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 665 institutions that hold shares in the stock, with a total of 344 Million shares, which have been reported (via 13F filing form) to have a value of $8.35 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Jan 31, 2025 Q4 2024 |
195,664
shares
|
$4.75 Million
1.03% of portfolio
|
Q4 2024
Added 492.13%
|
|
|
Erts Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
193,660
shares
|
$4.7 Million
0.88% of portfolio
|
Q4 2024
Added 102.52%
|
|
|
Maltin Wealth Management, Inc.
|
Jan 16, 2025 Q4 2024 |
193,621
shares
|
$4.7 Million
2.59% of portfolio
|
Q4 2024
Added 91.26%
|
|
|
Hamilton Capital, LLC
Columbus, OH |
Feb 14, 2025 Q4 2024 |
192,236
shares
|
$4.66 Million
0.35% of portfolio
|
Q4 2024
Added 1.98%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jan 24, 2025 Q4 2024 |
188,876
shares
|
$4.58 Million
2.37% of portfolio
|
Q4 2024
Added 104.74%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
187,835
shares
|
$4.56 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
|
$4.51 Million
0.01% of portfolio
|
Q3 2024
Reduced 51.42%
|
|
|
Harrington Investments, Inc
|
Feb 10, 2025 Q4 2024 |
183,627
shares
|
$4.45 Million
2.47% of portfolio
|
Q4 2024
Added 97.06%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Feb 11, 2025 Q4 2024 |
180,488
shares
|
$4.38 Million
0.95% of portfolio
|
Q4 2024
Added 72.37%
|
|
|
One Ascent Family Office, LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
179,776
shares
|
$4.36 Million
7.85% of portfolio
|
Q4 2024
New holding
|
|
|
Act Two Investors LLC
Santa Cruz, CA |
Feb 13, 2025 Q4 2024 |
178,940
shares
|
$4.34 Million
0.85% of portfolio
|
Q4 2024
New holding
|
|
|
Commerce Bank
Kansas City, MO |
Feb 13, 2025 Q4 2024 |
175,062
shares
|
$4.25 Million
0.03% of portfolio
|
Q4 2024
Added 91.31%
|
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Jan 23, 2025 Q4 2024 |
170,994
shares
|
$4.15 Million
5.9% of portfolio
|
Q3 2024
Added 14.1%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
170,573
shares
|
$4.14 Million
0.01% of portfolio
|
Q4 2024
Added 95.4%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
169,094
shares
|
$4.1 Million
0.08% of portfolio
|
Q4 2024
Added 105.43%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Feb 21, 2025 Q4 2024 |
164,242
shares
|
$3.98 Million
0.51% of portfolio
|
Q4 2024
Added 243.14%
|
|
|
Hutchinson Capital Management
San Rafael, CA |
Feb 10, 2025 Q4 2024 |
164,205
shares
|
$3.98 Million
0.82% of portfolio
|
Q4 2024
Added 98.12%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
161,308
shares
|
$3.91 Million
1.99% of portfolio
|
Q4 2024
Added 53.48%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
155,876
shares
|
$3.78 Million
0.07% of portfolio
|
Q4 2024
Added 104.71%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Jan 13, 2025 Q4 2024 |
155,151
shares
|
$3.76 Million
1.75% of portfolio
|
Q4 2024
Added 102.54%
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
153,766
shares
|
$3.73 Million
0.41% of portfolio
|
Q4 2024
Added 56.0%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
152,294
shares
|
$3.69 Million
0.28% of portfolio
|
Q4 2023
New holding
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
150,532
shares
|
$3.65 Million
0.02% of portfolio
|
Q4 2024
Added 66.21%
|
|
|
Sheets Smith Wealth Management
|
Jan 17, 2025 Q4 2024 |
149,314
shares
|
$3.62 Million
0.45% of portfolio
|
Q4 2024
Added 89.87%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
146,844
shares
|
$3.56 Million
0.04% of portfolio
|
Q4 2024
Added 105.23%
|