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 |
|---|---|---|---|---|---|
|
Johnson Financial Group, LLC
Denver, CO |
Feb 04, 2025 Q4 2024 |
108,068
shares
|
$2.62 Million
0.3% of portfolio
|
Q4 2024
Added 662.33%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Jan 13, 2025 Q4 2024 |
107,440
shares
|
$2.61 Million
1.68% of portfolio
|
Q4 2024
Added 49.59%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Feb 07, 2025 Q4 2024 |
107,104
shares
|
$2.6 Million
0.85% of portfolio
|
Q4 2024
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
106,874
shares
|
$2.59 Million
0.0% of portfolio
|
Q4 2024
Added 80.55%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Feb 07, 2025 Q4 2024 |
106,570
shares
|
$2.59 Million
0.48% of portfolio
|
Q4 2024
Added 104.47%
|
|
|
Rede Wealth, LLC
|
Jan 28, 2025 Q4 2024 |
104,404
shares
|
$2.53 Million
0.97% of portfolio
|
Q4 2024
Added 92.0%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
103,972
shares
|
$2.52 Million
0.14% of portfolio
|
Q4 2023
Added 81.51%
|
|
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
Mar 04, 2025 Q4 2024 |
103,000
shares
|
$2.5 Million
0.92% of portfolio
|
Q4 2024
New holding
|
|
|
Hrt Financial LP
New York, NY |
Feb 14, 2025 Q4 2024 |
101,997
shares
|
$2.47 Million
0.02% of portfolio
|
Q4 2024
Added 88.04%
|
|
|
Valley Financial Group, Inc.
Ambler, PA |
Feb 14, 2025 Q4 2024 |
100,348
shares
|
$2.43 Million
1.68% of portfolio
|
Q4 2024
Added 87.15%
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Feb 12, 2025 Q4 2024 |
100,038
shares
|
$2.43 Million
1.78% of portfolio
|
Q4 2024
Added 105.64%
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
99,992
shares
|
$2.43 Million
0.21% of portfolio
|
Q4 2024
Added 99.32%
|
|
|
Mc Lean Asset Management Corp
|
Jan 22, 2025 Q4 2024 |
99,500
shares
|
$2.41 Million
0.72% of portfolio
|
Q4 2024
Added 112.78%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Feb 11, 2025 Q4 2024 |
98,962
shares
|
$2.4 Million
0.09% of portfolio
|
Q4 2024
Added 115.6%
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Jan 13, 2025 Q4 2024 |
97,532
shares
|
$2.37 Million
1.83% of portfolio
|
Q4 2024
Added 101.96%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Jan 29, 2025 Q4 2024 |
97,338
shares
|
$2.36 Million
0.3% of portfolio
|
Q4 2024
Added 106.08%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
96,052
shares
|
$2.33 Million
0.23% of portfolio
|
Q4 2024
Added 102.64%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jan 23, 2025 Q4 2024 |
94,296
shares
|
$2.29 Million
0.35% of portfolio
|
Q4 2024
Added 131.36%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Feb 06, 2025 Q4 2024 |
93,813
shares
|
$2.28 Million
0.11% of portfolio
|
Q4 2024
Added 2.14%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
93,343
shares
|
$2.26 Million
0.01% of portfolio
|
Q4 2024
Added 96.1%
|
|
|
Herold Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
93,219
shares
|
$2.26 Million
0.51% of portfolio
|
Q4 2024
Added 127.98%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Feb 14, 2025 Q4 2024 |
93,219
shares
|
$2.26 Million
1.46% of portfolio
|
Q4 2024
Added 127.25%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
93,100
shares
|
$2.26 Million
0.01% of portfolio
|
Q4 2024
Added 103.88%
|
|
|
Juncture Wealth Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
91,979
shares
|
$2.23 Million
0.83% of portfolio
|
Q4 2024
Added 86.08%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
Jan 29, 2025 Q4 2024 |
90,287
shares
|
$2.19 Million
1.74% of portfolio
|
Q4 2024
Added 142.8%
|