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 |
|---|---|---|---|---|---|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Apr 28, 2025 Q1 2025 |
5,605
shares
|
$137,042
0.04% of portfolio
|
Q1 2025
Added 2.17%
|
|
|
Washington Trust CO
|
Apr 25, 2025 Q1 2025 |
5,400
shares
|
$132,030
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
Jul 22, 2024 Q2 2024 |
5,300
shares
|
$129,585
0.22% of portfolio
|
Q2 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
5,102
shares
|
$124,743
0.0% of portfolio
|
Q4 2024
Added 1031.26%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
4,699
shares
|
$114,890
0.03% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
4,646
shares
|
$113,594
0.01% of portfolio
|
Q1 2025
Added 21.27%
|
|
|
Legacy Bridge, LLC
|
Jan 22, 2025 Q4 2024 |
4,600
shares
|
$112,470
0.06% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
4,398
shares
|
$107,531
0.01% of portfolio
|
Q4 2024
Added 100.55%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
4,282
shares
|
$104,694
0.0% of portfolio
|
Q3 2024
Reduced 6.45%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
4,172
shares
|
$102,005
0.0% of portfolio
|
Q4 2024
Added 104.01%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Feb 13, 2025 Q4 2024 |
3,980
shares
|
$97,311
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
3,977
shares
|
$97,237
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
3,802
shares
|
$92,958
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
3,775
shares
|
$92,298
0.0% of portfolio
|
Q4 2024
Added 301.6%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
May 01, 2025 Q1 2025 |
3,744
shares
|
$91,540
0.02% of portfolio
|
Q1 2025
Reduced 5.07%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Apr 22, 2025 Q1 2025 |
3,234
shares
|
$79,071
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
2,997
shares
|
$73,276
0.0% of portfolio
|
Q4 2024
Added 102.23%
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
2,758
shares
|
$67,433
0.08% of portfolio
|
Q4 2022
Added 0.77%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Feb 13, 2025 Q4 2024 |
2,622
shares
|
$64,107
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Fairway Wealth LLC
Independence, OH |
Apr 29, 2025 Q1 2025 |
2,578
shares
|
$63,032
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Feb 12, 2025 Q4 2024 |
2,496
shares
|
$61,027
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
2,450
shares
|
$59,902
0.02% of portfolio
|
Q4 2024
Added 102.48%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
2,382
shares
|
$58,239
0.02% of portfolio
|
Q4 2024
Added 101.86%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Feb 12, 2025 Q4 2024 |
2,276
shares
|
$55,648
0.02% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Tradewinds Capital Management, LLC
|
Apr 25, 2025 Q1 2025 |
2,270
shares
|
$55,501
0.01% of portfolio
|
Q1 2025
Added 0.09%
|