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 |
|---|---|---|---|---|---|
|
Financial Counselors Inc
|
Feb 11, 2025 Q4 2024 |
1,153,083
shares
|
$28 Million
0.41% of portfolio
|
Q4 2024
Added 118.32%
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
Feb 05, 2025 Q4 2024 |
1,151,364
shares
|
$27.9 Million
9.75% of portfolio
|
Q4 2024
Added 108.76%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
1,129,516
shares
|
$27.4 Million
0.06% of portfolio
|
Q4 2024
Added 73.44%
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
1,117,718
shares
|
$27.1 Million
0.16% of portfolio
|
Q4 2024
Added 97.67%
|
|
|
High Probability Advisors, LLC
Pittsford, NY |
Jan 17, 2025 Q4 2024 |
1,102,327
shares
|
$26.7 Million
4.76% of portfolio
|
Q4 2024
Added 92.78%
|
|
|
Leavell Investment Management, Inc.
|
Jan 29, 2025 Q4 2024 |
1,078,008
shares
|
$26.2 Million
1.29% of portfolio
|
Q4 2024
Added 133.07%
|
|
|
Lvw Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
1,057,851
shares
|
$25.7 Million
3.17% of portfolio
|
Q4 2024
Added 100.32%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Feb 07, 2025 Q4 2024 |
1,038,096
shares
|
$25.2 Million
5.43% of portfolio
|
Q4 2024
Added 102.9%
|
|
|
Holcombe Financial, Inc.
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
1,025,670
shares
|
$24.9 Million
20.32% of portfolio
|
Q4 2024
New holding
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
1,020,629
shares
|
$24.8 Million
0.07% of portfolio
|
Q4 2024
Added 87.12%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
1,019,524
shares
|
$24.7 Million
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
852,523
shares
|
$20.7 Million
0.02% of portfolio
|
Q4 2024
Added 95.39%
|
|
|
Charles Schwab Trust CO
|
Jan 16, 2025 Q4 2024 |
835,096
shares
|
$20.3 Million
1.76% of portfolio
|
Q4 2024
Added 113.77%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
827,826
shares
|
$20.1 Million
0.98% of portfolio
|
Q4 2024
Added 56.01%
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
824,205
shares
|
$20 Million
0.57% of portfolio
|
Q4 2024
Added 123.18%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
821,653
shares
|
$19.9 Million
0.75% of portfolio
|
Q4 2024
Added 109.62%
|
|
|
Williams Financial, LLC
Bennington, VT |
Jan 23, 2025 Q4 2024 |
812,273
shares
|
$19.7 Million
12.17% of portfolio
|
Q4 2024
Added 106.7%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
800,303
shares
|
$19.4 Million
0.04% of portfolio
|
Q4 2024
Added 111.82%
|
|
|
Stephens Group Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
786,865
shares
|
$19.1 Million
1.58% of portfolio
|
Q4 2024
Added 101.08%
|
|
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
Jan 29, 2025 Q4 2024 |
786,649
shares
|
$19.1 Million
4.5% of portfolio
|
Q4 2024
Added 105.36%
|
|
|
Apella Capital, LLC
|
Jan 14, 2025 Q4 2024 |
782,878
shares
|
$19 Million
0.74% of portfolio
|
Q4 2024
Added 72.08%
|
|
|
Fund Evaluation Group, LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
772,924
shares
|
$18.8 Million
0.87% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
760,855
shares
|
$18.5 Million
0.03% of portfolio
|
Q4 2024
Added 84.76%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
757,474
shares
|
$18.4 Million
0.0% of portfolio
|
Q4 2024
Added 118.56%
|
|
|
Courage Miller Partners, LLC
|
Jan 16, 2025 Q4 2024 |
753,619
shares
|
$18.3 Million
6.22% of portfolio
|
Q4 2024
Added 107.45%
|