Purchases and Sales Made in Q1 2025 in Schwab Short Term Us Treasury (SCHO)
This table provides information about the institutional ownership of Schwab Short Term Us Treasury (SCHO) during Q1 2025. The information is specifically focused on institutions that hold shares of SCHWAB SHORT-TERM US TREASURY .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
863K+ 81.54% |
$20.8M - $21M
|
1.92M
$46.8M
|
|
|
Apr 10, 2025
Q1 2025
|
West Coast Financial LLC
|
BUY
|
- |
576K+ 23.45% |
$13.9M - $14M
|
3.03M
$73.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
538K+ 34.71% |
$13M - $13.1M
|
2.09M
$50.8M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
432K+ 92.16% |
$10.4M - $10.5M
|
901K
$21.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
302KNew |
$7.28M - $7.35M
|
302K
$7.35M
|
|
|
Apr 24, 2025
Q1 2025
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
213K+ 124.39% |
$5.13M - $5.18M
|
384K
$9.34M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
197KNew |
$4.76M - $4.8M
|
197K
$4.8M
|
|
|
Apr 16, 2025
Q1 2025
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
145K+ 13.19% |
$3.5M - $3.54M
|
1.25M
$30.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
142K+ 8.49% |
$3.41M - $3.44M
|
1.81M
$44M
|
|
|
Apr 14, 2025
Q1 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
127K+ 8.56% |
$3.07M - $3.1M
|
1.62M
$39.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Rmr Wealth Builders
|
BUY
|
- |
94.2K+ 38.72% |
$2.27M - $2.29M
|
337K
$8.21M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
85.5K+ 12.73% |
$2.06M - $2.08M
|
757K
$18.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
56.1K+ 341.11% |
$1.35M - $1.37M
|
72.5K
$1.77M
|
|
|
Apr 21, 2025
Q1 2025
|
Lumbard & Kellner, LLC
Hollis, NH |
BUY
|
- |
53.3KNew |
$1.29M - $1.3M
|
53.3K
$1.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
50.4K+ 16.84% |
$1.22M - $1.23M
|
350K
$8.52M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
42.1K+ 8950.0% |
$1.01M - $1.02M
|
42.5K
$1.04M
|
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
39.7K+ 238.1% |
$957K - $967K
|
56.4K
$1.37M
|
|
|
Apr 21, 2025
Q1 2025
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
39.3K+ 45.8% |
$946K - $956K
|
125K
$3.04M
|
|
|
Apr 23, 2025
Q1 2025
|
Win Advisors, Inc
|
BUY
|
- |
38.1K+ 203.79% |
$919K - $928K
|
56.8K
$1.38M
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
35KNew |
$843K - $851K
|
35K
$852K
|
|
|
Apr 17, 2025
Q1 2025
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
33K+ 29.44% |
$796K - $804K
|
145K
$3.53M
|
|
|
Apr 21, 2025
Q1 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
28K+ 12.13% |
$675K - $682K
|
259K
$6.31M
|
|
|
Apr 11, 2025
Q1 2025
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
27.6K+ 3.5% |
$664K - $671K
|
814K
$19.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
24.4KNew |
$589K - $594K
|
24.4K
$595K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
23.4K+ 67.31% |
$564K - $570K
|
58.2K
$1.42M
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
23.1K+ 136.61% |
$557K - $562K
|
40K
$974K
|
|
|
Apr 17, 2025
Q1 2025
|
Access Financial Services, Inc.
|
BUY
|
- |
22.9KNew |
$552K - $557K
|
22.9K
$557K
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
22.1KNew |
$533K - $538K
|
22.1K
$538K
|
|
|
Apr 14, 2025
Q1 2025
|
Selective Wealth Management, Inc.
|
BUY
|
- |
19KNew |
$458K - $462K
|
19K
$463K
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
18.5K+ 2.25% |
$445K - $450K
|
840K
$20.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
17.4K+ 57.08% |
$421K - $425K
|
48K
$1.17M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
15.1K+ 57.9% |
$364K - $368K
|
41.2K
$1M
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
14.6K+ 40.51% |
$353K - $356K
|
50.8K
$1.24M
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
13.9KNew |
$336K - $339K
|
13.9K
$339K
|
|
|
Apr 07, 2025
Q1 2025
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
13.7KNew |
$331K - $334K
|
13.7K
$334K
|
|
|
Apr 21, 2025
Q1 2025
|
True Link Financial Advisors, LLC
|
BUY
|
- |
12.7K+ 33.57% |
$306K - $309K
|
50.5K
$1.23M
|
|
|
Apr 22, 2025
Q1 2025
|
Brewster Financial Planning LLC
|
BUY
|
- |
10.9KNew |
$262K - $264K
|
10.9K
$264K
|
|
|
Apr 16, 2025
Q1 2025
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
9.5KNew |
$229K - $231K
|
9.5K
$231K
|
|
|
Apr 14, 2025
Q1 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
9.2KNew |
$222K - $224K
|
9.2K
$224K
|
|
|
Apr 08, 2025
Q1 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
8.51KNew |
$205K - $207K
|
8.51K
$207K
|
|
|
Apr 17, 2025
Q1 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
8.44KNew |
$203K - $205K
|
8.44K
$205K
|
|
|
Apr 22, 2025
Q1 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
8.36KNew |
$201K - $203K
|
8.36K
$204K
|
|
|
Apr 16, 2025
Q1 2025
|
David Wealth Management LLC
Fairfax, VA |
BUY
|
- |
8.27KNew |
$199K - $201K
|
8.27K
$201K
|
|
|
Apr 10, 2025
Q1 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
8.08K+ 4.17% |
$195K - $197K
|
202K
$4.91M
|
|
|
Apr 04, 2025
Q1 2025
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
7.98K+ 73.75% |
$192K - $194K
|
18.8K
$458K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
7.22K+ 0.88% |
$174K - $176K
|
831K
$20.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
6.67K+ 19.3% |
$161K - $162K
|
41.2K
$1M
|
|
|
Apr 14, 2025
Q1 2025
|
Madden Securities Corp
|
BUY
|
- |
6.62K+ 29.47% |
$160K - $161K
|
29.1K
$709K
|
|
|
Apr 16, 2025
Q1 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
6.09K+ 125.2% |
$147K - $148K
|
11K
$267K
|
|
|
Apr 23, 2025
Q1 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
6.07K+ 3.37% |
$146K - $148K
|
187K
$4.54M
|