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 |
|---|---|---|---|---|---|
|
Asset Planning Corporation
|
Jan 24, 2025 Q4 2024 |
214,371
shares
|
$5.17 Million
3.24% of portfolio
|
Q4 2024
Added 1479.86%
|
|
|
Frontier Asset Management, LLC
Sheridan, WY |
Feb 07, 2025 Q4 2024 |
213,972
shares
|
$5.17 Million
2.32% of portfolio
|
Q4 2024
Added 82.33%
|
|
|
Meritage Portfolio Management
|
Jan 27, 2025 Q4 2024 |
204,227
shares
|
$4.93 Million
0.31% of portfolio
|
Q4 2024
Added 110.48%
|
|
|
Successful Portfolios LLC
|
Jan 16, 2025 Q4 2024 |
203,314
shares
|
$4.91 Million
3.28% of portfolio
|
Q4 2024
Added 92.2%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
202,436
shares
|
$4.89 Million
0.02% of portfolio
|
Q3 2024
Added 3.02%
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2025 Q4 2024 |
201,128
shares
|
$4.86 Million
0.42% of portfolio
|
Q4 2024
Added 1524.23%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
200,678
shares
|
$4.84 Million
0.31% of portfolio
|
Q3 2024
Reduced 3.92%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
200,300
shares
|
$4.84 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
|
$4.81 Million
0.05% of portfolio
|
Q4 2024
Added 369.62%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Jan 31, 2025 Q4 2024 |
195,664
shares
|
$4.72 Million
1.03% of portfolio
|
Q4 2024
Added 492.13%
|
|
|
Erts Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
193,660
shares
|
$4.67 Million
0.88% of portfolio
|
Q4 2024
Added 102.52%
|
|
|
Maltin Wealth Management, Inc.
|
Jan 16, 2025 Q4 2024 |
193,621
shares
|
$4.67 Million
2.59% of portfolio
|
Q4 2024
Added 91.26%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jan 24, 2025 Q4 2024 |
188,876
shares
|
$4.56 Million
2.37% of portfolio
|
Q4 2024
Added 104.74%
|
|
|
Hamilton Capital, LLC
Columbus, OH |
Nov 15, 2024 Q3 2024 |
188,506
shares
|
$4.55 Million
0.67% of portfolio
|
Q3 2024
Added 100.43%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
188,431
shares
|
$4.55 Million
0.68% of portfolio
|
Q3 2024
Reduced 1.59%
|
|
|
Evensky & Katz LLC
|
Oct 08, 2024 Q3 2024 |
187,883
shares
|
$4.54 Million
0.6% of portfolio
|
Q3 2024
Reduced 6.8%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
187,835
shares
|
$4.53 Million
0.18% of portfolio
|
Q4 2024
Added 114.41%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
186,024
shares
|
$4.49 Million
0.01% of portfolio
|
Q3 2024
Reduced 51.42%
|
|
|
Dean Investment Associates, LLC
Beavercreek, OH |
Nov 15, 2024 Q3 2024 |
177,990
shares
|
$4.3 Million
1.2% of portfolio
|
Q3 2024
Added 2.09%
|
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Jan 23, 2025 Q4 2024 |
170,994
shares
|
$4.13 Million
5.9% of portfolio
|
Q3 2024
Added 14.1%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
169,094
shares
|
$4.08 Million
0.08% of portfolio
|
Q4 2024
Added 105.43%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
167,415
shares
|
$4.04 Million
0.23% of portfolio
|
Q3 2024
Reduced 1.72%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
164,997
shares
|
$3.98 Million
0.02% of portfolio
|
Q3 2024
Reduced 19.37%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
161,308
shares
|
$3.89 Million
1.99% of portfolio
|
Q4 2024
Added 53.48%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
155,876
shares
|
$3.76 Million
0.07% of portfolio
|
Q4 2024
Added 104.71%
|