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 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
SELL
|
- |
-106- 0.23% |
$2.55K - $2.58K
|
46.2K
$1.12M
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-108- 8.51% |
$2.6K - $2.63K
|
1.16K
$28.2K
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-108- 1.29% |
$2.6K - $2.63K
|
8.26K
$201K
|
|
May 06, 2025
Q1 2025
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-109- 49.1% |
$2.63K - $2.65K
|
113
$2.74K
|
|
Apr 22, 2025
Q1 2025
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-110- 0.6% |
$2.65K - $2.68K
|
18.1K
$439K
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-120- 0.47% |
$2.89K - $2.92K
|
25.2K
$611K
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-136- 1.25% |
$3.28K - $3.31K
|
10.7K
$260K
|
|
May 14, 2025
Q1 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-150- 15.79% |
$3.62K - $3.65K
|
800
$19.4K
|
|
Apr 22, 2025
Q1 2025
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-174- 0.31% |
$4.19K - $4.24K
|
56.3K
$1.37M
|
|
May 13, 2025
Q1 2025
|
Somerset Group LLC
Wayzata, MN |
SELL
|
- |
-180- 0.92% |
$4.34K - $4.38K
|
19.4K
$470K
|
|
May 02, 2025
Q1 2025
|
Independent Wealth Network Inc.
|
SELL
|
- |
-184- 1.0% |
$4.43K - $4.48K
|
18.3K
$444K
|
|
May 01, 2025
Q1 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-200- 5.07% |
$4.82K - $4.87K
|
3.74K
$90.9K
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-214- 49.42% |
$5.16K - $5.21K
|
219
$5.32K
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-225- 1.02% |
$5.42K - $5.48K
|
21.7K
$528K
|
|
May 06, 2025
Q1 2025
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-246- 2.32% |
$5.93K - $5.99K
|
10.4K
$252K
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-263- 0.9% |
$6.34K - $6.4K
|
28.9K
$702K
|
|
May 07, 2025
Q1 2025
|
Brucke Financial, Inc.
Indianapolis, IN |
SELL
|
- |
-269- 1.3% |
$6.48K - $6.55K
|
20.5K
$497K
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-274- 4.78% |
$6.6K - $6.67K
|
5.46K
$133K
|
|
May 08, 2025
Q1 2025
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-280- 0.61% |
$6.75K - $6.82K
|
45.8K
$1.11M
|
|
May 29, 2025
Q1 2025
|
Apeiron Ria LLC
|
SELL
|
- |
-300- 2.98% |
$7.23K - $7.3K
|
9.78K
$237K
|
|
Apr 29, 2025
Q1 2025
|
Redw Wealth LLC
|
SELL
|
- |
-315- 1.48% |
$7.59K - $7.67K
|
21K
$510K
|
|
Apr 28, 2025
Q1 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-329- 15.56% |
$7.93K - $8.01K
|
1.79K
$43.3K
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-343- 1.45% |
$8.27K - $8.35K
|
23.4K
$568K
|
|
May 14, 2025
Q1 2025
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-379- 3.89% |
$9.13K - $9.22K
|
9.37K
$227K
|
|
May 01, 2025
Q1 2025
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-396- 52.66% |
$9.54K - $9.64K
|
356
$8.64K
|
|
Apr 11, 2025
Q1 2025
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-398- 19.98% |
$9.59K - $9.69K
|
1.59K
$38.7K
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-422- 2.12% |
$10.2K - $10.3K
|
19.5K
$472K
|
|
Apr 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-426- 0.14% |
$10.3K - $10.4K
|
309K
$7.5M
|
|
May 05, 2025
Q1 2025
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-452- 5.61% |
$10.9K - $11K
|
7.61K
$185K
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-468- 2.23% |
$11.3K - $11.4K
|
20.5K
$497K
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-476- 0.85% |
$11.5K - $11.6K
|
55.6K
$1.35M
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-490- 5.05% |
$11.8K - $11.9K
|
9.22K
$224K
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-499- 7.4% |
$12K - $12.1K
|
6.24K
$152K
|
|
May 15, 2025
Q1 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-500- 1.98% |
$12.1K - $12.2K
|
24.8K
$602K
|
|
May 06, 2025
Q1 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-500- 5.32% |
$12.1K - $12.2K
|
8.9K
$216K
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-519- 4.9% |
$12.5K - $12.6K
|
10.1K
$244K
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-520- 53.39% |
$12.5K - $12.7K
|
454
$11K
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-546- 42.33% |
$13.2K - $13.3K
|
744
$18.1K
|
|
Apr 21, 2025
Q1 2025
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-564- 3.22% |
$13.6K - $13.7K
|
16.9K
$411K
|
|
Apr 22, 2025
Q1 2025
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-616- 1.94% |
$14.8K - $15K
|
31.1K
$754K
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-643- 3.66% |
$15.5K - $15.7K
|
16.9K
$411K
|
|
May 12, 2025
Q1 2025
|
Empirical Asset Management, LLC
|
SELL
|
- |
-695- 4.71% |
$16.7K - $16.9K
|
14.1K
$341K
|
|
May 02, 2025
Q1 2025
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
SELL
|
- |
-722- 1.93% |
$17.4K - $17.6K
|
36.8K
$892K
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-726Closed |
$17.5K - $17.7K
|
0
$0
|
|
Apr 22, 2025
Q1 2025
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-731- 3.14% |
$17.6K - $17.8K
|
22.5K
$547K
|
|
Apr 14, 2025
Q1 2025
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-759- 1.38% |
$18.3K - $18.5K
|
54.2K
$1.32M
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-764- 3.16% |
$18.4K - $18.6K
|
23.4K
$569K
|
|
Apr 10, 2025
Q1 2025
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-767- 0.56% |
$18.5K - $18.7K
|
136K
$3.31M
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
SELL
|
- |
-778- 13.81% |
$18.7K - $18.9K
|
4.86K
$118K
|
|
Apr 29, 2025
Q1 2025
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-802- 8.52% |
$19.3K - $19.5K
|
8.61K
$209K
|