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 705 institutions that hold shares in the stock, with a total of 323 Million shares, which have been reported (via 13F filing form) to have a value of $7.86 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 12, 2025 Q3 2025 |
55,232
shares
|
$1.34 Million
0.04% of portfolio
|
Q3 2025
Reduced 5.07%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Nov 10, 2025 Q3 2025 |
54,984
shares
|
$1.34 Million
0.03% of portfolio
|
Q3 2025
Reduced 6.13%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
54,969
shares
|
$1.34 Million
0.07% of portfolio
|
Q3 2025
Added 7.02%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Oct 31, 2025 Q3 2025 |
54,438
shares
|
$1.33 Million
0.42% of portfolio
|
Q3 2025
Reduced 0.76%
|
|
|
Seek First Inc.
Campbell, CA |
Nov 12, 2025 Q3 2025 |
54,331
shares
|
$1.32 Million
0.95% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Nov 03, 2025 Q3 2025 |
54,259
shares
|
$1.32 Million
0.45% of portfolio
|
Q3 2025
Added 20.41%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 06, 2025 Q3 2025 |
53,950
shares
|
$1.31 Million
0.06% of portfolio
|
Q3 2025
Added 4.34%
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Oct 14, 2025 Q3 2025 |
53,815
shares
|
$1.31 Million
0.16% of portfolio
|
Q3 2025
Added 2.23%
|
|
|
Lummis Asset Management, LP
Fort Worth, TX |
Nov 10, 2025 Q3 2025 |
53,458
shares
|
$1.3 Million
0.86% of portfolio
|
Q3 2025
Added 0.56%
|
|
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
Oct 09, 2025 Q3 2025 |
53,213
shares
|
$1.3 Million
0.98% of portfolio
|
Q3 2025
New holding
|
|
|
Frontier Asset Management, LLC
Sheridan, WY |
Oct 29, 2025 Q3 2025 |
52,445
shares
|
$1.28 Million
0.44% of portfolio
|
Q3 2025
Added 20.46%
|
|
|
Veery Capital, LLC
|
Oct 14, 2025 Q3 2025 |
52,224
shares
|
$1.27 Million
0.41% of portfolio
|
Q3 2025
Added 4.18%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
52,120
shares
|
$1.27 Million
0.03% of portfolio
|
Q2 2025
Reduced 34.76%
|
|
|
Burk Holdings LLC
Tulsa, OK |
Nov 12, 2025 Q3 2025 |
51,901
shares
|
$1.26 Million
0.68% of portfolio
|
Q3 2025
Added 35.55%
|
|
|
Ledge Wealth Management, Inc.
|
Jan 23, 2024 Q4 2023 |
51,644
shares
|
$1.26 Million
0.97% of portfolio
|
Q4 2023
Added 3.51%
|
|
|
Krilogy Financial LLC
|
Nov 06, 2025 Q3 2025 |
51,207
shares
|
$1.25 Million
0.05% of portfolio
|
Q3 2025
Reduced 7.85%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
50,807
shares
|
$1.24 Million
0.06% of portfolio
|
Q3 2025
Added 44.49%
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
Nov 10, 2025 Q3 2025 |
50,799
shares
|
$1.24 Million
0.43% of portfolio
|
Q3 2025
Added 10.79%
|
|
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
Oct 23, 2025 Q3 2025 |
50,727
shares
|
$1.24 Million
0.19% of portfolio
|
Q3 2025
Reduced 23.35%
|
|
|
Tennessee Valley Asset Management Partners
|
Nov 13, 2025 Q3 2025 |
49,306
shares
|
$1.2 Million
0.17% of portfolio
|
Q3 2025
Reduced 3.04%
|
|
|
Clear Investment Research, LLC
|
Nov 07, 2025 Q3 2025 |
48,714
shares
|
$1.19 Million
1.6% of portfolio
|
Q3 2025
Reduced 37.8%
|
|
|
Towercrest Capital Management
Newtown, PA |
Oct 24, 2025 Q3 2025 |
48,480
shares
|
$1.18 Million
0.19% of portfolio
|
Q3 2025
Added 6.0%
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
Oct 28, 2025 Q3 2025 |
48,480
shares
|
$1.18 Million
0.26% of portfolio
|
Q3 2025
Added 6.0%
|
|
|
Avestar Capital, LLC
|
Nov 07, 2025 Q3 2025 |
48,000
shares
|
$1.17 Million
0.08% of portfolio
|
Q1 2025
Reduced 10.78%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
47,927
shares
|
$1.17 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.84%
|
|