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 633 institutions that hold shares in the stock, with a total of 211 Million shares, which have been reported (via 13F filing form) to have a value of $5.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
78,193,055
shares
|
$1.89 Billion
0.32% of portfolio
|
Q3 2024
Added 3.72%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
12,194,469
shares
|
$294 Million
0.16% of portfolio
|
Q3 2024
Added 14.7%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
8,713,529
shares
|
$210 Million
0.03% of portfolio
|
Q3 2024
Reduced 4.07%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
8,652,137
shares
|
$209 Million
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Sei Investments CO
Oaks, PA |
Nov 12, 2024 Q3 2024 |
7,753,566
shares
|
$187 Million
0.51% of portfolio
|
Q3 2024
Added 2.03%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
2,999,027
shares
|
$72.4 Million
0.16% of portfolio
|
Q3 2024
Added 4.45%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
2,929,208
shares
|
$70.7 Million
4.96% of portfolio
|
Q4 2024
Added 133.51%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
2,750,686
shares
|
$66.4 Million
0.04% of portfolio
|
Q3 2024
Reduced 13.77%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
2,607,963
shares
|
$63 Million
0.06% of portfolio
|
Q3 2024
Added 15996.55%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
2,518,362
shares
|
$60.8 Million
0.04% of portfolio
|
Q4 2024
Added 92.58%
|
|
|
West Coast Financial LLC
|
Jan 14, 2025 Q4 2024 |
2,457,475
shares
|
$59.3 Million
6.52% of portfolio
|
Q4 2024
Added 162.21%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
2,078,664
shares
|
$50.2 Million
0.22% of portfolio
|
Q3 2024
Added 72.4%
|
|
|
Morningstar Investment Management LLC
Chicago, IL |
Feb 03, 2025 Q4 2024 |
1,890,735
shares
|
$45.6 Million
3.59% of portfolio
|
Q4 2024
Reduced 9.41%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
1,718,694
shares
|
$41.5 Million
0.04% of portfolio
|
Q3 2024
Added 2.41%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 07, 2025 Q4 2024 |
1,666,108
shares
|
$40.2 Million
3.77% of portfolio
|
Q4 2024
Added 109.21%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Feb 04, 2025 Q4 2024 |
1,592,885
shares
|
$38.5 Million
10.47% of portfolio
|
Q4 2024
Added 134.85%
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2024 Q3 2024 |
1,550,000
shares
|
$37.4 Million
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Feb 04, 2025 Q4 2024 |
1,548,840
shares
|
$37.4 Million
5.47% of portfolio
|
Q4 2024
Added 107.82%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jan 13, 2025 Q4 2024 |
1,489,093
shares
|
$35.9 Million
7.81% of portfolio
|
Q4 2024
Added 103.62%
|
|
|
Brandywine Oak Private Wealth LLC
|
Jan 27, 2025 Q4 2024 |
1,391,700
shares
|
$33.6 Million
3.28% of portfolio
|
Q4 2024
Added 94.45%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
1,342,987
shares
|
$32.4 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.69%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
1,331,427
shares
|
$32.1 Million
0.1% of portfolio
|
Q3 2024
Added 29.52%
|
|
|
Flc Capital Advisors
|
Jan 16, 2025 Q4 2024 |
1,180,160
shares
|
$28.5 Million
6.58% of portfolio
|
Q4 2024
Added 102.53%
|
|
|
Clearwater Capital Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
1,164,510
shares
|
$28.1 Million
5.86% of portfolio
|
Q3 2024
Reduced 32.31%
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
Feb 05, 2025 Q4 2024 |
1,151,364
shares
|
$27.8 Million
9.75% of portfolio
|
Q4 2024
Added 108.76%
|