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 661 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 $8.28 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Spinnaker Investment Group, LLC
|
Jan 17, 2025 Q4 2024 |
35,985
shares
|
$869,397
0.21% of portfolio
|
Q4 2024
Added 437.89%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
35,878
shares
|
$866,812
0.26% of portfolio
|
Q2 2023
Added 26.95%
|
|
|
Arkfeld Wealth Strategies, L.L.C.
|
Jan 21, 2025 Q4 2024 |
35,431
shares
|
$856,012
0.4% of portfolio
|
Q4 2024
Added 101.48%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
35,423
shares
|
$855,819
0.0% of portfolio
|
Q4 2024
Added 85.01%
|
|
|
Chilton Investment CO Inc.
Stamford, CT |
Feb 14, 2025 Q4 2024 |
35,300
shares
|
$852,848
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
Feb 14, 2025 Q4 2024 |
35,218
shares
|
$850,866
0.65% of portfolio
|
Q4 2024
New holding
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Jan 24, 2025 Q4 2024 |
35,076
shares
|
$847,436
0.24% of portfolio
|
Q4 2024
Added 101.73%
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
34,768
shares
|
$839,994
0.01% of portfolio
|
Q4 2024
Added 71.2%
|
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Feb 05, 2025 Q4 2024 |
34,668
shares
|
$837,578
0.76% of portfolio
|
Q4 2024
New holding
|
|
|
Eagle Strategies LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
34,574
shares
|
$835,307
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Kuhn & CO Investment Counsel
Chicago, IL |
Jan 30, 2025 Q4 2024 |
34,488
shares
|
$833,230
0.71% of portfolio
|
Q4 2024
Added 103.06%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Jan 29, 2025 Q4 2024 |
34,248
shares
|
$827,431
0.08% of portfolio
|
Q4 2024
Added 25.95%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Feb 06, 2025 Q4 2024 |
34,009
shares
|
$821,657
0.03% of portfolio
|
Q4 2024
Added 117.34%
|
|
|
Websterrogers Financial Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
33,957
shares
|
$820,401
0.29% of portfolio
|
Q4 2024
Added 102.69%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
33,941
shares
|
$820,014
0.01% of portfolio
|
Q4 2024
Added 100.99%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Jan 28, 2025 Q4 2024 |
33,842
shares
|
$817,622
0.45% of portfolio
|
Q4 2024
Added 92.2%
|
|
|
Planned Solutions, Inc.
|
Jan 16, 2025 Q4 2024 |
33,648
shares
|
$812,935
0.35% of portfolio
|
Q4 2024
Added 107.51%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
33,443
shares
|
$807,982
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
32,915
shares
|
$795,226
0.03% of portfolio
|
Q4 2024
Added 97.51%
|
|
|
Cambridge Advisors Inc.
|
Jan 16, 2025 Q4 2024 |
32,840
shares
|
$793,414
0.18% of portfolio
|
Q4 2024
Added 99.27%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Jan 15, 2025 Q4 2024 |
32,618
shares
|
$788,050
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Tempus Wealth Planning, LLC
|
Jan 24, 2025 Q4 2024 |
32,501
shares
|
$785,224
0.26% of portfolio
|
Q4 2024
Added 118.05%
|
|
|
Dopkins Wealth Management, LLC
|
Feb 10, 2025 Q4 2024 |
31,691
shares
|
$765,654
0.4% of portfolio
|
Q4 2024
Added 610.56%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Feb 10, 2025 Q4 2024 |
31,373
shares
|
$757,971
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Ridgewood Investments LLC
|
Jan 10, 2025 Q4 2024 |
31,370
shares
|
$757,899
0.36% of portfolio
|
Q4 2024
Added 98.54%
|