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 |
|---|---|---|---|---|---|
|
Papp L Roy & Associates
|
Jan 29, 2025 Q4 2024 |
11,363
shares
|
$273,848
0.03% of portfolio
|
Q4 2024
Added 103.6%
|
|
|
Pb Mares Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
11,238
shares
|
$270,835
0.06% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Feb 10, 2025 Q4 2024 |
11,119
shares
|
$267,967
0.01% of portfolio
|
Q4 2024
Added 101.91%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
10,849
shares
|
$261,460
0.04% of portfolio
|
Q4 2024
Added 79.92%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jan 06, 2025 Q4 2024 |
10,820
shares
|
$260,762
0.11% of portfolio
|
Q4 2024
Added 136.3%
|
|
|
Capital Planning LLC
|
Jan 14, 2025 Q4 2024 |
10,800
shares
|
$260,280
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Lauterbach Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
10,771
shares
|
$259,581
0.17% of portfolio
|
Q4 2024
Added 101.89%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Feb 03, 2025 Q4 2024 |
10,752
shares
|
$259,123
0.1% of portfolio
|
Q4 2024
Added 82.83%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
10,650
shares
|
$256,665
0.01% of portfolio
|
Q3 2024
Reduced 0.61%
|
|
|
Wmg Financial Advisors, LLC
|
Feb 06, 2025 Q4 2024 |
10,619
shares
|
$255,917
0.12% of portfolio
|
Q4 2024
Added 104.21%
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
10,584
shares
|
$255,074
0.0% of portfolio
|
Q4 2024
Added 103.5%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Feb 12, 2025 Q4 2024 |
10,569
shares
|
$254,712
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Feb 07, 2025 Q4 2024 |
10,450
shares
|
$251,845
0.11% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Gradient Capital Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
10,323
shares
|
$248,784
0.08% of portfolio
|
Q4 2024
Added 112.28%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Feb 04, 2025 Q4 2024 |
10,298
shares
|
$248,181
0.03% of portfolio
|
Q4 2024
Added 23.14%
|
|
|
Apeiron Ria LLC
|
Jan 17, 2025 Q4 2024 |
10,080
shares
|
$242,928
0.07% of portfolio
|
Q4 2024
Added 110.92%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
10,071
shares
|
$242,711
0.0% of portfolio
|
Q3 2024
Added 121.49%
|
|
|
Tpg Advisors LLC
Northfield, IL |
Feb 05, 2025 Q4 2024 |
10,045
shares
|
$242,084
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Litman Gregory Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
10,005
shares
|
$241,120
0.02% of portfolio
|
Q4 2024
Added 99.3%
|
|
|
Strategic Advocates LLC
Logan, UT |
Jan 23, 2025 Q4 2024 |
9,858
shares
|
$237,577
0.08% of portfolio
|
Q4 2024
Reduced 28.38%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
9,762
shares
|
$235,264
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Aull & Monroe Investment Management Corp
Mobile, AL |
Feb 06, 2025 Q4 2024 |
9,748
shares
|
$234,926
0.12% of portfolio
|
Q4 2024
Added 102.28%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
9,425
shares
|
$227,142
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Seascape Capital Management
Portsmouth, NH |
Jan 30, 2025 Q4 2024 |
9,413
shares
|
$226,853
0.08% of portfolio
|
Q4 2024
Added 101.05%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Feb 10, 2025 Q4 2024 |
9,398
shares
|
$226,491
0.05% of portfolio
|
Q4 2024
Added 85.58%
|