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 |
|---|---|---|---|---|---|
|
Carnegie Capital Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
12,055
shares
|
$294,744
0.01% of portfolio
|
Q4 2024
Added 62.12%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Apr 29, 2025 Q1 2025 |
11,970
shares
|
$292,666
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Apr 30, 2025 Q1 2025 |
11,955
shares
|
$292,299
0.01% of portfolio
|
Q1 2025
Added 7.52%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
May 01, 2025 Q1 2025 |
11,909
shares
|
$291,175
0.12% of portfolio
|
Q1 2025
Added 10.76%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
11,671
shares
|
$285,355
0.2% of portfolio
|
Q1 2024
Reduced 13.47%
|
|
|
Sonoma Private Wealth LLC
San Francisco, CA |
Feb 06, 2025 Q4 2024 |
11,471
shares
|
$280,465
0.45% of portfolio
|
Q4 2024
Added 100.75%
|
|
|
Pb Mares Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
11,238
shares
|
$274,769
0.06% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Seneschal Advisors, LLC
Tacoma, WA |
Feb 13, 2025 Q4 2024 |
11,200
shares
|
$273,840
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
11,154
shares
|
$272,715
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Apr 16, 2025 Q1 2025 |
10,958
shares
|
$267,923
0.23% of portfolio
|
Q1 2025
Added 125.2%
|
|
|
Brewster Financial Planning LLC
|
Apr 22, 2025 Q1 2025 |
10,854
shares
|
$265,380
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Exchange Capital Management, Inc.
|
May 01, 2025 Q1 2025 |
10,827
shares
|
$264,720
0.05% of portfolio
|
Q1 2025
Reduced 8.13%
|
|
|
Lauterbach Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
10,771
shares
|
$263,350
0.17% of portfolio
|
Q4 2024
Added 101.89%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
10,713
shares
|
$261,932
0.04% of portfolio
|
Q1 2025
Reduced 1.25%
|
|
|
Wmg Financial Advisors, LLC
|
Feb 06, 2025 Q4 2024 |
10,619
shares
|
$259,634
0.12% of portfolio
|
Q4 2024
Added 104.21%
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
10,584
shares
|
$258,778
0.0% of portfolio
|
Q4 2024
Added 103.5%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Feb 12, 2025 Q4 2024 |
10,569
shares
|
$258,412
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Feb 07, 2025 Q4 2024 |
10,450
shares
|
$255,502
0.11% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Gradient Capital Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
10,323
shares
|
$252,397
0.08% of portfolio
|
Q4 2024
Added 112.28%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Feb 04, 2025 Q4 2024 |
10,298
shares
|
$251,786
0.03% of portfolio
|
Q4 2024
Added 23.14%
|
|
|
Roof Eidam & Maycock
|
Feb 13, 2025 Q4 2024 |
10,280
shares
|
$251,346
0.06% of portfolio
|
Q4 2024
Added 69.78%
|
|
|
Apeiron Ria LLC
|
Jan 17, 2025 Q4 2024 |
10,080
shares
|
$246,456
0.07% of portfolio
|
Q4 2024
Added 110.92%
|
|
|
Litman Gregory Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
10,005
shares
|
$244,622
0.02% of portfolio
|
Q4 2024
Added 99.3%
|
|
|
Strategic Advocates LLC
Logan, UT |
Jan 23, 2025 Q4 2024 |
9,858
shares
|
$241,028
0.08% of portfolio
|
Q4 2024
Reduced 28.38%
|
|
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
Apr 23, 2025 Q1 2025 |
9,820
shares
|
$240,099
0.18% of portfolio
|
Q1 2025
Added 10.05%
|