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 664 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 $8.32 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
160,244,548
shares
|
$3.88 Billion
0.33% of portfolio
|
Q4 2024
Added 104.93%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
21,347,139
shares
|
$517 Million
0.14% of portfolio
|
Q4 2024
Added 75.06%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
20,762,162
shares
|
$503 Million
0.04% of portfolio
|
Q4 2024
Added 138.28%
|
|
|
Sei Investments CO
Oaks, PA |
Feb 11, 2025 Q4 2024 |
16,267,808
shares
|
$394 Million
0.52% of portfolio
|
Q4 2024
Added 109.81%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
7,207,855
shares
|
$175 Million
0.06% of portfolio
|
Q4 2024
Added 162.04%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
5,921,744
shares
|
$143 Million
0.15% of portfolio
|
Q4 2024
Added 97.46%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
3,361,106
shares
|
$81.4 Million
0.03% of portfolio
|
Q4 2024
Added 95.56%
|
|
|
State Street Corp
Boston, MA |
Feb 14, 2025 Q4 2024 |
3,100,000
shares
|
$75.1 Million
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
2,929,758
shares
|
$71 Million
0.11% of portfolio
|
Q4 2024
Added 120.05%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
2,929,208
shares
|
$70.9 Million
4.96% of portfolio
|
Q4 2024
Added 133.51%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
2,618,644
shares
|
$63.4 Million
0.0% of portfolio
|
Q4 2024
Added 94.99%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
2,518,362
shares
|
$61 Million
0.04% of portfolio
|
Q4 2024
Added 92.58%
|
|
|
West Coast Financial LLC
|
Jan 14, 2025 Q4 2024 |
2,457,475
shares
|
$59.5 Million
6.52% of portfolio
|
Q4 2024
Added 162.21%
|
|
|
Clearwater Capital Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
2,447,588
shares
|
$59.3 Million
6.09% of portfolio
|
Q4 2024
Added 110.18%
|
|
|
Scs Capital Management LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
2,093,437
shares
|
$50.7 Million
1.04% of portfolio
|
Q4 2024
Added 96.63%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
1,983,729
shares
|
$48 Million
0.12% of portfolio
|
Q4 2024
Reduced 4.57%
|
|
|
Morningstar Investment Management LLC
Chicago, IL |
Feb 03, 2025 Q4 2024 |
1,890,735
shares
|
$45.8 Million
3.59% of portfolio
|
Q4 2024
Reduced 9.41%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 07, 2025 Q4 2024 |
1,666,108
shares
|
$40.4 Million
3.77% of portfolio
|
Q4 2024
Added 109.21%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Feb 04, 2025 Q4 2024 |
1,592,885
shares
|
$38.6 Million
10.47% of portfolio
|
Q4 2024
Added 134.85%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
1,589,099
shares
|
$38.5 Million
0.01% of portfolio
|
Q4 2024
Added 223.92%
|
|
|
United Capital Management Of Ks, Inc.
|
Feb 10, 2025 Q4 2024 |
1,568,952
shares
|
$38 Million
7.92% of portfolio
|
Q4 2024
Added 111.06%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Feb 04, 2025 Q4 2024 |
1,548,840
shares
|
$37.5 Million
5.47% of portfolio
|
Q4 2024
Added 107.82%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jan 13, 2025 Q4 2024 |
1,489,093
shares
|
$36.1 Million
7.81% of portfolio
|
Q4 2024
Added 103.62%
|
|
|
Brandywine Oak Private Wealth LLC
|
Jan 27, 2025 Q4 2024 |
1,391,700
shares
|
$33.7 Million
3.28% of portfolio
|
Q4 2024
Added 94.45%
|
|
|
Flc Capital Advisors
|
Jan 16, 2025 Q4 2024 |
1,180,160
shares
|
$28.6 Million
6.58% of portfolio
|
Q4 2024
Added 102.53%
|