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 623 institutions that hold shares in the stock, with a total of 184 Million shares, which have been reported (via 13F filing form) to have a value of $4.44 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
298
shares
|
$7,175
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
St. Johns Investment Management Company, LLC
|
Oct 23, 2024 Q3 2024 |
295
shares
|
$7,103
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
Oct 25, 2024 Q3 2024 |
279
shares
|
$6,718
0.01% of portfolio
|
Q3 2024
Reduced 35.71%
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
269
shares
|
$6,477
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Oct 31, 2024 Q3 2024 |
265
shares
|
$6,381
0.03% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
260
shares
|
$6,260
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
259
shares
|
$6,236
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
244
shares
|
$5,875
0.0% of portfolio
|
Q2 2024
Added 14.02%
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
215
shares
|
$5,177
0.0% of portfolio
|
Q3 2024
Reduced 81.84%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Oct 21, 2024 Q3 2024 |
201
shares
|
$4,840
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
200
shares
|
$4,816
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Psi Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
177
shares
|
$4,262
0.0% of portfolio
|
Q3 2024
Added 21.23%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 18, 2024 Q3 2024 |
169
shares
|
$4,069
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Cordant, Inc.
Portland, OR |
Oct 16, 2024 Q3 2024 |
159
shares
|
$3,828
0.0% of portfolio
|
Q3 2024
Added 11.97%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
154
shares
|
$3,708
0.0% of portfolio
|
Q3 2024
Added 15300.0%
|
|
|
Westside Investment Management, Inc.
|
Nov 20, 2024 Q3 2024 |
151
shares
|
$3,636
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Oakworth Capital, Inc.
|
Oct 21, 2024 Q3 2024 |
131
shares
|
$3,154
0.0% of portfolio
|
Q2 2024
Reduced 81.07%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
123
shares
|
$2,961
0.0% of portfolio
|
Q2 2024
Reduced 99.77%
|
|
|
Guardian Wealth Management, Inc.
Peoria, IL |
Nov 14, 2024 Q3 2024 |
120
shares
|
$2,889
0.0% of portfolio
|
Q3 2024
Reduced 13.04%
|
|
|
Webster Bank, N. A.
|
Oct 10, 2024 Q3 2024 |
111
shares
|
$2,672
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
111
shares
|
$2,672
0.0% of portfolio
|
Q2 2022
Reduced 28.85%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
104
shares
|
$2,504
0.0% of portfolio
|
Q2 2023
Reduced 5.45%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
102
shares
|
$2,456
0.0% of portfolio
|
Q3 2023
Reduced 2.53%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
96
shares
|
$2,311
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
94
shares
|
$2,263
0.0% of portfolio
|
Q3 2024
Added 1.08%
|