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 |
|---|---|---|---|---|---|
|
Flc Capital Advisors
|
Jul 29, 2025 Q2 2025 |
1,454,813
shares
|
$35.5 Million
7.45% of portfolio
|
Q2 2025
Added 19.23%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
1,451,447
shares
|
$35.4 Million
0.06% of portfolio
|
Q2 2025
Added 3.95%
|
|
|
Brandywine Oak Private Wealth LLC
|
Jul 24, 2025 Q2 2025 |
1,396,128
shares
|
$34 Million
3.17% of portfolio
|
Q2 2025
Added 1.57%
|
|
|
Scs Capital Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
1,331,753
shares
|
$32.5 Million
0.36% of portfolio
|
Q2 2025
Added 1.42%
|
|
|
High Probability Advisors, LLC
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
1,266,810
shares
|
$30.9 Million
4.62% of portfolio
|
Q2 2025
Added 1.53%
|
|
|
Midwest Trust CO
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
1,202,205
shares
|
$29.3 Million
0.41% of portfolio
|
Q2 2025
New holding
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
May 07, 2025 Q1 2025 |
1,182,104
shares
|
$28.8 Million
9.11% of portfolio
|
Q1 2025
Added 2.67%
|
|
|
Leavell Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
1,177,227
shares
|
$28.7 Million
1.32% of portfolio
|
Q2 2025
Added 3.42%
|
|
|
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
|
Jul 29, 2025 Q2 2025 |
1,068,265
shares
|
$26 Million
1.43% of portfolio
|
Q2 2025
Reduced 0.43%
|
|
|
United Capital Management Of Ks, Inc.
|
Aug 01, 2025 Q2 2025 |
1,056,570
shares
|
$25.8 Million
4.76% of portfolio
|
Q2 2025
Reduced 35.75%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
1,045,800
shares
|
$25.5 Million
0.05% of portfolio
|
Q2 2025
Reduced 4.74%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
1,037,866
shares
|
$25.3 Million
0.19% of portfolio
|
Q1 2025
Added 1.8%
|
|
|
Holcombe Financial, Inc.
Atlanta, GA |
Jul 08, 2025 Q2 2025 |
1,013,527
shares
|
$24.7 Million
18.61% of portfolio
|
Q2 2025
Added 4.51%
|
|
|
Charles Schwab Trust CO
|
Jul 16, 2025 Q2 2025 |
932,766
shares
|
$22.7 Million
1.75% of portfolio
|
Q2 2025
Added 13.75%
|
|
|
Williams Financial, LLC
Bennington, VT |
Jul 11, 2025 Q2 2025 |
931,641
shares
|
$22.7 Million
24.76% of portfolio
|
Q2 2025
Added 16.52%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
920,985
shares
|
$22.5 Million
0.0% of portfolio
|
Q2 2025
Added 10.17%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Aug 08, 2025 Q2 2025 |
917,059
shares
|
$22.4 Million
4.37% of portfolio
|
Q2 2025
Reduced 1.84%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
888,728
shares
|
$21.7 Million
0.05% of portfolio
|
Q2 2025
Added 36.2%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
863,939
shares
|
$21.1 Million
0.77% of portfolio
|
Q2 2025
Added 2.83%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
830,923
shares
|
$20.3 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.86%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
824,418
shares
|
$20.1 Million
0.54% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Jul 24, 2025 Q2 2025 |
786,562
shares
|
$19.2 Million
1.73% of portfolio
|
Q2 2025
Added 20.23%
|
|
|
Fund Evaluation Group, LLC
Cincinnati, OH |
Aug 07, 2025 Q2 2025 |
772,924
shares
|
$18.8 Million
0.73% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
766,599
shares
|
$18.7 Million
1.28% of portfolio
|
Q2 2025
Added 1.25%
|