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 |
|---|---|---|---|---|---|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Dec 19, 2024 Q3 2024 |
104,707
shares
|
$2.52 Million
1.16% of portfolio
|
Q3 2024
Added 15.48%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
103,972
shares
|
$2.5 Million
0.14% of portfolio
|
Q4 2023
Added 81.51%
|
|
|
Curran Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
103,655
shares
|
$2.5 Million
1.74% of portfolio
|
Q3 2024
Added 7.72%
|
|
|
Maltin Wealth Management, Inc.
|
Oct 09, 2024 Q3 2024 |
101,236
shares
|
$2.44 Million
2.71% of portfolio
|
Q3 2024
Reduced 3.33%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
100,360
shares
|
$2.42 Million
0.01% of portfolio
|
Q3 2024
Added 6.43%
|
|
|
Bank Of Nova Scotia
|
Nov 13, 2024 Q3 2024 |
100,000
shares
|
$2.41 Million
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Oct 28, 2024 Q3 2024 |
98,942
shares
|
$2.38 Million
2.22% of portfolio
|
Q3 2024
Reduced -0.0%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
98,566
shares
|
$2.37 Million
0.53% of portfolio
|
Q3 2024
Added 2.0%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Nov 13, 2024 Q3 2024 |
97,325
shares
|
$2.34 Million
3.23% of portfolio
|
Q3 2024
Added 7.46%
|
|
|
Meritage Portfolio Management
|
Nov 04, 2024 Q3 2024 |
97,027
shares
|
$2.34 Million
0.29% of portfolio
|
Q3 2024
Reduced 2.39%
|
|
|
Erts Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
95,624
shares
|
$2.3 Million
0.88% of portfolio
|
Q3 2024
Added 4.93%
|
|
|
Rmr Wealth Builders
|
Oct 21, 2024 Q3 2024 |
94,794
shares
|
$2.28 Million
0.49% of portfolio
|
Q3 2024
Added 8.61%
|
|
|
Studio Investment Management LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
93,972
shares
|
$2.26 Million
1.0% of portfolio
|
Q3 2024
Added 3.3%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Oct 16, 2024 Q3 2024 |
93,830
shares
|
$2.26 Million
0.14% of portfolio
|
Q3 2024
Added 4.29%
|
|
|
Harrington Investments, Inc
|
Oct 11, 2024 Q3 2024 |
93,184
shares
|
$2.24 Million
2.53% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 28, 2024 Q3 2024 |
92,251
shares
|
$2.22 Million
2.27% of portfolio
|
Q3 2024
Added 4.99%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
92,239
shares
|
$2.22 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
92,092
shares
|
$2.22 Million
0.06% of portfolio
|
Q3 2024
Added 1.41%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Nov 14, 2024 Q3 2024 |
91,849
shares
|
$2.21 Million
0.22% of portfolio
|
Q2 2024
New holding
|
|
|
Commerce Bank
Kansas City, MO |
Nov 08, 2024 Q3 2024 |
91,506
shares
|
$2.2 Million
0.03% of portfolio
|
Q3 2024
Reduced 11.02%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
90,566
shares
|
$2.18 Million
0.03% of portfolio
|
Q3 2024
Reduced 4.52%
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
90,030
shares
|
$2.17 Million
0.42% of portfolio
|
Q3 2024
Added 3.47%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
87,604
shares
|
$2.11 Million
0.18% of portfolio
|
Q3 2024
Reduced 38.82%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
87,294
shares
|
$2.1 Million
0.01% of portfolio
|
Q3 2024
Reduced 79.99%
|
|
|
Breakwater Investment Management
Seattle, WA |
Nov 05, 2024 Q3 2024 |
87,065
shares
|
$2.1 Million
1.87% of portfolio
|
Q2 2024
Reduced 8.91%
|