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 633 institutions that hold shares in the stock, with a total of 211 Million shares, which have been reported (via 13F filing form) to have a value of $5.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
11,992
shares
|
$289,486
0.05% of portfolio
|
Q3 2024
Reduced 13.87%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Feb 07, 2025 Q4 2024 |
11,970
shares
|
$288,955
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
11,826
shares
|
$285,479
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 13, 2024 Q3 2024 |
11,802
shares
|
$284,900
0.08% of portfolio
|
Q3 2024
Added 45.51%
|
|
|
Exchange Capital Management, Inc.
|
Feb 04, 2025 Q4 2024 |
11,785
shares
|
$284,489
0.05% of portfolio
|
Q4 2024
Added 99.44%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
11,744
shares
|
$283,500
0.0% of portfolio
|
Q3 2024
Reduced 10.73%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
11,671
shares
|
$281,737
0.2% of portfolio
|
Q1 2024
Reduced 13.47%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
11,632
shares
|
$280,796
0.01% of portfolio
|
Q3 2024
Reduced 71.08%
|
|
|
Sonoma Private Wealth LLC
San Francisco, CA |
Feb 06, 2025 Q4 2024 |
11,471
shares
|
$276,909
0.45% of portfolio
|
Q4 2024
Added 100.75%
|
|
|
Papp L Roy & Associates
|
Jan 29, 2025 Q4 2024 |
11,363
shares
|
$274,302
0.03% of portfolio
|
Q4 2024
Added 103.6%
|
|
|
Pb Mares Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
11,238
shares
|
$271,285
0.06% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
10,849
shares
|
$261,894
0.04% of portfolio
|
Q4 2024
Added 79.92%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jan 06, 2025 Q4 2024 |
10,820
shares
|
$261,194
0.11% of portfolio
|
Q4 2024
Added 136.3%
|
|
|
Capital Planning LLC
|
Jan 14, 2025 Q4 2024 |
10,800
shares
|
$260,712
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Lauterbach Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
10,771
shares
|
$260,011
0.17% of portfolio
|
Q4 2024
Added 101.89%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Feb 03, 2025 Q4 2024 |
10,752
shares
|
$259,553
0.1% of portfolio
|
Q4 2024
Added 82.83%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
10,751
shares
|
$259,529
0.02% of portfolio
|
Q3 2024
Reduced 33.37%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Nov 04, 2024 Q3 2024 |
10,737
shares
|
$259,191
0.32% of portfolio
|
Q3 2024
Reduced 11.37%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
10,706
shares
|
$258,442
0.02% of portfolio
|
Q3 2024
Reduced 7.02%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
10,650
shares
|
$257,091
0.01% of portfolio
|
Q3 2024
Reduced 0.61%
|
|
|
Wmg Financial Advisors, LLC
|
Feb 06, 2025 Q4 2024 |
10,619
shares
|
$256,342
0.12% of portfolio
|
Q4 2024
Added 104.21%
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
10,584
shares
|
$255,497
0.0% of portfolio
|
Q4 2024
Added 103.5%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
10,539
shares
|
$254,411
0.01% of portfolio
|
Q3 2024
Added 38.14%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Feb 07, 2025 Q4 2024 |
10,450
shares
|
$252,263
0.11% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Gradient Capital Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
10,323
shares
|
$249,197
0.08% of portfolio
|
Q4 2024
Added 112.28%
|