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 706 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 $7.87 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
41,559
shares
|
$1.01 Million
0.09% of portfolio
|
Q3 2022
Added 1.81%
|
|
|
Life Plan Financial, LLC
Mankato, MN |
Nov 13, 2025 Q3 2025 |
41,209
shares
|
$1 Million
0.8% of portfolio
|
Q3 2025
Reduced 2.43%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
40,857
shares
|
$994,867
0.02% of portfolio
|
Q3 2025
Reduced 0.82%
|
|
|
D.B. Root & Company, LLC
|
Nov 05, 2025 Q3 2025 |
40,712
shares
|
$991,337
0.29% of portfolio
|
Q3 2025
Reduced 5.26%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Nov 14, 2025 Q3 2025 |
40,391
shares
|
$983,520
0.05% of portfolio
|
Q3 2025
Added 2.02%
|
|
|
Trevian Wealth Management LLC
|
Oct 23, 2025 Q3 2025 |
39,081
shares
|
$951,622
0.51% of portfolio
|
Q3 2025
New holding
|
|
|
Tempus Wealth Planning, LLC
|
Nov 05, 2025 Q3 2025 |
38,673
shares
|
$941,687
0.24% of portfolio
|
Q3 2025
Added 12.57%
|
|
|
Smart Portfolios, LLC
Seattle, WA |
Oct 30, 2025 Q3 2025 |
38,430
shares
|
$935,770
1.0% of portfolio
|
Q3 2025
Reduced 1.39%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 23, 2025 Q3 2025 |
38,192
shares
|
$929,975
0.12% of portfolio
|
Q3 2025
Reduced 26.09%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
38,065
shares
|
$926,882
0.0% of portfolio
|
Q3 2025
Added 207.92%
|
|
|
Elmwood Wealth Management, Inc.
|
Nov 06, 2025 Q3 2025 |
38,000
shares
|
$925,300
0.37% of portfolio
|
Q1 2025
Reduced 20.9%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Oct 06, 2025 Q3 2025 |
37,803
shares
|
$920,503
0.09% of portfolio
|
Q3 2025
Added 2.23%
|
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Nov 05, 2025 Q3 2025 |
37,681
shares
|
$917,532
0.79% of portfolio
|
Q3 2025
Reduced 2.94%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
37,448
shares
|
$911,858
0.01% of portfolio
|
Q3 2025
Added 63.99%
|
|
|
Park National Corp
|
Jan 05, 2026 Q4 2025 |
37,404
shares
|
$910,787
0.03% of portfolio
|
Q4 2025
New holding
|
|
|
Accurate Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
37,356
shares
|
$909,618
0.14% of portfolio
|
Q3 2025
Reduced 0.93%
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Oct 22, 2025 Q3 2025 |
36,548
shares
|
$889,943
0.21% of portfolio
|
Q3 2025
Added 0.66%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Nov 04, 2025 Q3 2025 |
36,470
shares
|
$888,044
0.88% of portfolio
|
Q3 2025
Reduced 3.97%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
36,162
shares
|
$880,544
0.03% of portfolio
|
Q3 2025
Reduced 1.36%
|
|
|
Cumberland Partners LTD
Toronto, A6 |
Nov 07, 2025 Q3 2025 |
36,001
shares
|
$876,624
0.06% of portfolio
|
Q3 2025
Reduced 24.3%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
35,878
shares
|
$873,629
0.26% of portfolio
|
Q2 2023
Added 26.95%
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
Nov 13, 2025 Q3 2025 |
35,436
shares
|
$862,866
0.54% of portfolio
|
Q3 2025
Added 0.62%
|
|
|
Websterrogers Financial Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
34,885
shares
|
$849,449
0.26% of portfolio
|
Q3 2025
Added 0.97%
|
|
|
Curran Financial Partners, LLC
|
Oct 16, 2025 Q3 2025 |
34,537
shares
|
$840,975
0.19% of portfolio
|
Q3 2025
Reduced 61.85%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Oct 30, 2025 Q3 2025 |
34,019
shares
|
$828,362
0.53% of portfolio
|
Q3 2025
Added 54.54%
|
|