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 |
|---|---|---|---|---|---|
|
Costello Asset Management, Inc
|
Nov 06, 2025 Q3 2025 |
3,217
shares
|
$78,333
0.03% of portfolio
|
Q3 2025
Reduced 15.9%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 14, 2025 Q2 2025 |
3,091
shares
|
$75,265
0.04% of portfolio
|
Q2 2025
Added 183.32%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
2,904
shares
|
$70,712
0.01% of portfolio
|
Q3 2025
Added 20.55%
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
2,758
shares
|
$67,157
0.08% of portfolio
|
Q4 2022
Added 0.77%
|
|
|
Stance Capital LLC
Boston, MA |
Nov 18, 2025 Q3 2025 |
2,754
shares
|
$67,059
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Dec 08, 2025 Q3 2025 |
2,721
shares
|
$66,256
0.03% of portfolio
|
Q2 2025
Reduced 8.6%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Oct 16, 2025 Q3 2025 |
2,622
shares
|
$63,845
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Promus Capital, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
2,572
shares
|
$62,628
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Nov 14, 2025 Q3 2025 |
2,567
shares
|
$62,506
0.03% of portfolio
|
Q3 2025
Added 1.02%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 31, 2025 Q3 2025 |
2,524
shares
|
$61,459
0.0% of portfolio
|
Q3 2025
Added 2.52%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
2,450
shares
|
$59,657
0.02% of portfolio
|
Q4 2024
Added 102.48%
|
|
|
Tradewinds Capital Management, LLC
|
Oct 21, 2025 Q3 2025 |
2,277
shares
|
$55,444
0.01% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Oct 23, 2025 Q3 2025 |
2,257
shares
|
$54,957
0.01% of portfolio
|
Q3 2025
Reduced 55.38%
|
|
|
Future Financial Wealth Managment LLC
|
Oct 15, 2025 Q3 2025 |
2,143
shares
|
$52,182
0.03% of portfolio
|
Q3 2025
Added 0.66%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 13, 2025 Q3 2025 |
2,100
shares
|
$51,135
0.0% of portfolio
|
Q3 2025
Reduced 57.89%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
2,097
shares
|
$51,061
0.0% of portfolio
|
Q3 2025
Reduced 2.37%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Nov 04, 2025 Q3 2025 |
2,024
shares
|
$49,284
0.02% of portfolio
|
Q3 2025
Added 17.67%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
2,000
shares
|
$48,700
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
1,968
shares
|
$47,920
0.0% of portfolio
|
Q3 2025
Added 10.5%
|
|
|
Measured Wealth Private Client Group, LLC
|
Nov 14, 2025 Q3 2025 |
1,676
shares
|
$40,810
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2025 Q3 2025 |
1,676
shares
|
$40,810
0.01% of portfolio
|
Q3 2025
Reduced 10.66%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
1,620
shares
|
$39,447
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
1,397
shares
|
$34,016
0.0% of portfolio
|
Q3 2025
Added 18.29%
|
|
|
Gsb Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
1,382
shares
|
$33,651
0.01% of portfolio
|
Q3 2025
Added 3.44%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 20, 2025 Q3 2025 |
1,326
shares
|
$32,288
0.0% of portfolio
|
Q3 2025
Reduced 6.55%
|
|