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 667 institutions that hold shares in the stock, with a total of 345 Million shares, which have been reported (via 13F filing form) to have a value of $8.38 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stone X Group Inc.
|
Feb 12, 2025 Q4 2024 |
293,216
shares
|
$7.13 Million
0.46% of portfolio
|
Q4 2024
Added 407.6%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
287,284
shares
|
$6.98 Million
0.02% of portfolio
|
Q4 2024
Added 84.73%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
281,150
shares
|
$6.83 Million
1.77% of portfolio
|
Q4 2024
Added 112.7%
|
|
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
Feb 04, 2025 Q4 2024 |
279,289
shares
|
$6.79 Million
3.55% of portfolio
|
Q4 2024
New holding
|
|
|
Journey Advisory Group, LLC
|
Feb 04, 2025 Q4 2024 |
271,689
shares
|
$6.6 Million
0.78% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
256,596
shares
|
$6.24 Million
0.01% of portfolio
|
Q4 2024
Added 107.41%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
256,478
shares
|
$6.23 Million
0.21% of portfolio
|
Q4 2024
Added 95.64%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
245,403
shares
|
$5.96 Million
0.02% of portfolio
|
Q4 2024
Added 48.73%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
243,607
shares
|
$5.92 Million
0.01% of portfolio
|
Q4 2024
Added 107.49%
|
|
|
Associated Banc Corp
Green Bay, WI |
Feb 10, 2025 Q4 2024 |
243,418
shares
|
$5.92 Million
0.18% of portfolio
|
Q4 2024
Added 92.29%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
243,273
shares
|
$5.91 Million
0.02% of portfolio
|
Q4 2024
Added 82.31%
|
|
|
Rmr Wealth Builders
|
Jan 14, 2025 Q4 2024 |
243,192
shares
|
$5.91 Million
0.61% of portfolio
|
Q4 2024
Added 156.55%
|
|
|
Curran Financial Partners, LLC
|
Jan 22, 2025 Q4 2024 |
230,943
shares
|
$5.61 Million
1.73% of portfolio
|
Q4 2024
Added 122.8%
|
|
|
Aspen Wealth Strategies, LLC
Arvada, CO |
Feb 10, 2025 Q4 2024 |
230,076
shares
|
$5.59 Million
3.54% of portfolio
|
Q4 2024
Added 112.34%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
229,453
shares
|
$5.58 Million
0.07% of portfolio
|
Q4 2024
Added 149.16%
|
|
|
Bouchey Financial Group LTD
|
Feb 05, 2025 Q4 2024 |
229,093
shares
|
$5.57 Million
0.49% of portfolio
|
Q4 2024
Added 17.44%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
222,080
shares
|
$5.4 Million
2.08% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
217,429
shares
|
$5.28 Million
0.01% of portfolio
|
Q4 2024
Added 116.65%
|
|
|
Asset Planning Corporation
|
Jan 24, 2025 Q4 2024 |
214,371
shares
|
$5.21 Million
3.24% of portfolio
|
Q4 2024
Added 1479.86%
|
|
|
Frontier Asset Management, LLC
Sheridan, WY |
Feb 07, 2025 Q4 2024 |
213,972
shares
|
$5.2 Million
2.32% of portfolio
|
Q4 2024
Added 82.33%
|
|
|
Meritage Portfolio Management
|
Jan 27, 2025 Q4 2024 |
204,227
shares
|
$4.96 Million
0.31% of portfolio
|
Q4 2024
Added 110.48%
|
|
|
Successful Portfolios LLC
|
Jan 16, 2025 Q4 2024 |
203,314
shares
|
$4.94 Million
3.28% of portfolio
|
Q4 2024
Added 92.2%
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2025 Q4 2024 |
201,128
shares
|
$4.89 Million
0.42% of portfolio
|
Q4 2024
Added 1524.23%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
200,300
shares
|
$4.87 Million
6.36% of portfolio
|
Q1 2023
Reduced 25.75%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
199,235
shares
|
$4.84 Million
0.05% of portfolio
|
Q4 2024
Added 369.62%
|