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 08, 2025
Q3 2025
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
6.28K+ 1.67% |
$152K - $153K
|
381K
$9.29M
|
|
|
Oct 08, 2025
Q3 2025
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
839+ 5.77% |
$20.3K - $20.5K
|
15.4K
$375K
|
|
|
Oct 08, 2025
Q3 2025
|
Brewster Financial Planning LLC
|
BUY
|
- |
863+ 7.95% |
$20.9K - $21.1K
|
11.7K
$285K
|
|
|
Oct 08, 2025
Q3 2025
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
335+ 0.97% |
$8.12K - $8.18K
|
34.9K
$849K
|
|
|
Oct 07, 2025
Q3 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-93- 1.11% |
$2.25K - $2.27K
|
8.26K
$201K
|
|
|
Oct 07, 2025
Q3 2025
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
205K+ 10.93% |
$4.97M - $5.01M
|
2.08M
$50.7M
|
|
|
Oct 07, 2025
Q3 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-7.36K- 27.79% |
$178K - $180K
|
19.1K
$465K
|
|
|
Oct 07, 2025
Q3 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-685- 72.56% |
$16.6K - $16.7K
|
259
$6.31K
|
|
|
Oct 07, 2025
Q3 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
32.6K+ 35.32% |
$790K - $796K
|
125K
$3.04M
|
|
|
Oct 06, 2025
Q3 2025
|
Grove Bank & Trust
|
BUY
|
- |
2.82K+ 112.2% |
$68.2K - $68.7K
|
5.32K
$130K
|
|
|
Oct 06, 2025
Q3 2025
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
2.7K+ 0.75% |
$65.4K - $65.9K
|
361K
$8.78M
|
|
|
Oct 06, 2025
Q3 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
824+ 2.23% |
$20K - $20.1K
|
37.8K
$921K
|
|
|
Oct 06, 2025
Q3 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
1+ 0.01% |
$24.2 - $24.4
|
12.7K
$310K
|
|
|
Oct 06, 2025
Q3 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
3.28K+ 15.97% |
$79.4K - $80K
|
23.8K
$580K
|
|
|
Oct 06, 2025
Q3 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
8+ 0.06% |
$194 - $195
|
14.2K
$346K
|
|
|
Oct 02, 2025
Q3 2025
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-6.1K- 5.87% |
$148K - $149K
|
97.8K
$2.38M
|
|
|
Oct 02, 2025
Q3 2025
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-7.94K- 6.31% |
$192K - $194K
|
118K
$2.87M
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-12.1K- 2.41% |
$293K - $296K
|
491K
$11.9M
|
|
|
Oct 02, 2025
Q2 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
97New |
$2.35K - $2.37K
|
97
$2.36K
|
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-119K- 84.5% |
$2.87M - $2.9M
|
21.8K
$530K
|
|
|
Aug 25, 2025
Q2 2025
|
Blvd Private Wealth, LLC
Prospect, KY |
BUY
|
- |
8.44KNew |
$204K - $206K
|
8.44K
$206K
|
|
|
Aug 22, 2025
Q2 2025
|
Tt Capital Management LLC
Coto De Caza, CA |
SELL
|
- |
-514K- 93.46% |
$12.4M - $12.6M
|
35.9K
$875K
|
|
|
Aug 14, 2025
Q2 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
3.23K+ 3.3% |
$78.2K - $79K
|
101K
$2.46M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
590+ 6.95% |
$14.3K - $14.4K
|
9.08K
$221K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
31.9K+ 83.07% |
$772K - $780K
|
70.3K
$1.71M
|
|
|
Aug 14, 2025
Q2 2025
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
2K+ 183.32% |
$48.4K - $48.9K
|
3.09K
$75.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
284KNew |
$6.87M - $6.95M
|
284K
$6.92M
|
|
|
Aug 14, 2025
Q2 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
8.56KNew |
$207K - $209K
|
8.56K
$208K
|
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-9- 6.62% |
$218 - $220
|
127
$3.09K
|
|
|
Aug 13, 2025
Q2 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
109K+ 727.03% |
$2.64M - $2.67M
|
124K
$3.02M
|
|
|
Aug 13, 2025
Q2 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
9.29KNew |
$225K - $227K
|
9.29K
$226K
|
|
|
Aug 13, 2025
Q2 2025
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-1.41K- 1.61% |
$34K - $34.4K
|
86K
$2.09M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
3.81K+ 9.98% |
$92.3K - $93.3K
|
42K
$1.02M
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-941- 10.21% |
$22.8K - $23K
|
8.28K
$202K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
150New |
$3.63K - $3.67K
|
150
$3.65K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-421- 22.88% |
$10.2K - $10.3K
|
1.42K
$34.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-26.6K- 38.05% |
$642K - $649K
|
43.2K
$1.05M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
8.79KNew |
$213K - $215K
|
8.79K
$214K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
20.5K+ 2416.65% |
$495K - $500K
|
21.3K
$519K
|
|
|
Aug 12, 2025
Q2 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
28New |
$677 - $685
|
28
$682
|
|
|
Aug 12, 2025
Q2 2025
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-1K- 8.71% |
$24.2K - $24.5K
|
10.5K
$255K
|
|
|
Aug 11, 2025
Q2 2025
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-10.4K- 44.11% |
$252K - $255K
|
13.2K
$322K
|
|
|
Aug 11, 2025
Q2 2025
|
Somerset Group LLC
Wayzata, MN |
SELL
|
- |
-793- 4.09% |
$19.2K - $19.4K
|
18.6K
$452K
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
BUY
|
- |
1.9K+ 20.21% |
$46K - $46.5K
|
11.3K
$275K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
4.24KNew |
$103K - $104K
|
4.24K
$103K
|
|
|
Aug 11, 2025
Q2 2025
|
Advisor Resource Council
|
SELL
|
- |
-188K- 95.37% |
$4.55M - $4.6M
|
9.13K
$222K
|
|
|
Aug 11, 2025
Q2 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-39.7K- 70.42% |
$961K - $971K
|
16.7K
$406K
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-700- 7.83% |
$16.9K - $17.1K
|
8.24K
$201K
|
|
|
Aug 08, 2025
Q2 2025
|
Bouchey Financial Group LTD
|
SELL
|
- |
-239K- 96.62% |
$5.77M - $5.84M
|
8.36K
$204K
|
|