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 08, 2025
Q1 2025
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-104K- 10.0% |
$2.5M - $2.53M
|
934K
$22.7M
|
|
|
May 07, 2025
Q1 2025
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-107K- 50.19% |
$2.59M - $2.61M
|
107K
$2.59M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-111K- 16.55% |
$2.68M - $2.71M
|
561K
$13.6M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-119K- 59.9% |
$2.88M - $2.9M
|
79.9K
$1.94M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-136K- 32.52% |
$3.27M - $3.3M
|
281K
$6.83M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-147K- 51.33% |
$3.55M - $3.59M
|
140K
$3.39M
|
|
|
May 28, 2025
Q1 2025
|
Vista Cima Wealth Management LLC
Surprise, AZ |
SELL
|
- |
-160K- 79.81% |
$3.85M - $3.89M
|
40.4K
$980K
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
SELL
|
- |
-246K- 38.45% |
$5.93M - $5.99M
|
394K
$9.57M
|
|
|
Apr 02, 2025
Q1 2025
|
Marotta Asset Management
|
SELL
|
- |
-274K- 48.77% |
$6.59M - $6.66M
|
287K
$6.97M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
SELL
|
- |
-331K- 42.26% |
$7.97M - $8.05M
|
452K
$11M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-368K- 36.07% |
$8.87M - $8.96M
|
652K
$15.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Stephens Group Asset Management, LLC
|
SELL
|
- |
-397K- 50.4% |
$9.56M - $9.65M
|
390K
$9.47M
|
|
|
May 06, 2025
Q1 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
SELL
|
- |
-435K- 84.32% |
$10.5M - $10.6M
|
80.8K
$1.96M
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-624K- 93.97% |
$15M - $15.2M
|
40K
$972K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-744K- 34.77% |
$17.9M - $18.1M
|
1.4M
$33.9M
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-780K- 37.27% |
$18.8M - $19M
|
1.31M
$31.9M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-52M- 32.43% |
$1.25B - $1.26B
|
108M
$2.63B
|