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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2026
Q4 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1.6K- 0.44% |
$38.9K - $39.2K
|
364K
$8.87M
|
|
|
Jan 23, 2026
Q4 2025
|
Live Oak Private Wealth LLC
|
BUY
|
- |
494+ 2.2% |
$12K - $12.1K
|
22.9K
$558K
|
|
|
Jan 23, 2026
Q4 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
4.72K+ 47.1% |
$115K - $115K
|
14.7K
$359K
|
|
|
Jan 23, 2026
Q4 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
304+ 0.83% |
$7.39K - $7.44K
|
36.9K
$897K
|
|
|
Jan 23, 2026
Q4 2025
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
BUY
|
- |
34K+ 8.7% |
$825K - $830K
|
424K
$10.3M
|
|
|
Jan 23, 2026
Q4 2025
|
Gilbert Capital Group, Inc.
North Yarmouth, ME |
SELL
|
- |
-28.8K- 20.8% |
$700K - $704K
|
110K
$2.67M
|
|
|
Jan 23, 2026
Q4 2025
|
Valley National Advisers Inc
|
BUY
|
- |
74New |
$1.8K - $1.81K
|
74
$1.8K
|
|
|
Jan 23, 2026
Q4 2025
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
11+ 1.25% |
$267 - $269
|
892
$21.7K
|
|
|
Jan 23, 2026
Q4 2025
|
Rede Wealth, LLC
|
BUY
|
- |
38KNew |
$923K - $928K
|
38K
$924K
|
|
|
Jan 23, 2026
Q4 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
30.2K+ 3.54% |
$734K - $738K
|
883K
$21.5M
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
180K+ 185.71% |
$4.37M - $4.39M
|
276K
$6.73M
|
|
|
Jan 23, 2026
Q4 2025
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
9.07K+ 4.73% |
$220K - $222K
|
201K
$4.89M
|
|
|
Jan 23, 2026
Q4 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1.28K- 2.31% |
$31.1K - $31.3K
|
54K
$1.31M
|
|
|
Jan 23, 2026
Q4 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
172New |
$4.18K - $4.21K
|
172
$4.19K
|
|
|
Jan 23, 2026
Q4 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
25+ 1.24% |
$608 - $612
|
2.05K
$49.9K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
297K+ 125.54% |
$7.22M - $7.26M
|
533K
$13M
|
|
|
Jan 22, 2026
Q4 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
86.2K+ 879.39% |
$2.1M - $2.11M
|
96K
$2.34M
|
|
|
Jan 22, 2026
Q4 2025
|
Successful Portfolios LLC
|
BUY
|
- |
13.9K+ 6.84% |
$337K - $339K
|
217K
$5.28M
|
|
|
Jan 22, 2026
Q4 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
480+ 1.61% |
$11.7K - $11.7K
|
30.3K
$738K
|
|
|
Jan 22, 2026
Q4 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
2.14K+ 0.68% |
$52.1K - $52.4K
|
318K
$7.75M
|
|
|
Jan 22, 2026
Q4 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
SELL
|
- |
-1.98K- 2.17% |
$48.1K - $48.4K
|
89.2K
$2.17M
|
|
|
Jan 22, 2026
Q4 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-19K- 41.25% |
$462K - $464K
|
27K
$658K
|
|
|
Jan 22, 2026
Q4 2025
|
Journey Beyond Wealth, LLC
Roswell, GA |
BUY
|
- |
10K+ 7.91% |
$244K - $245K
|
137K
$3.33M
|
|
|
Jan 21, 2026
Q4 2025
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
4.45K+ 5.66% |
$108K - $109K
|
83.1K
$2.02M
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
7+ 0.5% |
$170 - $171
|
1.4K
$34.2K
|
|
|
Jan 21, 2026
Q4 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
864New |
$21K - $21.1K
|
864
$21K
|
|
|
Jan 21, 2026
Q4 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-4.7K- 21.8% |
$114K - $115K
|
16.8K
$410K
|
|
|
Jan 21, 2026
Q4 2025
|
Apella Capital, LLC
|
SELL
|
- |
-24K- 8.42% |
$583K - $587K
|
261K
$6.35M
|
|
|
Jan 21, 2026
Q4 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
49New |
$1.19K - $1.2K
|
49
$1.19K
|
|
|
Jan 21, 2026
Q4 2025
|
Daytona Street Capital LLC
Saint Louis, MO |
BUY
|
- |
6.94KNew |
$169K - $170K
|
6.94K
$169K
|
|
|
Jan 21, 2026
Q4 2025
|
Tpg Advisors LLC
Northfield, IL |
SELL
|
- |
-237- 2.78% |
$5.76K - $5.8K
|
8.29K
$202K
|
|
|
Jan 21, 2026
Q4 2025
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-1.97K- 25.89% |
$47.9K - $48.2K
|
5.64K
$137K
|
|
|
Jan 21, 2026
Q4 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.91K+ 20.43% |
$46.4K - $46.7K
|
11.3K
$274K
|
|
|
Jan 21, 2026
Q4 2025
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
1.57K+ 3.24% |
$38.2K - $38.4K
|
50.1K
$1.22M
|
|
|
Jan 21, 2026
Q4 2025
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
1.57K+ 3.24% |
$38.2K - $38.4K
|
50.1K
$1.22M
|
|
|
Jan 21, 2026
Q4 2025
|
Financial Architects, LLC
Woodstock, GA |
BUY
|
- |
110+ 0.82% |
$2.67K - $2.69K
|
13.5K
$328K
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
603+ 30.64% |
$14.7K - $14.7K
|
2.57K
$62.6K
|
|
|
Jan 21, 2026
Q4 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-2.12K- 10.2% |
$51.4K - $51.8K
|
18.6K
$453K
|
|
|
Jan 21, 2026
Q4 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
53.6K+ 90.9% |
$1.3M - $1.31M
|
113K
$2.74M
|
|
|
Jan 20, 2026
Q4 2025
|
Toth Financial Advisory Corp
|
SELL
|
- |
-3.34K- 30.44% |
$81.1K - $81.6K
|
7.63K
$186K
|
|
|
Jan 20, 2026
Q4 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
88+ 0.91% |
$2.14K - $2.15K
|
9.75K
$237K
|
|
|
Jan 20, 2026
Q4 2025
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-1.3K- 2.02% |
$31.6K - $31.8K
|
63K
$1.53M
|
|
|
Jan 20, 2026
Q4 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-1.75K- 5.34% |
$42.5K - $42.8K
|
31K
$755K
|
|
|
Jan 20, 2026
Q4 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-15K- 11.4% |
$364K - $366K
|
116K
$2.83M
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
5.48K+ 0.7% |
$133K - $134K
|
790K
$19.2M
|
|
|
Jan 20, 2026
Q4 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
23New |
$559 - $563
|
23
$560
|
|
|
Jan 20, 2026
Q4 2025
|
Pflug Koory, LLC
|
BUY
|
- |
37.5K+ 25.24% |
$912K - $918K
|
186K
$4.53M
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-39.5K- 5.59% |
$960K - $966K
|
667K
$16.2M
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.24K+ 21.16% |
$103K - $104K
|
24.3K
$591K
|
|
|
Jan 20, 2026
Q4 2025
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-499- 1.21% |
$12.1K - $12.2K
|
40.7K
$991K
|
|