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 |
|---|---|---|---|---|---|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
3,678
shares
|
$88,639
0.0% of portfolio
|
Q4 2024
Reduced 58.46%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
3,320
shares
|
$80,012
0.01% of portfolio
|
Q3 2024
Added 17.07%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
2,997
shares
|
$72,227
0.0% of portfolio
|
Q4 2024
Added 102.23%
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
2,758
shares
|
$66,467
0.08% of portfolio
|
Q4 2022
Added 0.77%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Jan 28, 2025 Q4 2024 |
2,670
shares
|
$64,347
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Fairway Wealth LLC
Independence, OH |
Feb 07, 2025 Q4 2024 |
2,578
shares
|
$62,129
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Feb 12, 2025 Q4 2024 |
2,496
shares
|
$60,153
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
2,450
shares
|
$59,045
0.02% of portfolio
|
Q4 2024
Added 102.48%
|
|
|
Nbt Bank N A
|
Feb 07, 2025 Q4 2024 |
2,384
shares
|
$57,454
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
2,382
shares
|
$57,406
0.02% of portfolio
|
Q4 2024
Added 101.86%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Feb 12, 2025 Q4 2024 |
2,276
shares
|
$54,851
0.02% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Tradewinds Capital Management, LLC
|
Feb 03, 2025 Q4 2024 |
2,268
shares
|
$54,658
0.01% of portfolio
|
Q4 2024
Added 100.35%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Jan 28, 2025 Q4 2024 |
2,268
shares
|
$54,658
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Fedenia Advisers LLC
Madison, WI |
Jan 31, 2025 Q4 2024 |
2,244
shares
|
$54,080
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Feb 06, 2025 Q4 2024 |
2,114
shares
|
$50,947
0.03% of portfolio
|
Q4 2024
Reduced 1.17%
|
|
|
Future Financial Wealth Managment LLC
|
Jan 13, 2025 Q4 2024 |
2,105
shares
|
$50,730
0.04% of portfolio
|
Q4 2024
Added 101.82%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
2,056
shares
|
$49,549
0.0% of portfolio
|
Q4 2024
Added 48.99%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
2,045
shares
|
$49,284
0.0% of portfolio
|
Q3 2024
Added 3.07%
|
|
|
Davis Capital Management
Jacksonville, FL |
Jan 17, 2025 Q4 2024 |
1,992
shares
|
$48,007
0.04% of portfolio
|
Q4 2024
Added 78.49%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
1,990
shares
|
$47,959
0.01% of portfolio
|
Q3 2024
Reduced 8.08%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Jan 29, 2025 Q4 2024 |
1,984
shares
|
$47,814
0.03% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
1,620
shares
|
$39,042
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Caitlin John, LLC
Brighton, MI |
Jan 27, 2025 Q4 2024 |
1,512
shares
|
$36,439
0.02% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
1,460
shares
|
$35,186
0.0% of portfolio
|
Q4 2024
Added 1331.37%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
1,419
shares
|
$34,197
0.0% of portfolio
|
Q4 2024
Added 87.7%
|