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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-407- 0.84% |
$9.86K - $9.94K
|
47.9K
$1.17M
|
|
|
Nov 14, 2025
Q3 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
495KNew |
$12M - $12.1M
|
495K
$12M
|
|
|
Nov 14, 2025
Q3 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
5.34K+ 8.4% |
$129K - $130K
|
68.9K
$1.68M
|
|
|
Nov 14, 2025
Q3 2025
|
Bnp Paribas
New York, NY |
BUY
|
- |
355+ 1.29% |
$8.6K - $8.67K
|
27.9K
$680K
|
|
|
Nov 14, 2025
Q3 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
382+ 9.16% |
$9.26K - $9.33K
|
4.55K
$111K
|
|
|
Nov 14, 2025
Q3 2025
|
North Forty Two & Co.
Lake Oswego, OR |
SELL
|
- |
-2.69K- 2.23% |
$65.3K - $65.8K
|
118K
$2.88M
|
|
|
Nov 14, 2025
Q3 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
40.3K+ 1276.55% |
$976K - $984K
|
43.4K
$1.06M
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-159K- 66.28% |
$3.86M - $3.89M
|
81.1K
$1.98M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
9.58M+ 8.78% |
$232M - $234M
|
119M
$2.89B
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-90.4K- 2.77% |
$2.19M - $2.21M
|
3.18M
$77.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
9.21KNew |
$223K - $225K
|
9.21K
$224K
|
|
|
Nov 14, 2025
Q3 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.2K+ 5.08% |
$29.1K - $29.4K
|
24.9K
$606K
|
|
|
Nov 14, 2025
Q3 2025
|
Stone X Group Inc.
|
SELL
|
- |
-21.3K- 8.1% |
$517K - $521K
|
242K
$5.9M
|
|
|
Nov 14, 2025
Q3 2025
|
National Bank Of Canada
|
SELL
|
- |
-81.3K- 14.27% |
$1.97M - $1.99M
|
488K
$11.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Brown Advisory Inc
|
BUY
|
- |
242+ 1.5% |
$5.86K - $5.91K
|
16.4K
$400K
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-68- 1.3% |
$1.65K - $1.66K
|
5.15K
$125K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of Nova Scotia
|
BUY
|
- |
97.3KNew |
$2.36M - $2.38M
|
97.3K
$2.37M
|
|
|
Nov 14, 2025
Q3 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-181- 92.82% |
$4.39K - $4.42K
|
14
$341
|
|
|
Nov 14, 2025
Q3 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
3.61K+ 7.02% |
$87.4K - $88.1K
|
55K
$1.34M
|
|
|
Nov 14, 2025
Q3 2025
|
Bard Associates Inc
Chicago, IL |
BUY
|
- |
276KNew |
$6.7M - $6.75M
|
276K
$6.73M
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-285K- 15.24% |
$6.89M - $6.95M
|
1.58M
$38.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-59.6K- 5.7% |
$1.45M - $1.46M
|
986K
$24M
|
|
|
Nov 14, 2025
Q3 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-4.16K- 11.23% |
$101K - $102K
|
32.9K
$800K
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
836+ 2.97% |
$20.3K - $20.4K
|
29K
$707K
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
39.3K+ 13.86% |
$953K - $960K
|
323K
$7.86M
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
2.86K+ 34.83% |
$69.3K - $69.9K
|
11.1K
$270K
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-35.5K- 35.34% |
$860K - $867K
|
65K
$1.58M
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
45.6K+ 10.49% |
$1.11M - $1.11M
|
481K
$11.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
27K+ 4.16% |
$655K - $660K
|
676K
$16.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Valley Financial Group, Inc.
Ambler, PA |
BUY
|
- |
178+ 0.16% |
$4.31K - $4.35K
|
112K
$2.73M
|
|
|
Nov 14, 2025
Q3 2025
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
BUY
|
- |
88+ 15.17% |
$2.13K - $2.15K
|
668
$16.3K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
45.6K+ 7.4% |
$1.1M - $1.11M
|
661K
$16.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
801+ 2.02% |
$19.4K - $19.6K
|
40.4K
$984K
|
|
|
Nov 14, 2025
Q3 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
SELL
|
- |
-37.8K- 15.13% |
$916K - $924K
|
212K
$5.17M
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-37.5K- 21.73% |
$908K - $915K
|
135K
$3.29M
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
64New |
$1.55K - $1.56K
|
64
$1.56K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.18K+ 3.24% |
$77.1K - $77.8K
|
101K
$2.47M
|
|
|
Nov 14, 2025
Q3 2025
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-200- 10.66% |
$4.85K - $4.88K
|
1.68K
$40.8K
|
|
|
Nov 14, 2025
Q3 2025
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
26+ 1.02% |
$630 - $635
|
2.57K
$62.5K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
52+ 0.18% |
$1.26K - $1.27K
|
28.3K
$690K
|
|
|
Nov 13, 2025
Q3 2025
|
Evensky & Katz LLC
|
SELL
|
- |
-5.55K- 2.07% |
$134K - $135K
|
262K
$6.39M
|
|
|
Nov 13, 2025
Q3 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
21K+ 22.53% |
$508K - $512K
|
114K
$2.78M
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.1K+ 2.31% |
$51K - $51.4K
|
93.3K
$2.27M
|
|
|
Nov 13, 2025
Q3 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
28.2K+ 6.0% |
$683K - $689K
|
498K
$12.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-2.28K- 7.63% |
$55.2K - $55.6K
|
27.6K
$671K
|
|
|
Nov 13, 2025
Q3 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
204+ 1.1% |
$4.94K - $4.98K
|
18.8K
$457K
|
|
|
Nov 13, 2025
Q3 2025
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-1.03K- 2.43% |
$24.8K - $25K
|
41.2K
$1M
|
|
|
Nov 13, 2025
Q3 2025
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
2.57KNew |
$62.3K - $62.8K
|
2.57K
$62.6K
|
|
|
Nov 13, 2025
Q3 2025
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-1.55K- 3.04% |
$37.5K - $37.8K
|
49.3K
$1.2M
|
|
|
Nov 13, 2025
Q3 2025
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-410- 4.73% |
$9.93K - $10K
|
8.26K
$201K
|
|