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 |
|---|---|---|---|---|---|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jan 08, 2026 Q4 2025 |
11,961
shares
|
$291,250
0.03% of portfolio
|
Q4 2025
Added 11.06%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Oct 31, 2025 Q3 2025 |
11,925
shares
|
$290,373
0.23% of portfolio
|
Q3 2025
Reduced 3.44%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jan 08, 2026 Q4 2025 |
11,910
shares
|
$290,008
0.03% of portfolio
|
Q4 2025
Reduced 6.51%
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
11,860
shares
|
$288,791
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Cva Family Office, LLC
|
Jan 12, 2026 Q4 2025 |
11,813
shares
|
$287,646
0.03% of portfolio
|
Q4 2025
Reduced 1.51%
|
|
|
Brewster Financial Planning LLC
|
Oct 08, 2025 Q3 2025 |
11,717
shares
|
$285,308
0.18% of portfolio
|
Q3 2025
Added 7.95%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
11,671
shares
|
$284,188
0.2% of portfolio
|
Q1 2024
Reduced 13.47%
|
|
|
Gradient Capital Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
11,650
shares
|
$283,677
0.08% of portfolio
|
Q3 2025
Added 9.75%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Oct 31, 2025 Q3 2025 |
11,549
shares
|
$281,218
0.01% of portfolio
|
Q2 2025
Reduced 3.52%
|
|
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
Nov 03, 2025 Q3 2025 |
11,516
shares
|
$280,414
0.18% of portfolio
|
Q3 2025
Added 0.52%
|
|
|
Capital Insight Partners, LLC
|
Oct 14, 2025 Q3 2025 |
11,409
shares
|
$277,809
0.05% of portfolio
|
Q3 2025
Reduced 10.37%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Nov 12, 2025 Q3 2025 |
11,365
shares
|
$276,737
0.03% of portfolio
|
Q1 2025
Reduced 14.93%
|
|
|
Pb Mares Wealth Management LLC
|
Oct 27, 2025 Q3 2025 |
11,238
shares
|
$273,645
0.04% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Oct 31, 2025 Q3 2025 |
11,083
shares
|
$269,871
0.02% of portfolio
|
Q3 2025
Reduced 80.66%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
11,078
shares
|
$269,749
0.0% of portfolio
|
Q3 2025
Added 34.83%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Oct 23, 2025 Q3 2025 |
11,059
shares
|
$269,286
0.1% of portfolio
|
Q3 2025
Reduced 5.32%
|
|
|
Toth Financial Advisory Corp
|
Oct 09, 2025 Q3 2025 |
10,966
shares
|
$267,022
0.03% of portfolio
|
Q3 2025
Reduced 11.63%
|
|
|
Wmg Financial Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
10,753
shares
|
$261,835
0.1% of portfolio
|
Q3 2025
Added 4.72%
|
|
|
Exchange Capital Management, Inc.
|
Jul 21, 2025 Q2 2025 |
10,651
shares
|
$259,351
0.04% of portfolio
|
Q2 2025
Reduced 1.63%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 14, 2025 Q3 2025 |
10,646
shares
|
$259,230
0.0% of portfolio
|
Q3 2025
Added 24.25%
|
|
|
Townsquare Capital LLC
|
Nov 03, 2025 Q3 2025 |
10,603
shares
|
$258,183
0.04% of portfolio
|
Q3 2025
Reduced 0.63%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 14, 2025 Q3 2025 |
10,525
shares
|
$256,283
0.0% of portfolio
|
Q3 2025
Reduced 12.55%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Nov 13, 2025 Q3 2025 |
10,450
shares
|
$254,457
0.1% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Aull & Monroe Investment Management Corp
Mobile, AL |
Jan 08, 2026 Q4 2025 |
10,316
shares
|
$251,194
0.13% of portfolio
|
Q4 2025
Reduced 0.86%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
10,231
shares
|
$249,124
0.0% of portfolio
|
Q3 2025
Reduced 37.24%
|
|