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 |
|---|---|---|---|---|---|
|
Rice Partnership, LLC
|
Jul 24, 2025 Q2 2025 |
526
shares
|
$12,823
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Jul 30, 2025 Q2 2025 |
492
shares
|
$11,994
0.03% of portfolio
|
Q1 2025
Reduced 5.57%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Jul 31, 2025 Q2 2025 |
470
shares
|
$11,458
0.01% of portfolio
|
Q2 2025
Reduced 98.9%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
464
shares
|
$11,312
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Aug 15, 2025 Q2 2025 |
436
shares
|
$10,629
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cordant, Inc.
Portland, OR |
Jul 14, 2025 Q2 2025 |
415
shares
|
$10,117
0.0% of portfolio
|
Q2 2025
Added 9.5%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Aug 08, 2025 Q2 2025 |
402
shares
|
$9,800
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
400
shares
|
$9,752
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Arcadia Investment Advisors LLC
Eagle, ID |
Jul 22, 2025 Q2 2025 |
356
shares
|
$8,679
0.0% of portfolio
|
Q1 2025
Reduced 52.66%
|
|
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
Jul 30, 2025 Q2 2025 |
324
shares
|
$7,899
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Old Point Trust & Financial Services N A
|
Jul 30, 2025 Q2 2025 |
320
shares
|
$7,801
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
310
shares
|
$7,557
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
305
shares
|
$7,435
0.0% of portfolio
|
Q2 2025
Reduced 95.62%
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
302
shares
|
$7,362
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
300
shares
|
$7,314
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
298
shares
|
$7,265
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
290
shares
|
$7,070
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
280
shares
|
$6,826
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
268
shares
|
$6,533
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
266
shares
|
$6,485
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Jul 16, 2025 Q2 2025 |
258
shares
|
$6,290
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
244
shares
|
$5,948
0.0% of portfolio
|
Q2 2024
Added 14.02%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 21, 2025 Q2 2025 |
216
shares
|
$5,266
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
207
shares
|
$5,046
0.0% of portfolio
|
Q2 2025
Added 12.5%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
204
shares
|
$4,973
0.0% of portfolio
|
Q1 2025
Reduced 86.03%
|