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 |
|---|---|---|---|---|---|
|
Aull & Monroe Investment Management Corp
Mobile, AL |
Feb 06, 2025 Q4 2024 |
9,748
shares
|
$238,338
0.12% of portfolio
|
Q4 2024
Added 102.28%
|
|
|
Northern Trust Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
9,710
shares
|
$237,409
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
9,574
shares
|
$234,084
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Generation Capital Management LLC
Pittsford, NY |
Feb 13, 2025 Q4 2024 |
9,514
shares
|
$232,617
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
American Institute For Advanced Investment Management, LLP
|
Apr 16, 2025 Q1 2025 |
9,500
shares
|
$232,275
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
9,425
shares
|
$230,441
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Feb 14, 2025 Q4 2024 |
9,414
shares
|
$230,172
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Feb 10, 2025 Q4 2024 |
9,398
shares
|
$229,781
0.05% of portfolio
|
Q4 2024
Added 85.58%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Feb 13, 2025 Q4 2024 |
9,350
shares
|
$228,607
0.02% of portfolio
|
Q4 2024
Added 82.44%
|
|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
9,331
shares
|
$228,142
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Feb 06, 2025 Q4 2024 |
9,284
shares
|
$226,993
0.03% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Fft Wealth Management LLC
West Conshohocken, PA |
Feb 04, 2025 Q4 2024 |
9,228
shares
|
$225,624
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Apr 14, 2025 Q1 2025 |
9,199
shares
|
$224,915
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Jan 31, 2025 Q4 2024 |
9,085
shares
|
$222,128
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Feb 11, 2025 Q4 2024 |
9,079
shares
|
$221,981
0.15% of portfolio
|
Q4 2024
Added 92.96%
|
|
|
Diligent Investors, LLC
|
Apr 10, 2025 Q1 2025 |
9,069
shares
|
$221,737
0.06% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
8,991
shares
|
$219,829
0.04% of portfolio
|
Q4 2022
Reduced 72.18%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
8,921
shares
|
$218,118
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Feb 07, 2025 Q4 2024 |
8,816
shares
|
$215,551
0.01% of portfolio
|
Q4 2024
Reduced 18.15%
|
|
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
Feb 04, 2025 Q4 2024 |
8,706
shares
|
$212,861
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
White Lighthouse Investment Management Inc.
|
Feb 04, 2025 Q4 2024 |
8,670
shares
|
$211,981
0.04% of portfolio
|
Q4 2024
Added 68.84%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Apr 14, 2025 Q1 2025 |
8,664
shares
|
$211,834
0.04% of portfolio
|
Q1 2025
Reduced 1.08%
|
|
|
Seascape Capital Management
Portsmouth, NH |
Apr 29, 2025 Q1 2025 |
8,611
shares
|
$210,538
0.07% of portfolio
|
Q1 2025
Reduced 8.52%
|
|
|
Bond & Devick Financial Network, Inc.
|
Apr 08, 2025 Q1 2025 |
8,509
shares
|
$208,045
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Weatherly Asset Management L. P.
|
May 01, 2025 Q1 2025 |
8,500
shares
|
$207,825
0.02% of portfolio
|
Q4 2024
Added 100.0%
|