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 |
|---|---|---|---|---|---|
|
Courage Miller Partners, LLC
|
Apr 28, 2025 Q1 2025 |
757,138
shares
|
$18.4 Million
6.26% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
749,505
shares
|
$18.2 Million
0.03% of portfolio
|
Q2 2025
Added 1.24%
|
|
|
Nisa Investment Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
737,900
shares
|
$17.9 Million
0.09% of portfolio
|
Q1 2025
Added 528.0%
|
|
|
Journey Advisory Group, LLC
|
May 13, 2025 Q1 2025 |
698,914
shares
|
$17 Million
1.42% of portfolio
|
Q1 2025
Added 157.25%
|
|
|
Novem Group
Rochester, NY |
Jul 16, 2025 Q2 2025 |
671,643
shares
|
$16.3 Million
2.06% of portfolio
|
Q2 2025
Added 6.49%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
668,398
shares
|
$16.2 Million
0.01% of portfolio
|
Q1 2025
Added 4.33%
|
|
|
Galvin, Gaustad & Stein, LLC
|
May 07, 2025 Q1 2025 |
654,199
shares
|
$15.9 Million
1.51% of portfolio
|
Q1 2025
Added 13.81%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
652,499
shares
|
$15.9 Million
0.04% of portfolio
|
Q1 2025
Reduced 36.07%
|
|
|
Access Financial Services, Inc.
|
Jul 18, 2025 Q2 2025 |
633,783
shares
|
$15.4 Million
8.81% of portfolio
|
Q2 2025
Added 2668.22%
|
|
|
Resonant Capital Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
623,211
shares
|
$15.2 Million
1.07% of portfolio
|
Q1 2025
Added 5.3%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
615,112
shares
|
$15 Million
5.58% of portfolio
|
Q2 2025
Added 20.81%
|
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
577,136
shares
|
$14 Million
0.26% of portfolio
|
Q2 2025
Added 1.25%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Apr 29, 2025 Q1 2025 |
575,512
shares
|
$14 Million
9.95% of portfolio
|
Q1 2025
New holding
|
|
|
Marotta Asset Management
|
Jul 02, 2025 Q2 2025 |
573,096
shares
|
$13.9 Million
2.81% of portfolio
|
Q2 2025
Added 99.48%
|
|
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
Apr 28, 2025 Q1 2025 |
572,719
shares
|
$13.9 Million
4.3% of portfolio
|
Q1 2025
Added 9.97%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
571,996
shares
|
$13.9 Million
0.15% of portfolio
|
Q1 2025
Added 1.82%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
561,392
shares
|
$13.6 Million
0.4% of portfolio
|
Q2 2025
Added 52.64%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
561,180
shares
|
$13.6 Million
0.37% of portfolio
|
Q1 2025
Reduced 16.55%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
551,182
shares
|
$13.4 Million
0.17% of portfolio
|
Q1 2025
Added 11.61%
|
|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
544,445
shares
|
$13.2 Million
0.61% of portfolio
|
Q1 2025
Added 36.9%
|
|
|
Ballast Advisors LLC
|
May 07, 2025 Q1 2025 |
539,544
shares
|
$13.1 Million
4.2% of portfolio
|
Q1 2025
Added 1.59%
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
May 07, 2025 Q1 2025 |
536,191
shares
|
$13 Million
4.49% of portfolio
|
Q1 2025
Added 1.28%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
May 14, 2025 Q1 2025 |
528,647
shares
|
$12.9 Million
2.11% of portfolio
|
Q1 2025
Added 21.52%
|
|
|
Northeast Financial Group, Inc.
Tannersville, PA |
Jul 18, 2025 Q2 2025 |
515,223
shares
|
$12.5 Million
3.66% of portfolio
|
Q2 2025
Added 5.64%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
502,764
shares
|
$12.2 Million
0.0% of portfolio
|
Q1 2025
Added 4.2%
|