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 |
|---|---|---|---|---|---|
|
Fund Evaluation Group, LLC
Cincinnati, OH |
Nov 12, 2025 Q3 2025 |
772,924
shares
|
$18.8 Million
0.68% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Journey Advisory Group, LLC
|
Nov 10, 2025 Q3 2025 |
758,142
shares
|
$18.5 Million
1.41% of portfolio
|
Q3 2025
Added 2.63%
|
|
|
Brandywine Oak Private Wealth LLC
|
Oct 30, 2025 Q3 2025 |
753,904
shares
|
$18.4 Million
1.61% of portfolio
|
Q3 2025
Reduced 46.0%
|
|
|
Novem Group
Rochester, NY |
Nov 10, 2025 Q3 2025 |
719,739
shares
|
$17.5 Million
2.06% of portfolio
|
Q3 2025
Added 7.16%
|
|
|
Stratos Wealth Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
706,122
shares
|
$17.2 Million
0.87% of portfolio
|
Q3 2025
Reduced 33.9%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
686,393
shares
|
$16.7 Million
0.17% of portfolio
|
Q3 2025
Added 22.41%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Nov 14, 2025 Q3 2025 |
675,767
shares
|
$16.5 Million
3.91% of portfolio
|
Q3 2025
Added 4.16%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
661,263
shares
|
$16.1 Million
0.01% of portfolio
|
Q3 2025
Added 7.4%
|
|
|
Inspire Investing, LLC
Meridian, ID |
Oct 15, 2025 Q3 2025 |
660,920
shares
|
$16.1 Million
1.68% of portfolio
|
Q3 2025
Added 0.81%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 07, 2025 Q3 2025 |
629,232
shares
|
$15.3 Million
5.1% of portfolio
|
Q3 2025
Added 2.3%
|
|
|
Ballast Advisors LLC
|
Nov 12, 2025 Q3 2025 |
623,769
shares
|
$15.2 Million
4.21% of portfolio
|
Q3 2025
Added 9.4%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Oct 28, 2025 Q3 2025 |
600,176
shares
|
$14.6 Million
0.4% of portfolio
|
Q3 2025
Added 6.91%
|
|
|
Resonant Capital Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
594,156
shares
|
$14.5 Million
0.86% of portfolio
|
Q3 2025
Added 0.62%
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
588,389
shares
|
$14.3 Million
0.24% of portfolio
|
Q3 2025
Added 1.95%
|
|
|
Marotta Asset Management
|
Oct 16, 2025 Q3 2025 |
585,005
shares
|
$14.2 Million
2.71% of portfolio
|
Q3 2025
Added 2.08%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2025 Q3 2025 |
577,821
shares
|
$14.1 Million
0.56% of portfolio
|
Q3 2025
Added 2.57%
|
|
|
Black Diamond Financial, LLC
|
Nov 05, 2025 Q3 2025 |
573,030
shares
|
$14 Million
1.57% of portfolio
|
Q3 2025
Added 21.65%
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Oct 15, 2025 Q3 2025 |
572,199
shares
|
$13.9 Million
4.37% of portfolio
|
Q3 2025
Added 26.59%
|
|
|
Bwm Planning, LLC
The Woodlands, TX |
Oct 31, 2025 Q3 2025 |
563,185
shares
|
$13.7 Million
4.09% of portfolio
|
Q3 2025
Added 62.31%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
560,781
shares
|
$13.7 Million
0.29% of portfolio
|
Q3 2025
Reduced 2.06%
|
|
|
Northeast Financial Group, Inc.
Tannersville, PA |
Nov 07, 2025 Q3 2025 |
552,024
shares
|
$13.4 Million
3.35% of portfolio
|
Q3 2025
Added 7.14%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
550,048
shares
|
$13.4 Million
7.08% of portfolio
|
Q3 2025
Reduced 0.6%
|
|
|
Rmr Wealth Builders
|
Nov 05, 2025 Q3 2025 |
547,150
shares
|
$13.3 Million
1.14% of portfolio
|
Q3 2025
Added 22.92%
|
|
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
Oct 17, 2025 Q3 2025 |
529,429
shares
|
$12.9 Million
2.81% of portfolio
|
Q3 2025
Reduced 1.07%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 17, 2025 Q3 2025 |
500,122
shares
|
$12.2 Million
1.77% of portfolio
|
Q3 2025
Added 4.49%
|
|