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 663 institutions that hold shares in the stock, with a total of 343 Million shares, which have been reported (via 13F filing form) to have a value of $8.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
44,866
shares
|
$1.08 Million
0.0% of portfolio
|
Q4 2024
Added 86.0%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
44,289
shares
|
$1.07 Million
0.15% of portfolio
|
Q4 2024
Added 393.64%
|
|
|
Bnp Paribas
New York, NY |
Feb 14, 2025 Q4 2024 |
43,509
shares
|
$1.05 Million
0.05% of portfolio
|
Q4 2024
Added 223.1%
|
|
|
Prairie View Partners, LLC
|
Jan 29, 2025 Q4 2024 |
43,311
shares
|
$1.05 Million
0.11% of portfolio
|
Q4 2024
Reduced 22.08%
|
|
|
Guardian Financial Partners, LLC
|
Jan 14, 2025 Q4 2024 |
42,937
shares
|
$1.04 Million
0.76% of portfolio
|
Q4 2024
Added 190.92%
|
|
|
Mc Broom & Associates, LLC
|
Jan 29, 2025 Q4 2024 |
42,163
shares
|
$1.02 Million
0.6% of portfolio
|
Q4 2024
Added 88.58%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
41,886
shares
|
$1.01 Million
0.01% of portfolio
|
Q4 2024
Added 109.17%
|
|
|
Naviter Wealth, LLC
|
Feb 07, 2025 Q4 2024 |
41,816
shares
|
$1.01 Million
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
41,559
shares
|
$1 Million
0.09% of portfolio
|
Q3 2022
Added 1.81%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
Feb 12, 2025 Q4 2024 |
41,445
shares
|
$1 Million
0.34% of portfolio
|
Q4 2024
Added 110.55%
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Jan 30, 2025 Q4 2024 |
41,351
shares
|
$999,453
0.98% of portfolio
|
Q4 2024
Added 15.42%
|
|
|
Life Plan Financial, LLC
Mankato, MN |
Jan 16, 2025 Q4 2024 |
40,641
shares
|
$982,292
0.86% of portfolio
|
Q4 2024
Added 82.67%
|
|
|
Calton & Associates, Inc.
|
Jan 23, 2025 Q4 2024 |
40,592
shares
|
$981,108
0.46% of portfolio
|
Q4 2024
Added 810.34%
|
|
|
Twele Capital Management, Inc.
|
Jan 14, 2025 Q4 2024 |
39,508
shares
|
$954,908
0.2% of portfolio
|
Q4 2024
Added 107.81%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
39,383
shares
|
$951,887
0.02% of portfolio
|
Q4 2024
Added 85.93%
|
|
|
Smart Portfolios, LLC
Seattle, WA |
Feb 07, 2025 Q4 2024 |
38,970
shares
|
$941,904
1.09% of portfolio
|
Q4 2024
Added 104.73%
|
|
|
True Link Financial Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
37,831
shares
|
$914,375
0.08% of portfolio
|
Q4 2024
Added 105.09%
|
|
|
Tt Capital Management LLC
Coto De Caza, CA |
Feb 13, 2025 Q4 2024 |
37,710
shares
|
$911,450
0.73% of portfolio
|
Q4 2024
New holding
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Feb 07, 2025 Q4 2024 |
37,480
shares
|
$905,891
0.95% of portfolio
|
Q4 2024
Added 61.85%
|
|
|
Vista Cima Wealth Management LLC
Surprise, AZ |
Feb 14, 2025 Q4 2024 |
37,062
shares
|
$895,788
0.93% of portfolio
|
Q4 2024
New holding
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
37,018
shares
|
$894,725
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Old Mission Capital LLC
|
Feb 12, 2025 Q4 2024 |
36,800
shares
|
$889,456
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
36,764
shares
|
$888,585
0.06% of portfolio
|
Q4 2024
Added 124.36%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
36,377
shares
|
$879,232
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Jan 14, 2025 Q4 2024 |
36,121
shares
|
$873,044
0.04% of portfolio
|
Q4 2024
Added 156.05%
|