Purchases and Sales Made in Q4 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 Q4 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
Jan 08, 2026 Q4 2025
Wealth Enhancement Advisory Services, LLC

BUY
 -
433K
+ 15.79%
$10.5M - $10.6M
3.18M $77.4M
Jan 14, 2026 Q4 2025
Moisand Fitzgerald Tamayo, LLC

BUY
 -
229K
+ 6.67%
$5.58M - $5.61M
3.67M $89.4M
Jan 08, 2026 Q4 2025
Zynergy Retirement Planning Llc

Red Bank, NJ
BUY
 -
103K
+ 26.9%
$2.49M - $2.51M
484K $11.8M
Jan 12, 2026 Q4 2025
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
95.7K
+ 42.89%
$2.33M - $2.34M
319K $7.76M
Jan 12, 2026 Q4 2025
Davenport & CO LLC

BUY
 -
94.5K
+ 5.77%
$2.3M - $2.31M
1.73M $42.2M
Jan 14, 2026 Q4 2025
Lvw Advisors, LLC

BUY
 -
90.2K
+ 4.55%
$2.19M - $2.21M
2.07M $50.5M
Jan 06, 2026 Q4 2025
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
83.3K
+ 9.25%
$2.03M - $2.04M
984K $24M
Jan 13, 2026 Q4 2025
Bwm Planning, LLC

The Woodlands, TX
BUY
 -
66.8K
+ 11.85%
$1.62M - $1.63M
630K $15.3M
Jan 08, 2026 Q4 2025
Peterson Wealth Advisors, LLC

BUY
 -
57.6K
+ 13.57%
$1.4M - $1.41M
482K $11.7M
Jan 02, 2026 Q4 2025
Rosenberg Matthew Hamilton

BUY
 -
55.3K
+ 17.98%
$1.34M - $1.35M
363K $8.84M
Jan 12, 2026 Q4 2025
Fiduciary Financial Group, LLC

San Rafael, CA
BUY
 -
39.3K
+ 2.05%
$955K - $960K
1.95M $47.5M
Jan 05, 2026 Q4 2025
Park National Corp

BUY
 -
37.4K
New
$909K - $915K
37.4K $911K
Jan 08, 2026 Q4 2025
Charles Schwab Trust CO

BUY
 -
34.5K
+ 3.44%
$839K - $844K
1.04M $25.3M
Jan 08, 2026 Q4 2025
Versant Capital Management, Inc

BUY
 -
27.4K
+ 36.89%
$665K - $669K
102K $2.47M
Jan 07, 2026 Q4 2025
Sagespring Wealth Partners, LLC

Franklin, TN
BUY
 -
23.6K
New
$573K - $577K
23.6K $574K
Jan 12, 2026 Q4 2025
National Wealth Management Group, LLC

Cincinnati, OH
BUY
 -
21.6K
+ 24.39%
$524K - $527K
110K $2.68M
Jan 05, 2026 Q4 2025
Park Avenue Securities LLC

BUY
 -
20K
New
$487K - $490K
20K $488K
Jan 13, 2026 Q4 2025
Enclave Advisors LLC

Austin, TX
BUY
 -
16.3K
New
$396K - $398K
16.3K $397K
Jan 13, 2026 Q4 2025
Team Financial Group, LLC

Temecula, CA
BUY
 -
14.3K
+ 60.24%
$349K - $351K
38.1K $929K
Jan 05, 2026 Q4 2025
Anderson Hoagland & CO

BUY
 -
14.2K
+ 23.61%
$346K - $348K
74.5K $1.81M
Jan 08, 2026 Q4 2025
Tuttle Capital Management, LLC

BUY
 -
9.5K
New
$231K - $232K
9.5K $231K
Jan 07, 2026 Q4 2025
Massmutual Trust CO Fsb

BUY
 -
7.86K
+ 0.94%
$191K - $192K
849K $20.7M
Jan 07, 2026 Q4 2025
Marotta Asset Management

BUY
 -
7.69K
+ 1.31%
$187K - $188K
593K $14.4M
Jan 07, 2026 Q4 2025
Stonekeep Investments, LLC

Sante Fe, NM
BUY
 -
7.48K
+ 53.11%
$182K - $183K
21.6K $525K
Jan 14, 2026 Q4 2025
Barnes Dennig Private Wealth Management LLC

Cincinnati, OH
BUY
 -
6.02K
+ 13.95%
$146K - $147K
49.2K $1.2M
Jan 14, 2026 Q4 2025
Aegis Wealth Management LLC

Bethesda, MD
BUY
 -
4.92K
+ 19.89%
$120K - $120K
29.6K $722K
Jan 14, 2026 Q4 2025
Aventus Investment Advisors, Inc.

