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
|
Ifp Advisors, Inc
|
BUY
|
- |
10.3K+ 60.14% |
$248K - $250K
|
27.4K
$665K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
10.3KNew |
$248K - $250K
|
10.3K
$250K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
10.2K+ 1.82% |
$246K - $249K
|
572K
$13.9M
|
|
|
May 06, 2025
Q1 2025
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
9.76KNew |
$235K - $237K
|
9.76K
$237K
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
9.63KNew |
$232K - $234K
|
9.63K
$234K
|
|
|
Apr 16, 2025
Q1 2025
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
9.5KNew |
$229K - $231K
|
9.5K
$231K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Marin
Novato, CA |
BUY
|
- |
9.49K+ 12.39% |
$229K - $231K
|
86.1K
$2.09M
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
9.34KNew |
$225K - $227K
|
9.34K
$227K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
9.33KNew |
$225K - $227K
|
9.33K
$226K
|
|
|
May 12, 2025
Q1 2025
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
9.22K+ 5.61% |
$222K - $224K
|
173K
$4.21M
|
|
|
Apr 14, 2025
Q1 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
9.2KNew |
$222K - $224K
|
9.2K
$223K
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
BUY
|
- |
9.05KNew |
$218K - $220K
|
9.05K
$220K
|
|
|
May 02, 2025
Q1 2025
|
Members Trust CO
|
BUY
|
- |
8.72KNew |
$210K - $212K
|
8.72K
$212K
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
8.51K+ 7.99% |
$205K - $207K
|
115K
$2.79M
|
|
|
Apr 08, 2025
Q1 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
8.51KNew |
$205K - $207K
|
8.51K
$207K
|
|
|
Apr 17, 2025
Q1 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
8.44KNew |
$203K - $205K
|
8.44K
$205K
|
|
|
May 07, 2025
Q1 2025
|
Ballast Advisors LLC
|
BUY
|
- |
8.44K+ 1.59% |
$203K - $205K
|
540K
$13.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
8.36KNew |
$201K - $203K
|
8.36K
$203K
|
|
|
Apr 16, 2025
Q1 2025
|
David Wealth Management LLC
Fairfax, VA |
BUY
|
- |
8.27KNew |
$199K - $201K
|
8.27K
$201K
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
8.22KNew |
$198K - $200K
|
8.22K
$199K
|
|
|
May 14, 2025
Q1 2025
|
D.B. Root & Company, LLC
|
BUY
|
- |
8.16K+ 13.85% |
$197K - $199K
|
67.1K
$1.63M
|
|
|
Apr 10, 2025
Q1 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
8.08K+ 4.17% |
$195K - $197K
|
202K
$4.9M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
8.01K+ 24.34% |
$193K - $195K
|
40.9K
$993K
|
|
|
Apr 04, 2025
Q1 2025
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
7.98K+ 73.75% |
$192K - $194K
|
18.8K
$456K
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
7.94K+ 386.38% |
$191K - $193K
|
10K
$243K
|
|
|
May 12, 2025
Q1 2025
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
7.3K+ 5.36% |
$176K - $178K
|
143K
$3.48M
|
|
|
May 07, 2025
Q1 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
7.25K+ 68.62% |
$175K - $177K
|
17.8K
$433K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
7.22K+ 0.88% |
$174K - $176K
|
831K
$20.2M
|
|
|
May 05, 2025
Q1 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
7.09K+ 7.85% |
$171K - $173K
|
97.4K
$2.36M
|
|
|
May 07, 2025
Q1 2025
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
6.76K+ 1.28% |
$163K - $165K
|
536K
$13M
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
6.67K+ 19.3% |
$161K - $162K
|
41.2K
$1M
|
|
|
Apr 14, 2025
Q1 2025
|
Madden Securities Corp
|
BUY
|
- |
6.62K+ 29.47% |
$160K - $161K
|
29.1K
$706K
|
|
|
May 02, 2025
Q1 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
6.41K+ 8.57% |
$155K - $156K
|
81.2K
$1.97M
|
|
|
Apr 16, 2025
Q1 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
6.09K+ 125.2% |
$147K - $148K
|
11K
$266K
|
|
|
Apr 23, 2025
Q1 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
6.07K+ 3.37% |
$146K - $148K
|
187K
$4.53M
|
|
|
Apr 29, 2025
Q1 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
5.98K+ 1.82% |
$144K - $145K
|
334K
$8.11M
|
|
|
May 13, 2025
Q1 2025
|
American Investment Services, Inc.
|
BUY
|
- |
5.89K+ 4.98% |
$142K - $143K
|
124K
$3.01M
|
|
|
Apr 30, 2025
Q1 2025
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
5.81K+ 11.49% |
$140K - $142K
|
56.4K
$1.37M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
5.79K+ 490.26% |
$140K - $141K
|
6.97K
$169K
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
5.77K+ 6.48% |
$139K - $140K
|
94.8K
$2.3M
|
|
|
Apr 09, 2025
Q1 2025
|
Anderson Hoagland & CO
|
BUY
|
- |
5.36K+ 10.58% |
$129K - $131K
|
56K
$1.36M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Planning LLC
|
BUY
|
- |
5.12K+ 47.39% |
$123K - $125K
|
15.9K
$386K
|
|
|
May 02, 2025
Q1 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
5.12K+ 49.56% |
$123K - $125K
|
15.4K
$375K
|
|
|
Apr 22, 2025
Q1 2025
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
5.1K+ 14.18% |
$123K - $124K
|
41.1K
$997K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
4.95K+ 638.27% |
$119K - $121K
|
5.73K
$139K
|
|
|
Apr 29, 2025
Q1 2025
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
4.88K+ 39.85% |
$118K - $119K
|
17.1K
$416K
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.82K+ 4.87% |
$116K - $117K
|
104K
$2.52M
|
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
4.58K+ 4.92% |
$110K - $112K
|
97.8K
$2.37M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
4.49K+ 13.23% |
$108K - $109K
|
38.4K
$933K
|
|
|
Apr 17, 2025
Q1 2025
|
Pflug Koory, LLC
|
BUY
|
- |
4.4K+ 5.32% |
$106K - $107K
|
87.2K
$2.12M
|