Purchases and Sales Made in Q1 2025 in Schwab Short Term Us Treasury (SCHO)

SCHO Quotes by TradingView

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 24, 2025 Q1 2025
Trust CO Of Vermont

BUY
 -
111
New
$2.68K - $2.7K
111 $2.69K
Apr 14, 2025 Q1 2025
Umb Bank, N.A.

BUY
 -
109
+ 0.4%
$2.63K - $2.65K
27K $656K
Apr 22, 2025 Q1 2025
Genesee Capital Advisors, LLC

BUY
 -
97
+ 0.67%
$2.34K - $2.36K
14.6K $355K
Apr 28, 2025 Q1 2025
Latitude Advisors, LLC

BUY
 -
95
+ 0.72%
$2.29K - $2.31K
13.3K $323K
Apr 17, 2025 Q1 2025
Seven Post Investment Office LP

San Francisco, CA
BUY
 -
94
+ 0.37%
$2.27K - $2.29K
25.2K $612K
Apr 11, 2025 Q1 2025
Principia Wealth Advisory, LLC

Dallas, TX
BUY
 -
86
+ 172.0%
$2.07K - $2.09K
136 $3.3K
May 12, 2025 Q1 2025
Core Wealth Partners LLC

Santa Rosa, CA
BUY
 -
80
+ 0.37%
$1.93K - $1.95K
21.7K $527K
Apr 24, 2025 Q1 2025
L.K. Benson & Company, P.C.

Baltimore, MD
BUY
 -
69
+ 0.48%
$1.66K - $1.68K
14.5K $353K
Apr 10, 2025 Q1 2025
Brand Asset Management Group, Inc.

BUY
 -
63
+ 0.44%
$1.52K - $1.53K
14.4K $350K
May 15, 2025 Q1 2025
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
57
+ 0.68%
$1.37K - $1.39K
8.49K $206K
Apr 14, 2025 Q1 2025
Kennebec Savings Bank

Augusta, ME
BUY
 -
51
+ 4.76%
$1.23K - $1.24K
1.12K $27.3K
Apr 24, 2025 Q1 2025
Diversified Trust CO

BUY
 -
48
+ 0.05%
$1.16K - $1.17K
88.8K $2.16M
Apr 14, 2025 Q1 2025
Wesbanco Bank Inc

BUY
 -
45
+ 0.17%
$1.08K - $1.1K
26.1K $633K
May 15, 2025 Q1 2025
Marshall & Sterling Wealth Advisors Inc.

Poughkeepsie, NY
BUY
 -
43
+ 0.72%
$1.04K - $1.05K
6.05K $147K
Apr 29, 2025 Q1 2025
Olistico Wealth, LLC

Tulsa, OK
BUY
 -
41
New
$988 - $998
41 $995
May 09, 2025 Q1 2025
Comprehensive Financial Planning, Inc./Pa

East Petersburg, PA
BUY
 -
39
+ 1.72%
$940 - $949
2.31K $56K
Apr 15, 2025 Q1 2025
Alpha Omega Wealth Management LLC

BUY
 -
38
+ 0.29%
$916 - $925
13.3K $322K
Apr 21, 2025 Q1 2025
Cordant, Inc.

Portland, OR
BUY
 -
27
+ 7.67%
$651 - $657
379 $9.2K
Apr 10, 2025 Q1 2025
Diligent Investors, LLC

BUY
 -
25
+ 0.28%
$603 - $609
9.07K $220K
May 12, 2025 Q1 2025
Financial Engines Advisors L.L.C.

Santa Clara, CA
BUY
 -
24
+ 0.1%
$578 - $584
24.1K $586K
Apr 02, 2025 Q1 2025
Lederer & Associates Investment Counsel

Long Beach, CA
BUY
 -
20
+ 0.11%
$482 - $487
17.8K $432K
May 13, 2025 Q1 2025
Perritt Capital Management Inc

Chicago, IL
BUY
 -
18
+ 0.72%
$434 - $438
2.51K $61K
Apr 21, 2025 Q1 2025
Dunhill Financial, LLC

London, X0
BUY
 -
14
New
$337 - $341
14 $340
May 12, 2025 Q1 2025
Founders Financial Alliance, LLC

Raleigh, NC
BUY
 -
11
+ 0.46%
$265 - $268
2.39K $58.1K
Apr 25, 2025 Q1 2025
Fort Vancouver Investment Management, LLC

