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 |
|---|---|---|---|---|---|
|
Genesee Capital Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
14,923
shares
|
$363,375
0.16% of portfolio
|
Q3 2025
Added 1.17%
|
|
|
Archer Investment Management, LLC
Austin, TX |
Jan 12, 2026 Q4 2025 |
14,902
shares
|
$362,863
0.2% of portfolio
|
Q4 2025
Reduced 9.77%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 05, 2025 Q3 2025 |
14,820
shares
|
$360,867
0.01% of portfolio
|
Q3 2025
Added 25.44%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
14,814
shares
|
$360,720
0.01% of portfolio
|
Q3 2025
Added 23.87%
|
|
|
Northwest Capital Management Inc
|
Oct 20, 2025 Q3 2025 |
14,575
shares
|
$354,901
0.4% of portfolio
|
Q3 2025
Reduced 2.74%
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Jan 08, 2026 Q4 2025 |
14,315
shares
|
$348,570
0.16% of portfolio
|
Q4 2025
Added 0.85%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Oct 31, 2025 Q3 2025 |
14,301
shares
|
$348,229
0.06% of portfolio
|
Q3 2025
Reduced 58.42%
|
|
|
Lauterbach Financial Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
14,282
shares
|
$347,766
0.18% of portfolio
|
Q3 2025
Added 30.98%
|
|
|
Arkfeld Wealth Strategies, L.L.C.
|
Jan 12, 2026 Q4 2025 |
14,085
shares
|
$342,969
0.12% of portfolio
|
Q4 2025
Added 1.02%
|
|
|
Empirical Asset Management, LLC
|
Nov 10, 2025 Q3 2025 |
13,858
shares
|
$337,442
0.09% of portfolio
|
Q3 2025
Reduced 0.41%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
13,673
shares
|
$332,937
0.01% of portfolio
|
Q3 2025
Added 25.5%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
13,635
shares
|
$332,012
0.03% of portfolio
|
Q3 2025
Reduced 84.33%
|
|
|
Latitude Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
13,569
shares
|
$330,405
0.18% of portfolio
|
Q3 2025
Added 1.02%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
13,476
shares
|
$328,140
0.02% of portfolio
|
Q1 2024
Added 0.66%
|
|
|
Garrett Investment Advisors LLC
|
Jan 05, 2026 Q4 2025 |
13,439
shares
|
$327,239
0.03% of portfolio
|
Q4 2025
Added 5.4%
|
|
|
Financial Architects, LLC
Woodstock, GA |
Oct 20, 2025 Q3 2025 |
13,380
shares
|
$325,803
0.19% of portfolio
|
Q3 2025
Reduced 0.67%
|
|
|
Papp L Roy & Associates
|
Oct 09, 2025 Q3 2025 |
13,350
shares
|
$325,072
0.04% of portfolio
|
Q3 2025
Added 4.53%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Oct 14, 2025 Q3 2025 |
13,034
shares
|
$317,377
0.11% of portfolio
|
Q3 2025
Reduced 17.84%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 08, 2025 Q3 2025 |
12,944
shares
|
$315,186
0.04% of portfolio
|
Q3 2025
Reduced 0.22%
|
|
|
Lederer & Associates Investment Counsel
Long Beach, CA |
Oct 24, 2025 Q3 2025 |
12,910
shares
|
$314,358
0.2% of portfolio
|
Q3 2025
Reduced 27.55%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Nov 04, 2025 Q3 2025 |
12,876
shares
|
$313,530
0.01% of portfolio
|
Q3 2025
Added 1.18%
|
|
|
Litman Gregory Wealth Management LLC
|
Oct 16, 2025 Q3 2025 |
12,875
shares
|
$313,506
0.02% of portfolio
|
Q3 2025
Reduced 4.03%
|
|
|
Sonoma Private Wealth LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
12,581
shares
|
$306,347
0.37% of portfolio
|
Q3 2025
Added 1.44%
|
|
|
Scratch Capital LLC
Boise, ID |
Oct 14, 2025 Q3 2025 |
12,251
shares
|
$298,311
0.2% of portfolio
|
Q3 2025
Reduced 6.48%
|
|
|
Ridgewood Investments LLC
|
Oct 30, 2025 Q3 2025 |
12,220
shares
|
$297,557
0.13% of portfolio
|
Q3 2025
Reduced 57.92%
|
|