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 |
|---|---|---|---|---|---|
|
Bigelow Investment Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
181,271
shares
|
$4.42 Million
1.96% of portfolio
|
Q2 2025
Added 45.04%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
181,041
shares
|
$4.41 Million
0.09% of portfolio
|
Q2 2025
Reduced 42.6%
|
|
|
Harrington Investments, Inc
|
Jul 14, 2025 Q2 2025 |
181,010
shares
|
$4.41 Million
2.37% of portfolio
|
Q2 2025
Reduced 0.91%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
172,514
shares
|
$4.21 Million
0.06% of portfolio
|
Q2 2025
Reduced 2.06%
|
|
|
Hutchinson Capital Management
San Rafael, CA |
Aug 04, 2025 Q2 2025 |
171,722
shares
|
$4.19 Million
0.85% of portfolio
|
Q2 2025
Reduced 0.98%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
167,264
shares
|
$4.08 Million
0.01% of portfolio
|
Q2 2025
Added 75.45%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
166,119
shares
|
$4.05 Million
0.01% of portfolio
|
Q2 2025
Added 88.71%
|
|
|
Gw Henssler & Associates LTD
|
Jul 25, 2025 Q2 2025 |
165,009
shares
|
$4.02 Million
0.22% of portfolio
|
Q2 2025
Added 3.55%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
161,559
shares
|
$3.94 Million
0.07% of portfolio
|
Q2 2025
Reduced 3.68%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
161,308
shares
|
$3.93 Million
1.99% of portfolio
|
Q4 2024
Added 53.48%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Jul 14, 2025 Q2 2025 |
158,117
shares
|
$3.85 Million
1.77% of portfolio
|
Q2 2025
Reduced 0.73%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
152,294
shares
|
$3.71 Million
0.28% of portfolio
|
Q4 2023
New holding
|
|
|
Erts Wealth Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
150,212
shares
|
$3.66 Million
1.26% of portfolio
|
Q2 2025
Reduced 22.91%
|
|
|
Cornerstone Wealth Advisors, Inc.
|
Jul 17, 2025 Q2 2025 |
149,315
shares
|
$3.64 Million
0.94% of portfolio
|
Q2 2025
Added 2.88%
|
|
|
Dbk Financial Counsel, LLC
|
Jul 22, 2025 Q2 2025 |
145,472
shares
|
$3.55 Million
3.29% of portfolio
|
Q2 2025
Added 6.68%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
142,549
shares
|
$3.48 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.45%
|
|
|
Sheets Smith Wealth Management
|
Jul 15, 2025 Q2 2025 |
138,878
shares
|
$3.39 Million
0.41% of portfolio
|
Q2 2025
Reduced 4.99%
|
|
|
Pflug Koory, LLC
|
Jul 21, 2025 Q2 2025 |
135,579
shares
|
$3.31 Million
1.69% of portfolio
|
Q2 2025
Added 55.48%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Aug 05, 2025 Q2 2025 |
135,572
shares
|
$3.31 Million
2.64% of portfolio
|
Q2 2025
Reduced 5.47%
|
|
|
Cheviot Value Management, LLC
|
Aug 13, 2025 Q2 2025 |
135,302
shares
|
$3.3 Million
0.39% of portfolio
|
Q2 2025
Added 4.67%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Aug 11, 2025 Q2 2025 |
133,561
shares
|
$3.26 Million
0.38% of portfolio
|
Q2 2025
Added 75.47%
|
|
|
Newman & Schimel, LLC
|
Jan 20, 2023 Q4 2022 |
133,187
shares
|
$3.25 Million
2.91% of portfolio
|
Q4 2022
Added 24.78%
|
|
|
American Investment Services, Inc.
|
Aug 13, 2025 Q2 2025 |
132,934
shares
|
$3.24 Million
0.87% of portfolio
|
Q2 2025
Added 7.11%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Aug 13, 2025 Q2 2025 |
130,852
shares
|
$3.19 Million
0.15% of portfolio
|
Q2 2025
Added 2.5%
|
|
|
Seneca Financial Advisors LLC
Rochester, NY |
Aug 27, 2025 Q2 2025 |
128,301
shares
|
$3.13 Million
1.21% of portfolio
|
Q2 2025
Reduced 39.5%
|