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 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.15K+ 1.95% |
$27.6K - $27.9K
|
60.1K
$1.46M
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
1.12K+ 8.24% |
$26.9K - $27.2K
|
14.7K
$356K
|
|
|
Apr 29, 2025
Q1 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
1.11KNew |
$26.8K - $27K
|
1.11K
$26.9K
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
BUY
|
- |
1.11K+ 5.0% |
$26.7K - $26.9K
|
23.2K
$564K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
1.09KNew |
$26.2K - $26.4K
|
1.09K
$26.4K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.08K+ 100.84% |
$26.1K - $26.3K
|
2.16K
$52.3K
|
|
|
Apr 09, 2025
Q1 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
1.07K+ 7.04% |
$25.8K - $26.1K
|
16.3K
$396K
|
|
|
Apr 25, 2025
Q1 2025
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
1.05K+ 2.58% |
$25.3K - $25.5K
|
41.7K
$1.01M
|
|
|
May 06, 2025
Q1 2025
|
Morling Financial Advisors, LLC
|
BUY
|
- |
1.02KNew |
$24.6K - $24.8K
|
1.02K
$24.8K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.01K+ 6.21% |
$24.4K - $24.7K
|
17.3K
$420K
|
|
|
Apr 24, 2025
Q1 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
990+ 2.82% |
$23.9K - $24.1K
|
36.1K
$875K
|
|
|
Apr 08, 2025
Q1 2025
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
965+ 4.25% |
$23.3K - $23.5K
|
23.7K
$574K
|
|
|
May 12, 2025
Q1 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
965+ 1.55% |
$23.3K - $23.5K
|
63.4K
$1.54M
|
|
|
Apr 09, 2025
Q1 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
962+ 3.35% |
$23.2K - $23.4K
|
29.7K
$721K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
946New |
$22.8K - $23K
|
946
$23K
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
944New |
$22.8K - $23K
|
944
$22.9K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
938+ 18.38% |
$22.6K - $22.8K
|
6.04K
$147K
|
|
|
May 15, 2025
Q1 2025
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
932+ 8.12% |
$22.5K - $22.7K
|
12.4K
$301K
|
|
|
Apr 23, 2025
Q1 2025
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
897+ 10.05% |
$21.6K - $21.8K
|
9.82K
$238K
|
|
|
Apr 30, 2025
Q1 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
836+ 7.52% |
$20.1K - $20.3K
|
12K
$290K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
815+ 21.27% |
$19.6K - $19.8K
|
4.65K
$113K
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
765+ 5.02% |
$18.4K - $18.6K
|
16K
$388K
|
|
|
Apr 10, 2025
Q1 2025
|
Papp L Roy & Associates
|
BUY
|
- |
749+ 6.59% |
$18.1K - $18.2K
|
12.1K
$294K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
722+ 4.08% |
$17.4K - $17.6K
|
18.4K
$447K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
692+ 3.75% |
$16.7K - $16.8K
|
19.1K
$465K
|
|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
682New |
$16.4K - $16.6K
|
682
$16.6K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
584+ 7.51% |
$14.1K - $14.2K
|
8.36K
$203K
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
578+ 310.75% |
$13.9K - $14.1K
|
764
$18.5K
|
|
|
Apr 22, 2025
Q1 2025
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
559+ 1.35% |
$13.5K - $13.6K
|
41.9K
$1.02M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
535New |
$12.9K - $13K
|
535
$13K
|
|
|
May 14, 2025
Q1 2025
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
499+ 2.09% |
$12K - $12.1K
|
24.3K
$591K
|
|
|
May 08, 2025
Q1 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
414New |
$9.98K - $10.1K
|
414
$10K
|
|
|
Apr 09, 2025
Q1 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
395+ 1.17% |
$9.52K - $9.61K
|
34K
$826K
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
338New |
$8.15K - $8.23K
|
338
$8.2K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
310New |
$7.47K - $7.55K
|
310
$7.52K
|
|
|
Apr 09, 2025
Q1 2025
|
Twele Capital Management, Inc.
|
BUY
|
- |
304+ 0.77% |
$7.33K - $7.4K
|
39.8K
$966K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
297+ 54.0% |
$7.16K - $7.23K
|
847
$20.6K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
280New |
$6.75K - $6.82K
|
280
$6.8K
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
266New |
$6.41K - $6.47K
|
266
$6.46K
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
258New |
$6.22K - $6.28K
|
258
$6.26K
|
|
|
Apr 09, 2025
Q1 2025
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
240+ 0.71% |
$5.78K - $5.84K
|
34.2K
$830K
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
214+ 1.67% |
$5.16K - $5.21K
|
13.1K
$317K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
201+ 6.71% |
$4.84K - $4.89K
|
3.2K
$77.6K
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
192+ 21.08% |
$4.63K - $4.67K
|
1.1K
$26.8K
|
|
|
May 09, 2025
Q1 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
168New |
$4.05K - $4.09K
|
168
$4.08K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
144New |
$3.47K - $3.5K
|
144
$3.49K
|
|
|
May 05, 2025
Q1 2025
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
140+ 0.78% |
$3.37K - $3.41K
|
18.1K
$439K
|
|
|
Apr 17, 2025
Q1 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
135+ 0.1% |
$3.25K - $3.29K
|
132K
$3.21M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
120+ 160.0% |
$2.89K - $2.92K
|
195
$4.73K
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
119+ 2.17% |
$2.87K - $2.9K
|
5.61K
$136K
|