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 665 institutions that hold shares in the stock, with a total of 344 Million shares, which have been reported (via 13F filing form) to have a value of $8.35 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Feb 06, 2025 Q4 2024 |
21,719
shares
|
$526,902
0.04% of portfolio
|
Q4 2024
Added 104.92%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Feb 11, 2025 Q4 2024 |
21,623
shares
|
$524,573
0.3% of portfolio
|
Q4 2024
Added 101.39%
|
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Jan 24, 2025 Q4 2024 |
21,613
shares
|
$524,331
0.17% of portfolio
|
Q4 2024
Added 82.22%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
21,456
shares
|
$520,522
0.01% of portfolio
|
Q4 2024
Added 145.52%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
21,363
shares
|
$518,266
0.07% of portfolio
|
Q4 2024
Added 119.94%
|
|
|
Redw Wealth LLC
|
Feb 07, 2025 Q4 2024 |
21,310
shares
|
$516,980
0.18% of portfolio
|
Q4 2024
Added 99.2%
|
|
|
Friedenthal Financial
|
Jan 13, 2025 Q4 2024 |
21,000
shares
|
$509,460
0.33% of portfolio
|
Q4 2024
Added 102.53%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
20,942
shares
|
$508,052
0.07% of portfolio
|
Q4 2024
Added 100.92%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
20,891
shares
|
$506,815
0.24% of portfolio
|
Q1 2023
Added 0.0%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
20,850
shares
|
$505,821
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
20,803
shares
|
$504,680
0.61% of portfolio
|
Q3 2024
Reduced 5.56%
|
|
|
Brucke Financial, Inc.
Indianapolis, IN |
Feb 27, 2025 Q4 2024 |
20,756
shares
|
$503,540
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Pittenger & Anderson Inc
|
Jan 31, 2025 Q4 2024 |
20,721
shares
|
$502,691
0.02% of portfolio
|
Q4 2024
Added 151.04%
|
|
|
Retirement Capital Strategies
|
Feb 07, 2025 Q4 2024 |
20,695
shares
|
$502,060
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
20,237
shares
|
$490,949
0.08% of portfolio
|
Q3 2023
Reduced 9.28%
|
|
|
Stewardship Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
20,033
shares
|
$486,000
0.14% of portfolio
|
Q4 2024
Added 235.39%
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
19,877
shares
|
$482,216
0.04% of portfolio
|
Q4 2024
Added 102.39%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Feb 13, 2025 Q4 2024 |
19,665
shares
|
$477,072
0.07% of portfolio
|
Q4 2024
Added 43.09%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Feb 10, 2025 Q4 2024 |
19,561
shares
|
$474,549
0.19% of portfolio
|
Q4 2024
Added 22.37%
|
|
|
Somerset Group LLC
Wayzata, MN |
Feb 11, 2025 Q4 2024 |
19,554
shares
|
$474,380
0.44% of portfolio
|
Q4 2024
Added 93.57%
|
|
|
Bremer Bank National Association
|
Jan 16, 2025 Q4 2024 |
19,050
shares
|
$462,153
0.09% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Win Advisors, Inc
|
Jan 27, 2025 Q4 2024 |
18,712
shares
|
$453,953
0.22% of portfolio
|
Q4 2024
Added 25.37%
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
18,683
shares
|
$453,249
0.02% of portfolio
|
Q4 2024
Added 74.51%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
18,492
shares
|
$448,615
0.19% of portfolio
|
Q2 2024
Added 5.95%
|
|
|
Independent Wealth Network Inc.
|
Jan 17, 2025 Q4 2024 |
18,479
shares
|
$448,300
0.19% of portfolio
|
Q4 2024
Added 101.3%
|