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 14, 2025
Q3 2025
|
Capital Insight Partners, LLC
|
SELL
|
- |
-1.32K- 10.37% |
$32K - $32.2K
|
11.4K
$278K
|
|
|
Oct 14, 2025
Q3 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
8.59KNew |
$208K - $210K
|
8.59K
$209K
|
|
|
Oct 14, 2025
Q3 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
445+ 1.02% |
$10.8K - $10.9K
|
43.9K
$1.07M
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
89+ 0.44% |
$2.16K - $2.17K
|
20.5K
$499K
|
|
|
Oct 14, 2025
Q3 2025
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-6.55K- 29.55% |
$159K - $160K
|
15.6K
$380K
|
|
|
Oct 14, 2025
Q3 2025
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-2.57K- 3.84% |
$62.3K - $62.8K
|
64.3K
$1.57M
|
|
|
Oct 14, 2025
Q3 2025
|
Prairiewood Capital, LLC
|
BUY
|
- |
61.3K+ 14.1% |
$1.49M - $1.5M
|
496K
$12.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-3.95K- 4.54% |
$95.6K - $96.4K
|
83K
$2.02M
|
|
|
Oct 14, 2025
Q3 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.0% |
$72.7 - $73.3
|
162K
$3.93M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-23.1K- 8.91% |
$560K - $565K
|
236K
$5.76M
|
|
|
Oct 14, 2025
Q3 2025
|
Trust CO Of Vermont
|
BUY
|
- |
374New |
$9.06K - $9.13K
|
374
$9.11K
|
|
|
Oct 14, 2025
Q3 2025
|
Weitzel Financial Services, Inc.
|
SELL
|
- |
-1.56K- 5.37% |
$37.8K - $38.1K
|
27.5K
$669K
|
|
|
Oct 14, 2025
Q3 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
SELL
|
- |
-28.1K- 22.26% |
$682K - $687K
|
98.3K
$2.39M
|
|
|
Oct 14, 2025
Q3 2025
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
1.18K+ 2.23% |
$28.5K - $28.7K
|
53.8K
$1.31M
|
|
|
Oct 14, 2025
Q3 2025
|
Apeiron Ria LLC
|
BUY
|
- |
76+ 0.76% |
$1.84K - $1.86K
|
10.1K
$245K
|
|
|
Oct 14, 2025
Q3 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
1.66K+ 10.8% |
$40.2K - $40.5K
|
17K
$414K
|
|
|
Oct 14, 2025
Q3 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-5.64K- 5.62% |
$137K - $138K
|
94.6K
$2.3M
|
|
|
Oct 14, 2025
Q3 2025
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
157K+ 12.37% |
$3.8M - $3.83M
|
1.42M
$34.7M
|
|
|
Oct 14, 2025
Q3 2025
|
Anderson Hoagland & CO
|
BUY
|
- |
1.98K+ 3.4% |
$48K - $48.3K
|
60.2K
$1.47M
|
|
|
Oct 14, 2025
Q3 2025
|
Veery Capital, LLC
|
BUY
|
- |
2.1K+ 4.18% |
$50.8K - $51.2K
|
52.2K
$1.27M
|
|
|
Oct 14, 2025
Q3 2025
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-2.83K- 17.84% |
$68.6K - $69.1K
|
13K
$317K
|
|
|
Oct 14, 2025
Q3 2025
|
Scratch Capital LLC
Boise, ID |
SELL
|
- |
-849- 6.48% |
$20.6K - $20.7K
|
12.3K
$298K
|
|
|
Oct 14, 2025
Q3 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
SELL
|
- |
-44- 17.05% |
$1.07K - $1.07K
|
214
$5.21K
|
|
|
Oct 14, 2025
Q3 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
193New |
$4.68K - $4.71K
|
193
$4.7K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
216+ 18.29% |
$5.23K - $5.27K
|
1.4K
$34K
|
|
|
Oct 10, 2025
Q3 2025
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-840- 1.73% |
$20.4K - $20.5K
|
47.8K
$1.16M
|
|
|
Oct 10, 2025
Q3 2025
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
5.36K+ 22.33% |
$130K - $131K
|
29.4K
$715K
|
|
|
Oct 10, 2025
Q3 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
69.9K+ 7.5% |
$1.69M - $1.71M
|
1M
$24.4M
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
4.45K+ 1.23% |
$108K - $109K
|
366K
$8.91M
|
|
|
Oct 10, 2025
Q3 2025
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-5.8K- 33.87% |
$141K - $142K
|
11.3K
$276K
|
|
|
Oct 10, 2025
Q3 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
131+ 0.7% |
$3.17K - $3.2K
|
19K
$462K
|
|
|
Oct 09, 2025
Q3 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
41.9K+ 10.97% |
$1.02M - $1.02M
|
424K
$10.3M
|
|
|
Oct 09, 2025
Q3 2025
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
BUY
|
- |
53.2KNew |
$1.29M - $1.3M
|
53.2K
$1.3M
|
|
|
Oct 09, 2025
Q3 2025
|
Guardian Financial Partners, LLC
|
SELL
|
- |
-1.76K- 4.01% |
$42.5K - $42.9K
|
42K
$1.02M
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-5.85K- 2.31% |
$142K - $143K
|
248K
$6.03M
|
|
|
Oct 09, 2025
Q3 2025
|
Archer Investment Management, LLC
Austin, TX |
SELL
|
- |
-9.78K- 37.19% |
$237K - $239K
|
16.5K
$402K
|
|
|
Oct 09, 2025
Q3 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
2.91K+ 3.81% |
$70.6K - $71.2K
|
79.5K
$1.93M
|
|
|
Oct 09, 2025
Q3 2025
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
5+ 0.45% |
$121 - $122
|
1.11K
$27K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.22K- 10.85% |
$29.5K - $29.8K
|
10K
$244K
|
|
|
Oct 09, 2025
Q3 2025
|
Toth Financial Advisory Corp
|
SELL
|
- |
-1.44K- 11.63% |
$35K - $35.2K
|
11K
$267K
|
|
|
Oct 09, 2025
Q3 2025
|
Papp L Roy & Associates
|
BUY
|
- |
578+ 4.53% |
$14K - $14.1K
|
13.4K
$325K
|
|
|
Oct 09, 2025
Q3 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
58.5KNew |
$1.42M - $1.43M
|
58.5K
$1.42M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
18.2K+ 2.38% |
$441K - $445K
|
785K
$19.1M
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
585+ 3.66% |
$14.2K - $14.3K
|
16.6K
$404K
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-14.6K- 6.14% |
$353K - $356K
|
223K
$5.43M
|
|
|
Oct 09, 2025
Q3 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
140K+ 7.9% |
$3.39M - $3.42M
|
1.91M
$46.6M
|
|
|
Oct 08, 2025
Q3 2025
|
Wedmont Private Capital
|
BUY
|
- |
43.6KNew |
$1.06M - $1.07M
|
43.6K
$1.06M
|
|
|
Oct 08, 2025
Q3 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
10K+ 9.8% |
$242K - $244K
|
112K
$2.73M
|
|
|
Oct 08, 2025
Q3 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-19- 2.86% |
$460 - $464
|
645
$15.7K
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-29- 0.22% |
$703 - $708
|
12.9K
$315K
|
|