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 |
|---|---|---|---|---|---|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
6,742
shares
|
$162,482
0.01% of portfolio
|
Q4 2024
Added 77.8%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
6,714
shares
|
$161,807
0.06% of portfolio
|
Q4 2024
Added 104.07%
|
|
|
Contravisory Investment Management, Inc.
|
Jan 14, 2025 Q4 2024 |
6,420
shares
|
$154,722
0.03% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
6,364
shares
|
$153,372
0.25% of portfolio
|
Q2 2022
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
6,193
shares
|
$149,251
0.0% of portfolio
|
Q3 2024
Added 2.58%
|
|
|
Rmb Capital Management, LLC
|
Nov 06, 2024 Q3 2024 |
6,188
shares
|
$149,130
0.01% of portfolio
|
Q2 2024
Reduced 18.21%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
6,095
shares
|
$146,889
0.11% of portfolio
|
Q3 2024
Added 22.59%
|
|
|
Roof Eidam & Maycock
|
Oct 21, 2024 Q3 2024 |
6,055
shares
|
$145,925
0.08% of portfolio
|
Q4 2023
Reduced 90.85%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
5,925
shares
|
$142,792
0.0% of portfolio
|
Q4 2023
Added 8.62%
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
5,635
shares
|
$135,803
0.0% of portfolio
|
Q4 2024
Added 97.44%
|
|
|
Washington Trust CO
|
Jan 30, 2025 Q4 2024 |
5,400
shares
|
$130,140
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
Jul 22, 2024 Q2 2024 |
5,300
shares
|
$127,730
0.22% of portfolio
|
Q2 2024
New holding
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 14, 2024 Q3 2024 |
5,125
shares
|
$123,512
0.03% of portfolio
|
Q3 2024
Reduced 4.6%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
5,102
shares
|
$122,958
0.0% of portfolio
|
Q4 2024
Added 1031.26%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
4,975
shares
|
$119,897
0.01% of portfolio
|
Q3 2024
Added 9.03%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jan 16, 2025 Q4 2024 |
4,866
shares
|
$117,270
0.1% of portfolio
|
Q4 2024
Added 107.06%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Dec 06, 2024 Q3 2024 |
4,707
shares
|
$113,438
0.01% of portfolio
|
Q3 2024
Added 8.03%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
4,699
shares
|
$113,245
0.03% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Legacy Bridge, LLC
|
Jan 22, 2025 Q4 2024 |
4,600
shares
|
$110,860
0.06% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
4,398
shares
|
$105,991
0.01% of portfolio
|
Q4 2024
Added 100.55%
|
|
|
Diligent Investors, LLC
|
Oct 31, 2024 Q3 2024 |
4,362
shares
|
$105,124
0.05% of portfolio
|
Q3 2024
Reduced 4.01%
|
|
|
Rock Point Advisors, LLC
Burlington, VT |
Nov 13, 2024 Q3 2024 |
4,319
shares
|
$104,087
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
4,282
shares
|
$103,196
0.0% of portfolio
|
Q3 2024
Reduced 6.45%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
3,831
shares
|
$92,327
0.01% of portfolio
|
Q4 2024
Added 116.07%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
3,775
shares
|
$90,977
0.0% of portfolio
|
Q4 2024
Added 301.6%
|