Vancouver, WA
BUY
 -
10
+ 1.77%
$241 - $243
575 $14K
Apr 09, 2025 Q1 2025
Future Financial Wealth Managment LLC

BUY
 -
10
+ 0.48%
$241 - $243
2.12K $51.3K
Apr 08, 2025 Q1 2025
Hardin Capital Partners, LLC

Greenville, SC
BUY
 -
5
+ 0.03%
$121 - $122
14.3K $348K
May 16, 2025 Q1 2025
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
4
+ 0.06%
$96.4 - $97.4
6.72K $163K
May 15, 2025 Q1 2025
Rise Advisors, LLC

BUY
 -
4
+ 0.64%
$96.4 - $97.4
631 $15.3K
May 02, 2025 Q1 2025
Larson Financial Group LLC

BUY
 -
4
+ 0.09%
$96.4 - $97.4
4.4K $107K
May 02, 2025 Q1 2025
Cullen/Frost Bankers, Inc.

BUY
 -
4
+ 0.76%
$96.4 - $97.4
531 $12.9K
Apr 25, 2025 Q1 2025
Tradewinds Capital Management, LLC

BUY
 -
2
+ 0.09%
$48.2 - $48.7
2.27K $55.1K
Apr 22, 2025 Q1 2025
Moser Wealth Advisors, LLC

BUY
 -
1
+ 1.54%
$24.1 - $24.3
66 $1.6K
May 01, 2025 Q1 2025
Asset Dedication, LLC

BUY
 -
1
+ 0.6%
$24.1 - $24.3
168 $4.08K
May 06, 2025 Q1 2025
Ima Wealth, Inc.

Wichita, KS
BUY
 -
0
New
$0 - $0
0 $0
Jun 16, 2025 Q1 2025
Lynx Investment Advisory

Washington, Dc, DC
SELL
 -
-8
- 0.09%
$193 - $195
9.07K $220K
Apr 24, 2025 Q1 2025
Clay Northam Wealth Management, LLC

SELL
 -
-15
- 0.1%
$362 - $365
15.6K $378K
May 15, 2025 Q1 2025
Ausdal Financial Partners, Inc.

Davenport, IA
SELL
 -
-19
- 0.02%
$458 - $462
79.4K $1.93M
Apr 25, 2025 Q1 2025
Valley National Advisers Inc

SELL
 -
-20
- 2.84%
$482 - $487
684 $16.6K
May 08, 2025 Q1 2025
Lgt Financial Advisors LLC

Dallas, TX
SELL
 -
-29
- 5.57%
$699 - $706
492 $11.9K
May 09, 2025 Q1 2025
North Ridge Wealth Advisors, Inc.

Beaverton, OR
SELL
 -
-30
Closed
$723 - $730
0 $0
May 09, 2025 Q1 2025
Empower Advisory Group, LLC

Greenwood Village, CO
SELL
 -
-36
- 0.4%
$868 - $876
9.05K $220K
May 15, 2025 Q1 2025
Beaird Harris Wealth Management, LLC

Dallas, TX
SELL
 -
-40
- 4.61%
$964 - $974
828 $20.1K
Apr 11, 2025 Q1 2025
Arkfeld Wealth Strategies, L.L.C.

SELL
 -
-43
- 0.12%
$1.04K - $1.05K
35.4K $859K
Apr 14, 2025 Q1 2025
Cedar Mountain Advisors, LLC

SELL
 -
-65
- 94.2%
$1.57K - $1.58K
4 $97.1
May 14, 2025 Q1 2025
Per Stirling Capital Management, Llc.

Austin, TX
SELL
 -
-68
- 0.4%
$1.64K - $1.66K
17K $413K
Apr 09, 2025 Q1 2025
Graves Light Lenhart Wealth, Inc.

Harrisonburg, VA
SELL
 -
-82
- 0.64%
$1.98K - $2K
12.7K $309K
Apr 29, 2025 Q1 2025
Financial Architects, LLC

Woodstock, GA
SELL
 -
-85
- 0.63%
$2.05K - $2.07K
13.4K $325K
Apr 14, 2025 Q1 2025
Sentinel Pension Advisors Inc

Wakefield, MA
SELL
 -
-95
- 1.08%
$2.29K - $2.31K
8.66K $210K

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