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 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
78.9K+ 30.77% |
$1.9M - $1.92M
|
336K
$8.14M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
78.5K+ 10.36% |
$1.89M - $1.91M
|
836K
$20.3M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
76.8KNew |
$1.85M - $1.87M
|
76.8K
$1.86M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
75.5K+ 4.81% |
$1.82M - $1.84M
|
1.64M
$39.9M
|
|
|
May 15, 2025
Q1 2025
|
Gw Henssler & Associates LTD
|
BUY
|
- |
74.6K+ 88.09% |
$1.8M - $1.82M
|
159K
$3.87M
|
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
71.6K+ 43.59% |
$1.73M - $1.74M
|
236K
$5.72M
|
|
|
May 14, 2025
Q1 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
67.6K+ 105.08% |
$1.63M - $1.65M
|
132K
$3.2M
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
67.4K+ 310.3% |
$1.62M - $1.64M
|
89.1K
$2.16M
|
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
65.2K+ 11.54% |
$1.57M - $1.59M
|
631K
$15.3M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
64.1K+ 108.97% |
$1.54M - $1.56M
|
123K
$2.98M
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
60.3K+ 5.59% |
$1.45M - $1.47M
|
1.14M
$27.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
57.9K+ 67.91% |
$1.4M - $1.41M
|
143K
$3.48M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
57.4K+ 11.61% |
$1.38M - $1.4M
|
551K
$13.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
56.1K+ 341.11% |
$1.35M - $1.37M
|
72.5K
$1.76M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
55.3K+ 3913.03% |
$1.33M - $1.34M
|
56.7K
$1.38M
|
|
|
Apr 21, 2025
Q1 2025
|
Lumbard & Kellner, LLC
Hollis, NH |
BUY
|
- |
53.3KNew |
$1.29M - $1.3M
|
53.3K
$1.29M
|
|
|
May 13, 2025
Q1 2025
|
Seek First Inc.
Campbell, CA |
BUY
|
- |
51.9KNew |
$1.25M - $1.26M
|
51.9K
$1.26M
|
|
|
Apr 28, 2025
Q1 2025
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
51.9K+ 9.97% |
$1.25M - $1.26M
|
573K
$13.9M
|
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
51K+ 3.2% |
$1.23M - $1.24M
|
1.64M
$39.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
50.4K+ 16.84% |
$1.22M - $1.23M
|
350K
$8.49M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
48.4K+ 180.22% |
$1.17M - $1.18M
|
75.2K
$1.83M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
47.6K+ 4.12% |
$1.15M - $1.16M
|
1.2M
$29.1M
|
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
46.4K+ 156.2% |
$1.12M - $1.13M
|
76.1K
$1.85M
|
|
|
May 06, 2025
Q1 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
43.7K+ 10.65% |
$1.05M - $1.06M
|
454K
$11M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
42.1K+ 8950.0% |
$1.01M - $1.02M
|
42.5K
$1.03M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
41.6K+ 77.51% |
$1M - $1.01M
|
95.3K
$2.31M
|
|
|
Apr 25, 2025
Q1 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
40.3K+ 21.36% |
$972K - $982K
|
229K
$5.56M
|
|
|
Apr 30, 2025
Q1 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
40.1K+ 8.71% |
$966K - $976K
|
500K
$12.1M
|
|
|
May 05, 2025
Q1 2025
|
Flc Capital Advisors
|
BUY
|
- |
40.1K+ 3.39% |
$965K - $975K
|
1.22M
$29.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
39.7K+ 238.1% |
$957K - $967K
|
56.4K
$1.37M
|
|
|
May 12, 2025
Q1 2025
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
39.6KNew |
$954K - $964K
|
39.6K
$961K
|
|
|
Apr 21, 2025
Q1 2025
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
39.3K+ 45.8% |
$946K - $956K
|
125K
$3.03M
|
|
|
Apr 23, 2025
Q1 2025
|
Win Advisors, Inc
|
BUY
|
- |
38.1K+ 203.79% |
$919K - $928K
|
56.8K
$1.38M
|
|
|
Apr 29, 2025
Q1 2025
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
38KNew |
$916K - $926K
|
38K
$923K
|
|
|
May 14, 2025
Q1 2025
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
36.7K+ 11.84% |
$885K - $894K
|
347K
$8.42M
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
35KNew |
$843K - $851K
|
35K
$849K
|
|
|
Apr 24, 2025
Q1 2025
|
Sims Investment Management, LLC
Cincinnati, OH |
BUY
|
- |
34.7K+ 9.83% |
$836K - $844K
|
388K
$9.41M
|
|
|
May 14, 2025
Q1 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
33.8K+ 36.08% |
$816K - $824K
|
128K
$3.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
33K+ 29.44% |
$796K - $804K
|
145K
$3.52M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
31.8K+ 9.51% |
$767K - $775K
|
367K
$8.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
31.4K+ 5.3% |
$756K - $763K
|
623K
$15.1M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
31.2K+ 330.76% |
$751K - $759K
|
40.6K
$985K
|
|
|
May 07, 2025
Q1 2025
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
30.7K+ 2.67% |
$741K - $748K
|
1.18M
$28.7M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
30K+ 393.32% |
$723K - $730K
|
37.6K
$914K
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
29.6KNew |
$712K - $719K
|
29.6K
$717K
|
|
|
Apr 28, 2025
Q1 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
28.7KNew |
$692K - $699K
|
28.7K
$697K
|
|
|
Apr 21, 2025
Q1 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
28K+ 12.13% |
$675K - $682K
|
259K
$6.28M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
27.7K+ 4.33% |
$669K - $675K
|
668K
$16.2M
|
|
|
Apr 11, 2025
Q1 2025
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
27.6K+ 3.5% |
$664K - $671K
|
814K
$19.8M
|
|
|
May 14, 2025
Q1 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
27.3K+ 5.66% |
$658K - $664K
|
509K
$12.4M
|