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 08, 2025
Q1 2025
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-820- 8.32% |
$19.8K - $20K
|
9.04K
$219K
|
|
|
Apr 11, 2025
Q1 2025
|
Harrington Investments, Inc
|
SELL
|
- |
-947- 0.52% |
$22.8K - $23K
|
183K
$4.43M
|
|
|
May 01, 2025
Q1 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-958- 8.13% |
$23.1K - $23.3K
|
10.8K
$263K
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-974- 8.08% |
$23.5K - $23.7K
|
11.1K
$269K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-992- 5.69% |
$23.9K - $24.1K
|
16.4K
$399K
|
|
|
Apr 16, 2025
Q1 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-1K- 4.22% |
$24.1K - $24.3K
|
22.7K
$551K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-1K- 41.95% |
$24.1K - $24.3K
|
1.38K
$33.6K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.07K- 5.99% |
$25.7K - $26K
|
16.8K
$407K
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1.07K- 1.77% |
$25.7K - $26K
|
59.4K
$1.44M
|
|
|
May 14, 2025
Q1 2025
|
Valley Financial Group, Inc.
Ambler, PA |
SELL
|
- |
-1.07K- 1.07% |
$25.8K - $26.1K
|
99.3K
$2.41M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.08K- 49.98% |
$26K - $26.2K
|
1.08K
$26.2K
|
|
|
May 08, 2025
Q1 2025
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-1.08K- 2.31% |
$26.1K - $26.3K
|
45.8K
$1.11M
|
|
|
May 15, 2025
Q1 2025
|
Chilton Investment CO Inc.
Stamford, CT |
SELL
|
- |
-1.1K- 3.12% |
$26.5K - $26.8K
|
34.2K
$830K
|
|
|
Apr 09, 2025
Q1 2025
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-1.11K- 1.21% |
$26.8K - $27K
|
90.9K
$2.21M
|
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-1.13K- 0.46% |
$27.2K - $27.5K
|
242K
$5.88M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.16K- 2.58% |
$27.9K - $28.2K
|
43.7K
$1.06M
|
|
|
Apr 22, 2025
Q1 2025
|
Guardian Financial Partners, LLC
|
SELL
|
- |
-1.24K- 2.89% |
$29.9K - $30.2K
|
41.7K
$1.01M
|
|
|
May 05, 2025
Q1 2025
|
Nelson Capital Management, LLC
|
SELL
|
- |
-1.24K- 4.22% |
$29.9K - $30.2K
|
28.1K
$683K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.25K- 1.98% |
$30.1K - $30.4K
|
62K
$1.5M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.26K- 86.03% |
$30.3K - $30.6K
|
204
$4.95K
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.26K- 7.19% |
$30.3K - $30.6K
|
16.2K
$394K
|
|
|
May 14, 2025
Q1 2025
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-1.3K- 6.66% |
$31.4K - $31.7K
|
18.3K
$443K
|
|
|
May 09, 2025
Q1 2025
|
Clear Investment Research, LLC
|
SELL
|
- |
-1.35K- 1.74% |
$32.6K - $33K
|
76.5K
$1.86M
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-1.36K- 0.8% |
$32.8K - $33.1K
|
168K
$4.07M
|
|
|
Apr 22, 2025
Q1 2025
|
Tt Capital Management LLC
Coto De Caza, CA |
SELL
|
- |
-1.4K- 3.71% |
$33.7K - $34.1K
|
36.3K
$881K
|
|
|
Apr 16, 2025
Q1 2025
|
Mc Broom & Associates, LLC
|
SELL
|
- |
-1.5K- 3.55% |
$36.1K - $36.5K
|
40.7K
$987K
|
|
|
Apr 24, 2025
Q1 2025
|
Tpg Advisors LLC
Northfield, IL |
SELL
|
- |
-1.55K- 15.41% |
$37.3K - $37.7K
|
8.5K
$206K
|
|
|
Apr 16, 2025
Q1 2025
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-1.6K- 2.97% |
$38.6K - $38.9K
|
52.3K
$1.27M
|
|
|
May 13, 2025
Q1 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-1.72K- 0.38% |
$41.5K - $41.9K
|
447K
$10.9M
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-1.74K- 12.88% |
$41.9K - $42.4K
|
11.8K
$286K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-1.75K- 97.82% |
$42.3K - $42.7K
|
39
$947
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-1.76K- 3.33% |
$42.3K - $42.7K
|
51K
$1.24M
|
|
|
Apr 17, 2025
Q1 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-1.77K- 1.81% |
$42.7K - $43.1K
|
95.8K
$2.32M
|
|
|
May 15, 2025
Q1 2025
|
Weitzel Financial Services, Inc.
|
SELL
|
- |
-1.81K- 5.83% |
$43.6K - $44K
|
29.2K
$709K
|
|
|
May 14, 2025
Q1 2025
|
Kuhn & CO Investment Counsel
Chicago, IL |
SELL
|
- |
-1.83K- 5.29% |
$44K - $44.4K
|
32.7K
$793K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.87K- 8.4% |
$45.2K - $45.6K
|
20.4K
$496K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-1.89K- 11.54% |
$45.5K - $46K
|
14.5K
$351K
|
|
|
May 14, 2025
Q1 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-2K- 14.93% |
$48.1K - $48.6K
|
11.4K
$276K
|
|
|
May 07, 2025
Q1 2025
|
Ridgewood Investments LLC
|
SELL
|
- |
-2.05K- 6.53% |
$49.4K - $49.9K
|
29.3K
$712K
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-2.06K- 3.58% |
$49.6K - $50.1K
|
55.5K
$1.35M
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-2.14K- 53.73% |
$51.5K - $52K
|
1.84K
$44.7K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-2.31K- 62.89% |
$55.7K - $56.3K
|
1.37K
$33.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-2.64K- 12.31% |
$63.7K - $64.3K
|
18.8K
$457K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.73K- 1.86% |
$65.9K - $66.5K
|
144K
$3.5M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-2.88K- 10.76% |
$69.5K - $70.2K
|
23.9K
$580K
|
|
|
May 08, 2025
Q1 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-2.9K- 22.93% |
$69.9K - $70.6K
|
9.75K
$237K
|
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
SELL
|
- |
-2.96K- 19.02% |
$71.4K - $72.1K
|
12.6K
$306K
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-3.08K- 15.64% |
$74.1K - $74.9K
|
16.6K
$403K
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-3.11K- 18.14% |
$75K - $75.7K
|
14K
$341K
|
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-3.15K- 2.11% |
$75.9K - $76.6K
|
146K
$3.55M
|