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 702 institutions that hold shares in the stock, with a total of 313 Million shares, which have been reported (via 13F filing form) to have a value of $7.61 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Quantum Capital Management, LLC
Northfield, NJ |
May 14, 2025 Q1 2025 |
156
shares
|
$3,792
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
144
shares
|
$3,500
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Apr 11, 2025 Q1 2025 |
136
shares
|
$3,306
0.0% of portfolio
|
Q1 2025
Added 172.0%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
130
shares
|
$3,160
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
123
shares
|
$2,990
0.0% of portfolio
|
Q2 2024
Reduced 99.77%
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
120
shares
|
$2,917
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Guardian Wealth Management, Inc.
Peoria, IL |
May 06, 2025 Q1 2025 |
113
shares
|
$2,747
0.0% of portfolio
|
Q1 2025
Reduced 49.1%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
111
shares
|
$2,698
0.0% of portfolio
|
Q2 2022
Reduced 28.85%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
96
shares
|
$2,333
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Game Plan Financial Advisors, LLC
|
May 19, 2025 Q1 2025 |
70
shares
|
$1,701
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Moser Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
66
shares
|
$1,604
0.0% of portfolio
|
Q1 2025
Added 1.54%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
64
shares
|
$1,555
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
57
shares
|
$1,385
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jul 22, 2025 Q2 2025 |
41
shares
|
$996
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
39
shares
|
$948
0.0% of portfolio
|
Q1 2025
Reduced 97.82%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jul 17, 2025 Q2 2025 |
34
shares
|
$826
0.0% of portfolio
|
Q2 2025
Reduced 96.92%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
32
shares
|
$777
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
May 14, 2025 Q1 2025 |
23
shares
|
$559
0.0% of portfolio
|
Q4 2024
Added 91.67%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
20
shares
|
$486
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
14
shares
|
$340
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
5
shares
|
$121
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cedar Mountain Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
4
shares
|
$97
0.0% of portfolio
|
Q1 2025
Reduced 94.2%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
May 06, 2025 Q1 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|