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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
11.8M+ 18907.43% |
$285M - $288M
|
11.9M
$289M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
1.45M+ 49.46% |
$34.9M - $35.3M
|
4.38M
$106M
|
|
|
Jun 03, 2025
Q1 2025
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
932KNew |
$22.5M - $22.7M
|
932K
$22.6M
|
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
863K+ 81.54% |
$20.8M - $21M
|
1.92M
$46.6M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
700K+ 3.37% |
$16.9M - $17M
|
21.5M
$521M
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
620K+ 528.0% |
$15M - $15.1M
|
738K
$17.9M
|
|
|
Apr 10, 2025
Q1 2025
|
West Coast Financial LLC
|
BUY
|
- |
576K+ 23.45% |
$13.9M - $14M
|
3.03M
$73.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
576KNew |
$13.9M - $14M
|
576K
$14M
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
538K+ 34.71% |
$13M - $13.1M
|
2.09M
$50.6M
|
|
|
May 13, 2025
Q1 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
497K+ 615.14% |
$12M - $12.1M
|
578K
$14M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
493K+ 2.31% |
$11.9M - $12M
|
21.8M
$530M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
437K+ 6.07% |
$10.5M - $10.6M
|
7.65M
$186M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
432K+ 92.16% |
$10.4M - $10.5M
|
901K
$21.9M
|
|
|
May 13, 2025
Q1 2025
|
Journey Advisory Group, LLC
|
BUY
|
- |
427K+ 157.25% |
$10.3M - $10.4M
|
699K
$17M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
425K+ 16.21% |
$10.2M - $10.3M
|
3.04M
$73.9M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
378K+ 23.79% |
$9.11M - $9.2M
|
1.97M
$47.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
334K+ 29.92% |
$8.06M - $8.14M
|
1.45M
$35.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
302KNew |
$7.28M - $7.35M
|
302K
$7.33M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
297K+ 37.17% |
$7.17M - $7.24M
|
1.1M
$26.6M
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
258K+ 1.58% |
$6.21M - $6.27M
|
16.5M
$401M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
245K+ 29.61% |
$5.91M - $5.97M
|
1.07M
$26M
|
|
|
Apr 24, 2025
Q1 2025
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
213K+ 124.39% |
$5.13M - $5.18M
|
384K
$9.31M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
198K+ 3.35% |
$4.78M - $4.82M
|
6.12M
$149M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
197KNew |
$4.76M - $4.8M
|
197K
$4.79M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
196K+ 7.79% |
$4.73M - $4.78M
|
2.71M
$65.9M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
182K+ 24291.44% |
$4.38M - $4.42M
|
182K
$4.43M
|
|
|
May 12, 2025
Q1 2025
|
Act Two Investors LLC
Santa Cruz, CA |
BUY
|
- |
181K+ 100.96% |
$4.35M - $4.4M
|
360K
$8.73M
|
|
|
May 09, 2025
Q1 2025
|
Farrow Financial Inc.
Randolph, VT |
BUY
|
- |
178KNew |
$4.29M - $4.33M
|
178K
$4.32M
|
|
|
May 15, 2025
Q1 2025
|
Vista Cima Wealth Management LLC
Surprise, AZ |
BUY
|
- |
163K+ 439.64% |
$3.93M - $3.97M
|
200K
$4.85M
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
160K+ 4.27% |
$3.86M - $3.9M
|
3.92M
$95M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
147K+ 36.9% |
$3.54M - $3.57M
|
544K
$13.2M
|
|
|
May 14, 2025
Q1 2025
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
146K+ 145.74% |
$3.51M - $3.55M
|
246K
$5.97M
|
|
|
Apr 16, 2025
Q1 2025
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
145K+ 13.19% |
$3.5M - $3.54M
|
1.25M
$30.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
142K+ 8.49% |
$3.41M - $3.44M
|
1.81M
$43.9M
|
|
|
May 15, 2025
Q1 2025
|
Capitolis Liquid Global Markets LLC
New York, NY |
BUY
|
- |
134KNew |
$3.23M - $3.27M
|
134K
$3.26M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
132K+ 104.18% |
$3.18M - $3.21M
|
258K
$6.27M
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
129KNew |
$3.12M - $3.15M
|
129K
$3.14M
|
|
|
Apr 14, 2025
Q1 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
127K+ 8.56% |
$3.07M - $3.1M
|
1.62M
$39.2M
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
125K+ 62.01% |
$3.01M - $3.04M
|
326K
$7.91M
|
|
|
Apr 28, 2025
Q1 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
119K+ 93.49% |
$2.86M - $2.89M
|
246K
$5.97M
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
118K+ 7808.13% |
$2.85M - $2.87M
|
120K
$2.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Rmr Wealth Builders
|
BUY
|
- |
94.2K+ 38.72% |
$2.27M - $2.29M
|
337K
$8.19M
|
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
93.6K+ 21.52% |
$2.26M - $2.28M
|
529K
$12.8M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
89.2K+ 2.65% |
$2.15M - $2.17M
|
3.45M
$83.7M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
85.5K+ 12.73% |
$2.06M - $2.08M
|
757K
$18.4M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
83K+ 38.17% |
$2M - $2.02M
|
300K
$7.29M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
81.4KNew |
$1.96M - $1.98M
|
81.4K
$1.97M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
80.4K+ 33.0% |
$1.94M - $1.96M
|
324K
$7.86M
|
|
|
May 07, 2025
Q1 2025
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
79.4K+ 4.2% |
$1.91M - $1.93M
|
1.97M
$47.8M
|
|
|
May 07, 2025
Q1 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
79.4K+ 13.81% |
$1.91M - $1.93M
|
654K
$15.9M
|