Latest Institutional Transactions on Schwab Short Term Us Treasury (SCHO)
This table provides information on the latest institutional transactions involving Schwab Short Term Us Treasury (SCHO) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Dec 29, 2025
Q3 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-1.4K- 20.7% |
$33.9K - $34.2K
|
5.37K
$131K
|
|
|
Dec 16, 2025
Q3 2025
|
Lindenwold Advisors
|
SELL
|
- |
-40- 0.09% |
$969 - $977
|
42.2K
$1.03M
|
|
|
Dec 05, 2025
Q3 2025
|
Vestwell Advisors, LLC
New York, NY |
SELL
|
- |
-6.1K- 21.11% |
$148K - $149K
|
22.8K
$555K
|
|
|
Dec 02, 2025
Q3 2025
|
Gilbert Capital Group, Inc.
North Yarmouth, ME |
SELL
|
- |
-13.2K- 8.68% |
$319K - $321K
|
138K
$3.37M
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-40.4K- 39.86% |
$979K - $986K
|
60.9K
$1.48M
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
25.8K+ 21.22% |
$626K - $631K
|
148K
$3.59M
|
|
|
Dec 01, 2025
Q3 2025
|
Investment Research Partners LLC
Lemont, PA |
BUY
|
- |
114KNew |
$2.76M - $2.78M
|
114K
$2.78M
|
|
|
Nov 26, 2025
Q3 2025
|
Lantern Wealth Advisors, LLC
Melville, NY |
SELL
|
- |
-1.14K- 1.11% |
$27.6K - $27.8K
|
101K
$2.46M
|
|
|
Nov 26, 2025
Q3 2025
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-368- 4.13% |
$8.92K - $8.99K
|
8.55K
$208K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
427+ 8540.0% |
$10.3K - $10.4K
|
432
$10.5K
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
BUY
|
- |
1+ 0.59% |
$24.2 - $24.4
|
170
$4.14K
|
|
|
Nov 20, 2025
Q3 2025
|
First Affirmative Financial Network
|
SELL
|
- |
-762- 3.49% |
$18.5K - $18.6K
|
21.1K
$513K
|
|
|
Nov 20, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-93- 6.55% |
$2.25K - $2.27K
|
1.33K
$32.3K
|
|
|
Nov 20, 2025
Q3 2025
|
Wbi Investments, Inc.
|
SELL
|
- |
-15- 0.09% |
$363 - $366
|
16.2K
$396K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-9.06K- 4.29% |
$220K - $221K
|
202K
$4.93M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
2.86K+ 23.87% |
$69.2K - $69.7K
|
14.8K
$361K
|
|
|
Nov 18, 2025
Q3 2025
|
Stance Capital LLC
Boston, MA |
BUY
|
- |
2.75KNew |
$66.7K - $67.3K
|
2.75K
$67.1K
|
|
|
Nov 17, 2025
Q3 2025
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
44.9K+ 2.67% |
$1.09M - $1.1M
|
1.73M
$42M
|
|
|
Nov 17, 2025
Q3 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
21.5K+ 4.49% |
$520K - $524K
|
500K
$12.2M
|
|
|
Nov 17, 2025
Q3 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-140- 0.59% |
$3.39K - $3.42K
|
23.5K
$571K
|
|
|
Nov 17, 2025
Q3 2025
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-2.69K- 0.86% |
$65.2K - $65.7K
|
310K
$7.56M
|
|
|
Nov 17, 2025
Q3 2025
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-137K- 42.39% |
$3.31M - $3.34M
|
186K
$4.52M
|
|
|
Nov 17, 2025
Q3 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-336- 68.29% |
$8.14K - $8.21K
|
156
$3.8K
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
136KNew |
$3.29M - $3.31M
|
136K
$3.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
36.6K+ 4.23% |
$886K - $893K
|
901K
$21.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
5.27K+ 52.06% |
$128K - $129K
|
15.4K
$375K
|
|
|
Nov 14, 2025
Q3 2025
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
1.68KNew |
$40.6K - $40.9K
|
1.68K
$40.8K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
16K+ 1.92% |
$387K - $390K
|
847K
$20.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
1.85K+ 6.51% |
$44.8K - $45.1K
|
30.2K
$736K
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
214+ 4.57% |
$5.19K - $5.23K
|
4.9K
$119K
|
|
|
Nov 14, 2025
Q3 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-697- 3.26% |
$16.9K - $17K
|
20.7K
$504K
|
|
|
Nov 14, 2025
Q3 2025
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
178+ 1.44% |
$4.31K - $4.35K
|
12.6K
$306K
|
|
|
Nov 14, 2025
Q3 2025
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
124K+ 5.03% |
$3M - $3.02M
|
2.59M
$63M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
132+ 0.05% |
$3.2K - $3.22K
|
253K
$6.15M
|
|
|
Nov 14, 2025
Q3 2025
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-14.9K- 5.66% |
$360K - $363K
|
247K
$6.03M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
123K+ 48.72% |
$2.97M - $2.99M
|
374K
$9.11M
|
|
|
Nov 14, 2025
Q3 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
206KNew |
$5M - $5.04M
|
206K
$5.03M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
137K+ 45.59% |
$3.31M - $3.34M
|
437K
$10.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-53K- 31.9% |
$1.28M - $1.29M
|
113K
$2.75M
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
94.1K+ 122.13% |
$2.28M - $2.3M
|
171K
$4.17M
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
4.54K+ 5.67% |
$110K - $111K
|
84.7K
$2.06M
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-96.8K- 99.22% |
$2.35M - $2.36M
|
760
$18.5K
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-3.68M- 15.93% |
$89.1M - $89.8M
|
19.4M
$472M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
60KNew |
$1.45M - $1.47M
|
60K
$1.46M
|
|
|
Nov 14, 2025
Q3 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-1.51K- 12.55% |
$36.6K - $36.9K
|
10.5K
$256K
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
126K+ 22.41% |
$3.04M - $3.07M
|
686K
$16.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Chilton Investment CO Inc.
Stamford, CT |
SELL
|
- |
-1.45K- 4.62% |
$35.1K - $35.4K
|
29.9K
$728K
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-12.3K- 31.42% |
$298K - $300K
|
26.8K
$653K
|
|
|
Nov 14, 2025
Q3 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
17.5K+ 5.17% |
$425K - $428K
|
357K
$8.69M
|
|
|
Nov 14, 2025
Q3 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
2.08K+ 24.25% |
$50.3K - $50.7K
|
10.6K
$259K
|
|