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 |
|---|---|---|---|---|---|
|
Fairman Group, LLC
Chesterbrook, PA |
Jul 28, 2025 Q2 2025 |
12,350
shares
|
$301,093
0.25% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 14, 2025 Q2 2025 |
12,036
shares
|
$293,437
0.0% of portfolio
|
Q2 2025
Reduced 7.87%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
11,959
shares
|
$291,560
0.01% of portfolio
|
Q2 2025
Added 6.35%
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
11,860
shares
|
$289,146
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
11,814
shares
|
$288,025
0.01% of portfolio
|
Q2 2025
Reduced 57.19%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Jul 15, 2025 Q2 2025 |
11,733
shares
|
$286,050
0.07% of portfolio
|
Q2 2025
Reduced 34.16%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Jul 24, 2025 Q2 2025 |
11,680
shares
|
$284,758
0.12% of portfolio
|
Q2 2025
Reduced 1.92%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
11,671
shares
|
$284,538
0.2% of portfolio
|
Q1 2024
Reduced 13.47%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Jul 31, 2025 Q2 2025 |
11,549
shares
|
$281,564
0.01% of portfolio
|
Q2 2025
Reduced 3.52%
|
|
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
Jul 25, 2025 Q2 2025 |
11,456
shares
|
$279,297
0.19% of portfolio
|
Q2 2025
Added 16.66%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Aug 11, 2025 Q2 2025 |
11,365
shares
|
$277,078
0.03% of portfolio
|
Q1 2025
Reduced 14.93%
|
|
|
Independent Advisor Alliance
|
Aug 11, 2025 Q2 2025 |
11,313
shares
|
$275,810
0.01% of portfolio
|
Q2 2025
Added 20.21%
|
|
|
Pb Mares Wealth Management LLC
|
Jul 18, 2025 Q2 2025 |
11,238
shares
|
$273,982
0.05% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
11,233
shares
|
$273,860
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Lauterbach Financial Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
10,904
shares
|
$265,839
0.15% of portfolio
|
Q2 2025
Added 0.73%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
10,895
shares
|
$265,620
0.01% of portfolio
|
Q2 2025
Added 5.93%
|
|
|
Brewster Financial Planning LLC
|
Jul 15, 2025 Q2 2025 |
10,854
shares
|
$264,620
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 16, 2025 Q2 2025 |
10,814
shares
|
$263,645
0.16% of portfolio
|
Q2 2025
Reduced 1.31%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
10,804
shares
|
$263,401
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
10,728
shares
|
$261,548
0.04% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Townsquare Capital LLC
|
Aug 13, 2025 Q2 2025 |
10,670
shares
|
$260,134
0.03% of portfolio
|
Q2 2025
Reduced 98.13%
|
|
|
Exchange Capital Management, Inc.
|
Jul 21, 2025 Q2 2025 |
10,651
shares
|
$259,671
0.04% of portfolio
|
Q2 2025
Reduced 1.63%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Aug 07, 2025 Q2 2025 |
10,632
shares
|
$259,208
0.04% of portfolio
|
Q2 2025
Reduced 13.33%
|
|
|
Gradient Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
10,615
shares
|
$258,793
0.08% of portfolio
|
Q2 2025
Reduced 31.25%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
10,521
shares
|
$256,501
0.01% of portfolio
|
Q2 2025
Added 12.95%
|