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 679 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 |
|---|---|---|---|---|---|
|
Synovus Financial Corp
Columbus, GA |
Feb 13, 2025 Q4 2024 |
17,492
shares
|
$425,580
0.01% of portfolio
|
Q4 2024
Added 20.52%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
17,467
shares
|
$424,972
0.02% of portfolio
|
Q4 2024
Added 44.85%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
17,439
shares
|
$424,290
0.0% of portfolio
|
Q4 2024
Added 108.85%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
17,318
shares
|
$421,346
0.0% of portfolio
|
Q1 2025
Added 6.21%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
17,104
shares
|
$416,140
0.01% of portfolio
|
Q4 2024
Added 160.49%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Feb 13, 2025 Q4 2024 |
17,092
shares
|
$415,848
0.06% of portfolio
|
Q4 2024
Reduced 24.87%
|
|
|
Joule Financial, LLC
|
Apr 11, 2025 Q1 2025 |
16,862
shares
|
$410,252
0.14% of portfolio
|
Q1 2025
Added 23.13%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Jan 29, 2025 Q4 2024 |
16,678
shares
|
$405,775
0.05% of portfolio
|
Q4 2024
Added 93.75%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Feb 10, 2025 Q4 2024 |
16,620
shares
|
$404,364
0.02% of portfolio
|
Q4 2024
Added 54.59%
|
|
|
Altfest L J & CO Inc
|
Feb 07, 2025 Q4 2024 |
16,568
shares
|
$403,099
0.06% of portfolio
|
Q4 2024
Added 105.35%
|
|
|
Mbe Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
16,446
shares
|
$400,131
0.23% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
16,357
shares
|
$397,965
0.0% of portfolio
|
Q4 2024
Added 40.62%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Feb 19, 2025 Q4 2024 |
16,297
shares
|
$396,506
0.36% of portfolio
|
Q4 2024
Added 95.83%
|
|
|
Worth Asset Management, LLC
|
Apr 09, 2025 Q1 2025 |
16,297
shares
|
$396,506
0.24% of portfolio
|
Q1 2025
Added 7.04%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
15,907
shares
|
$387,017
0.29% of portfolio
|
Q1 2024
Reduced 8.71%
|
|
|
Baker Avenue Asset Management, LP
|
Feb 14, 2025 Q4 2024 |
15,728
shares
|
$382,662
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Bensler, LLC
Bellevue, WA |
Apr 16, 2025 Q1 2025 |
15,696
shares
|
$381,883
0.05% of portfolio
|
Q1 2025
Reduced 29.47%
|
|
|
Hc Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
15,601
shares
|
$379,572
0.32% of portfolio
|
Q4 2024
Added 102.79%
|
|
|
Clay Northam Wealth Management, LLC
|
Jan 24, 2025 Q4 2024 |
15,595
shares
|
$379,426
0.25% of portfolio
|
Q4 2024
Added 99.81%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
15,591
shares
|
$379,329
0.01% of portfolio
|
Q4 2024
Added 162.78%
|
|
|
Nwam LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
15,358
shares
|
$373,660
0.02% of portfolio
|
Q4 2024
Added 99.58%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
15,231
shares
|
$370,570
0.01% of portfolio
|
Q4 2024
Added 121.64%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
15,170
shares
|
$369,086
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Cito Capital Group, LLC
Miami, FL |
Feb 13, 2025 Q4 2024 |
15,000
shares
|
$364,950
0.13% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
14,972
shares
|
$364,268
0.04% of portfolio
|
Q4 2024
Added 80.41%
|