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 |
|---|---|---|---|---|---|---|---|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-580- 2.22% |
$14K - $14.2K
|
25.5K
$621K
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
352+ 1.87% |
$8.51K - $8.61K
|
19.2K
$466K
|
|
| Q1 2025 | |||||||
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
266New |
$6.41K - $6.47K
|
266
$6.48K
|
|
|
May 16, 2025
Q1 2025
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-4.42K- 46.92% |
$106K - $108K
|
5K
$122K
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
14K+ 264.15% |
$337K - $341K
|
19.3K
$470K
|
|
|
May 15, 2025
Q1 2025
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-10.6K- 34.64% |
$255K - $258K
|
20K
$487K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.87K- 8.4% |
$45.2K - $45.6K
|
20.4K
$498K
|
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-40- 4.61% |
$964 - $974
|
828
$20.2K
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
13.3KNew |
$320K - $324K
|
13.3K
$324K
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-3.77K- 47.3% |
$90.8K - $91.7K
|
4.2K
$102K
|
|
|
May 15, 2025
Q1 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
CALL |
9.8KNew |
$236K - $239K
|
9.8K
$239K
|
|
|
May 15, 2025
Q1 2025
|
Capitolis Liquid Global Markets LLC
New York, NY |
BUY
|
- |
134KNew |
$3.23M - $3.27M
|
134K
$3.27M
|
|
|
May 15, 2025
Q1 2025
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
1.71K+ 0.89% |
$41.3K - $41.7K
|
194K
$4.72M
|
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-5.8K- 10.78% |
$140K - $141K
|
48K
$1.17M
|
|
|
May 14, 2025
Q1 2025
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-5.85K- 22.26% |
$141K - $142K
|
20.4K
$498K
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
9.63KNew |
$232K - $234K
|
9.63K
$234K
|
|
|
May 14, 2025
Q1 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-2K- 14.93% |
$48.1K - $48.6K
|
11.4K
$277K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
946New |
$22.8K - $23K
|
946
$23K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
280New |
$6.75K - $6.82K
|
280
$6.82K
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
338New |
$8.15K - $8.23K
|
338
$8.23K
|
|
|
May 12, 2025
Q1 2025
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-7.42K- 41.75% |
$179K - $181K
|
10.4K
$252K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-499- 7.4% |
$12K - $12.1K
|
6.24K
$152K
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
BUY
|
- |
9.05KNew |
$218K - $220K
|
9.05K
$220K
|
|
|
May 09, 2025
Q1 2025
|
Ithaka Group LLC
Bethesda, MD |
BUY
|
- |
21.6KNew |
$522K - $527K
|
21.6K
$527K
|
|
|
May 09, 2025
Q1 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
168New |
$4.05K - $4.09K
|
168
$4.09K
|
|
|
May 09, 2025
Q1 2025
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
SELL
|
- |
-30Closed |
$723 - $730
|
0
$0
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
SELL
|
- |
-778- 13.81% |
$18.7K - $18.9K
|
4.86K
$118K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
310New |
$7.47K - $7.55K
|
310
$7.55K
|
|
|
May 08, 2025
Q1 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
414New |
$9.98K - $10.1K
|
414
$10.1K
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
14.5KNew |
$349K - $353K
|
14.5K
$353K
|
|
|
May 06, 2025
Q1 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-500- 5.32% |
$12.1K - $12.2K
|
8.9K
$217K
|
|
|
May 06, 2025
Q1 2025
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-109- 49.1% |
$2.63K - $2.65K
|
113
$2.75K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
BUY
|
- |
1.3K+ 0.72% |
$31.3K - $31.6K
|
181K
$4.41M
|
|
|
May 05, 2025
Q1 2025
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-452- 5.61% |
$10.9K - $11K
|
7.61K
$185K
|
|
|
May 02, 2025
Q1 2025
|
Members Trust CO
|
BUY
|
- |
8.72KNew |
$210K - $212K
|
8.72K
$212K
|
|
|
May 01, 2025
Q1 2025
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-396- 52.66% |
$9.54K - $9.64K
|
356
$8.67K
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
620K+ 528.0% |
$15M - $15.1M
|
738K
$18M
|
|
|
Apr 29, 2025
Q1 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
1.11KNew |
$26.8K - $27K
|
1.11K
$27K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Planning LLC
|
BUY
|
- |
5.12K+ 47.39% |
$123K - $125K
|
15.9K
$388K
|
|
|
Apr 29, 2025
Q1 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
41New |
$988 - $998
|
41
$998
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
47.6K+ 4.12% |
$1.15M - $1.16M
|
1.2M
$29.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
1.3KNew |
$31.4K - $31.7K
|
1.3K
$31.7K
|
|
|
Apr 28, 2025
Q1 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
28.7KNew |
$692K - $699K
|
28.7K
$699K
|
|
|
Apr 28, 2025
Q1 2025
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-10K- 20.9% |
$242K - $244K
|
38K
$925K
|
|
|
Apr 25, 2025
Q1 2025
|
Iron Financial, LLC
|
SELL
|
- |
-3.41K- 18.52% |
$82.2K - $83K
|
15K
$365K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-20- 2.84% |
$482 - $487
|
684
$16.7K
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
35KNew |
$843K - $851K
|
35K
$852K
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
13.9KNew |
$336K - $339K
|
13.9K
$339K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
3.23KNew |
$77.9K - $78.7K
|
3.23K
$78.7K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
144New |
$3.47K - $3.5K
|
144
$3.51K
|
|