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 668 institutions that hold shares in the stock, with a total of 348 Million shares, which have been reported (via 13F filing form) to have a value of $8.48 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
69,811
shares
|
$1.7 Million
0.0% of portfolio
|
Q4 2024
Added 72.91%
|
|
|
Coldstream Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
69,795
shares
|
$1.7 Million
0.04% of portfolio
|
Q4 2024
Added 614.97%
|
|
|
Econ Financial Services Corp
|
Jan 27, 2025 Q4 2024 |
69,105
shares
|
$1.68 Million
1.02% of portfolio
|
Q4 2024
Added 387.93%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
67,437
shares
|
$1.64 Million
0.02% of portfolio
|
Q4 2024
Added 153.12%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Feb 12, 2025 Q4 2024 |
64,351
shares
|
$1.57 Million
0.96% of portfolio
|
Q4 2024
Added 187.73%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
63,214
shares
|
$1.54 Million
0.0% of portfolio
|
Q4 2024
Added 88.32%
|
|
|
Bank Of Nova Scotia
|
Feb 13, 2025 Q4 2024 |
63,000
shares
|
$1.53 Million
0.0% of portfolio
|
Q4 2024
Reduced 37.0%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
62,625
shares
|
$1.52 Million
0.0% of portfolio
|
Q4 2024
Reduced 99.28%
|
|
|
Signature Estate & Investment Advisors LLC
|
Feb 11, 2025 Q4 2024 |
62,556
shares
|
$1.52 Million
0.04% of portfolio
|
Q4 2024
Added 90.3%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
Feb 13, 2025 Q4 2024 |
62,403
shares
|
$1.52 Million
1.19% of portfolio
|
Q4 2024
Added 116.89%
|
|
|
Hart & Patterson Financial Group LLC
Amherst, MA |
Jan 13, 2025 Q4 2024 |
61,319
shares
|
$1.49 Million
0.72% of portfolio
|
Q4 2024
Added 123.35%
|
|
|
Avitas Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
60,944
shares
|
$1.48 Million
0.21% of portfolio
|
Q4 2024
Added 108.88%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Feb 06, 2025 Q4 2024 |
60,458
shares
|
$1.47 Million
0.05% of portfolio
|
Q4 2024
Added 103.64%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
59,824
shares
|
$1.46 Million
0.38% of portfolio
|
Q4 2024
Added 76.42%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
59,602
shares
|
$1.45 Million
0.0% of portfolio
|
Q4 2024
Added 862.41%
|
|
|
D.B. Root & Company, LLC
|
Jan 17, 2025 Q4 2024 |
58,941
shares
|
$1.43 Million
0.47% of portfolio
|
Q4 2024
Added 71.13%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
58,910
shares
|
$1.43 Million
0.03% of portfolio
|
Q4 2024
Added 156.9%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
58,794
shares
|
$1.43 Million
0.01% of portfolio
|
Q4 2024
Reduced 8.17%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
58,126
shares
|
$1.41 Million
0.01% of portfolio
|
Q4 2024
Added 13.91%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
57,532
shares
|
$1.4 Million
0.01% of portfolio
|
Q4 2024
Added 106.69%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Feb 06, 2025 Q4 2024 |
56,666
shares
|
$1.38 Million
0.38% of portfolio
|
Q4 2024
Added 37.0%
|
|
|
Clearview Wealth Advisors LLC
|
Jan 24, 2025 Q4 2024 |
56,507
shares
|
$1.37 Million
1.04% of portfolio
|
Q4 2024
Added 120.51%
|
|
|
Hexagon Capital Partners LLC
|
Feb 07, 2025 Q4 2024 |
56,125
shares
|
$1.37 Million
0.25% of portfolio
|
Q4 2024
Added 98.49%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Feb 12, 2025 Q4 2024 |
55,795
shares
|
$1.36 Million
0.47% of portfolio
|
Q4 2024
Added 185.92%
|