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 |
|---|---|---|---|---|---|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Aug 01, 2025 Q2 2025 |
104,493
shares
|
$2.55 Million
0.51% of portfolio
|
Q2 2025
Reduced 39.46%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
103,972
shares
|
$2.53 Million
0.14% of portfolio
|
Q4 2023
Added 81.51%
|
|
|
Ahl Investment Management, Inc.
|
Jul 10, 2025 Q2 2025 |
103,881
shares
|
$2.53 Million
1.69% of portfolio
|
Q2 2025
Reduced 7.62%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Aug 04, 2025 Q2 2025 |
102,660
shares
|
$2.5 Million
0.3% of portfolio
|
Q2 2025
Added 10.9%
|
|
|
Rede Wealth, LLC
|
Aug 04, 2025 Q2 2025 |
102,393
shares
|
$2.5 Million
0.91% of portfolio
|
Q2 2025
Added 4.24%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Aug 14, 2025 Q2 2025 |
102,296
shares
|
$2.49 Million
1.48% of portfolio
|
Q2 2025
Added 9.74%
|
|
|
Johnson Financial Group, LLC
Denver, CO |
Aug 11, 2025 Q2 2025 |
102,076
shares
|
$2.49 Million
0.24% of portfolio
|
Q2 2025
Reduced 1.08%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Aug 15, 2025 Q2 2025 |
102,042
shares
|
$2.49 Million
0.55% of portfolio
|
Q2 2025
Added 5.25%
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
101,562
shares
|
$2.48 Million
0.11% of portfolio
|
Q2 2025
Added 243.7%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
101,309
shares
|
$2.47 Million
0.08% of portfolio
|
Q2 2025
Added 269.86%
|
|
|
Herold Advisors, Inc.
|
Aug 14, 2025 Q2 2025 |
101,034
shares
|
$2.46 Million
0.54% of portfolio
|
Q2 2025
Added 3.3%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
100,472
shares
|
$2.45 Million
0.0% of portfolio
|
Q2 2025
Added 107.52%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Jul 31, 2025 Q2 2025 |
100,283
shares
|
$2.44 Million
0.09% of portfolio
|
Q2 2025
Reduced 10.28%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Aug 01, 2025 Q2 2025 |
99,475
shares
|
$2.43 Million
0.13% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Vise Technologies, Inc.
New York, NY |
Aug 07, 2025 Q2 2025 |
99,091
shares
|
$2.42 Million
0.1% of portfolio
|
Q2 2025
Reduced 0.9%
|
|
|
Csenge Advisory Group
|
Aug 05, 2025 Q2 2025 |
98,846
shares
|
$2.41 Million
0.13% of portfolio
|
Q2 2025
Reduced 0.61%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
98,137
shares
|
$2.39 Million
0.01% of portfolio
|
Q2 2025
Reduced 20.12%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
97,572
shares
|
$2.38 Million
0.07% of portfolio
|
Q2 2025
Added 337.82%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jul 25, 2025 Q2 2025 |
96,367
shares
|
$2.35 Million
0.27% of portfolio
|
Q2 2025
Added 1.63%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
96,110
shares
|
$2.34 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.44%
|
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
Aug 13, 2025 Q2 2025 |
93,057
shares
|
$2.27 Million
0.27% of portfolio
|
Q2 2025
Added 14.62%
|
|
|
Mc Lean Asset Management Corp
|
Jul 03, 2025 Q2 2025 |
92,281
shares
|
$2.25 Million
0.59% of portfolio
|
Q2 2025
Reduced 3.89%
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Jul 23, 2025 Q2 2025 |
91,841
shares
|
$2.24 Million
1.71% of portfolio
|
Q2 2025
Reduced 4.09%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
91,178
shares
|
$2.22 Million
0.0% of portfolio
|
Q2 2025
Added 60.91%
|
|
|
Curran Financial Partners, LLC
|
Jul 21, 2025 Q2 2025 |
90,532
shares
|
$2.21 Million
0.57% of portfolio
|
Q2 2025
Reduced 65.04%
|