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 |
|---|---|---|---|---|---|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
1,308
shares
|
$31,522
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
1,308
shares
|
$31,522
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
1,307
shares
|
$31,498
0.06% of portfolio
|
Q1 2023
Added 12.87%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jan 29, 2025 Q4 2024 |
1,270
shares
|
$30,607
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Hendershot Investments Inc.
|
Jan 28, 2025 Q4 2024 |
1,270
shares
|
$30,607
0.0% of portfolio
|
Q4 2024
Added 185.39%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
1,269
shares
|
$30,582
0.0% of portfolio
|
Q4 2024
Added 213.33%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
1,252
shares
|
$30,173
0.03% of portfolio
|
Q1 2022
Added 5.65%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
1,224
shares
|
$29,498
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
1,181
shares
|
$28,462
0.0% of portfolio
|
Q4 2024
Added 100.17%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
1,091
shares
|
$26,293
0.02% of portfolio
|
Q4 2024
Added 99.82%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
1,073
shares
|
$25,859
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kennebec Savings Bank
Augusta, ME |
Jan 23, 2025 Q4 2024 |
1,072
shares
|
$25,835
0.03% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Feb 03, 2025 Q4 2024 |
1,068
shares
|
$25,738
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Old Point Trust & Financial Services N A
|
Feb 11, 2025 Q4 2024 |
1,020
shares
|
$24,582
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Vision Financial Markets LLC
Stamford, CT |
Feb 06, 2025 Q4 2024 |
1,000
shares
|
$24,100
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
974
shares
|
$23,473
0.0% of portfolio
|
Q4 2024
Added 353.02%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Feb 11, 2025 Q4 2024 |
950
shares
|
$22,895
0.02% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jan 28, 2025 Q4 2024 |
911
shares
|
$21,955
0.01% of portfolio
|
Q4 2024
Added 169.53%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
900
shares
|
$21,690
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
868
shares
|
$20,918
0.0% of portfolio
|
Q4 2024
Added 92.46%
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
864
shares
|
$20,822
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
844
shares
|
$20,340
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Feb 12, 2025 Q4 2024 |
810
shares
|
$19,521
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Jan 29, 2025 Q4 2024 |
806
shares
|
$19,424
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
804
shares
|
$19,376
0.0% of portfolio
|
Q3 2024
New holding
|