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 |
|---|---|---|---|---|---|
|
Hardin Capital Partners, LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
14,186
shares
|
$345,854
0.2% of portfolio
|
Q2 2025
Reduced 0.98%
|
|
|
Empirical Asset Management, LLC
|
Jul 29, 2025 Q2 2025 |
13,915
shares
|
$339,247
0.1% of portfolio
|
Q2 2025
Reduced 1.06%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Aug 11, 2025 Q2 2025 |
13,859
shares
|
$337,882
0.19% of portfolio
|
Q2 2025
Added 2.08%
|
|
|
Arkfeld Wealth Strategies, L.L.C.
|
Jul 10, 2025 Q2 2025 |
13,831
shares
|
$337,199
0.14% of portfolio
|
Q2 2025
Reduced 60.92%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Aug 06, 2025 Q2 2025 |
13,702
shares
|
$334,054
0.03% of portfolio
|
Q2 2025
Reduced 45.35%
|
|
|
Stonekeep Investments, LLC
Sante Fe, NM |
Jul 10, 2025 Q2 2025 |
13,587
shares
|
$331,251
0.22% of portfolio
|
Q2 2025
Added 1.18%
|
|
|
Roberts Wealth Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
13,540
shares
|
$330,105
0.1% of portfolio
|
Q2 2025
Reduced 20.11%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
13,476
shares
|
$328,544
0.02% of portfolio
|
Q1 2024
Added 0.66%
|
|
|
Financial Architects, LLC
Woodstock, GA |
Jul 21, 2025 Q2 2025 |
13,470
shares
|
$328,398
0.2% of portfolio
|
Q2 2025
Added 0.6%
|
|
|
Latitude Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
13,432
shares
|
$327,472
0.2% of portfolio
|
Q2 2025
Added 1.05%
|
|
|
Litman Gregory Wealth Management LLC
|
Jul 23, 2025 Q2 2025 |
13,415
shares
|
$327,057
0.03% of portfolio
|
Q2 2025
Added 1.51%
|
|
|
Alpha Omega Wealth Management LLC
|
Jul 14, 2025 Q2 2025 |
13,232
shares
|
$322,596
0.06% of portfolio
|
Q2 2025
Reduced 0.29%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Aug 11, 2025 Q2 2025 |
13,210
shares
|
$322,059
0.07% of portfolio
|
Q2 2025
Reduced 44.11%
|
|
|
Scratch Capital LLC
Boise, ID |
Jul 11, 2025 Q2 2025 |
13,100
shares
|
$319,378
0.26% of portfolio
|
Q2 2025
Reduced 0.31%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 21, 2025 Q2 2025 |
12,973
shares
|
$316,281
0.04% of portfolio
|
Q2 2025
Reduced 36.64%
|
|
|
Valeo Financial Advisors, LLC
|
Sep 12, 2025 Q2 2025 |
12,926
shares
|
$315,135
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Papp L Roy & Associates
|
Jul 24, 2025 Q2 2025 |
12,772
shares
|
$311,381
0.04% of portfolio
|
Q2 2025
Added 5.45%
|
|
|
Garrett Investment Advisors LLC
|
Jul 14, 2025 Q2 2025 |
12,750
shares
|
$310,845
0.03% of portfolio
|
Q2 2025
Reduced 9.16%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jul 09, 2025 Q2 2025 |
12,738
shares
|
$310,552
0.04% of portfolio
|
Q1 2025
Reduced 0.64%
|
|
|
Capital Insight Partners, LLC
|
Jul 17, 2025 Q2 2025 |
12,729
shares
|
$310,333
0.05% of portfolio
|
Q2 2025
Reduced 2.08%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Jul 16, 2025 Q2 2025 |
12,726
shares
|
$310,259
0.01% of portfolio
|
Q2 2025
Added 6.45%
|
|
|
Toth Financial Advisory Corp
|
Jul 14, 2025 Q2 2025 |
12,409
shares
|
$302,531
0.04% of portfolio
|
Q2 2025
Reduced 1.66%
|
|
|
Sonoma Private Wealth LLC
San Francisco, CA |
Aug 13, 2025 Q2 2025 |
12,403
shares
|
$302,385
0.37% of portfolio
|
Q1 2025
Added 8.12%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
12,381
shares
|
$301,848
0.02% of portfolio
|
Q2 2025
Added 23.81%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
12,362
shares
|
$301,385
0.0% of portfolio
|
Q2 2025
Added 21.78%
|