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 |
|---|---|---|---|---|---|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
20,237
shares
|
$492,770
0.08% of portfolio
|
Q3 2023
Reduced 9.28%
|
|
|
Park Avenue Securities LLC
|
Jan 05, 2026 Q4 2025 |
20,040
shares
|
$487,974
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
20,026
shares
|
$487,633
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Jacobi Capital Management LLC
|
Nov 07, 2025 Q3 2025 |
19,834
shares
|
$482,957
0.03% of portfolio
|
Q3 2025
Added 0.89%
|
|
|
Hc Advisors, LLC
|
Nov 07, 2025 Q3 2025 |
19,756
shares
|
$481,058
0.36% of portfolio
|
Q3 2025
Added 12.79%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Nov 13, 2025 Q3 2025 |
19,560
shares
|
$476,286
0.05% of portfolio
|
Q3 2025
Reduced 8.38%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 05, 2025 Q3 2025 |
19,419
shares
|
$472,852
0.04% of portfolio
|
Q3 2025
Added 27.1%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
May 16, 2025 Q1 2025 |
19,300
shares
|
$469,955
0.36% of portfolio
|
Q1 2025
Added 264.15%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 07, 2025 Q2 2025 |
19,152
shares
|
$466,351
0.19% of portfolio
|
Q2 2025
Added 1.87%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 07, 2025 Q3 2025 |
19,117
shares
|
$465,498
0.33% of portfolio
|
Q3 2025
Reduced 27.79%
|
|
|
Old National Bancorp
|
Oct 14, 2025 Q3 2025 |
19,050
shares
|
$463,867
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Bremer Bank National Association
|
Apr 10, 2025 Q1 2025 |
19,050
shares
|
$463,867
0.09% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Oct 10, 2025 Q3 2025 |
18,972
shares
|
$461,968
0.03% of portfolio
|
Q3 2025
Added 0.7%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 03, 2025 Q3 2025 |
18,913
shares
|
$460,531
0.05% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
18,789
shares
|
$457,512
0.01% of portfolio
|
Q3 2025
Reduced 4.59%
|
|
|
Independent Wealth Network Inc.
|
Oct 15, 2025 Q3 2025 |
18,781
shares
|
$457,317
0.16% of portfolio
|
Q3 2025
Added 0.37%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Nov 13, 2025 Q3 2025 |
18,763
shares
|
$456,879
0.02% of portfolio
|
Q3 2025
Added 1.1%
|
|
|
Avant Financial Advisors LLC
Austin, TX |
Nov 03, 2025 Q3 2025 |
18,742
shares
|
$456,367
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Somerset Group LLC
Wayzata, MN |
Nov 10, 2025 Q3 2025 |
18,581
shares
|
$452,447
0.37% of portfolio
|
Q2 2025
Reduced 4.09%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
18,558
shares
|
$451,887
0.01% of portfolio
|
Q3 2025
Reduced 4.07%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
18,492
shares
|
$450,280
0.19% of portfolio
|
Q2 2024
Added 5.95%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
18,423
shares
|
$448,600
0.03% of portfolio
|
Q1 2024
Reduced 6.62%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
18,208
shares
|
$443,364
0.01% of portfolio
|
Q3 2025
Added 73.06%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
18,061
shares
|
$439,785
0.0% of portfolio
|
Q3 2025
Reduced 0.53%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Nov 06, 2025 Q3 2025 |
17,791
shares
|
$433,210
0.13% of portfolio
|
Q3 2025
New holding
|
|