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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2025
Q3 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
4.29K+ 2.71% |
$104K - $105K
|
162K
$3.95M
|
|
|
Oct 21, 2025
Q3 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
262K+ 483.49% |
$6.35M - $6.4M
|
316K
$7.7M
|
|
|
Oct 21, 2025
Q3 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
5.03K+ 1.64% |
$122K - $123K
|
312K
$7.61M
|
|
|
Oct 21, 2025
Q3 2025
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-3.08K- 23.3% |
$74.7K - $75.3K
|
10.1K
$247K
|
|
|
Oct 21, 2025
Q3 2025
|
Wt Wealth Management
|
SELL
|
- |
-313K- 73.2% |
$7.59M - $7.65M
|
115K
$2.79M
|
|
|
Oct 21, 2025
Q3 2025
|
Sims Investment Management, LLC
Cincinnati, OH |
BUY
|
- |
42.3K+ 11.62% |
$1.02M - $1.03M
|
406K
$9.88M
|
|
|
Oct 20, 2025
Q3 2025
|
Diversified Trust CO
|
SELL
|
- |
-16.9K- 18.86% |
$408K - $412K
|
72.5K
$1.77M
|
|
|
Oct 20, 2025
Q3 2025
|
Access Financial Services, Inc.
|
BUY
|
- |
713K+ 112.49% |
$17.3M - $17.4M
|
1.35M
$32.8M
|
|
|
Oct 20, 2025
Q3 2025
|
Harrington Investments, Inc
|
BUY
|
- |
1.4K+ 0.77% |
$33.9K - $34.2K
|
182K
$4.44M
|
|
|
Oct 20, 2025
Q3 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
147K+ 8.03% |
$3.57M - $3.6M
|
1.98M
$48.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Architects, LLC
Woodstock, GA |
SELL
|
- |
-90- 0.67% |
$2.18K - $2.2K
|
13.4K
$326K
|
|
|
Oct 20, 2025
Q3 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-411- 2.74% |
$9.96K - $10K
|
14.6K
$355K
|
|
|
Oct 20, 2025
Q3 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-351- 0.93% |
$8.5K - $8.57K
|
37.4K
$910K
|
|
|
Oct 20, 2025
Q3 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
327KNew |
$7.93M - $7.99M
|
327K
$7.96M
|
|
|
Oct 20, 2025
Q3 2025
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-3.87K- 28.61% |
$93.9K - $94.6K
|
9.67K
$235K
|
|
|
Oct 20, 2025
Q3 2025
|
Rb Capital Management, LLC
|
BUY
|
- |
8.4KNew |
$204K - $205K
|
8.4K
$205K
|
|
|
Oct 17, 2025
Q3 2025
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
8.39KNew |
$203K - $205K
|
8.39K
$204K
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
SELL
|
- |
-72K- 20.18% |
$1.74M - $1.76M
|
285K
$6.94M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-5.47K- 16.04% |
$133K - $134K
|
28.6K
$697K
|
|
|
Oct 17, 2025
Q3 2025
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-110- 0.49% |
$2.67K - $2.69K
|
22.4K
$546K
|
|
|
Oct 17, 2025
Q3 2025
|
Flc Capital Advisors
|
BUY
|
- |
70.4K+ 4.84% |
$1.71M - $1.72M
|
1.53M
$37.1M
|
|
|
Oct 17, 2025
Q3 2025
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-567- 5.77% |
$13.7K - $13.8K
|
9.25K
$225K
|
|
|
Oct 17, 2025
Q3 2025
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
SELL
|
- |
-5.74K- 1.07% |
$139K - $140K
|
529K
$12.9M
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
11.3K+ 1.95% |
$273K - $275K
|
588K
$14.3M
|
|
|
Oct 16, 2025
Q3 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-7.67K- 5.52% |
$186K - $187K
|
131K
$3.19M
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-51- 2.37% |
$1.24K - $1.25K
|
2.1K
$51.1K
|
|
|
Oct 16, 2025
Q3 2025
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
493+ 3.63% |
$11.9K - $12K
|
14.1K
$343K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
24.5KNew |
$594K - $599K
|
24.5K
$597K
|
|
|
Oct 16, 2025
Q3 2025
|
Curran Financial Partners, LLC
|
SELL
|
- |
-56K- 61.85% |
$1.36M - $1.37M
|
34.5K
$841K
|
|
|
Oct 16, 2025
Q3 2025
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-540- 4.03% |
$13.1K - $13.2K
|
12.9K
$314K
|
|
|
Oct 16, 2025
Q3 2025
|
Marotta Asset Management
|
BUY
|
- |
11.9K+ 2.08% |
$289K - $291K
|
585K
$14.2M
|
|
|
Oct 16, 2025
Q3 2025
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
31+ 7.47% |
$751 - $757
|
446
$10.9K
|
|
|
Oct 16, 2025
Q3 2025
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
6.14K+ 12.14% |
$149K - $150K
|
56.7K
$1.38M
|
|
|
Oct 16, 2025
Q3 2025
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
9+ 1.03% |
$218 - $220
|
881
$21.5K
|
|
|
Oct 16, 2025
Q3 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
5.73K+ 53.0% |
$139K - $140K
|
16.5K
$403K
|
|
|
Oct 16, 2025
Q3 2025
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
8.05K+ 31.86% |
$195K - $197K
|
33.3K
$812K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
6.09K+ 8.62% |
$148K - $149K
|
76.7K
$1.87M
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
129K+ 8.53% |
$3.12M - $3.14M
|
1.64M
$39.8M
|
|
|
Oct 15, 2025
Q3 2025
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-163- 0.11% |
$3.95K - $3.98K
|
149K
$3.63M
|
|
|
Oct 15, 2025
Q3 2025
|
Successful Portfolios LLC
|
BUY
|
- |
1.34K+ 0.66% |
$32.4K - $32.7K
|
203K
$4.94M
|
|
|
Oct 15, 2025
Q3 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
14+ 0.66% |
$339 - $342
|
2.14K
$52.2K
|
|
|
Oct 15, 2025
Q3 2025
|
Friedenthal Financial
|
BUY
|
- |
272+ 1.83% |
$6.59K - $6.64K
|
15.1K
$368K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-443- 7.9% |
$10.7K - $10.8K
|
5.17K
$126K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-11.8K- 2.06% |
$285K - $288K
|
561K
$13.7M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
1.63K+ 1.15% |
$39.6K - $39.9K
|
144K
$3.51M
|
|
|
Oct 15, 2025
Q3 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
120K+ 26.59% |
$2.91M - $2.94M
|
572K
$13.9M
|
|
|
Oct 15, 2025
Q3 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
70+ 0.37% |
$1.7K - $1.71K
|
18.8K
$457K
|
|
|
Oct 15, 2025
Q3 2025
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
5.33K+ 0.81% |
$129K - $130K
|
661K
$16.1M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-20.1K- 22.91% |
$488K - $492K
|
67.8K
$1.65M
|
|
|
Oct 15, 2025
Q3 2025
|
Twele Capital Management, Inc.
|
BUY
|
- |
186+ 0.44% |
$4.51K - $4.54K
|
42K
$1.02M
|
|