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 663 institutions that hold shares in the stock, with a total of 343 Million shares, which have been reported (via 13F filing form) to have a value of $8.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cedar Mountain Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
69
shares
|
$1,667
0.0% of portfolio
|
Q4 2024
Reduced 99.87%
|
|
|
Moser Wealth Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
65
shares
|
$1,571
0.0% of portfolio
|
Q4 2024
Added 103.13%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
64
shares
|
$1,546
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
57
shares
|
$1,377
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
32
shares
|
$773
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Financial Life Planners
Tempe, AZ |
Jan 24, 2025 Q4 2024 |
29
shares
|
$700
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Feb 12, 2025 Q4 2024 |
23
shares
|
$555
0.0% of portfolio
|
Q4 2024
Added 91.67%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
20
shares
|
$483
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
5
shares
|
$120
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Feb 07, 2025 Q4 2024 |
3
shares
|
$72
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hurley Capital, LLC
New York, NY |
Feb 12, 2025 Q4 2024 |
2
shares
|
$48
0.0% of portfolio
|
Q4 2024
New holding
|