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 707 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 |
|---|---|---|---|---|---|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Nov 12, 2025 Q3 2025 |
111,038
shares
|
$2.7 Million
0.3% of portfolio
|
Q3 2025
Added 8.16%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Oct 28, 2025 Q3 2025 |
110,390
shares
|
$2.69 Million
0.28% of portfolio
|
Q3 2025
Added 14.55%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
109,661
shares
|
$2.67 Million
0.87% of portfolio
|
Q4 2022
Added 3.46%
|
|
|
Dover Advisors, LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
109,420
shares
|
$2.66 Million
1.06% of portfolio
|
Q3 2025
Added 114.72%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
108,572
shares
|
$2.64 Million
0.01% of portfolio
|
Q3 2025
Added 12.97%
|
|
|
Dbk Financial Counsel, LLC
|
Oct 22, 2025 Q3 2025 |
107,225
shares
|
$2.61 Million
2.27% of portfolio
|
Q3 2025
Reduced 26.29%
|
|
|
Sellwood Investment Partners LLC
Portland, OR |
Oct 30, 2025 Q3 2025 |
106,102
shares
|
$2.58 Million
1.03% of portfolio
|
Q3 2025
Added 91.15%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
103,972
shares
|
$2.53 Million
0.14% of portfolio
|
Q4 2023
Added 81.51%
|
|
|
Johnson Financial Group, LLC
Denver, CO |
Oct 30, 2025 Q3 2025 |
102,472
shares
|
$2.5 Million
0.23% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
101,321
shares
|
$2.47 Million
0.01% of portfolio
|
Q3 2025
Added 3.24%
|
|
|
Brand Asset Management Group, Inc.
|
Nov 12, 2025 Q3 2025 |
101,303
shares
|
$2.47 Million
0.72% of portfolio
|
Q3 2025
Added 599.65%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Nov 26, 2025 Q3 2025 |
101,157
shares
|
$2.46 Million
1.31% of portfolio
|
Q3 2025
Reduced 1.11%
|
|
|
Bulwark Capital Corp
Fernandina Beach, FL |
Oct 14, 2025 Q3 2025 |
98,294
shares
|
$2.39 Million
1.87% of portfolio
|
Q3 2025
Reduced 22.26%
|
|
|
Ahl Investment Management, Inc.
|
Oct 02, 2025 Q3 2025 |
97,781
shares
|
$2.38 Million
1.64% of portfolio
|
Q3 2025
Reduced 5.87%
|
|
|
Bank Of Nova Scotia
|
Nov 14, 2025 Q3 2025 |
97,300
shares
|
$2.37 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
97,117
shares
|
$2.36 Million
0.05% of portfolio
|
Q3 2025
Reduced 54.14%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
96,720
shares
|
$2.36 Million
0.01% of portfolio
|
Q3 2025
Reduced 89.12%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
95,865
shares
|
$2.33 Million
0.09% of portfolio
|
Q3 2025
Reduced 3.26%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Oct 14, 2025 Q3 2025 |
94,648
shares
|
$2.3 Million
0.08% of portfolio
|
Q3 2025
Reduced 5.62%
|
|
|
Dakota Wealth Management
|
Nov 10, 2025 Q3 2025 |
93,795
shares
|
$2.28 Million
0.05% of portfolio
|
Q3 2025
Reduced 48.19%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
93,282
shares
|
$2.27 Million
0.0% of portfolio
|
Q3 2025
Added 2.31%
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Nov 07, 2025 Q3 2025 |
92,781
shares
|
$2.26 Million
1.59% of portfolio
|
Q3 2025
Added 1.02%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Nov 12, 2025 Q3 2025 |
91,230
shares
|
$2.22 Million
0.11% of portfolio
|
Q3 2025
Reduced 8.29%
|
|
|
Mainsail Financial Group, LLC
Bellevue, WA |
Oct 23, 2025 Q3 2025 |
91,182
shares
|
$2.22 Million
0.96% of portfolio
|
Q3 2025
Added 7.34%
|
|
|
Innovative Wealth Building LLC
California, MD |
Nov 12, 2025 Q3 2025 |
88,944
shares
|
$2.17 Million
1.69% of portfolio
|
Q3 2025
Reduced 16.24%
|
|