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 |
|---|---|---|---|---|---|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
195
shares
|
$4,754
0.0% of portfolio
|
Q1 2025
Added 160.0%
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
169
shares
|
$4,120
0.0% of portfolio
|
Q2 2025
Added 0.6%
|
|
|
Quantum Capital Management, LLC
Northfield, NJ |
Aug 14, 2025 Q2 2025 |
156
shares
|
$3,803
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
150
shares
|
$3,657
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
144
shares
|
$3,510
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
130
shares
|
$3,169
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
127
shares
|
$3,096
0.0% of portfolio
|
Q2 2025
Reduced 6.62%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
123
shares
|
$2,998
0.0% of portfolio
|
Q2 2024
Reduced 99.77%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
118
shares
|
$2,876
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
111
shares
|
$2,706
0.0% of portfolio
|
Q2 2022
Reduced 28.85%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
96
shares
|
$2,340
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Simplex Trading, LLC
|
Aug 05, 2025 Q2 2025 |
90
shares
|
$2,194
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Salomon & Ludwin, LLC
|
Jul 29, 2025 Q2 2025 |
76
shares
|
$1,852
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Game Plan Financial Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
71
shares
|
$1,730
0.0% of portfolio
|
Q2 2025
Added 1.43%
|
|
|
Moser Wealth Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
66
shares
|
$1,609
0.0% of portfolio
|
Q1 2025
Added 1.54%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
64
shares
|
$1,560
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
57
shares
|
$1,389
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jul 22, 2025 Q2 2025 |
41
shares
|
$999
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
39
shares
|
$950
0.0% of portfolio
|
Q1 2025
Reduced 97.82%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jul 17, 2025 Q2 2025 |
34
shares
|
$828
0.0% of portfolio
|
Q2 2025
Reduced 96.92%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
32
shares
|
$780
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Nemes Rush Group LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
28
shares
|
$682
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Aug 14, 2025 Q2 2025 |
23
shares
|
$560
0.0% of portfolio
|
Q4 2024
Added 91.67%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
20
shares
|
$487
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
5
shares
|
$121
0.0% of portfolio
|
Q4 2024
New holding
|