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 28, 2025
Q1 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-12.8K- 6.27% |
$309K - $312K
|
191K
$4.65M
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-13.1K- 2.24% |
$315K - $318K
|
570K
$13.8M
|
|
|
May 14, 2025
Q1 2025
|
Sellwood Investment Partners LLC
Portland, OR |
SELL
|
- |
-13.2K- 18.46% |
$317K - $320K
|
58.1K
$1.41M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-13.4K- 5.46% |
$323K - $326K
|
232K
$5.63M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-14.2K- 58.24% |
$341K - $345K
|
10.2K
$246K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-14.4K- 1.69% |
$348K - $351K
|
838K
$20.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Innovative Wealth Building LLC
California, MD |
SELL
|
- |
-14.7K- 11.21% |
$354K - $357K
|
116K
$2.82M
|
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
SELL
|
- |
-15.1K- 1.81% |
$363K - $367K
|
820K
$19.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-17K- 3.56% |
$410K - $414K
|
461K
$11.2M
|
|
|
May 07, 2025
Q1 2025
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-17.1K- 1.23% |
$413K - $417K
|
1.37M
$33.4M
|
|
|
May 06, 2025
Q1 2025
|
Grove Street Fiduciary, LLC
Peterborough, NH |
SELL
|
- |
-17.3K- 5.39% |
$417K - $422K
|
304K
$7.37M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-17.5K- 7.2% |
$422K - $426K
|
226K
$5.48M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-17.7K- 34.34% |
$427K - $431K
|
33.8K
$822K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-18.3K- 17.08% |
$440K - $444K
|
88.6K
$2.15M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-20.5K- 2.7% |
$494K - $499K
|
740K
$18M
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-22.3K- 14.49% |
$537K - $542K
|
131K
$3.19M
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
SELL
|
- |
-22.4K- 6.63% |
$539K - $545K
|
315K
$7.66M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-23.1K- 75.13% |
$556K - $561K
|
7.63K
$185K
|
|
|
May 08, 2025
Q1 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-23.1K- 11.79% |
$556K - $561K
|
173K
$4.19M
|
|
|
Apr 17, 2025
Q1 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-23.4K- 10.52% |
$563K - $569K
|
199K
$4.82M
|
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-23.4K- 41.34% |
$565K - $570K
|
33.2K
$807K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-24K- 54.09% |
$577K - $583K
|
20.3K
$494K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-24.4K- 32.45% |
$588K - $594K
|
50.8K
$1.23M
|
|
|
Apr 16, 2025
Q1 2025
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-25K- 18.45% |
$603K - $609K
|
111K
$2.69M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-25.9K- 37.11% |
$624K - $631K
|
43.9K
$1.07M
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-27.6K- 74.58% |
$665K - $672K
|
9.41K
$228K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-29.8K- 19.78% |
$718K - $725K
|
121K
$2.93M
|
|
|
Apr 29, 2025
Q1 2025
|
Phil A. Younker & Associates, Ltd.
Fairbanks, AK |
SELL
|
- |
-30.1K- 7.69% |
$726K - $733K
|
361K
$8.77M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-30.2K- 17.71% |
$728K - $735K
|
140K
$3.41M
|
|
|
May 14, 2025
Q1 2025
|
Bnp Paribas
New York, NY |
SELL
|
- |
-31.3K- 72.04% |
$755K - $763K
|
12.2K
$295K
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-35K- 55.88% |
$842K - $851K
|
27.6K
$670K
|
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-36.4K- 38.65% |
$878K - $887K
|
57.9K
$1.4M
|
|
|
May 15, 2025
Q1 2025
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-36.9K- 43.25% |
$888K - $897K
|
48.4K
$1.17M
|
|
|
Apr 09, 2025
Q1 2025
|
Archer Investment Management, LLC
Austin, TX |
SELL
|
- |
-38.3K- 26.14% |
$922K - $932K
|
108K
$2.63M
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
SELL
|
- |
-38.3K- 13.07% |
$924K - $933K
|
255K
$6.19M
|
|
|
Apr 22, 2025
Q1 2025
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-38.9K- 36.21% |
$938K - $947K
|
68.5K
$1.66M
|
|
|
May 05, 2025
Q1 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-39.1K- 96.28% |
$942K - $951K
|
1.51K
$36.7K
|
|
|
May 13, 2025
Q1 2025
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-40.2K- 12.55% |
$968K - $978K
|
280K
$6.8M
|
|
|
May 05, 2025
Q1 2025
|
Wt Wealth Management
|
SELL
|
- |
-42.1K- 8.43% |
$1.01M - $1.02M
|
457K
$11.1M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-44.2K- 39.22% |
$1.06M - $1.08M
|
68.5K
$1.66M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-44.2K- 58.69% |
$1.07M - $1.08M
|
31.1K
$756K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-44.7K- 10.24% |
$1.08M - $1.09M
|
392K
$9.51M
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-47K- 46.09% |
$1.13M - $1.14M
|
55K
$1.33M
|
|
|
Apr 28, 2025
Q1 2025
|
Holcombe Financial, Inc.
Atlanta, GA |
SELL
|
- |
-55.9K- 5.45% |
$1.35M - $1.36M
|
970K
$23.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-58.5K- 44.5% |
$1.41M - $1.42M
|
73K
$1.77M
|
|
|
May 13, 2025
Q1 2025
|
Evensky & Katz LLC
|
SELL
|
- |
-59.8K- 16.84% |
$1.44M - $1.46M
|
295K
$7.17M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-61.1K- 3.08% |
$1.47M - $1.49M
|
1.92M
$46.7M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-62.6K- 16.39% |
$1.51M - $1.52M
|
319K
$7.75M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-66.1K- 48.81% |
$1.59M - $1.61M
|
69.3K
$1.68M
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-80.1K- 2.74% |
$1.93M - $1.95M
|
2.85M
$69.1M
|