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 22, 2025
Q1 2025
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
5.1K+ 14.18% |
$123K - $124K
|
41.1K
$1M
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.82K+ 4.87% |
$116K - $117K
|
104K
$2.53M
|
|
|
Apr 17, 2025
Q1 2025
|
Pflug Koory, LLC
|
BUY
|
- |
4.4K+ 5.32% |
$106K - $107K
|
87.2K
$2.12M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
4.21K+ 2.24% |
$101K - $102K
|
192K
$4.68M
|
|
|
Apr 17, 2025
Q1 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
4.13K+ 2.66% |
$99.6K - $101K
|
159K
$3.88M
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
3.76K+ 5.15% |
$90.5K - $91.4K
|
76.7K
$1.87M
|
|
|
Apr 14, 2025
Q1 2025
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
3.69K+ 10.64% |
$88.9K - $89.8K
|
38.4K
$934K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
3.23KNew |
$77.9K - $78.7K
|
3.23K
$78.7K
|
|
|
Apr 11, 2025
Q1 2025
|
Joule Financial, LLC
|
BUY
|
- |
3.17K+ 23.13% |
$76.3K - $77.1K
|
16.9K
$411K
|
|
|
Apr 22, 2025
Q1 2025
|
Blossom Wealth Management
|
BUY
|
- |
2.8K+ 15.85% |
$67.5K - $68.2K
|
20.5K
$499K
|
|
|
Apr 17, 2025
Q1 2025
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
2.61K+ 10.31% |
$62.8K - $63.4K
|
27.9K
$679K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
2.43K+ 2.27% |
$58.7K - $59.2K
|
110K
$2.67M
|
|
|
Apr 22, 2025
Q1 2025
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
2.22K+ 10.2% |
$53.5K - $54K
|
24K
$584K
|
|
|
Apr 11, 2025
Q1 2025
|
Successful Portfolios LLC
|
BUY
|
- |
2.19K+ 1.08% |
$52.9K - $53.4K
|
206K
$5M
|
|
|
Apr 22, 2025
Q1 2025
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
2.12KNew |
$51.1K - $51.6K
|
2.12K
$51.6K
|
|
|
Apr 08, 2025
Q1 2025
|
Veery Capital, LLC
|
BUY
|
- |
1.95K+ 4.05% |
$47.1K - $47.5K
|
50.2K
$1.22M
|
|
|
Apr 17, 2025
Q1 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
1.88K+ 9.39% |
$45.4K - $45.8K
|
21.9K
$534K
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
1.63K+ 3.2% |
$39.3K - $39.7K
|
52.6K
$1.28M
|
|
|
Apr 22, 2025
Q1 2025
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
1.18K+ 0.61% |
$28.5K - $28.8K
|
195K
$4.74M
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
BUY
|
- |
1.11K+ 5.0% |
$26.7K - $26.9K
|
23.2K
$566K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.08K+ 100.84% |
$26.1K - $26.3K
|
2.16K
$52.5K
|
|
|
Apr 09, 2025
Q1 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
1.07K+ 7.04% |
$25.8K - $26.1K
|
16.3K
$397K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.01K+ 6.21% |
$24.4K - $24.7K
|
17.3K
$422K
|
|
|
Apr 08, 2025
Q1 2025
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
965+ 4.25% |
$23.3K - $23.5K
|
23.7K
$576K
|
|
|
Apr 09, 2025
Q1 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
962+ 3.35% |
$23.2K - $23.4K
|
29.7K
$724K
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
944New |
$22.8K - $23K
|
944
$23K
|
|
|
Apr 23, 2025
Q1 2025
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
897+ 10.05% |
$21.6K - $21.8K
|
9.82K
$239K
|
|
|
Apr 10, 2025
Q1 2025
|
Papp L Roy & Associates
|
BUY
|
- |
749+ 6.59% |
$18.1K - $18.2K
|
12.1K
$295K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
692+ 3.75% |
$16.7K - $16.8K
|
19.1K
$466K
|
|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
682New |
$16.4K - $16.6K
|
682
$16.6K
|
|
|
Apr 22, 2025
Q1 2025
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
559+ 1.35% |
$13.5K - $13.6K
|
41.9K
$1.02M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
535New |
$12.9K - $13K
|
535
$13K
|
|
|
Apr 09, 2025
Q1 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
395+ 1.17% |
$9.52K - $9.61K
|
34K
$829K
|
|
|
Apr 09, 2025
Q1 2025
|
Twele Capital Management, Inc.
|
BUY
|
- |
304+ 0.77% |
$7.33K - $7.4K
|
39.8K
$969K
|
|
|
Apr 09, 2025
Q1 2025
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
240+ 0.71% |
$5.78K - $5.84K
|
34.2K
$833K
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
192+ 21.08% |
$4.63K - $4.67K
|
1.1K
$26.9K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
144New |
$3.47K - $3.5K
|
144
$3.51K
|
|
|
Apr 17, 2025
Q1 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
135+ 0.1% |
$3.25K - $3.29K
|
132K
$3.22M
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
109+ 0.4% |
$2.63K - $2.65K
|
27K
$658K
|
|
|
Apr 22, 2025
Q1 2025
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
97+ 0.67% |
$2.34K - $2.36K
|
14.6K
$356K
|
|
|
Apr 17, 2025
Q1 2025
|
Seven Post Investment Office LP
San Francisco, CA |
BUY
|
- |
94+ 0.37% |
$2.27K - $2.29K
|
25.2K
$614K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
86+ 172.0% |
$2.07K - $2.09K
|
136
$3.31K
|
|
|
Apr 10, 2025
Q1 2025
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
63+ 0.44% |
$1.52K - $1.53K
|
14.4K
$351K
|
|
|
Apr 14, 2025
Q1 2025
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
51+ 4.76% |
$1.23K - $1.24K
|
1.12K
$27.3K
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
45+ 0.17% |
$1.08K - $1.1K
|
26.1K
$635K
|
|
|
Apr 15, 2025
Q1 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
38+ 0.29% |
$916 - $925
|
13.3K
$323K
|
|
|
Apr 21, 2025
Q1 2025
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
27+ 7.67% |
$651 - $657
|
379
$9.23K
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
BUY
|
- |
25+ 0.28% |
$603 - $609
|
9.07K
$221K
|
|
|
Apr 02, 2025
Q1 2025
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
20+ 0.11% |
$482 - $487
|
17.8K
$433K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
14New |
$337 - $341
|
14
$341
|