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 633 institutions that hold shares in the stock, with a total of 211 Million shares, which have been reported (via 13F filing form) to have a value of $5.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Webster Bank, N. A.
|
Jan 22, 2025 Q4 2024 |
222
shares
|
$5,359
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jan 28, 2025 Q4 2024 |
216
shares
|
$5,214
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
207
shares
|
$4,996
0.0% of portfolio
|
Q4 2024
Added 99.04%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
200
shares
|
$4,828
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 18, 2024 Q3 2024 |
169
shares
|
$4,079
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
167
shares
|
$4,031
0.0% of portfolio
|
Q4 2024
Added 101.2%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
154
shares
|
$3,717
0.0% of portfolio
|
Q3 2024
Added 15300.0%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
123
shares
|
$2,969
0.0% of portfolio
|
Q2 2024
Reduced 99.77%
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
120
shares
|
$2,896
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Guardian Wealth Management, Inc.
Peoria, IL |
Nov 14, 2024 Q3 2024 |
120
shares
|
$2,896
0.0% of portfolio
|
Q3 2024
Reduced 13.04%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
111
shares
|
$2,679
0.0% of portfolio
|
Q2 2022
Reduced 28.85%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
102
shares
|
$2,462
0.0% of portfolio
|
Q3 2023
Reduced 2.53%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
96
shares
|
$2,317
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
93
shares
|
$2,245
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Nov 14, 2024 Q3 2024 |
92
shares
|
$2,220
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Quantum Capital Management, LLC
Northfield, NJ |
Nov 13, 2024 Q3 2024 |
78
shares
|
$1,882
0.0% of portfolio
|
Q4 2022
Reduced 99.99%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
75
shares
|
$1,810
0.0% of portfolio
|
Q2 2024
Reduced 80.96%
|
|
|
Game Plan Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
70
shares
|
$1,689
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Cedar Mountain Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
69
shares
|
$1,665
0.0% of portfolio
|
Q4 2024
Reduced 99.87%
|
|
|
Moser Wealth Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
65
shares
|
$1,569
0.0% of portfolio
|
Q4 2024
Added 103.13%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Nov 06, 2024 Q3 2024 |
65
shares
|
$1,569
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
64
shares
|
$1,544
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
57
shares
|
$1,375
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
40
shares
|
$965
0.0% of portfolio
|
Q2 2023
Reduced 75.0%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
32
shares
|
$772
0.0% of portfolio
|
Q2 2023
New holding
|