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 11, 2025
Q1 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
SELL
|
- |
-11.7K- 21.71% |
$282K - $285K
|
42.2K
$1.03M
|
|
|
Apr 23, 2025
Q1 2025
|
Williams Financial, LLC
Bennington, VT |
SELL
|
- |
-12.7K- 1.56% |
$306K - $309K
|
800K
$19.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-13.1K- 2.24% |
$315K - $318K
|
570K
$13.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
SELL
|
- |
-15.1K- 1.81% |
$363K - $367K
|
820K
$20M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-17.5K- 7.2% |
$422K - $426K
|
226K
$5.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-23.4K- 10.52% |
$563K - $569K
|
199K
$4.84M
|
|
|
Apr 16, 2025
Q1 2025
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-25K- 18.45% |
$603K - $609K
|
111K
$2.7M
|
|
|
Apr 09, 2025
Q1 2025
|
Archer Investment Management, LLC
Austin, TX |
SELL
|
- |
-38.3K- 26.14% |
$922K - $932K
|
108K
$2.63M
|
|
|
Apr 22, 2025
Q1 2025
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-38.9K- 36.21% |
$938K - $947K
|
68.5K
$1.67M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-58.5K- 44.5% |
$1.41M - $1.42M
|
73K
$1.78M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-136K- 32.52% |
$3.27M - $3.3M
|
281K
$6.85M
|
|
|
Apr 02, 2025
Q1 2025
|
Marotta Asset Management
|
SELL
|
- |
-274K- 48.77% |
$6.59M - $6.66M
|
287K
$7M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
SELL
|
- |
-331K- 42.26% |
$7.97M - $8.05M
|
452K
$11M
|
|
|
Apr 15, 2025
Q1 2025
|
Stephens Group Asset Management, LLC
|
SELL
|
- |
-397K- 50.4% |
$9.56M - $9.65M
|
390K
$9.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-744K- 34.77% |
$17.9M - $18.1M
|
1.4M
$34M
|