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 623 institutions that hold shares in the stock, with a total of 184 Million shares, which have been reported (via 13F filing form) to have a value of $4.44 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
590
shares
|
$14,213
0.0% of portfolio
|
Q3 2024
Added 555.56%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Nov 13, 2024 Q3 2024 |
546
shares
|
$13,153
0.01% of portfolio
|
Q1 2024
Reduced 15.48%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Nov 04, 2024 Q3 2024 |
536
shares
|
$12,912
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Pflug Koory, LLC
|
Apr 11, 2024 Q1 2024 |
487
shares
|
$11,731
0.0% of portfolio
|
Q1 2024
Added 1.46%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 25, 2024 Q3 2024 |
475
shares
|
$11,442
0.02% of portfolio
|
Q3 2024
Added 23.38%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
453
shares
|
$10,912
0.0% of portfolio
|
Q3 2024
Added 1061.54%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Dec 02, 2024 Q3 2024 |
451
shares
|
$10,864
0.0% of portfolio
|
Q2 2023
Reduced 79.7%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
451
shares
|
$10,864
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hendershot Investments Inc.
|
Nov 14, 2024 Q3 2024 |
445
shares
|
$10,720
0.0% of portfolio
|
Q1 2024
Reduced 27.64%
|
|
|
Windsor Advisory Group, LLC
Columbus, OH |
Nov 14, 2024 Q3 2024 |
430
shares
|
$10,358
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
423
shares
|
$10,190
0.0% of portfolio
|
Q3 2024
Added 147.37%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
422
shares
|
$10,165
0.0% of portfolio
|
Q1 2024
Reduced 88.19%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
405
shares
|
$9,756
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 07, 2024 Q3 2024 |
405
shares
|
$9,756
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
392
shares
|
$9,443
0.0% of portfolio
|
Q4 2023
Added 31.99%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
388
shares
|
$9,346
0.0% of portfolio
|
Q3 2024
Reduced 99.09%
|
|
|
Arcadia Investment Advisors LLC
Eagle, ID |
Dec 19, 2024 Q3 2024 |
376
shares
|
$9,057
0.01% of portfolio
|
Q3 2022
Reduced 6.0%
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
374
shares
|
$9,009
0.0% of portfolio
|
Q3 2024
Reduced 95.3%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 27, 2024 Q3 2024 |
368
shares
|
$8,865
0.0% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
363
shares
|
$8,744
0.0% of portfolio
|
Q3 2024
Reduced 20.39%
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Oct 11, 2024 Q3 2024 |
360
shares
|
$8,672
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 10, 2024 Q3 2024 |
338
shares
|
$8,142
0.01% of portfolio
|
Q3 2024
Added 14.97%
|
|
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
Nov 07, 2024 Q3 2024 |
316
shares
|
$7,612
0.0% of portfolio
|
Q1 2024
Reduced 36.8%
|
|
|
Rise Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
309
shares
|
$7,443
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Gsb Wealth Management, LLC
|
Oct 25, 2024 Q3 2024 |
304
shares
|
$7,323
0.0% of portfolio
|
Q3 2024
New holding
|