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 623 institutions that hold shares in the stock, with a total of 184 Million shares, which have been reported (via 13F filing form) to have a value of $4.44 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
164,997
shares
|
$3.97 Million
0.02% of portfolio
|
Q3 2024
Reduced 19.37%
|
|
|
Abacus Planning Group, Inc.
|
Oct 02, 2024 Q3 2024 |
160,201
shares
|
$3.86 Million
1.44% of portfolio
|
Q3 2024
Added 1.74%
|
|
|
Prairiewood Capital, LLC
|
Oct 15, 2024 Q3 2024 |
157,577
shares
|
$3.8 Million
3.27% of portfolio
|
Q3 2024
Added 8.25%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
155,514
shares
|
$3.75 Million
0.03% of portfolio
|
Q3 2024
Reduced 51.94%
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Oct 18, 2024 Q3 2024 |
154,012
shares
|
$3.71 Million
2.85% of portfolio
|
Q3 2024
New holding
|
|
|
Smi Advisory Services, LLC
Columbus, IN |
Oct 07, 2024 Q3 2024 |
153,762
shares
|
$3.7 Million
1.96% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
152,903
shares
|
$3.68 Million
0.23% of portfolio
|
Q3 2024
Reduced 1.87%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
152,294
shares
|
$3.67 Million
0.28% of portfolio
|
Q4 2023
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
151,117
shares
|
$3.64 Million
0.33% of portfolio
|
Q3 2024
Added 121.73%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
133,442
shares
|
$3.21 Million
0.02% of portfolio
|
Q3 2024
Added 1.72%
|
|
|
Newman & Schimel, LLC
|
Jan 20, 2023 Q4 2022 |
133,187
shares
|
$3.21 Million
2.91% of portfolio
|
Q4 2022
Added 24.78%
|
|
|
Rosenberg Matthew Hamilton
|
Oct 28, 2024 Q3 2024 |
132,184
shares
|
$3.18 Million
1.71% of portfolio
|
Q3 2024
Added 10.52%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
131,100
shares
|
$3.16 Million
0.23% of portfolio
|
Q3 2024
Added 11.34%
|
|
|
Bwm Planning, LLC
The Woodlands, TX |
Oct 09, 2024 Q3 2024 |
130,098
shares
|
$3.13 Million
2.83% of portfolio
|
Q3 2024
New holding
|
|
|
Associated Banc Corp
Green Bay, WI |
Nov 13, 2024 Q3 2024 |
126,590
shares
|
$3.05 Million
0.18% of portfolio
|
Q3 2024
Added 1.45%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
123,712
shares
|
$2.98 Million
0.01% of portfolio
|
Q3 2024
Reduced 69.43%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
118,903
shares
|
$2.86 Million
0.67% of portfolio
|
Q4 2023
Added 41.55%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
117,409
shares
|
$2.83 Million
0.01% of portfolio
|
Q3 2024
Added 25.46%
|
|
|
Frontier Asset Management, LLC
Sheridan, WY |
Nov 12, 2024 Q3 2024 |
117,352
shares
|
$2.83 Million
2.09% of portfolio
|
Q3 2024
Added 12.84%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
115,095
shares
|
$2.77 Million
0.0% of portfolio
|
Q3 2024
Added 2.39%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Jul 31, 2024 Q2 2024 |
111,613
shares
|
$2.69 Million
2.63% of portfolio
|
Q2 2024
Added 155.93%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
109,661
shares
|
$2.64 Million
0.87% of portfolio
|
Q4 2022
Added 3.46%
|
|
|
Aspen Wealth Strategies, LLC
Arvada, CO |
Oct 28, 2024 Q3 2024 |
108,355
shares
|
$2.61 Million
3.42% of portfolio
|
Q3 2024
Added 3.29%
|
|
|
Successful Portfolios LLC
|
Oct 09, 2024 Q3 2024 |
105,782
shares
|
$2.55 Million
3.51% of portfolio
|
Q3 2024
Added 1.26%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Oct 02, 2024 Q3 2024 |
105,101
shares
|
$2.53 Million
2.95% of portfolio
|
Q3 2024
Added 4.1%
|