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 |
|---|---|---|---|---|---|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Jan 28, 2025 Q4 2024 |
2,268
shares
|
$55,452
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Tower View Investment Management & Research LLC
|
Apr 22, 2025 Q1 2025 |
2,119
shares
|
$51,809
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Future Financial Wealth Managment LLC
|
Apr 09, 2025 Q1 2025 |
2,115
shares
|
$51,711
0.04% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
2,056
shares
|
$50,269
0.0% of portfolio
|
Q4 2024
Added 48.99%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
1,865
shares
|
$45,599
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
North Rock Partners, LLC
|
Apr 22, 2025 Q4 2024 |
1,793
shares
|
$43,838
0.0% of portfolio
|
Q4 2024
Added 93.42%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Apr 28, 2025 Q1 2025 |
1,785
shares
|
$43,643
0.02% of portfolio
|
Q1 2025
Reduced 15.56%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
1,620
shares
|
$39,609
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
1,604
shares
|
$39,217
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Davis Capital Management
Jacksonville, FL |
Apr 11, 2025 Q1 2025 |
1,594
shares
|
$38,973
0.03% of portfolio
|
Q1 2025
Reduced 19.98%
|
|
|
Caitlin John, LLC
Brighton, MI |
Jan 27, 2025 Q4 2024 |
1,512
shares
|
$36,968
0.02% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
1,419
shares
|
$34,694
0.0% of portfolio
|
Q4 2024
Added 87.7%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
1,412
shares
|
$34,523
0.0% of portfolio
|
Q4 2024
Reduced 99.95%
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
1,384
shares
|
$33,838
0.0% of portfolio
|
Q1 2025
Reduced 41.95%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
1,365
shares
|
$33,374
0.0% of portfolio
|
Q1 2025
Reduced 62.89%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
1,308
shares
|
$31,980
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
1,308
shares
|
$31,980
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
1,307
shares
|
$31,956
0.06% of portfolio
|
Q1 2023
Added 12.87%
|
|
|
Cooksen Wealth, LLC
The Woodlands, TX |
Apr 29, 2025 Q1 2025 |
1,302
shares
|
$31,833
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
1,290
shares
|
$31,540
0.0% of portfolio
|
Q4 2024
Added 60.45%
|
|
|
Hendershot Investments Inc.
|
Jan 28, 2025 Q4 2024 |
1,270
shares
|
$31,051
0.0% of portfolio
|
Q4 2024
Added 185.39%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
1,252
shares
|
$30,611
0.03% of portfolio
|
Q1 2022
Added 5.65%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
1,224
shares
|
$29,926
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
1,181
shares
|
$28,875
0.0% of portfolio
|
Q4 2024
Added 100.17%
|
|
|
Bokf, Na
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
1,176
shares
|
$28,753
0.0% of portfolio
|
Q4 2024
Reduced 84.11%
|