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 |
|---|---|---|---|---|---|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jan 28, 2025 Q4 2024 |
89,049
shares
|
$2.16 Million
0.27% of portfolio
|
Q4 2024
Added 108.03%
|
|
|
Diversified Trust CO
|
Jan 07, 2025 Q4 2024 |
88,756
shares
|
$2.15 Million
0.06% of portfolio
|
Q4 2024
Added 93.91%
|
|
|
Breakwater Investment Management
Seattle, WA |
Jan 14, 2025 Q4 2024 |
87,065
shares
|
$2.11 Million
1.87% of portfolio
|
Q4 2024
Added 51.86%
|
|
|
Jackson Creek Investment Advisors LLC
|
Feb 06, 2025 Q4 2024 |
86,121
shares
|
$2.09 Million
0.62% of portfolio
|
Q4 2024
Added 105.74%
|
|
|
Bigelow Investment Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
85,722
shares
|
$2.08 Million
0.97% of portfolio
|
Q4 2024
Added 126.95%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
85,282
shares
|
$2.07 Million
0.03% of portfolio
|
Q4 2024
Added 128.59%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
85,220
shares
|
$2.07 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Jfg Wealth Management, LLC
Denver, CO |
Feb 04, 2025 Q4 2024 |
84,062
shares
|
$2.04 Million
0.46% of portfolio
|
Q4 2024
Added 522.27%
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
83,303
shares
|
$2.02 Million
0.11% of portfolio
|
Q4 2024
Added 14.59%
|
|
|
Pflug Koory, LLC
|
Jan 21, 2025 Q4 2024 |
82,798
shares
|
$2.01 Million
0.13% of portfolio
|
Q4 2024
Added 129.7%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
82,100
shares
|
$1.99 Million
0.03% of portfolio
|
Q4 2024
Added 163.66%
|
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
81,727
shares
|
$1.98 Million
2.51% of portfolio
|
Q4 2023
Reduced 19.69%
|
|
|
Gw Henssler & Associates LTD
|
Jan 24, 2025 Q4 2024 |
81,219
shares
|
$1.97 Million
0.12% of portfolio
|
Q3 2024
Reduced 16.74%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
80,139
shares
|
$1.94 Million
0.03% of portfolio
|
Q4 2024
Added 135.82%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Feb 11, 2025 Q4 2024 |
79,424
shares
|
$1.93 Million
0.17% of portfolio
|
Q4 2024
Added 199.51%
|
|
|
Clear Investment Research, LLC
|
Feb 11, 2025 Q4 2024 |
77,869
shares
|
$1.89 Million
2.48% of portfolio
|
Q4 2024
Added 104.24%
|
|
|
Bank Of Marin
Novato, CA |
Feb 10, 2025 Q4 2024 |
76,575
shares
|
$1.86 Million
1.5% of portfolio
|
Q4 2024
Added 104.42%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
76,519
shares
|
$1.86 Million
0.04% of portfolio
|
Q2 2024
Added 0.58%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
75,390
shares
|
$1.83 Million
0.12% of portfolio
|
Q4 2024
Added 65.96%
|
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
Feb 14, 2025 Q4 2024 |
74,779
shares
|
$1.81 Million
0.26% of portfolio
|
Q4 2024
Added 119.61%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Feb 13, 2025 Q4 2024 |
74,577
shares
|
$1.81 Million
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
73,816
shares
|
$1.79 Million
0.81% of portfolio
|
Q4 2024
Reduced 25.39%
|
|
|
Princeton Global Asset Management LLC
|
Jan 24, 2025 Q4 2024 |
72,932
shares
|
$1.77 Million
0.35% of portfolio
|
Q4 2024
Added 121.5%
|
|
|
Sellwood Investment Partners LLC
Portland, OR |
Feb 11, 2025 Q4 2024 |
71,260
shares
|
$1.73 Million
0.92% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
70,853
shares
|
$1.72 Million
0.04% of portfolio
|
Q4 2024
Added 73.33%
|