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 |
|---|---|---|---|---|---|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
1,252
shares
|
$30,523
0.03% of portfolio
|
Q1 2022
Added 5.65%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
1,202
shares
|
$29,304
0.0% of portfolio
|
Q2 2025
Added 61.56%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
1,181
shares
|
$28,792
0.0% of portfolio
|
Q2 2025
Added 1.72%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Jul 21, 2025 Q2 2025 |
1,105
shares
|
$26,939
0.03% of portfolio
|
Q2 2025
Reduced 1.6%
|
|
|
Vision Financial Markets LLC
Stamford, CT |
Aug 01, 2025 Q2 2025 |
1,000
shares
|
$24,380
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
944
shares
|
$23,014
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
900
shares
|
$21,942
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Tower View Investment Management & Research LLC
|
Jul 21, 2025 Q2 2025 |
872
shares
|
$21,259
0.01% of portfolio
|
Q2 2025
Reduced 58.85%
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
864
shares
|
$21,064
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
844
shares
|
$20,576
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
828
shares
|
$20,186
0.0% of portfolio
|
Q1 2025
Reduced 4.61%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Aug 11, 2025 Q2 2025 |
810
shares
|
$19,747
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
784
shares
|
$19,113
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
780
shares
|
$19,016
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
684
shares
|
$16,675
0.0% of portfolio
|
Q1 2025
Reduced 2.84%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
664
shares
|
$16,188
0.01% of portfolio
|
Q2 2025
Added 5.23%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
664
shares
|
$16,188
0.0% of portfolio
|
Q4 2024
Added 80.43%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Jul 17, 2025 Q2 2025 |
636
shares
|
$15,505
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
625
shares
|
$15,237
0.0% of portfolio
|
Q2 2025
Reduced 42.02%
|
|
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
Jul 31, 2025 Q2 2025 |
580
shares
|
$14,140
0.01% of portfolio
|
Q2 2025
Added 0.87%
|
|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
564
shares
|
$13,750
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
540
shares
|
$13,165
0.0% of portfolio
|
Q2 2025
Added 18.94%
|
|
|
Mc Ilrath & Eck, LLC
|
Aug 14, 2025 Q2 2025 |
538
shares
|
$13,116
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
536
shares
|
$13,067
0.0% of portfolio
|
Q2 2025
Added 0.94%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
535
shares
|
$13,043
0.0% of portfolio
|
Q1 2025
New holding
|