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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
22.1KNew |
$533K - $538K
|
22.1K
$538K
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
1.63K+ 3.2% |
$39.3K - $39.7K
|
52.6K
$1.28M
|
|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
682New |
$16.4K - $16.6K
|
682
$16.6K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-108- 8.51% |
$2.6K - $2.63K
|
1.16K
$28.3K
|
|
|
Apr 17, 2025
Q1 2025
|
Access Financial Services, Inc.
|
BUY
|
- |
22.9KNew |
$552K - $557K
|
22.9K
$558K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
692+ 3.75% |
$16.7K - $16.8K
|
19.1K
$466K
|
|
|
Apr 17, 2025
Q1 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-1.77K- 1.81% |
$42.7K - $43.1K
|
95.8K
$2.33M
|
|
|
Apr 17, 2025
Q1 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
1.88K+ 9.39% |
$45.4K - $45.8K
|
21.9K
$534K
|
|
|
Apr 17, 2025
Q1 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
8.44KNew |
$203K - $205K
|
8.44K
$206K
|
|
|
Apr 17, 2025
Q1 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
4.13K+ 2.66% |
$99.6K - $101K
|
159K
$3.88M
|
|
|
Apr 17, 2025
Q1 2025
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
33K+ 29.44% |
$796K - $804K
|
145K
$3.54M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.01K+ 6.21% |
$24.4K - $24.7K
|
17.3K
$422K
|
|
|
Apr 17, 2025
Q1 2025
|
Pflug Koory, LLC
|
BUY
|
- |
4.4K+ 5.32% |
$106K - $107K
|
87.2K
$2.12M
|
|
|
Apr 17, 2025
Q1 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-4.77K- 4.9% |
$115K - $116K
|
92.6K
$2.25M
|
|
|
Apr 17, 2025
Q1 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-23.4K- 10.52% |
$563K - $569K
|
199K
$4.84M
|
|
|
Apr 17, 2025
Q1 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
135+ 0.1% |
$3.25K - $3.29K
|
132K
$3.22M
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-1K- 41.95% |
$24.1K - $24.3K
|
1.38K
$33.7K
|
|
|
Apr 17, 2025
Q1 2025
|
Seven Post Investment Office LP
San Francisco, CA |
BUY
|
- |
94+ 0.37% |
$2.27K - $2.29K
|
25.2K
$614K
|
|
|
Apr 17, 2025
Q1 2025
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
2.61K+ 10.31% |
$62.8K - $63.4K
|
27.9K
$679K
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
192+ 21.08% |
$4.63K - $4.67K
|
1.1K
$26.9K
|
|
|
Apr 16, 2025
Q1 2025
|
David Wealth Management LLC
Fairfax, VA |
BUY
|
- |
8.27KNew |
$199K - $201K
|
8.27K
$202K
|
|
|
Apr 16, 2025
Q1 2025
|
Rmr Wealth Builders
|
BUY
|
- |
94.2K+ 38.72% |
$2.27M - $2.29M
|
337K
$8.22M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-744K- 34.77% |
$17.9M - $18.1M
|
1.4M
$34M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-136- 1.25% |
$3.28K - $3.31K
|
10.7K
$261K
|
|
|
Apr 16, 2025
Q1 2025
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
145K+ 13.19% |
$3.5M - $3.54M
|
1.25M
$30.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-6.56K- 29.47% |
$158K - $160K
|
15.7K
$382K
|
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
SELL
|
- |
-106- 0.23% |
$2.55K - $2.58K
|
46.2K
$1.12M
|
|
|
Apr 16, 2025
Q1 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
6.09K+ 125.2% |
$147K - $148K
|
11K
$267K
|
|
|
Apr 16, 2025
Q1 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-1K- 4.22% |
$24.1K - $24.3K
|
22.7K
$553K
|
|
|
Apr 16, 2025
Q1 2025
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-25K- 18.45% |
$603K - $609K
|
111K
$2.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-1.36K- 0.8% |
$32.8K - $33.1K
|
168K
$4.09M
|
|
|
Apr 16, 2025
Q1 2025
|
Mc Broom & Associates, LLC
|
SELL
|
- |
-1.5K- 3.55% |
$36.1K - $36.5K
|
40.7K
$991K
|
|
|
Apr 16, 2025
Q1 2025
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-1.6K- 2.97% |
$38.6K - $38.9K
|
52.3K
$1.27M
|
|
|
Apr 16, 2025
Q1 2025
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
9.5KNew |
$229K - $231K
|
9.5K
$231K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
302KNew |
$7.28M - $7.35M
|
302K
$7.36M
|
|
|
Apr 16, 2025
Q1 2025
|
Scratch Capital LLC
Boise, ID |
SELL
|
- |
-4.48K- 25.44% |
$108K - $109K
|
13.1K
$320K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
4.21K+ 2.24% |
$101K - $102K
|
192K
$4.68M
|
|
|
Apr 15, 2025
Q1 2025
|
Stephens Group Asset Management, LLC
|
SELL
|
- |
-397K- 50.4% |
$9.56M - $9.65M
|
390K
$9.51M
|
|
|
Apr 15, 2025
Q1 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
38+ 0.29% |
$916 - $925
|
13.3K
$323K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-520- 53.39% |
$12.5K - $12.7K
|
454
$11.1K
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
142K+ 8.49% |
$3.41M - $3.44M
|
1.81M
$44M
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-108- 1.29% |
$2.6K - $2.63K
|
8.26K
$201K
|
|
|
Apr 14, 2025
Q1 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-95- 1.08% |
$2.29K - $2.31K
|
8.66K
$211K
|
|
|
Apr 14, 2025
Q1 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
9.2KNew |
$222K - $224K
|
9.2K
$224K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
109+ 0.4% |
$2.63K - $2.65K
|
27K
$658K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-468- 2.23% |
$11.3K - $11.4K
|
20.5K
$499K
|
|
|
Apr 14, 2025
Q1 2025
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
51+ 4.76% |
$1.23K - $1.24K
|
1.12K
$27.4K
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
BUY
|
- |
1.11K+ 5.0% |
$26.7K - $26.9K
|
23.2K
$566K
|
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-65- 94.2% |
$1.57K - $1.58K
|
4
$97.4
|
|
|
Apr 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-426- 0.14% |
$10.3K - $10.4K
|
309K
$7.53M
|