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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
464New |
$11.2K - $11.3K
|
464
$11.3K
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
72K+ 243.7% |
$1.74M - $1.76M
|
102K
$2.47M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.37K+ 44.02% |
$178K - $180K
|
24.1K
$587K
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
23+ 12.5% |
$556 - $562
|
207
$5.04K
|
|
|
Aug 07, 2025
Q2 2025
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-1.64K- 13.33% |
$39.6K - $40K
|
10.6K
$259K
|
|
|
Aug 07, 2025
Q2 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
118New |
$2.85K - $2.89K
|
118
$2.87K
|
|
|
Aug 06, 2025
Q2 2025
|
Horan Securities, Inc.
|
BUY
|
- |
9.89KNew |
$239K - $242K
|
9.89K
$241K
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
BUY
|
- |
290New |
$7.02K - $7.09K
|
290
$7.06K
|
|
|
Aug 06, 2025
Q2 2025
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-6.04K- 38.5% |
$146K - $148K
|
9.65K
$235K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.49K+ 41.14% |
$60.1K - $60.8K
|
8.53K
$208K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
564New |
$13.6K - $13.8K
|
564
$13.7K
|
|
|
Aug 04, 2025
Q2 2025
|
Rede Wealth, LLC
|
BUY
|
- |
4.16K+ 4.24% |
$101K - $102K
|
102K
$2.49M
|
|
|
Aug 04, 2025
Q2 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
568KNew |
$13.7M - $13.9M
|
568K
$13.8M
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
8.88KNew |
$215K - $217K
|
8.88K
$216K
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-42.1K- 98.9% |
$1.02M - $1.03M
|
470
$11.4K
|
|
|
Jul 31, 2025
Q2 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-421- 3.52% |
$10.2K - $10.3K
|
11.5K
$281K
|
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
324New |
$7.84K - $7.92K
|
324
$7.89K
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
5+ 0.94% |
$121 - $122
|
536
$13.1K
|
|
|
Jul 30, 2025
Q2 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
320New |
$7.74K - $7.82K
|
320
$7.79K
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-2.83K- 3.97% |
$68.4K - $69.1K
|
68.3K
$1.66M
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-21.3K- 68.34% |
$515K - $520K
|
9.86K
$240K
|
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.28K- 11.53% |
$30.9K - $31.2K
|
9.8K
$239K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
780New |
$18.9K - $19.1K
|
780
$19K
|
|
|
Jul 30, 2025
Q2 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
263KNew |
$6.36M - $6.43M
|
263K
$6.41M
|
|
|
Jul 29, 2025
Q2 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
76New |
$1.84K - $1.86K
|
76
$1.85K
|
|
|
Jul 29, 2025
Q2 2025
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-30K- 29.13% |
$726K - $734K
|
73K
$1.78M
|
|
|
Jul 25, 2025
Q2 2025
|
Gw Henssler & Associates LTD
|
BUY
|
- |
5.66K+ 3.55% |
$137K - $138K
|
165K
$4.02M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-27.8K- 34.76% |
$672K - $679K
|
52.1K
$1.27M
|
|
|
Jul 24, 2025
Q2 2025
|
Rice Partnership, LLC
|
BUY
|
- |
526New |
$12.7K - $12.9K
|
526
$12.8K
|
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-3.94K- 11.88% |
$95.4K - $96.4K
|
29.3K
$713K
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.38K+ 23.81% |
$57.6K - $58.2K
|
12.4K
$301K
|
|
|
Jul 23, 2025
Q2 2025
|
Columbus Macro, LLC
|
BUY
|
- |
22.4KNew |
$542K - $548K
|
22.4K
$546K
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-433- 4.64% |
$10.5K - $10.6K
|
8.9K
$217K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
11.9KNew |
$287K - $290K
|
11.9K
$289K
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
BUY
|
- |
19.1KNew |
$461K - $466K
|
19.1K
$464K
|
|
|
Jul 22, 2025
Q2 2025
|
David Wealth Management LLC
Fairfax, VA |
BUY
|
- |
9.14K+ 110.51% |
$221K - $224K
|
17.4K
$424K
|
|
|
Jul 21, 2025
Q2 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-176- 1.63% |
$4.26K - $4.3K
|
10.7K
$259K
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
BUY
|
- |
21.6KNew |
$522K - $527K
|
21.6K
$525K
|
|
|
Jul 21, 2025
Q2 2025
|
Diligent Investors, LLC
|
BUY
|
- |
401K+ 4424.2% |
$9.71M - $9.81M
|
410K
$9.99M
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-1.07K- 96.92% |
$25.9K - $26.1K
|
34
$828
|
|
|
Jul 17, 2025
Q2 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
636New |
$15.4K - $15.6K
|
636
$15.5K
|
|
|
Jul 16, 2025
Q2 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-83- 0.25% |
$2.01K - $2.03K
|
32.8K
$798K
|
|
|
Jul 16, 2025
Q2 2025
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-80- 0.51% |
$1.94K - $1.96K
|
15.5K
$377K
|
|
|
Jul 15, 2025
Q2 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
20.7KNew |
$502K - $507K
|
20.7K
$505K
|
|
|
Jul 15, 2025
Q2 2025
|
Ewg Elevate Inc.
|
SELL
|
- |
-607- 2.04% |
$14.7K - $14.8K
|
29.1K
$709K
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-256- 8.6% |
$6.19K - $6.26K
|
2.72K
$66.3K
|
|
|
Jul 14, 2025
Q2 2025
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
23+ 0.27% |
$556 - $562
|
8.63K
$210K
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-1.29K- 9.16% |
$31.1K - $31.4K
|
12.8K
$310K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
4.33KNew |
$105K - $106K
|
4.33K
$105K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-6- 0.02% |
$145 - $147
|
27K
$658K
|
|