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 |
|---|---|---|---|---|---|
|
Elgethun Capital Management
Sioux Falls, SD |
Aug 12, 2025 Q2 2025 |
10,478
shares
|
$255,453
0.05% of portfolio
|
Q2 2025
Reduced 8.71%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Aug 07, 2025 Q2 2025 |
10,450
shares
|
$254,771
0.11% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Wmg Financial Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
10,268
shares
|
$250,333
0.1% of portfolio
|
Q2 2025
Reduced 1.01%
|
|
|
Tpg Advisors LLC
Northfield, IL |
Jul 18, 2025 Q2 2025 |
10,166
shares
|
$247,847
0.18% of portfolio
|
Q2 2025
Added 19.64%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
10,127
shares
|
$246,896
0.0% of portfolio
|
Q2 2025
Reduced 30.01%
|
|
|
Apeiron Ria LLC
|
Aug 07, 2025 Q2 2025 |
9,981
shares
|
$243,336
0.07% of portfolio
|
Q2 2025
Added 2.06%
|
|
|
Horan Securities, Inc.
|
Aug 06, 2025 Q2 2025 |
9,886
shares
|
$241,020
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
9,861
shares
|
$240,411
0.01% of portfolio
|
Q2 2025
Reduced 68.34%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Aug 05, 2025 Q2 2025 |
9,819
shares
|
$239,387
0.1% of portfolio
|
Q2 2025
Added 0.64%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
9,803
shares
|
$238,997
0.0% of portfolio
|
Q2 2025
Reduced 11.53%
|
|
|
Bensler, LLC
Bellevue, WA |
Aug 06, 2025 Q2 2025 |
9,653
shares
|
$235,340
0.03% of portfolio
|
Q2 2025
Reduced 38.5%
|
|
|
Generation Capital Management LLC
Pittsford, NY |
Aug 13, 2025 Q2 2025 |
9,514
shares
|
$231,951
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
American Institute For Advanced Investment Management, LLP
|
Aug 05, 2025 Q2 2025 |
9,500
shares
|
$231,610
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Aug 11, 2025 Q2 2025 |
9,297
shares
|
$226,660
0.19% of portfolio
|
Q2 2025
Reduced 20.99%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Aug 13, 2025 Q2 2025 |
9,285
shares
|
$226,368
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Jul 18, 2025 Q2 2025 |
9,264
shares
|
$225,856
0.15% of portfolio
|
Q2 2025
Added 2.13%
|
|
|
Advisor Resource Council
|
Aug 11, 2025 Q2 2025 |
9,134
shares
|
$222,686
0.09% of portfolio
|
Q2 2025
Reduced 95.37%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
9,078
shares
|
$221,321
0.01% of portfolio
|
Q2 2025
Added 6.95%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Jul 14, 2025 Q2 2025 |
9,058
shares
|
$220,834
0.04% of portfolio
|
Q2 2025
Added 4.55%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
8,991
shares
|
$219,200
0.04% of portfolio
|
Q4 2022
Reduced 72.18%
|
|
|
Strategic Advocates LLC
Logan, UT |
Jul 08, 2025 Q2 2025 |
8,918
shares
|
$217,420
0.06% of portfolio
|
Q2 2025
Reduced 1.33%
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
8,898
shares
|
$216,933
0.02% of portfolio
|
Q2 2025
Reduced 4.64%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Jul 30, 2025 Q2 2025 |
8,898
shares
|
$216,933
0.04% of portfolio
|
Q1 2025
Reduced 5.32%
|
|
|
Aull & Monroe Investment Management Corp
Mobile, AL |
Jul 29, 2025 Q2 2025 |
8,889
shares
|
$216,713
0.12% of portfolio
|
Q2 2025
Reduced 5.12%
|
|
|
Advisory Alpha, LLC
|
Aug 01, 2025 Q2 2025 |
8,879
shares
|
$216,470
0.01% of portfolio
|
Q2 2025
New holding
|