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 |
|---|---|---|---|---|---|
|
Fund Evaluation Group, LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
386,462
shares
|
$9.31 Million
1.05% of portfolio
|
Q3 2024
Added 189.85%
|
|
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
Oct 08, 2024 Q3 2024 |
383,053
shares
|
$9.22 Million
4.25% of portfolio
|
Q3 2024
Added 2.34%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
377,817
shares
|
$9.1 Million
0.04% of portfolio
|
Q3 2024
Added 40.12%
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
369,293
shares
|
$8.89 Million
0.52% of portfolio
|
Q3 2024
Reduced 35.13%
|
|
|
Courage Miller Partners, LLC
|
Oct 21, 2024 Q3 2024 |
363,279
shares
|
$8.75 Million
6.0% of portfolio
|
Q3 2024
Added 4.95%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
Nov 08, 2024 Q3 2024 |
358,660
shares
|
$8.64 Million
3.42% of portfolio
|
Q3 2024
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
346,995
shares
|
$8.36 Million
0.55% of portfolio
|
Q3 2024
Added 1.25%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
346,580
shares
|
$8.35 Million
0.0% of portfolio
|
Q3 2024
Added 5.07%
|
|
|
Greenline Partners, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
330,620
shares
|
$7.96 Million
2.33% of portfolio
|
Q3 2024
Added 2.68%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
328,813
shares
|
$7.92 Million
0.46% of portfolio
|
Q3 2024
Added 110.46%
|
|
|
First National Trust CO
|
Nov 05, 2024 Q3 2024 |
305,565
shares
|
$7.36 Million
0.59% of portfolio
|
Q3 2024
Added 6.34%
|
|
|
Resonant Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
294,818
shares
|
$7.1 Million
1.08% of portfolio
|
Q3 2024
Added 14.68%
|
|
|
Nisa Investment Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
290,000
shares
|
$6.98 Million
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Marotta Asset Management
|
Oct 03, 2024 Q3 2024 |
287,288
shares
|
$6.92 Million
2.77% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Pure Financial Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
273,057
shares
|
$6.58 Million
0.33% of portfolio
|
Q3 2024
Added 2.26%
|
|
|
Journey Advisory Group, LLC
|
Nov 12, 2024 Q3 2024 |
271,689
shares
|
$6.54 Million
1.54% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Ballast Advisors LLC
|
Oct 30, 2024 Q3 2024 |
257,522
shares
|
$6.2 Million
3.91% of portfolio
|
Q3 2024
Added 2.38%
|
|
|
Alpha Star Capital Management, LLC
|
Nov 12, 2024 Q3 2024 |
257,478
shares
|
$6.2 Million
1.01% of portfolio
|
Q3 2024
Added 2.86%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
252,659
shares
|
$6.08 Million
0.15% of portfolio
|
Q3 2024
Added 9.3%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
252,631
shares
|
$6.08 Million
0.46% of portfolio
|
Q3 2024
Reduced 7.03%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
248,478
shares
|
$5.98 Million
0.96% of portfolio
|
Q3 2024
Added 2.59%
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
Nov 14, 2024 Q3 2024 |
244,768
shares
|
$5.89 Million
4.33% of portfolio
|
Q3 2024
Added 9.5%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
244,491
shares
|
$5.89 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.75%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
235,767
shares
|
$5.68 Million
0.0% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Nov 01, 2024 Q3 2024 |
235,169
shares
|
$5.66 Million
1.09% of portfolio
|
Q3 2024
Added 18.36%
|