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 685 institutions that hold shares in the stock, with a total of 354 Million shares, which have been reported (via 13F filing form) to have a value of $8.65 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
160,244,548
shares
|
$3.92 Billion
0.33% of portfolio
|
Q4 2024
Added 104.93%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
21,347,139
shares
|
$522 Million
0.14% of portfolio
|
Q4 2024
Added 75.06%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
20,762,162
shares
|
$508 Million
0.04% of portfolio
|
Q4 2024
Added 138.28%
|
|
|
Sei Investments CO
Oaks, PA |
Feb 11, 2025 Q4 2024 |
16,267,808
shares
|
$398 Million
0.52% of portfolio
|
Q4 2024
Added 109.81%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
7,645,106
shares
|
$187 Million
0.06% of portfolio
|
Q1 2025
Added 6.07%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
5,921,744
shares
|
$145 Million
0.15% of portfolio
|
Q4 2024
Added 97.46%
|
|
|
Wealthfront Advisers LLC
|
May 02, 2025 Q1 2025 |
3,916,163
shares
|
$95.8 Million
0.27% of portfolio
|
Q1 2025
Added 4.27%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
3,450,288
shares
|
$84.4 Million
0.03% of portfolio
|
Q1 2025
Added 2.65%
|
|
|
State Street Corp
Boston, MA |
Feb 14, 2025 Q4 2024 |
3,100,000
shares
|
$75.8 Million
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
West Coast Financial LLC
|
Apr 10, 2025 Q1 2025 |
3,033,672
shares
|
$74.2 Million
8.45% of portfolio
|
Q1 2025
Added 23.45%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
2,929,758
shares
|
$71.6 Million
0.11% of portfolio
|
Q4 2024
Added 120.05%
|
|
|
Mcf Advisors LLC
Covington, KY |
May 06, 2025 Q1 2025 |
2,849,066
shares
|
$69.7 Million
5.03% of portfolio
|
Q1 2025
Reduced 2.74%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
2,618,644
shares
|
$64 Million
0.0% of portfolio
|
Q4 2024
Added 94.99%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
2,518,362
shares
|
$61.6 Million
0.04% of portfolio
|
Q4 2024
Added 92.58%
|
|
|
Clearwater Capital Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
2,447,588
shares
|
$59.8 Million
6.09% of portfolio
|
Q4 2024
Added 110.18%
|
|
|
Scs Capital Management LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
2,093,437
shares
|
$51.2 Million
1.04% of portfolio
|
Q4 2024
Added 96.63%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Apr 22, 2025 Q1 2025 |
2,086,399
shares
|
$51 Million
7.29% of portfolio
|
Q1 2025
Added 34.71%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
1,983,729
shares
|
$48.5 Million
0.12% of portfolio
|
Q4 2024
Reduced 4.57%
|
|
|
Morningstar Investment Management LLC
Chicago, IL |
May 07, 2025 Q1 2025 |
1,970,129
shares
|
$48.2 Million
4.08% of portfolio
|
Q1 2025
Added 4.2%
|
|
|
Lvw Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
1,920,372
shares
|
$47 Million
5.93% of portfolio
|
Q1 2025
Added 81.54%
|
|
|
Bangor Savings Bank
Bangor, ME |
Apr 14, 2025 Q1 2025 |
1,807,628
shares
|
$44.2 Million
4.17% of portfolio
|
Q1 2025
Added 8.49%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
May 01, 2025 Q1 2025 |
1,643,899
shares
|
$40.2 Million
9.95% of portfolio
|
Q1 2025
Added 3.2%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Apr 14, 2025 Q1 2025 |
1,616,486
shares
|
$39.5 Million
8.55% of portfolio
|
Q1 2025
Added 8.56%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
1,589,099
shares
|
$38.9 Million
0.01% of portfolio
|
Q4 2024
Added 223.92%
|
|
|
United Capital Management Of Ks, Inc.
|
Feb 10, 2025 Q4 2024 |
1,568,952
shares
|
$38.4 Million
7.92% of portfolio
|
Q4 2024
Added 111.06%
|