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 |
|---|---|---|---|---|---|
|
Bulwark Capital Corp
Fernandina Beach, FL |
Jul 09, 2025 Q2 2025 |
126,438
shares
|
$3.08 Million
2.6% of portfolio
|
Q2 2025
New holding
|
|
|
Breakwater Investment Management
Seattle, WA |
Jul 09, 2025 Q2 2025 |
125,866
shares
|
$3.07 Million
1.19% of portfolio
|
Q2 2025
Reduced 4.9%
|
|
|
Quadrature Capital LTD
London, X0 |
Aug 13, 2025 Q2 2025 |
124,146
shares
|
$3.03 Million
0.05% of portfolio
|
Q2 2025
Added 727.03%
|
|
|
ETF Store, Inc.
|
Aug 06, 2025 Q2 2025 |
123,874
shares
|
$3.02 Million
3.62% of portfolio
|
Q2 2025
Reduced 5.2%
|
|
|
Wbh Advisory Inc
|
Jul 29, 2025 Q2 2025 |
123,571
shares
|
$3.01 Million
0.26% of portfolio
|
Q2 2025
Reduced 2.69%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
122,343
shares
|
$2.98 Million
0.03% of portfolio
|
Q2 2025
Reduced 15.1%
|
|
|
Lowery Thomas, LLC
San Francisco, CA |
Jul 18, 2025 Q2 2025 |
122,232
shares
|
$2.98 Million
1.94% of portfolio
|
Q2 2025
Reduced 2.24%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
121,737
shares
|
$2.97 Million
0.01% of portfolio
|
Q2 2025
Added 0.82%
|
|
|
North Forty Two & Co.
Lake Oswego, OR |
Aug 11, 2025 Q2 2025 |
121,061
shares
|
$2.95 Million
3.14% of portfolio
|
Q2 2025
Reduced 3.78%
|
|
|
Journey Beyond Wealth, LLC
Roswell, GA |
Jul 21, 2025 Q2 2025 |
118,993
shares
|
$2.9 Million
2.45% of portfolio
|
Q2 2025
Reduced 19.58%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
118,960
shares
|
$2.9 Million
0.3% of portfolio
|
Q2 2025
Reduced 9.52%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
118,903
shares
|
$2.9 Million
0.67% of portfolio
|
Q4 2023
Added 41.55%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Aug 04, 2025 Q2 2025 |
116,832
shares
|
$2.85 Million
0.45% of portfolio
|
Q2 2025
Added 1.52%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
Aug 05, 2025 Q2 2025 |
115,746
shares
|
$2.82 Million
1.87% of portfolio
|
Q2 2025
Added 18.86%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
115,095
shares
|
$2.81 Million
0.0% of portfolio
|
Q3 2024
Added 2.39%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
115,078
shares
|
$2.81 Million
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
114,673
shares
|
$2.8 Million
0.15% of portfolio
|
Q2 2025
Added 715.02%
|
|
|
Valley Financial Group, Inc.
Ambler, PA |
Aug 14, 2025 Q2 2025 |
112,076
shares
|
$2.73 Million
1.66% of portfolio
|
Q2 2025
Added 12.89%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Jul 25, 2025 Q2 2025 |
111,518
shares
|
$2.72 Million
0.19% of portfolio
|
Q2 2025
Added 25.14%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
109,661
shares
|
$2.67 Million
0.87% of portfolio
|
Q4 2022
Added 3.46%
|
|
|
Elite Financial, Inc.
Lewiston, ID |
Aug 11, 2025 Q2 2025 |
109,528
shares
|
$2.67 Million
1.31% of portfolio
|
Q2 2025
Added 188.04%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 14, 2025 Q2 2025 |
106,542
shares
|
$2.6 Million
0.03% of portfolio
|
Q2 2025
Added 14.46%
|
|
|
Innovative Wealth Building LLC
California, MD |
Jul 22, 2025 Q2 2025 |
106,189
shares
|
$2.59 Million
2.15% of portfolio
|
Q2 2025
Reduced 8.68%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Jul 18, 2025 Q2 2025 |
105,686
shares
|
$2.58 Million
0.09% of portfolio
|
Q2 2025
Added 1.83%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
105,220
shares
|
$2.57 Million
0.75% of portfolio
|
Q2 2025
Reduced 3.94%
|