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 |
|---|---|---|---|---|---|
|
Diversify Wealth Management, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
486,704
shares
|
$11.9 Million
0.73% of portfolio
|
Q2 2025
Added 5.49%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Aug 14, 2025 Q2 2025 |
478,649
shares
|
$11.7 Million
1.79% of portfolio
|
Q2 2025
Reduced 9.46%
|
|
|
Black Diamond Financial, LLC
|
Jul 30, 2025 Q2 2025 |
471,055
shares
|
$11.5 Million
1.79% of portfolio
|
Q2 2025
Reduced 5.87%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Aug 13, 2025 Q2 2025 |
470,193
shares
|
$11.5 Million
1.67% of portfolio
|
Q2 2025
Added 5.1%
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Jul 23, 2025 Q2 2025 |
451,998
shares
|
$11 Million
3.73% of portfolio
|
Q2 2025
Added 35.34%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
Aug 11, 2025 Q2 2025 |
449,523
shares
|
$11 Million
2.26% of portfolio
|
Q2 2025
Reduced 0.93%
|
|
|
Rmr Wealth Builders
|
Jul 08, 2025 Q2 2025 |
445,132
shares
|
$10.9 Million
1.0% of portfolio
|
Q2 2025
Added 31.94%
|
|
|
Prairiewood Capital, LLC
|
Jul 16, 2025 Q2 2025 |
435,102
shares
|
$10.6 Million
3.95% of portfolio
|
Q2 2025
Added 11.02%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
434,959
shares
|
$10.6 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.07%
|
|
|
Wt Wealth Management
|
Sep 10, 2025 Q2 2025 |
427,965
shares
|
$10.4 Million
3.18% of portfolio
|
Q2 2025
Reduced 6.42%
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
Aug 11, 2025 Q2 2025 |
422,850
shares
|
$10.3 Million
3.2% of portfolio
|
Q2 2025
Reduced 21.14%
|
|
|
Diligent Investors, LLC
|
Jul 21, 2025 Q2 2025 |
410,300
shares
|
$10 Million
2.68% of portfolio
|
Q2 2025
Added 4424.2%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
409,092
shares
|
$9.97 Million
0.27% of portfolio
|
Q2 2025
Added 6.52%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
401,506
shares
|
$9.79 Million
0.01% of portfolio
|
Q2 2025
Added 23.92%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
396,562
shares
|
$9.67 Million
1.7% of portfolio
|
Q4 2022
Reduced 6.64%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
396,034
shares
|
$9.66 Million
4.67% of portfolio
|
Q4 2023
Reduced 37.05%
|
|
|
Act Two Investors LLC
Santa Cruz, CA |
Aug 12, 2025 Q2 2025 |
394,909
shares
|
$9.63 Million
2.0% of portfolio
|
Q2 2025
Added 9.82%
|
|
|
First National Trust CO
|
Aug 01, 2025 Q2 2025 |
394,510
shares
|
$9.62 Million
0.37% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Peterson Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
382,422
shares
|
$9.32 Million
1.77% of portfolio
|
Q2 2025
Reduced 0.99%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
375,574
shares
|
$9.16 Million
0.01% of portfolio
|
Q2 2025
Added 11.93%
|
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Sep 04, 2025 Q2 2025 |
375,085
shares
|
$9.14 Million
6.13% of portfolio
|
Q2 2025
Reduced 2.24%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
366,612
shares
|
$8.94 Million
0.3% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Sims Investment Management, LLC
Cincinnati, OH |
Jul 29, 2025 Q2 2025 |
363,671
shares
|
$8.87 Million
3.57% of portfolio
|
Q2 2025
Reduced 6.16%
|
|
|
Fifth Third Securities, Inc.
|
Jul 17, 2025 Q2 2025 |
361,391
shares
|
$8.81 Million
0.68% of portfolio
|
Q2 2025
Added 10.91%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Jul 23, 2025 Q2 2025 |
360,332
shares
|
$8.78 Million
0.6% of portfolio
|
Q2 2025
Reduced 1.7%
|