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 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
4.21K+ 2.24% |
$101K - $102K
|
192K
$4.66M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
4.17K+ 4.46% |
$100K - $101K
|
97.5K
$2.37M
|
|
|
Apr 17, 2025
Q1 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
4.13K+ 2.66% |
$99.6K - $101K
|
159K
$3.87M
|
|
|
May 05, 2025
Q1 2025
|
North Forty Two & Co.
Lake Oswego, OR |
BUY
|
- |
4.08K+ 3.35% |
$98.3K - $99.3K
|
126K
$3.05M
|
|
|
May 15, 2025
Q1 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
3.82K+ 4.1% |
$92K - $92.9K
|
97K
$2.35M
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
3.81KNew |
$91.9K - $92.8K
|
3.81K
$92.5K
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
3.76K+ 5.15% |
$90.5K - $91.4K
|
76.7K
$1.86M
|
|
|
Apr 14, 2025
Q1 2025
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
3.69K+ 10.64% |
$88.9K - $89.8K
|
38.4K
$931K
|
|
|
Apr 28, 2025
Q1 2025
|
Courage Miller Partners, LLC
|
BUY
|
- |
3.52K+ 0.47% |
$84.8K - $85.7K
|
757K
$18.4M
|
|
|
May 14, 2025
Q1 2025
|
Gw Henssler & Associates LTD
|
BUY
|
- |
3.5K+ 4.31% |
$84.4K - $85.2K
|
84.7K
$2.06M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
3.27K+ 4.85% |
$78.8K - $79.6K
|
70.7K
$1.72M
|
|
|
Apr 25, 2025
Q1 2025
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
3.26K+ 6.69% |
$78.7K - $79.4K
|
52K
$1.26M
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
3.23KNew |
$77.9K - $78.7K
|
3.23K
$78.5K
|
|
|
May 02, 2025
Q1 2025
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
3.21K+ 32.08% |
$77.4K - $78.1K
|
13.2K
$321K
|
|
|
Apr 11, 2025
Q1 2025
|
Joule Financial, LLC
|
BUY
|
- |
3.17K+ 23.13% |
$76.3K - $77.1K
|
16.9K
$409K
|
|
|
May 12, 2025
Q1 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
3.08K+ 0.64% |
$74.3K - $75K
|
488K
$11.8M
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
BUY
|
- |
2.97K+ 2.4% |
$71.6K - $72.3K
|
127K
$3.08M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
2.95KNew |
$71K - $71.8K
|
2.95K
$71.5K
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
2.93K+ 5.62% |
$70.5K - $71.2K
|
54.9K
$1.33M
|
|
|
Apr 22, 2025
Q1 2025
|
Blossom Wealth Management
|
BUY
|
- |
2.8K+ 15.85% |
$67.5K - $68.2K
|
20.5K
$497K
|
|
|
Apr 17, 2025
Q1 2025
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
2.61K+ 10.31% |
$62.8K - $63.4K
|
27.9K
$676K
|
|
|
Apr 28, 2025
Q1 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
2.59K+ 15.88% |
$62.4K - $63K
|
18.9K
$458K
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
2.58K+ 10.83% |
$62.3K - $62.9K
|
26.4K
$642K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.49K+ 6.33% |
$60.1K - $60.7K
|
41.9K
$1.02M
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
2.43K+ 2.27% |
$58.7K - $59.2K
|
110K
$2.66M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.36K+ 6.5% |
$56.9K - $57.5K
|
38.7K
$940K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
2.32K+ 26.05% |
$56K - $56.6K
|
11.2K
$273K
|
|
|
Apr 22, 2025
Q1 2025
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
2.22K+ 10.2% |
$53.5K - $54K
|
24K
$582K
|
|
|
Apr 11, 2025
Q1 2025
|
Successful Portfolios LLC
|
BUY
|
- |
2.19K+ 1.08% |
$52.9K - $53.4K
|
206K
$4.99M
|
|
|
Apr 22, 2025
Q1 2025
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
2.12KNew |
$51.1K - $51.6K
|
2.12K
$51.4K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.12K+ 3.55% |
$51K - $51.6K
|
61.7K
$1.5M
|
|
|
May 08, 2025
Q1 2025
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
2.09K+ 4.59% |
$50.2K - $50.7K
|
47.6K
$1.15M
|
|
|
May 06, 2025
Q1 2025
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
1.97K+ 19.12% |
$47.5K - $47.9K
|
12.3K
$298K
|
|
|
Apr 08, 2025
Q1 2025
|
Veery Capital, LLC
|
BUY
|
- |
1.95K+ 4.05% |
$47.1K - $47.5K
|
50.2K
$1.22M
|
|
|
Apr 17, 2025
Q1 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
1.88K+ 9.39% |
$45.4K - $45.8K
|
21.9K
$532K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.87KNew |
$44.9K - $45.4K
|
1.87K
$45.3K
|
|
|
May 15, 2025
Q1 2025
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
1.71K+ 0.89% |
$41.3K - $41.7K
|
194K
$4.71M
|
|
|
May 15, 2025
Q1 2025
|
Lummis Asset Management, LP
Fort Worth, TX |
BUY
|
- |
1.68K+ 3.25% |
$40.5K - $40.9K
|
53.5K
$1.3M
|
|
|
May 12, 2025
Q1 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
1.64K+ 0.45% |
$39.5K - $39.9K
|
368K
$8.93M
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
1.63K+ 3.2% |
$39.3K - $39.7K
|
52.6K
$1.28M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
1.39K+ 7.45% |
$33.5K - $33.9K
|
20.1K
$487K
|
|
|
May 01, 2025
Q1 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
1.33K+ 2.39% |
$32.1K - $32.4K
|
57.1K
$1.39M
|
|
|
Apr 29, 2025
Q1 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
1.3KNew |
$31.4K - $31.7K
|
1.3K
$31.6K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
BUY
|
- |
1.3K+ 0.72% |
$31.3K - $31.6K
|
181K
$4.39M
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
1.28K+ 3.94% |
$30.8K - $31.1K
|
33.8K
$820K
|
|
|
May 13, 2025
Q1 2025
|
Hc Advisors, LLC
|
BUY
|
- |
1.27K+ 8.14% |
$30.6K - $30.9K
|
16.9K
$409K
|
|
|
May 05, 2025
Q1 2025
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
1.24K+ 1.44% |
$29.9K - $30.2K
|
87.4K
$2.12M
|
|
|
May 07, 2025
Q1 2025
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
1.19K+ 9.71% |
$28.6K - $28.9K
|
13.4K
$326K
|
|
|
Apr 22, 2025
Q1 2025
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
1.18K+ 0.61% |
$28.5K - $28.8K
|
195K
$4.73M
|
|
|
May 01, 2025
Q1 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
1.16K+ 10.76% |
$27.9K - $28.2K
|
11.9K
$289K
|