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 12, 2026
Q4 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
SELL
|
- |
-200- 2.33% |
$4.86K - $4.89K
|
8.39K
$204K
|
|
|
Jan 12, 2026
Q4 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
1.05K+ 2.39% |
$25.6K - $25.7K
|
45K
$1.1M
|
|
|
Jan 12, 2026
Q4 2025
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-497- 1.69% |
$12.1K - $12.2K
|
28.9K
$703K
|
|
|
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
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
39.3K+ 2.05% |
$955K - $960K
|
1.95M
$47.5M
|
|
|
Jan 12, 2026
Q4 2025
|
Archer Investment Management, LLC
Austin, TX |
SELL
|
- |
-1.61K- 9.77% |
$39.2K - $39.5K
|
14.9K
$363K
|
|
|
Jan 12, 2026
Q4 2025
|
Brucke Financial, Inc.
Indianapolis, IN |
SELL
|
- |
-311- 1.46% |
$7.56K - $7.61K
|
21K
$511K
|
|
|
Jan 12, 2026
Q4 2025
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
142+ 1.02% |
$3.45K - $3.47K
|
14.1K
$343K
|
|
|
Jan 12, 2026
Q4 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
SELL
|
- |
-91K- 92.56% |
$2.21M - $2.23M
|
7.31K
$178K
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
94.5K+ 5.77% |
$2.3M - $2.31M
|
1.73M
$42.2M
|
|
|
Jan 12, 2026
Q4 2025
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-2.56K- 22.61% |
$62.2K - $62.6K
|
8.76K
$213K
|
|
|
Jan 12, 2026
Q4 2025
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-179- 40.13% |
$4.35K - $4.38K
|
267
$6.5K
|
|
|
Jan 12, 2026
Q4 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-181- 1.51% |
$4.4K - $4.43K
|
11.8K
$288K
|
|
|
Jan 12, 2026
Q4 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
21.6K+ 24.39% |
$524K - $527K
|
110K
$2.68M
|
|
|
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
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-38- 0.19% |
$924 - $929
|
19.5K
$475K
|
|
|
Jan 09, 2026
Q4 2025
|
Diversified Trust CO
|
SELL
|
- |
-2.8K- 3.86% |
$68K - $68.4K
|
69.7K
$1.7M
|
|
|
Jan 09, 2026
Q4 2025
|
Twele Capital Management, Inc.
|
BUY
|
- |
1.71K+ 4.07% |
$41.6K - $41.9K
|
43.7K
$1.06M
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-25.4K- 32.71% |
$616K - $620K
|
52.2K
$1.27M
|
|
|
Jan 08, 2026
Q4 2025
|
Tuttle Capital Management, LLC
|
BUY
|
- |
9.5KNew |
$231K - $232K
|
9.5K
$231K
|
|
|
Jan 08, 2026
Q4 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
1.19K+ 11.06% |
$29K - $29.1K
|
12K
$291K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
433K+ 15.79% |
$10.5M - $10.6M
|
3.18M
$77.4M
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
27.4K+ 36.89% |
$665K - $669K
|
102K
$2.47M
|
|
|
Jan 08, 2026
Q4 2025
|
Stephens Group Asset Management, LLC
|
SELL
|
- |
-4.03K- 0.19% |
$98K - $98.6K
|
2.08M
$50.6M
|
|
|
Jan 08, 2026
Q4 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
57.6K+ 13.57% |
$1.4M - $1.41M
|
482K
$11.7M
|
|
|
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
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-20.4K- 8.24% |
$496K - $499K
|
227K
$5.54M
|
|
|
Jan 08, 2026
Q4 2025
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-89- 0.86% |
$2.16K - $2.18K
|
10.3K
$251K
|
|
|
Jan 08, 2026
Q4 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-829- 6.51% |
$20.2K - $20.3K
|
11.9K
$290K
|
|
|
Jan 08, 2026
Q4 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
750+ 4.41% |
$18.2K - $18.3K
|
17.8K
$433K
|
|
|
Jan 08, 2026
Q4 2025
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
103K+ 26.9% |
$2.49M - $2.51M
|
484K
$11.8M
|
|
|
Jan 08, 2026
Q4 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
121+ 0.85% |
$2.94K - $2.96K
|
14.3K
$349K
|
|
|
Jan 07, 2026
Q4 2025
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
SELL
|
- |
-125- 0.23% |
$3.04K - $3.06K
|
53.1K
$1.29M
|
|
|
Jan 07, 2026
Q4 2025
|
Stonekeep Investments, LLC
Sante Fe, NM |
SELL
|
- |
-21.6KClosed |
$524K - $527K
|
0
$0
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
23.6KNew |
$573K - $577K
|
23.6K
$574K
|
|
|
Jan 07, 2026
Q4 2025
|
Marotta Asset Management
|
BUY
|
- |
7.69K+ 1.31% |
$187K - $188K
|
593K
$14.4M
|
|
|
Jan 07, 2026
Q4 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
4.03K+ 18.45% |
$97.9K - $98.5K
|
25.8K
$629K
|
|
|
Jan 07, 2026
Q4 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
7.86K+ 0.94% |
$191K - $192K
|
849K
$20.7M
|
|
|
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 05, 2026
Q4 2025
|
Park National Corp
|
BUY
|
- |
37.4KNew |
$909K - $915K
|
37.4K
$911K
|
|
|
Jan 05, 2026
Q4 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
689+ 5.4% |
$16.7K - $16.9K
|
13.4K
$327K
|
|
|
Jan 05, 2026
Q4 2025
|
Anderson Hoagland & CO
|
BUY
|
- |
14.2K+ 23.61% |
$346K - $348K
|
74.5K
$1.81M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
20KNew |
$487K - $490K
|
20K
$488K
|
|
|
Jan 02, 2026
Q4 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
55.3K+ 17.98% |
$1.34M - $1.35M
|
363K
$8.84M
|
|
| Q3 2025 | |||||||
|
Jan 06, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-15.7K- 21.85% |
$380K - $383K
|
56.1K
$1.37M
|
|
|
Jan 06, 2026
Q3 2025
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-550Closed |
$13.3K - $13.4K
|
0
$0
|
|
|
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
|
|