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 675 institutions that hold shares in the stock, with a total of 350 Million shares, which have been reported (via 13F filing form) to have a value of $8.52 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Tempus Wealth Planning, LLC
|
Jan 24, 2025 Q4 2024 |
32,501
shares
|
$790,749
0.26% of portfolio
|
Q4 2024
Added 118.05%
|
|
|
Dopkins Wealth Management, LLC
|
Feb 10, 2025 Q4 2024 |
31,691
shares
|
$771,042
0.4% of portfolio
|
Q4 2024
Added 610.56%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Feb 10, 2025 Q4 2024 |
31,373
shares
|
$763,305
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Ridgewood Investments LLC
|
Jan 10, 2025 Q4 2024 |
31,370
shares
|
$763,232
0.36% of portfolio
|
Q4 2024
Added 98.54%
|
|
|
Weitzel Financial Services, Inc.
|
Feb 14, 2025 Q4 2024 |
31,026
shares
|
$754,862
0.35% of portfolio
|
Q4 2024
Added 100.98%
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
Feb 14, 2025 Q4 2024 |
30,771
shares
|
$748,658
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
30,684
shares
|
$746,541
0.0% of portfolio
|
Q4 2024
Added 889.49%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
30,600
shares
|
$744,498
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Evanson Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
30,571
shares
|
$743,792
0.05% of portfolio
|
Q4 2024
Added 102.42%
|
|
|
Ntb Financial Corp
Centennial, CO |
Aug 09, 2022 Q2 2022 |
29,990
shares
|
$729,656
1.19% of portfolio
|
Q2 2022
Reduced 12.27%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Feb 12, 2025 Q4 2024 |
29,783
shares
|
$724,620
0.14% of portfolio
|
Q4 2024
Added 92.66%
|
|
|
Ewg Elevate Inc.
|
Apr 09, 2025 Q1 2025 |
29,717
shares
|
$723,014
0.3% of portfolio
|
Q1 2025
Added 3.35%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Feb 07, 2025 Q4 2024 |
29,710
shares
|
$722,844
0.1% of portfolio
|
Q4 2024
Added 85.66%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
29,369
shares
|
$714,547
0.1% of portfolio
|
Q4 2024
Added 81.39%
|
|
|
Nelson Capital Management, LLC
|
Feb 04, 2025 Q4 2024 |
29,362
shares
|
$714,377
0.12% of portfolio
|
Q4 2024
Added 96.43%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
29,180
shares
|
$709,949
0.02% of portfolio
|
Q4 2024
Added 99.19%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
29,144
shares
|
$709,073
0.06% of portfolio
|
Q2 2020
Reduced 73.53%
|
|
|
Madden Securities Corp
|
Apr 14, 2025 Q1 2025 |
29,099
shares
|
$707,978
0.3% of portfolio
|
Q1 2025
Added 29.47%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
29,022
shares
|
$706,105
0.02% of portfolio
|
Q2 2024
Added 17.69%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
28,782
shares
|
$700,266
0.33% of portfolio
|
Q1 2024
Added 248.87%
|
|
|
Total Clarity Wealth Management, Inc.
|
Jan 23, 2025 Q4 2024 |
28,546
shares
|
$694,524
0.23% of portfolio
|
Q4 2024
Added 80.41%
|
|
|
Tradition Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
28,136
shares
|
$684,548
0.06% of portfolio
|
Q4 2024
Reduced 68.75%
|
|
|
Umb Bank, N.A.
|
Apr 14, 2025 Q1 2025 |
27,031
shares
|
$657,664
0.01% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
26,909
shares
|
$654,695
0.01% of portfolio
|
Q4 2024
Added 100.68%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
26,842
shares
|
$653,065
0.02% of portfolio
|
Q4 2024
Added 82.5%
|