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 |
|---|---|---|---|---|---|
|
Sonoma Private Wealth LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
12,581
shares
|
$306,347
0.37% of portfolio
|
Q3 2025
Added 1.44%
|
|
|
Scratch Capital LLC
Boise, ID |
Oct 14, 2025 Q3 2025 |
12,251
shares
|
$298,311
0.2% of portfolio
|
Q3 2025
Reduced 6.48%
|
|
|
Ridgewood Investments LLC
|
Oct 30, 2025 Q3 2025 |
12,220
shares
|
$297,557
0.13% of portfolio
|
Q3 2025
Reduced 57.92%
|
|
|
Cva Family Office, LLC
|
Oct 30, 2025 Q3 2025 |
11,994
shares
|
$292,053
0.04% of portfolio
|
Q3 2025
Added 11.8%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Oct 31, 2025 Q3 2025 |
11,925
shares
|
$290,373
0.23% of portfolio
|
Q3 2025
Reduced 3.44%
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
11,860
shares
|
$288,791
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Nov 07, 2025 Q3 2025 |
11,725
shares
|
$285,503
0.04% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Brewster Financial Planning LLC
|
Oct 08, 2025 Q3 2025 |
11,717
shares
|
$285,308
0.18% of portfolio
|
Q3 2025
Added 7.95%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
11,671
shares
|
$284,188
0.2% of portfolio
|
Q1 2024
Reduced 13.47%
|
|
|
Gradient Capital Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
11,650
shares
|
$283,677
0.08% of portfolio
|
Q3 2025
Added 9.75%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Oct 31, 2025 Q3 2025 |
11,549
shares
|
$281,218
0.01% of portfolio
|
Q2 2025
Reduced 3.52%
|
|
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
Nov 03, 2025 Q3 2025 |
11,516
shares
|
$280,414
0.18% of portfolio
|
Q3 2025
Added 0.52%
|
|
|
Capital Insight Partners, LLC
|
Oct 14, 2025 Q3 2025 |
11,409
shares
|
$277,809
0.05% of portfolio
|
Q3 2025
Reduced 10.37%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Nov 12, 2025 Q3 2025 |
11,365
shares
|
$276,737
0.03% of portfolio
|
Q1 2025
Reduced 14.93%
|
|
|
Myecfo, LLC
La Jolla, CA |
Oct 10, 2025 Q3 2025 |
11,323
shares
|
$275,715
0.13% of portfolio
|
Q3 2025
Reduced 33.87%
|
|
|
Pb Mares Wealth Management LLC
|
Oct 27, 2025 Q3 2025 |
11,238
shares
|
$273,645
0.04% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Oct 31, 2025 Q3 2025 |
11,083
shares
|
$269,871
0.02% of portfolio
|
Q3 2025
Reduced 80.66%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
11,078
shares
|
$269,749
0.0% of portfolio
|
Q3 2025
Added 34.83%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Oct 23, 2025 Q3 2025 |
11,059
shares
|
$269,286
0.1% of portfolio
|
Q3 2025
Reduced 5.32%
|
|
|
Toth Financial Advisory Corp
|
Oct 09, 2025 Q3 2025 |
10,966
shares
|
$267,022
0.03% of portfolio
|
Q3 2025
Reduced 11.63%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Nov 07, 2025 Q3 2025 |
10,770
shares
|
$262,249
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Wmg Financial Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
10,753
shares
|
$261,835
0.1% of portfolio
|
Q3 2025
Added 4.72%
|
|
|
Exchange Capital Management, Inc.
|
Jul 21, 2025 Q2 2025 |
10,651
shares
|
$259,351
0.04% of portfolio
|
Q2 2025
Reduced 1.63%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 14, 2025 Q3 2025 |
10,646
shares
|
$259,230
0.0% of portfolio
|
Q3 2025
Added 24.25%
|
|
|
Townsquare Capital LLC
|
Nov 03, 2025 Q3 2025 |
10,603
shares
|
$258,183
0.04% of portfolio
|
Q3 2025
Reduced 0.63%
|
|