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 |
|---|---|---|---|---|---|
|
Archer Investment Management, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
146,451
shares
|
$3.55 Million
2.17% of portfolio
|
Q4 2024
New holding
|
|
|
Dbk Financial Counsel, LLC
|
Jan 13, 2025 Q4 2024 |
137,128
shares
|
$3.33 Million
3.39% of portfolio
|
Q4 2024
Added 100.53%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Feb 10, 2025 Q4 2024 |
136,126
shares
|
$3.3 Million
2.78% of portfolio
|
Q4 2024
Added 145.44%
|
|
|
Lowery Thomas, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
136,043
shares
|
$3.3 Million
2.14% of portfolio
|
Q4 2024
Added 63.35%
|
|
|
Dover Advisors, LLC
Richmond, VA |
Feb 04, 2025 Q4 2024 |
135,734
shares
|
$3.29 Million
1.87% of portfolio
|
Q4 2024
Added 148.82%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
135,462
shares
|
$3.29 Million
0.04% of portfolio
|
Q4 2024
Added 118.94%
|
|
|
Journey Beyond Wealth, LLC
Roswell, GA |
Feb 11, 2025 Q4 2024 |
135,361
shares
|
$3.28 Million
3.06% of portfolio
|
Q4 2024
New holding
|
|
|
Newman & Schimel, LLC
|
Jan 20, 2023 Q4 2022 |
133,187
shares
|
$3.23 Million
2.91% of portfolio
|
Q4 2022
Added 24.78%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
131,525
shares
|
$3.19 Million
0.09% of portfolio
|
Q4 2024
Added 216.64%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Feb 12, 2025 Q4 2024 |
127,129
shares
|
$3.08 Million
0.85% of portfolio
|
Q4 2024
Added 190.0%
|
|
|
Walkner Condon Financial Advisors LLC
|
Jan 29, 2025 Q4 2024 |
126,997
shares
|
$3.08 Million
0.64% of portfolio
|
Q4 2024
Added 161.75%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
126,456
shares
|
$3.07 Million
0.01% of portfolio
|
Q4 2024
Reduced 37.82%
|
|
|
Wbh Advisory Inc
|
Jan 30, 2025 Q4 2024 |
124,018
shares
|
$3.01 Million
0.28% of portfolio
|
Q4 2024
Added 95.31%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
123,580
shares
|
$3 Million
0.11% of portfolio
|
Q4 2024
Added 93.77%
|
|
|
North Forty Two & Co.
Lake Oswego, OR |
Feb 10, 2025 Q4 2024 |
121,735
shares
|
$2.95 Million
3.38% of portfolio
|
Q4 2024
New holding
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
118,903
shares
|
$2.88 Million
0.67% of portfolio
|
Q4 2023
Added 41.55%
|
|
|
Ahl Investment Management, Inc.
|
Jan 16, 2025 Q4 2024 |
118,436
shares
|
$2.87 Million
2.0% of portfolio
|
Q4 2024
Added 90.97%
|
|
|
American Investment Services, Inc.
|
Mar 03, 2025 Q4 2024 |
118,223
shares
|
$2.87 Million
0.52% of portfolio
|
Q4 2024
Added 113.81%
|
|
|
Nisa Investment Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
117,500
shares
|
$2.85 Million
0.01% of portfolio
|
Q4 2024
Reduced 59.48%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
115,095
shares
|
$2.79 Million
0.0% of portfolio
|
Q3 2024
Added 2.39%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
112,646
shares
|
$2.73 Million
0.02% of portfolio
|
Q4 2024
Added 143.88%
|
|
|
Cornerstone Wealth Advisors, Inc.
|
Jan 21, 2025 Q4 2024 |
112,125
shares
|
$2.72 Million
0.74% of portfolio
|
Q4 2024
Added 90.81%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
109,661
shares
|
$2.66 Million
0.87% of portfolio
|
Q4 2022
Added 3.46%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Feb 05, 2025 Q4 2024 |
108,920
shares
|
$2.64 Million
0.15% of portfolio
|
Q4 2024
Added 126.36%
|
|
|
ETF Store, Inc.
|
Feb 10, 2025 Q4 2024 |
108,765
shares
|
$2.64 Million
3.32% of portfolio
|
Q4 2024
Added 89.58%
|