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 |
|---|---|---|---|---|---|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
1,161
shares
|
$28,386
0.0% of portfolio
|
Q1 2025
Reduced 8.51%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Apr 14, 2025 Q1 2025 |
1,123
shares
|
$27,457
0.03% of portfolio
|
Q1 2025
Added 4.76%
|
|
|
Von Borstel & Associates, Inc.
The Dalles, OR |
Apr 29, 2025 Q1 2025 |
1,110
shares
|
$27,139
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Apr 17, 2025 Q1 2025 |
1,103
shares
|
$26,968
0.01% of portfolio
|
Q1 2025
Added 21.08%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
1,091
shares
|
$26,674
0.02% of portfolio
|
Q4 2024
Added 99.82%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
1,086
shares
|
$26,552
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
1,078
shares
|
$26,357
0.0% of portfolio
|
Q1 2025
Reduced 49.98%
|
|
|
Old Point Trust & Financial Services N A
|
Feb 11, 2025 Q4 2024 |
1,020
shares
|
$24,939
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Vision Financial Markets LLC
Stamford, CT |
Feb 06, 2025 Q4 2024 |
1,000
shares
|
$24,450
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Feb 11, 2025 Q4 2024 |
950
shares
|
$23,227
0.02% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Apr 09, 2025 Q1 2025 |
944
shares
|
$23,080
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
900
shares
|
$22,005
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
868
shares
|
$21,222
0.0% of portfolio
|
Q4 2024
Added 92.46%
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
864
shares
|
$21,124
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
844
shares
|
$20,635
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Feb 12, 2025 Q4 2024 |
810
shares
|
$19,804
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
784
shares
|
$19,168
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Arcadia Investment Advisors LLC
Eagle, ID |
Jan 24, 2025 Q4 2024 |
752
shares
|
$18,386
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
748
shares
|
$18,288
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
726
shares
|
$17,750
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Valley National Advisers Inc
|
Apr 25, 2025 Q1 2025 |
684
shares
|
$16,723
0.0% of portfolio
|
Q1 2025
Reduced 2.84%
|
|
|
Gsb Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
682
shares
|
$16,674
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Franklin Resources Inc
San Mateo, CA |
Feb 12, 2025 Q4 2024 |
664
shares
|
$16,234
0.0% of portfolio
|
Q4 2024
Added 80.43%
|
|
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
Feb 13, 2025 Q4 2024 |
644
shares
|
$15,745
0.0% of portfolio
|
Q4 2024
Added 103.8%
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
627
shares
|
$15,330
0.01% of portfolio
|
Q4 2024
Added 102.91%
|