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 703 institutions that hold shares in the stock, with a total of 324 Million shares, which have been reported (via 13F filing form) to have a value of $7.88 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bnp Paribas
New York, NY |
Nov 14, 2025 Q3 2025 |
27,908
shares
|
$679,559
0.02% of portfolio
|
Q3 2025
Added 1.29%
|
|
|
Hartline Investment Corp
Winnetka, IL |
Oct 28, 2025 Q3 2025 |
27,825
shares
|
$677,538
0.07% of portfolio
|
Q3 2025
Reduced 22.82%
|
|
|
Tradition Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
27,556
shares
|
$670,988
0.06% of portfolio
|
Q3 2025
Reduced 7.63%
|
|
|
Weitzel Financial Services, Inc.
|
Oct 14, 2025 Q3 2025 |
27,486
shares
|
$669,284
0.27% of portfolio
|
Q3 2025
Reduced 5.37%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
27,025
shares
|
$658,058
0.01% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
26,826
shares
|
$653,213
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
26,818
shares
|
$653,018
0.0% of portfolio
|
Q3 2025
Reduced 31.42%
|
|
|
Madden Advisory Services, Inc.
|
Oct 24, 2025 Q3 2025 |
26,790
shares
|
$652,336
0.25% of portfolio
|
Q3 2025
New holding
|
|
|
Mc Broom & Associates, LLC
|
Oct 28, 2025 Q3 2025 |
26,212
shares
|
$638,262
0.32% of portfolio
|
Q3 2025
Reduced 35.54%
|
|
|
Vander Pol Investments L.L.C.
Caledonia, MI |
Oct 27, 2025 Q3 2025 |
26,092
shares
|
$635,340
1.11% of portfolio
|
Q3 2025
Added 7.91%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Jan 07, 2026 Q4 2025 |
25,842
shares
|
$629,252
0.13% of portfolio
|
Q4 2025
Added 18.45%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
25,672
shares
|
$625,113
0.12% of portfolio
|
Q4 2022
Added 0.22%
|
|
|
Wesbanco Bank Inc
|
Nov 06, 2025 Q3 2025 |
25,505
shares
|
$621,046
0.02% of portfolio
|
Q2 2025
Reduced 2.22%
|
|
|
Stewardship Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
25,372
shares
|
$617,808
0.16% of portfolio
|
Q3 2025
Added 4.56%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Nov 12, 2025 Q3 2025 |
25,218
shares
|
$614,058
0.19% of portfolio
|
Q3 2025
Reduced 4.29%
|
|
|
Joule Financial, LLC
|
Nov 03, 2025 Q3 2025 |
25,116
shares
|
$611,574
0.18% of portfolio
|
Q3 2025
Added 48.95%
|
|
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
Nov 04, 2025 Q3 2025 |
25,059
shares
|
$610,186
0.32% of portfolio
|
Q3 2025
Added 30.92%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Nov 03, 2025 Q3 2025 |
24,991
shares
|
$608,530
0.44% of portfolio
|
Q3 2025
Reduced 81.57%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 14, 2025 Q3 2025 |
24,876
shares
|
$605,730
0.04% of portfolio
|
Q3 2025
Added 5.08%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
24,801
shares
|
$603,904
0.03% of portfolio
|
Q3 2025
Reduced 62.97%
|
|
|
Aegis Wealth Management LLC
Bethesda, MD |
Nov 05, 2025 Q3 2025 |
24,722
shares
|
$601,980
0.32% of portfolio
|
Q3 2025
Reduced 3.42%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Oct 16, 2025 Q3 2025 |
24,518
shares
|
$597,013
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Nov 14, 2025 Q3 2025 |
24,499
shares
|
$596,550
0.05% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
24,124
shares
|
$587,419
0.0% of portfolio
|
Q2 2025
Added 44.02%
|
|
|
Nelson Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
23,851
shares
|
$580,771
0.07% of portfolio
|
Q3 2025
Reduced 2.7%
|
|