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 |
|---|---|---|---|---|---|
|
Tpg Advisors LLC
Northfield, IL |
Apr 24, 2025 Q1 2025 |
8,497
shares
|
$207,751
0.16% of portfolio
|
Q1 2025
Reduced 15.41%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Apr 17, 2025 Q1 2025 |
8,437
shares
|
$206,284
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
8,431
shares
|
$206,137
0.01% of portfolio
|
Q4 2024
Added 69.47%
|
|
|
Mengis Capital Management, Inc.
|
Feb 04, 2025 Q4 2024 |
8,411
shares
|
$205,648
0.04% of portfolio
|
Q4 2024
Added 97.39%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
8,406
shares
|
$205,526
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Apr 23, 2025 Q1 2025 |
8,372
shares
|
$204,695
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Apr 22, 2025 Q1 2025 |
8,358
shares
|
$204,353
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Feb 10, 2025 Q4 2024 |
8,344
shares
|
$204,010
0.02% of portfolio
|
Q4 2024
Added 77.57%
|
|
|
David Wealth Management LLC
Fairfax, VA |
Apr 16, 2025 Q1 2025 |
8,274
shares
|
$202,299
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Lex Aurum Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
8,264
shares
|
$202,054
0.04% of portfolio
|
Q1 2025
Reduced 1.29%
|
|
|
Rocky Mountain Advisers, LLC
|
Jan 29, 2025 Q4 2024 |
8,062
shares
|
$197,115
0.16% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Feb 10, 2025 Q4 2024 |
7,962
shares
|
$194,670
0.0% of portfolio
|
Q4 2024
Added 26.36%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
7,774
shares
|
$190,074
0.0% of portfolio
|
Q4 2024
Added 66.61%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
7,451
shares
|
$182,176
0.1% of portfolio
|
Q3 2022
Reduced 18.62%
|
|
|
Landmark Financial Advisors, LLC
|
Feb 13, 2024 Q4 2023 |
7,317
shares
|
$178,900
0.13% of portfolio
|
Q4 2023
Reduced 9.53%
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
6,742
shares
|
$164,841
0.01% of portfolio
|
Q4 2024
Added 77.8%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
6,714
shares
|
$164,157
0.06% of portfolio
|
Q4 2024
Added 104.07%
|
|
|
Contravisory Investment Management, Inc.
|
Apr 10, 2025 Q1 2025 |
6,420
shares
|
$156,969
0.03% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
6,364
shares
|
$155,599
0.25% of portfolio
|
Q2 2022
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
6,095
shares
|
$149,022
0.11% of portfolio
|
Q3 2024
Added 22.59%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Feb 14, 2025 Q4 2024 |
6,010
shares
|
$146,944
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
5,925
shares
|
$144,866
0.0% of portfolio
|
Q4 2023
Added 8.62%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
5,737
shares
|
$140,269
0.01% of portfolio
|
Q4 2024
Added 72.8%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Apr 29, 2025 Q1 2025 |
5,729
shares
|
$140,074
0.0% of portfolio
|
Q1 2025
Added 638.27%
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
5,635
shares
|
$137,775
0.0% of portfolio
|
Q4 2024
Added 97.44%
|