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 641 institutions that hold shares in the stock, with a total of 241 Million shares, which have been reported (via 13F filing form) to have a value of $5.82 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
17,104
shares
|
$412,206
0.01% of portfolio
|
Q4 2024
Added 160.49%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
16,914
shares
|
$407,627
0.09% of portfolio
|
Q4 2024
Added 83.67%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Jan 29, 2025 Q4 2024 |
16,678
shares
|
$401,939
0.05% of portfolio
|
Q4 2024
Added 93.75%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Feb 10, 2025 Q4 2024 |
16,620
shares
|
$400,542
0.02% of portfolio
|
Q4 2024
Added 54.59%
|
|
|
Altfest L J & CO Inc
|
Feb 07, 2025 Q4 2024 |
16,568
shares
|
$399,288
0.06% of portfolio
|
Q4 2024
Added 105.35%
|
|
|
Mbe Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
16,446
shares
|
$396,348
0.23% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
16,305
shares
|
$392,950
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rhs Financial, LLC
|
Jan 23, 2025 Q4 2024 |
16,229
shares
|
$391,118
0.21% of portfolio
|
Q4 2024
Added 96.64%
|
|
|
Trinity Point Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
16,191
shares
|
$390,203
0.12% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
15,907
shares
|
$383,358
0.29% of portfolio
|
Q1 2024
Reduced 8.71%
|
|
|
Hc Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
15,601
shares
|
$375,984
0.32% of portfolio
|
Q4 2024
Added 102.79%
|
|
|
Clay Northam Wealth Management, LLC
|
Jan 24, 2025 Q4 2024 |
15,595
shares
|
$375,839
0.25% of portfolio
|
Q4 2024
Added 99.81%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
15,591
shares
|
$375,743
0.01% of portfolio
|
Q4 2024
Added 162.78%
|
|
|
Toth Financial Advisory Corp
|
Jan 21, 2025 Q4 2024 |
15,583
shares
|
$375,550
0.05% of portfolio
|
Q4 2024
Added 91.81%
|
|
|
Advisor Resource Council
|
Oct 31, 2024 Q3 2024 |
15,490
shares
|
$373,309
0.25% of portfolio
|
Q3 2024
New holding
|
|
|
Weitzel Financial Services, Inc.
|
Oct 31, 2024 Q3 2024 |
15,437
shares
|
$372,031
0.35% of portfolio
|
Q3 2024
Reduced 1.11%
|
|
|
Nwam LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
15,358
shares
|
$370,127
0.02% of portfolio
|
Q4 2024
Added 99.58%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
15,231
shares
|
$367,067
0.01% of portfolio
|
Q4 2024
Added 121.64%
|
|
|
Worth Asset Management, LLC
|
Jan 08, 2025 Q4 2024 |
15,225
shares
|
$366,922
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
15,170
shares
|
$365,597
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Cito Capital Group, LLC
Miami, FL |
Feb 13, 2025 Q4 2024 |
15,000
shares
|
$361,500
0.13% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
14,972
shares
|
$360,825
0.04% of portfolio
|
Q4 2024
Added 80.41%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
14,960
shares
|
$360,536
0.01% of portfolio
|
Q4 2024
Added 74.87%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jan 22, 2025 Q4 2024 |
14,960
shares
|
$360,536
0.02% of portfolio
|
Q4 2024
Added 74.87%
|
|
|
Empirical Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
14,759
shares
|
$355,691
0.01% of portfolio
|
Q4 2024
Added 115.52%
|