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 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
SELL
|
- |
-3.32K- 10.59% |
$80K - $80.8K
|
28.1K
$681K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3.4K- 19.45% |
$81.9K - $82.7K
|
14.1K
$341K
|
|
|
Apr 25, 2025
Q1 2025
|
Iron Financial, LLC
|
SELL
|
- |
-3.41K- 18.52% |
$82.2K - $83K
|
15K
$364K
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-3.47K- 4.66% |
$83.7K - $84.5K
|
71.1K
$1.73M
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-3.49K- 3.5% |
$84K - $84.8K
|
96K
$2.33M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-3.67K- 8.77% |
$88.5K - $89.4K
|
38.2K
$927K
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-3.77K- 47.3% |
$90.8K - $91.7K
|
4.2K
$102K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.84K- 0.86% |
$92.4K - $93.3K
|
444K
$10.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Friedenthal Financial
|
SELL
|
- |
-3.99K- 19.01% |
$96.2K - $97.2K
|
17K
$413K
|
|
|
May 16, 2025
Q1 2025
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-4.42K- 46.92% |
$106K - $108K
|
5K
$121K
|
|
|
Apr 16, 2025
Q1 2025
|
Scratch Capital LLC
Boise, ID |
SELL
|
- |
-4.48K- 25.44% |
$108K - $109K
|
13.1K
$319K
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-4.49K- 15.97% |
$108K - $109K
|
23.6K
$574K
|
|
|
May 05, 2025
Q1 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-4.67K- 25.57% |
$112K - $114K
|
13.6K
$330K
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-4.72K- 2.7% |
$114K - $115K
|
170K
$4.13M
|
|
|
Apr 17, 2025
Q1 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-4.77K- 4.9% |
$115K - $116K
|
92.6K
$2.25M
|
|
|
May 12, 2025
Q1 2025
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-4.88K- 4.52% |
$118K - $119K
|
103K
$2.5M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-5.07K- 5.45% |
$122K - $123K
|
88K
$2.14M
|
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-5.8K- 10.78% |
$140K - $141K
|
48K
$1.16M
|
|
|
May 14, 2025
Q1 2025
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-5.85K- 22.26% |
$141K - $142K
|
20.4K
$496K
|
|
|
Apr 14, 2025
Q1 2025
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-5.99K- 5.05% |
$144K - $146K
|
112K
$2.73M
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-6.04K- 40.32% |
$145K - $147K
|
8.94K
$217K
|
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-6.15K- 20.65% |
$148K - $150K
|
23.6K
$574K
|
|
|
May 14, 2025
Q1 2025
|
Rede Wealth, LLC
|
SELL
|
- |
-6.17K- 5.91% |
$149K - $150K
|
98.2K
$2.38M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-6.19K- 22.99% |
$149K - $151K
|
20.7K
$503K
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-6.24K- 12.83% |
$150K - $152K
|
42.4K
$1.03M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-6.28K- 40.25% |
$151K - $153K
|
9.32K
$226K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-6.43K- 22.52% |
$155K - $157K
|
22.1K
$537K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-6.46K- 7.86% |
$156K - $157K
|
75.6K
$1.84M
|
|
|
May 12, 2025
Q1 2025
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-6.5K- 7.74% |
$157K - $158K
|
77.6K
$1.88M
|
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-6.56K- 29.47% |
$158K - $160K
|
15.7K
$381K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-7K- 19.77% |
$169K - $170K
|
28.4K
$690K
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-7.15K- 15.3% |
$172K - $174K
|
39.6K
$961K
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-7.33K- 21.54% |
$177K - $178K
|
26.7K
$648K
|
|
|
May 08, 2025
Q1 2025
|
Lindenwold Advisors
|
SELL
|
- |
-7.38K- 13.84% |
$178K - $180K
|
45.9K
$1.11M
|
|
|
May 12, 2025
Q1 2025
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-7.42K- 41.75% |
$179K - $181K
|
10.4K
$251K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-7.45K- 30.3% |
$180K - $181K
|
17.1K
$416K
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-7.53K- 5.93% |
$181K - $183K
|
119K
$2.9M
|
|
|
Jun 10, 2025
Q1 2025
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-8.59K- 26.29% |
$207K - $209K
|
24.1K
$585K
|
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-8.75K- 2.33% |
$211K - $213K
|
367K
$8.9M
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-9.18K- 26.8% |
$221K - $223K
|
25.1K
$608K
|
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-9.87K- 9.06% |
$238K - $240K
|
99.1K
$2.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-10K- 20.9% |
$242K - $244K
|
38K
$922K
|
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-10.1K- 23.33% |
$244K - $246K
|
33.2K
$806K
|
|
|
May 15, 2025
Q1 2025
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-10.6K- 34.64% |
$255K - $258K
|
20K
$485K
|
|
|
May 05, 2025
Q1 2025
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-11K- 8.09% |
$265K - $268K
|
125K
$3.03M
|
|
|
Apr 11, 2025
Q1 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
SELL
|
- |
-11.7K- 21.71% |
$282K - $285K
|
42.2K
$1.02M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-11.8K- 3.67% |
$284K - $287K
|
309K
$7.51M
|
|
|
May 07, 2025
Q1 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-11.8K- 9.55% |
$285K - $287K
|
112K
$2.71M
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-12K- 35.49% |
$289K - $292K
|
21.8K
$530K
|
|
|
Apr 23, 2025
Q1 2025
|
Williams Financial, LLC
Bennington, VT |
SELL
|
- |
-12.7K- 1.56% |
$306K - $309K
|
800K
$19.4M
|