Naples, FL
BUY
 -
4.72K
+ 3.95%
$115K - $115K
124K $3.03M
Jan 07, 2026 Q4 2025
Noble Family Wealth, LLC

Clearwater, FL
BUY
 -
4.03K
+ 18.45%
$97.9K - $98.5K
25.8K $629K
Jan 14, 2026 Q4 2025
Centurion Wealth Management LLC

Mclean, VA
BUY
 -
3K
+ 5.13%
$72.9K - $73.4K
61.5K $1.5M
Jan 09, 2026 Q4 2025
Twele Capital Management, Inc.

BUY
 -
1.71K
+ 4.07%
$41.6K - $41.9K
43.7K $1.06M
Jan 08, 2026 Q4 2025
Signet Financial Management, LLC

Parsippany, NJ
BUY
 -
1.19K
+ 11.06%
$29K - $29.1K
12K $291K
Jan 12, 2026 Q4 2025
Evanson Asset Management, LLC

BUY
 -
1.05K
+ 2.39%
$25.6K - $25.7K
45K $1.1M
Jan 08, 2026 Q4 2025
Tactive Advisors, LLC

Jacksonville, FL
BUY
 -
750
+ 4.41%
$18.2K - $18.3K
17.8K $433K
Jan 05, 2026 Q4 2025
Garrett Investment Advisors LLC

BUY
 -
689
+ 5.4%
$16.7K - $16.9K
13.4K $327K
Jan 14, 2026 Q4 2025
First County Bank /Ct/

Stamford, CT
BUY
 -
593
+ 3.85%
$14.4K - $14.5K
16K $389K
Jan 14, 2026 Q4 2025
Brewster Financial Planning LLC

BUY
 -
288
+ 2.46%
$7K - $7.04K
12K $292K
Jan 12, 2026 Q4 2025
Sentinel Pension Advisors Inc

Wakefield, MA
BUY
 -
280
+ 3.08%
$6.81K - $6.85K
9.39K $229K
Jan 12, 2026 Q4 2025
Arkfeld Wealth Strategies, L.L.C.

BUY
 -
142
+ 1.02%
$3.45K - $3.47K
14.1K $343K
Jan 08, 2026 Q4 2025
Hardin Capital Partners, LLC

Greenville, SC
BUY
 -
121
+ 0.85%
$2.94K - $2.96K
14.3K $349K
Jan 13, 2026 Q4 2025
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
118
+ 9.98%
$2.87K - $2.89K
1.3K $31.7K
Jan 14, 2026 Q4 2025
Guardian Financial Partners, LLC

BUY
 -
115
+ 0.27%
$2.8K - $2.81K
42.1K $1.03M
Jan 12, 2026 Q4 2025
Olistico Wealth, LLC

Tulsa, OK
BUY
 -
41
New
$997 - $1K
41 $998
Jan 13, 2026 Q4 2025
Tradewinds Capital Management, LLC

BUY
 -
5
+ 0.22%
$122 - $122
2.28K $55.6K
Jan 14, 2026 Q4 2025
Game Plan Financial Advisors, LLC

BUY
 -
1
+ 1.39%
$24.3 - $24.5
73 $1.78K
Jan 12, 2026 Q4 2025
Scratch Capital LLC

Boise, ID
SELL
 -
-30
- 0.24%
$729 - $734
12.2K $298K
Jan 12, 2026 Q4 2025
Sea Crest Wealth Management, LLC

Purchase, NY
SELL
 -
-38
- 0.19%
$924 - $929
19.5K $475K
Jan 13, 2026 Q4 2025
Accurate Wealth Management, LLC

SELL
 -
-44
- 0.12%
$1.07K - $1.08K
37.3K $909K
Jan 08, 2026 Q4 2025
Aull & Monroe Investment Management Corp

Mobile, AL
SELL
 -
-89
- 0.86%
$2.16K - $2.18K
10.3K $251K
Jan 07, 2026 Q4 2025
Mfg Wealth Management, Inc.

Indianapolis, IN
SELL
 -
-125
- 0.23%
$3.04K - $3.06K
53.1K $1.29M

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