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 |
|---|---|---|---|---|---|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
335,545
shares
|
$8.16 Million
0.01% of portfolio
|
Q1 2025
Added 30.77%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
324,005
shares
|
$7.88 Million
0.01% of portfolio
|
Q1 2025
Added 33.0%
|
|
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
Jul 15, 2025 Q2 2025 |
322,290
shares
|
$7.83 Million
2.42% of portfolio
|
Q2 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
319,305
shares
|
$7.76 Million
0.24% of portfolio
|
Q1 2025
Reduced 16.39%
|
|
|
Phil A. Younker & Associates, Ltd.
Fairbanks, AK |
Jul 16, 2025 Q2 2025 |
316,551
shares
|
$7.7 Million
7.61% of portfolio
|
Q2 2025
Reduced 12.43%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
309,344
shares
|
$7.52 Million
0.06% of portfolio
|
Q1 2025
Reduced 3.67%
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
307,630
shares
|
$7.48 Million
1.89% of portfolio
|
Q1 2025
Added 9.42%
|
|
|
Abacus Planning Group, Inc.
|
Jul 21, 2025 Q2 2025 |
307,296
shares
|
$7.47 Million
1.24% of portfolio
|
Q2 2025
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
304,928
shares
|
$7.41 Million
0.25% of portfolio
|
Q4 2024
Added 82.14%
|
|
|
Grove Street Fiduciary, LLC
Peterborough, NH |
May 06, 2025 Q1 2025 |
303,860
shares
|
$7.39 Million
3.75% of portfolio
|
Q1 2025
Reduced 5.39%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
300,416
shares
|
$7.3 Million
0.01% of portfolio
|
Q1 2025
Added 38.17%
|
|
|
Dean Investment Associates, LLC
Beavercreek, OH |
May 13, 2025 Q1 2025 |
280,011
shares
|
$6.81 Million
1.03% of portfolio
|
Q1 2025
Reduced 12.55%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
271,101
shares
|
$6.59 Million
3.22% of portfolio
|
Q2 2025
Added 18.27%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
268,329
shares
|
$6.52 Million
0.22% of portfolio
|
Q1 2025
Added 4.62%
|
|
|
Evensky & Katz LLC
|
Jul 22, 2025 Q2 2025 |
267,868
shares
|
$6.51 Million
0.4% of portfolio
|
Q2 2025
Reduced 9.34%
|
|
|
Asset Planning Corporation
|
Jul 23, 2025 Q2 2025 |
265,854
shares
|
$6.46 Million
3.46% of portfolio
|
Q2 2025
Added 11.78%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
259,544
shares
|
$6.31 Million
0.13% of portfolio
|
Q2 2025
Reduced 7.72%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
258,203
shares
|
$6.28 Million
0.01% of portfolio
|
Q4 2024
Reduced 6.31%
|
|
|
Stone X Group Inc.
|
May 15, 2025 Q1 2025 |
254,893
shares
|
$6.2 Million
0.39% of portfolio
|
Q1 2025
Reduced 13.07%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
253,610
shares
|
$6.17 Million
0.2% of portfolio
|
Q2 2025
Reduced 16.02%
|
|
|
Bouchey Financial Group LTD
|
May 09, 2025 Q1 2025 |
247,020
shares
|
$6.01 Million
0.56% of portfolio
|
Q1 2025
Added 7.83%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Apr 28, 2025 Q1 2025 |
245,982
shares
|
$5.98 Million
1.71% of portfolio
|
Q1 2025
Added 93.49%
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
May 14, 2025 Q1 2025 |
245,837
shares
|
$5.98 Million
4.39% of portfolio
|
Q1 2025
Added 145.74%
|
|
|
Associated Banc Corp
Green Bay, WI |
May 09, 2025 Q1 2025 |
242,289
shares
|
$5.89 Million
0.19% of portfolio
|
Q1 2025
Reduced 0.46%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
240,546
shares
|
$5.85 Million
0.07% of portfolio
|
Q1 2025
Added 4.83%
|