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
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
10+ 0.48% |
$241 - $243
|
2.12K
$51.5K
|
|
|
Apr 08, 2025
Q1 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
5+ 0.03% |
$121 - $122
|
14.3K
$349K
|
|
|
Apr 22, 2025
Q1 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
1+ 1.54% |
$24.1 - $24.3
|
66
$1.61K
|
|
|
Apr 11, 2025
Q1 2025
|
Arkfeld Wealth Strategies, L.L.C.
|
SELL
|
- |
-43- 0.12% |
$1.04K - $1.05K
|
35.4K
$862K
|
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-65- 94.2% |
$1.57K - $1.58K
|
4
$97.4
|
|
|
Apr 09, 2025
Q1 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-82- 0.64% |
$1.98K - $2K
|
12.7K
$310K
|
|
|
Apr 14, 2025
Q1 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-95- 1.08% |
$2.29K - $2.31K
|
8.66K
$211K
|
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
SELL
|
- |
-106- 0.23% |
$2.55K - $2.58K
|
46.2K
$1.12M
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-108- 1.29% |
$2.6K - $2.63K
|
8.26K
$201K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-108- 8.51% |
$2.6K - $2.63K
|
1.16K
$28.3K
|
|
|
Apr 22, 2025
Q1 2025
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-110- 0.6% |
$2.65K - $2.68K
|
18.1K
$440K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-120- 0.47% |
$2.89K - $2.92K
|
25.2K
$613K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-136- 1.25% |
$3.28K - $3.31K
|
10.7K
$261K
|
|
|
Apr 22, 2025
Q1 2025
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-174- 0.31% |
$4.19K - $4.24K
|
56.3K
$1.37M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-214- 49.42% |
$5.16K - $5.21K
|
219
$5.33K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-263- 0.9% |
$6.34K - $6.4K
|
28.9K
$704K
|
|
|
Apr 11, 2025
Q1 2025
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-398- 19.98% |
$9.59K - $9.69K
|
1.59K
$38.8K
|
|
|
Apr 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-426- 0.14% |
$10.3K - $10.4K
|
309K
$7.53M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-468- 2.23% |
$11.3K - $11.4K
|
20.5K
$499K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-520- 53.39% |
$12.5K - $12.7K
|
454
$11.1K
|
|
|
Apr 21, 2025
Q1 2025
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-564- 3.22% |
$13.6K - $13.7K
|
16.9K
$413K
|
|
|
Apr 22, 2025
Q1 2025
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-616- 1.94% |
$14.8K - $15K
|
31.1K
$757K
|
|
|
Apr 22, 2025
Q1 2025
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-731- 3.14% |
$17.6K - $17.8K
|
22.5K
$549K
|
|
|
Apr 14, 2025
Q1 2025
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-759- 1.38% |
$18.3K - $18.5K
|
54.2K
$1.32M
|
|
|
Apr 10, 2025
Q1 2025
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-767- 0.56% |
$18.5K - $18.7K
|
136K
$3.32M
|
|
|
Apr 11, 2025
Q1 2025
|
Harrington Investments, Inc
|
SELL
|
- |
-947- 0.52% |
$22.8K - $23K
|
183K
$4.45M
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-1K- 41.95% |
$24.1K - $24.3K
|
1.38K
$33.7K
|
|
|
Apr 16, 2025
Q1 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-1K- 4.22% |
$24.1K - $24.3K
|
22.7K
$553K
|
|
|
Apr 09, 2025
Q1 2025
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-1.11K- 1.21% |
$26.8K - $27K
|
90.9K
$2.21M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.16K- 2.58% |
$27.9K - $28.2K
|
43.7K
$1.06M
|
|
|
Apr 22, 2025
Q1 2025
|
Guardian Financial Partners, LLC
|
SELL
|
- |
-1.24K- 2.89% |
$29.9K - $30.2K
|
41.7K
$1.02M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.26K- 86.03% |
$30.3K - $30.6K
|
204
$4.97K
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-1.36K- 0.8% |
$32.8K - $33.1K
|
168K
$4.08M
|
|
|
Apr 22, 2025
Q1 2025
|
Tt Capital Management LLC
Coto De Caza, CA |
SELL
|
- |
-1.4K- 3.71% |
$33.7K - $34.1K
|
36.3K
$884K
|
|
|
Apr 16, 2025
Q1 2025
|
Mc Broom & Associates, LLC
|
SELL
|
- |
-1.5K- 3.55% |
$36.1K - $36.5K
|
40.7K
$990K
|
|
|
Apr 16, 2025
Q1 2025
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-1.6K- 2.97% |
$38.6K - $38.9K
|
52.3K
$1.27M
|
|
|
Apr 17, 2025
Q1 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-1.77K- 1.81% |
$42.7K - $43.1K
|
95.8K
$2.33M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-2.31K- 62.89% |
$55.7K - $56.3K
|
1.37K
$33.2K
|
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
SELL
|
- |
-2.96K- 19.02% |
$71.4K - $72.1K
|
12.6K
$307K
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-3.11K- 18.14% |
$75K - $75.7K
|
14K
$342K
|
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-3.15K- 2.11% |
$75.9K - $76.6K
|
146K
$3.56M
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-3.49K- 3.5% |
$84K - $84.8K
|
96K
$2.34M
|
|
|
Apr 21, 2025
Q1 2025
|
Friedenthal Financial
|
SELL
|
- |
-3.99K- 19.01% |
$96.2K - $97.2K
|
17K
$414K
|
|
|
Apr 16, 2025
Q1 2025
|
Scratch Capital LLC
Boise, ID |
SELL
|
- |
-4.48K- 25.44% |
$108K - $109K
|
13.1K
$320K
|
|
|
Apr 17, 2025
Q1 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-4.77K- 4.9% |
$115K - $116K
|
92.6K
$2.25M
|
|
|
Apr 14, 2025
Q1 2025
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-5.99K- 5.05% |
$144K - $146K
|
112K
$2.74M
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-6.43K- 22.52% |
$155K - $157K
|
22.1K
$539K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-6.46K- 7.86% |
$156K - $157K
|
75.6K
$1.84M
|
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-6.56K- 29.47% |
$158K - $160K
|
15.7K
$382K
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-7.53K- 5.93% |
$181K - $183K
|
119K
$2.91M
|