Advisors, LLC
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
1,266,810
shares
|
$30.8 Million
4.62% of portfolio
|
Q2 2025
Added 1.53%
|
|
|
Flc Capital Advisors
|
May 05, 2025 Q1 2025 |
1,220,212
shares
|
$29.7 Million
6.73% of portfolio
|
Q1 2025
Added 3.39%
|
|
|
Financial Counselors Inc
|
Apr 29, 2025 Q1 2025 |
1,200,638
shares
|
$29.2 Million
0.45% of portfolio
|
Q1 2025
Added 4.12%
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
May 07, 2025 Q1 2025 |
1,182,104
shares
|
$28.7 Million
9.11% of portfolio
|
Q1 2025
Added 2.67%
|
|
|
Leavell Investment Management, Inc.
|
Apr 30, 2025 Q1 2025 |
1,138,258
shares
|
$27.7 Million
1.4% of portfolio
|
Q1 2025
Added 5.59%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
1,097,789
shares
|
$26.7 Million
0.05% of portfolio
|
Q1 2025
Added 37.17%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
1,092,969
shares
|
$26.6 Million
0.32% of portfolio
|
Q2 2025
Added 21.26%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
1,072,926
shares
|
$26.1 Million
1.5% of portfolio
|
Q1 2025
Added 29.61%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
1,037,866
shares
|
$25.2 Million
0.19% of portfolio
|
Q1 2025
Added 1.8%
|
|
|
Holcombe Financial, Inc.
Atlanta, GA |
Jul 08, 2025 Q2 2025 |
1,013,527
shares
|
$24.6 Million
18.61% of portfolio
|
Q2 2025
Added 4.51%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
May 08, 2025 Q1 2025 |
934,244
shares
|
$22.7 Million
4.83% of portfolio
|
Q1 2025
Reduced 10.0%
|
|
|
Charles Schwab Trust CO
|
Jul 16, 2025 Q2 2025 |
932,766
shares
|
$22.7 Million
1.75% of portfolio
|
Q2 2025
Added 13.75%
|
|
|
Inspire Investing, LLC
Meridian, ID |
Jun 03, 2025 Q1 2025 |
932,160
shares
|
$22.7 Million
2.79% of portfolio
|
Q1 2025
New holding
|
|
|
Williams Financial, LLC
Bennington, VT |
Jul 11, 2025 Q2 2025 |
931,641
shares
|
$22.6 Million
24.76% of portfolio
|
Q2 2025
Added 16.52%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
863,939
shares
|
$21 Million
0.77% of portfolio
|
Q2 2025
Added 2.83%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
838,089
shares
|
$20.4 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.69%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
835,942
shares
|
$20.3 Million
0.0% of portfolio
|
Q1 2025
Added 10.36%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
824,418
shares
|
$20 Million
0.54% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
Apr 11, 2025 Q1 2025 |
814,215
shares
|
$19.8 Million
4.64% of portfolio
|
Q1 2025
Added 3.5%
|
|
|
Fund Evaluation Group, LLC
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
772,924
shares
|
$18.8 Million
0.81% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
766,599
shares
|
$18.6 Million
1.28% of portfolio
|
Q2 2025
Added 1.25%
|