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 |
|---|---|---|---|---|---|
|
Black Diamond Financial, LLC
|
Apr 30, 2025 Q1 2025 |
500,455
shares
|
$12.2 Million
1.83% of portfolio
|
Q1 2025
Added 8.71%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Apr 30, 2025 Q1 2025 |
461,365
shares
|
$11.2 Million
0.84% of portfolio
|
Q1 2025
Reduced 3.56%
|
|
|
Wt Wealth Management
|
May 05, 2025 Q1 2025 |
457,302
shares
|
$11.1 Million
3.71% of portfolio
|
Q1 2025
Reduced 8.43%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
May 06, 2025 Q1 2025 |
453,720
shares
|
$11 Million
2.51% of portfolio
|
Q1 2025
Added 10.65%
|
|
|
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%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
May 13, 2025 Q1 2025 |
447,392
shares
|
$10.9 Million
1.74% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Rmr Wealth Builders
|
Jul 08, 2025 Q2 2025 |
445,132
shares
|
$10.8 Million
1.0% of portfolio
|
Q2 2025
Added 31.94%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
444,142
shares
|
$10.8 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.86%
|
|
|
Prairiewood Capital, LLC
|
Jul 16, 2025 Q2 2025 |
435,102
shares
|
$10.6 Million
3.95% of portfolio
|
Q2 2025
Added 11.02%
|
|
|
Diligent Investors, LLC
|
Jul 21, 2025 Q2 2025 |
410,300
shares
|
$9.97 Million
2.68% of portfolio
|
Q2 2025
Added 4424.2%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
396,562
shares
|
$9.64 Million
1.7% of portfolio
|
Q4 2022
Reduced 6.64%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
396,034
shares
|
$9.63 Million
4.67% of portfolio
|
Q4 2023
Reduced 37.05%
|
|
|
First National Trust CO
|
May 08, 2025 Q1 2025 |
394,117
shares
|
$9.58 Million
0.39% of portfolio
|
Q1 2025
Reduced 38.45%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
391,876
shares
|
$9.53 Million
0.02% of portfolio
|
Q1 2025
Reduced 10.24%
|
|
|
Sims Investment Management, LLC
Cincinnati, OH |
Apr 24, 2025 Q1 2025 |
387,558
shares
|
$9.42 Million
4.22% of portfolio
|
Q1 2025
Added 9.83%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
384,034
shares
|
$9.34 Million
0.28% of portfolio
|
Q1 2025
Added 2.92%
|
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Apr 24, 2025 Q1 2025 |
383,699
shares
|
$9.33 Million
6.55% of portfolio
|
Q1 2025
Added 124.39%
|
|
|
Peterson Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
382,422
shares
|
$9.3 Million
1.77% of portfolio
|
Q2 2025
Reduced 0.99%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
366,755
shares
|
$8.92 Million
0.36% of portfolio
|
Q1 2025
Added 9.51%
|
|
|
Fifth Third Securities, Inc.
|
Jul 17, 2025 Q2 2025 |
361,391
shares
|
$8.79 Million
0.68% of portfolio
|
Q2 2025
Added 10.91%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Jul 23, 2025 Q2 2025 |
360,332
shares
|
$8.76 Million
0.6% of portfolio
|
Q2 2025
Reduced 1.7%
|
|
|
Act Two Investors LLC
Santa Cruz, CA |
May 12, 2025 Q1 2025 |
359,603
shares
|
$8.74 Million
1.9% of portfolio
|
Q1 2025
Added 100.96%
|
|
|
Smi Advisory Services, LLC
Columbus, IN |
Jul 18, 2025 Q2 2025 |
358,022
shares
|
$8.7 Million
4.4% of portfolio
|
Q2 2025
Added 2.35%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
356,834
shares
|
$8.67 Million
0.25% of portfolio
|
Q2 2025
Reduced 21.06%
|
|
|
Bwm Planning, LLC
The Woodlands, TX |
May 14, 2025 Q1 2025 |
346,989
shares
|
$8.44 Million
3.57% of portfolio
|
Q1 2025
Added 11.84%
|