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 664 institutions that hold shares in the stock, with a total of 344 Million shares, which have been reported (via 13F filing form) to have a value of $8.32 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
306
shares
|
$7,411
0.0% of portfolio
|
Q4 2024
Added 98.7%
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
302
shares
|
$7,314
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Feb 11, 2025 Q4 2024 |
300
shares
|
$7,266
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
298
shares
|
$7,217
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Feb 12, 2025 Q4 2024 |
282
shares
|
$6,830
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Uma Financial Services, Inc.
|
Feb 12, 2025 Q4 2024 |
268
shares
|
$6,490
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
244
shares
|
$5,909
0.0% of portfolio
|
Q2 2024
Added 14.02%
|
|
|
Guardian Wealth Management, Inc.
Peoria, IL |
Feb 14, 2025 Q4 2024 |
222
shares
|
$5,376
0.0% of portfolio
|
Q4 2024
Added 85.0%
|
|
|
Webster Bank, N. A.
|
Jan 22, 2025 Q4 2024 |
222
shares
|
$5,376
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jan 28, 2025 Q4 2024 |
216
shares
|
$5,231
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Security National Bank
|
Feb 10, 2025 Q4 2024 |
216
shares
|
$5,231
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
207
shares
|
$5,013
0.0% of portfolio
|
Q4 2024
Added 99.04%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
186
shares
|
$4,504
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
184
shares
|
$4,456
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
167
shares
|
$4,044
0.0% of portfolio
|
Q4 2024
Added 101.2%
|
|
|
Quantum Capital Management, LLC
Northfield, NJ |
Feb 12, 2025 Q4 2024 |
156
shares
|
$3,778
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
147
shares
|
$3,560
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
133
shares
|
$3,221
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
130
shares
|
$3,148
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
123
shares
|
$2,979
0.0% of portfolio
|
Q2 2024
Reduced 99.77%
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
120
shares
|
$2,906
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
111
shares
|
$2,688
0.0% of portfolio
|
Q2 2022
Reduced 28.85%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
96
shares
|
$2,325
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
80
shares
|
$1,937
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
75
shares
|
$1,816
0.0% of portfolio
|
Q2 2024
Reduced 80.96%
|