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
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
26.5K+ 9.42% |
$638K - $645K
|
308K
$7.47M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
25.6K+ 69.75% |
$618K - $624K
|
62.4K
$1.51M
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
24.4KNew |
$589K - $594K
|
24.4K
$593K
|
|
|
May 12, 2025
Q1 2025
|
Asset Planning Corporation
|
BUY
|
- |
23.5K+ 10.94% |
$565K - $571K
|
238K
$5.77M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
23.4K+ 67.31% |
$564K - $570K
|
58.2K
$1.41M
|
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
23.3KNew |
$562K - $567K
|
23.3K
$566K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
23.1K+ 136.61% |
$557K - $562K
|
40K
$971K
|
|
|
Apr 17, 2025
Q1 2025
|
Access Financial Services, Inc.
|
BUY
|
- |
22.9KNew |
$552K - $557K
|
22.9K
$556K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
22.1K+ 15060.54% |
$534K - $539K
|
22.3K
$541K
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
22.1KNew |
$533K - $538K
|
22.1K
$536K
|
|
|
May 05, 2025
Q1 2025
|
ETF Store, Inc.
|
BUY
|
- |
21.9K+ 20.14% |
$528K - $533K
|
131K
$3.17M
|
|
|
Apr 25, 2025
Q1 2025
|
Prairiewood Capital, LLC
|
BUY
|
- |
21.7K+ 5.87% |
$524K - $529K
|
392K
$9.51M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
21.7K+ 81.43% |
$524K - $529K
|
48.4K
$1.18M
|
|
|
May 09, 2025
Q1 2025
|
Ithaka Group LLC
Bethesda, MD |
BUY
|
- |
21.6KNew |
$522K - $527K
|
21.6K
$525K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
20.3K+ 13.0% |
$488K - $493K
|
176K
$4.27M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
20.3K+ 4.2% |
$488K - $493K
|
503K
$12.2M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
20.2KNew |
$487K - $492K
|
20.2K
$490K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
19.4K+ 510.99% |
$468K - $473K
|
23.2K
$564K
|
|
|
Apr 30, 2025
Q1 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
19.2K+ 5.23% |
$462K - $467K
|
386K
$9.37M
|
|
|
Apr 14, 2025
Q1 2025
|
Selective Wealth Management, Inc.
|
BUY
|
- |
19KNew |
$458K - $462K
|
19K
$461K
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
18.5K+ 2.25% |
$445K - $450K
|
840K
$20.4M
|
|
|
May 22, 2025
Q1 2025
|
Wbi Investments, Inc.
|
BUY
|
- |
18.4KNew |
$443K - $447K
|
18.4K
$446K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
18.3K+ 1.8% |
$442K - $446K
|
1.04M
$25.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
18.3K+ 99.77% |
$441K - $446K
|
36.7K
$890K
|
|
|
May 09, 2025
Q1 2025
|
Bouchey Financial Group LTD
|
BUY
|
- |
17.9K+ 7.83% |
$432K - $436K
|
247K
$6M
|
|
|
May 08, 2025
Q1 2025
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
17.6K+ 0.72% |
$425K - $430K
|
2.47M
$59.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
17.4K+ 57.08% |
$421K - $425K
|
48K
$1.17M
|
|
|
May 13, 2025
Q1 2025
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
17K+ 36.34% |
$409K - $413K
|
63.7K
$1.55M
|
|
|
May 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
16.4K+ 196.66% |
$395K - $399K
|
24.8K
$601K
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
16.1K+ 19.38% |
$389K - $393K
|
99.5K
$2.41M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
15.1K+ 57.9% |
$364K - $368K
|
41.2K
$1M
|
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
15KNew |
$362K - $365K
|
15K
$364K
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
14.6K+ 40.51% |
$353K - $356K
|
50.8K
$1.23M
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
14.5KNew |
$349K - $353K
|
14.5K
$352K
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
14K+ 264.15% |
$337K - $341K
|
19.3K
$468K
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
13.9KNew |
$336K - $339K
|
13.9K
$338K
|
|
|
Apr 07, 2025
Q1 2025
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
13.7KNew |
$331K - $334K
|
13.7K
$333K
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
13.3KNew |
$320K - $324K
|
13.3K
$323K
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
12.9K+ 16.16% |
$312K - $315K
|
93.1K
$2.26M
|
|
|
Apr 21, 2025
Q1 2025
|
True Link Financial Advisors, LLC
|
BUY
|
- |
12.7K+ 33.57% |
$306K - $309K
|
50.5K
$1.23M
|
|
|
Apr 24, 2025
Q1 2025
|
Journey Beyond Wealth, LLC
Roswell, GA |
BUY
|
- |
12.6K+ 9.31% |
$304K - $307K
|
148K
$3.59M
|
|
|
May 15, 2025
Q1 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
12.6K+ 22.75% |
$303K - $306K
|
67.9K
$1.65M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
11.9K+ 4.62% |
$286K - $288K
|
268K
$6.51M
|
|
|
May 09, 2025
Q1 2025
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
11.5KNew |
$277K - $279K
|
11.5K
$279K
|
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
11.3K+ 36.75% |
$273K - $275K
|
42.1K
$1.02M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
11.1K+ 4.83% |
$267K - $270K
|
241K
$5.84M
|
|
|
May 01, 2025
Q1 2025
|
Pittenger & Anderson Inc
|
BUY
|
- |
11K+ 52.86% |
$264K - $267K
|
31.7K
$769K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
10.9K+ 2.92% |
$263K - $265K
|
384K
$9.32M
|
|
|
Apr 22, 2025
Q1 2025
|
Brewster Financial Planning LLC
|
BUY
|
- |
10.9KNew |
$262K - $264K
|
10.9K
$263K
|
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
10.5K+ 63.43% |
$253K - $256K
|
27.1K
$657K
|