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 626 institutions that hold shares in the stock, with a total of 205 Million shares, which have been reported (via 13F filing form) to have a value of $4.96 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Smi Advisory Services, LLC
Columbus, IN |
Jan 17, 2025 Q4 2024 |
299,372
shares
|
$7.26 Million
1.96% of portfolio
|
Q4 2024
Added 94.7%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
281,150
shares
|
$6.82 Million
1.77% of portfolio
|
Q4 2024
Added 112.7%
|
|
|
Journey Advisory Group, LLC
|
Nov 12, 2024 Q3 2024 |
271,689
shares
|
$6.59 Million
1.54% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Ballast Advisors LLC
|
Oct 30, 2024 Q3 2024 |
257,522
shares
|
$6.24 Million
3.91% of portfolio
|
Q3 2024
Added 2.38%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
252,659
shares
|
$6.12 Million
0.15% of portfolio
|
Q3 2024
Added 9.3%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
252,631
shares
|
$6.12 Million
0.46% of portfolio
|
Q3 2024
Reduced 7.03%
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
Nov 14, 2024 Q3 2024 |
244,768
shares
|
$5.93 Million
4.33% of portfolio
|
Q3 2024
Added 9.5%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
244,491
shares
|
$5.93 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.75%
|
|
|
Rmr Wealth Builders
|
Jan 14, 2025 Q4 2024 |
243,192
shares
|
$5.89 Million
0.61% of portfolio
|
Q4 2024
Added 156.55%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
235,767
shares
|
$5.71 Million
0.0% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Curran Financial Partners, LLC
|
Jan 22, 2025 Q4 2024 |
230,943
shares
|
$5.6 Million
1.73% of portfolio
|
Q4 2024
Added 122.8%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
230,071
shares
|
$5.58 Million
0.21% of portfolio
|
Q3 2024
Added 2.66%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 13, 2024 Q3 2024 |
225,570
shares
|
$5.47 Million
5.03% of portfolio
|
Q3 2024
Added 12.92%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 14, 2024 Q3 2024 |
224,420
shares
|
$5.44 Million
3.23% of portfolio
|
Q3 2024
Reduced 11.69%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Nov 05, 2024 Q3 2024 |
222,384
shares
|
$5.39 Million
3.54% of portfolio
|
Q3 2024
Added 106.82%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Nov 08, 2024 Q3 2024 |
214,561
shares
|
$5.2 Million
1.64% of portfolio
|
Q3 2024
Added 11.96%
|
|
|
Asset Planning Corporation
|
Jan 24, 2025 Q4 2024 |
214,371
shares
|
$5.2 Million
3.24% of portfolio
|
Q4 2024
Added 1479.86%
|
|
|
Meritage Portfolio Management
|
Jan 27, 2025 Q4 2024 |
204,227
shares
|
$4.95 Million
0.31% of portfolio
|
Q4 2024
Added 110.48%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
203,375
shares
|
$4.93 Million
0.02% of portfolio
|
Q3 2024
Reduced 11.17%
|
|
|
Successful Portfolios LLC
|
Jan 16, 2025 Q4 2024 |
203,314
shares
|
$4.93 Million
3.28% of portfolio
|
Q4 2024
Added 92.2%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
202,436
shares
|
$4.91 Million
0.02% of portfolio
|
Q3 2024
Added 3.02%
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2025 Q4 2024 |
201,128
shares
|
$4.88 Million
0.42% of portfolio
|
Q4 2024
Added 1524.23%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
200,678
shares
|
$4.86 Million
0.31% of portfolio
|
Q3 2024
Reduced 3.92%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
200,300
shares
|
$4.86 Million
6.36% of portfolio
|
Q1 2023
Reduced 25.75%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
199,235
shares
|
$4.83 Million
0.05% of portfolio
|
Q4 2024
Added 369.62%
|