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 13, 2025
Q3 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-41.6K- 34.95% |
$1.01M - $1.02M
|
77.4K
$1.88M
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
36.8K+ 21.99% |
$891K - $898K
|
204K
$4.97M
|
|
|
Nov 13, 2025
Q3 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-2.89K- 57.89% |
$70K - $70.5K
|
2.1K
$51.1K
|
|
|
Nov 13, 2025
Q3 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-21.3K- 99.13% |
$515K - $519K
|
186
$4.53K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
53.7K+ 2.77% |
$1.3M - $1.31M
|
1.99M
$48.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
27+ 0.05% |
$654 - $659
|
55.3K
$1.35M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
22.5K+ 2.44% |
$545K - $549K
|
943K
$23M
|
|
|
Nov 13, 2025
Q3 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-611K- 25.13% |
$14.8M - $14.9M
|
1.82M
$44.3M
|
|
|
Nov 13, 2025
Q3 2025
|
American Investment Services, Inc.
|
BUY
|
- |
7.4K+ 5.57% |
$179K - $181K
|
140K
$3.42M
|
|
|
Nov 13, 2025
Q3 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
43.6K+ 19.35% |
$1.06M - $1.06M
|
269K
$6.55M
|
|
|
Nov 13, 2025
Q3 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
571K+ 3.35% |
$13.8M - $13.9M
|
17.6M
$428M
|
|
|
Nov 13, 2025
Q3 2025
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-8.48K- 0.64% |
$205K - $207K
|
1.32M
$32.2M
|
|
|
Nov 13, 2025
Q3 2025
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
218+ 0.62% |
$5.28K - $5.32K
|
35.4K
$863K
|
|
|
Nov 13, 2025
Q3 2025
|
Nelson Capital Management, LLC
|
SELL
|
- |
-663- 2.7% |
$16.1K - $16.2K
|
23.9K
$581K
|
|
|
Nov 13, 2025
Q3 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.79K- 8.38% |
$43.3K - $43.7K
|
19.6K
$476K
|
|
|
Nov 13, 2025
Q3 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-5.52K- 39.82% |
$134K - $135K
|
8.34K
$203K
|
|
|
Nov 13, 2025
Q3 2025
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-3.23K- 3.26% |
$78.2K - $78.8K
|
95.9K
$2.33M
|
|
|
Nov 13, 2025
Q3 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
77+ 0.93% |
$1.87K - $1.88K
|
8.39K
$204K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
25.7K+ 207.92% |
$623K - $628K
|
38.1K
$927K
|
|
|
Nov 13, 2025
Q3 2025
|
North Rock Partners, LLC
|
BUY
|
- |
145K+ 372994.88% |
$3.52M - $3.55M
|
146K
$3.54M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
3.61K+ 6.51% |
$87.5K - $88.2K
|
59.1K
$1.44M
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
13.8K+ 11.24% |
$333K - $336K
|
136K
$3.31M
|
|
|
Nov 13, 2025
Q3 2025
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-25.2K- 9.85% |
$612K - $616K
|
231K
$5.62M
|
|
|
Nov 13, 2025
Q3 2025
|
Vista Cima Wealth Management LLC
Surprise, AZ |
BUY
|
- |
2.08K+ 5.11% |
$50.5K - $50.9K
|
42.9K
$1.04M
|
|
|
Nov 13, 2025
Q3 2025
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
2.59K+ 2.36% |
$62.6K - $63.1K
|
112K
$2.73M
|
|
|
Nov 12, 2025
Q3 2025
|
ETF Store, Inc.
|
SELL
|
- |
-7.48K- 6.04% |
$181K - $183K
|
116K
$2.83M
|
|
|
Nov 12, 2025
Q3 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
2.4K+ 15.65% |
$58.1K - $58.5K
|
17.7K
$431K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
23.4K+ 40.05% |
$566K - $571K
|
81.7K
$1.99M
|
|
|
Nov 12, 2025
Q3 2025
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-78.2K- 6.62% |
$1.9M - $1.91M
|
1.1M
$26.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Innovative Wealth Building LLC
California, MD |
SELL
|
- |
-17.2K- 16.24% |
$418K - $421K
|
88.9K
$2.17M
|
|
|
Nov 12, 2025
Q3 2025
|
Act Two Investors LLC
Santa Cruz, CA |
SELL
|
- |
-3.3K- 0.84% |
$79.9K - $80.5K
|
392K
$9.54M
|
|
|
Nov 12, 2025
Q3 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-265- 0.23% |
$6.42K - $6.47K
|
117K
$2.84M
|
|
|
Nov 12, 2025
Q3 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
832New |
$20.2K - $20.3K
|
832
$20.3K
|
|
|
Nov 12, 2025
Q3 2025
|
Seek First Inc.
Campbell, CA |
SELL
|
- |
-66- 0.12% |
$1.6K - $1.61K
|
54.3K
$1.32M
|
|
|
Nov 12, 2025
Q3 2025
|
Momentum Wealth Planning, LLC
Estero, FL |
BUY
|
- |
9.94K+ 3.68% |
$241K - $243K
|
280K
$6.81M
|
|
|
Nov 12, 2025
Q3 2025
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
1.34K+ 3.75% |
$32.4K - $32.6K
|
37K
$901K
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
12.5K+ 12.97% |
$302K - $304K
|
109K
$2.64M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-6.69K- 2.8% |
$162K - $163K
|
232K
$5.66M
|
|
|
Nov 12, 2025
Q3 2025
|
Ballast Advisors LLC
|
BUY
|
- |
53.6K+ 9.4% |
$1.3M - $1.31M
|
624K
$15.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
86.8K+ 599.65% |
$2.1M - $2.12M
|
101K
$2.47M
|
|
|
Nov 12, 2025
Q3 2025
|
Simplex Trading, LLC
|
SELL
|
- |
-70- 77.78% |
$1.7K - $1.71K
|
20
$487
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-10.6K- 32.61% |
$257K - $259K
|
21.9K
$534K
|
|
|
Nov 12, 2025
Q3 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-8.25K- 8.29% |
$200K - $201K
|
91.2K
$2.22M
|
|
|
Nov 12, 2025
Q3 2025
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-3.9K- 28.48% |
$94.5K - $95.3K
|
9.8K
$239K
|
|
|
Nov 12, 2025
Q3 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
3.36K+ 0.93% |
$81.3K - $81.9K
|
364K
$8.86M
|
|
|
Nov 12, 2025
Q3 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
30.1K+ 13.56% |
$730K - $736K
|
252K
$6.15M
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-5.19K- 1.82% |
$126K - $127K
|
280K
$6.82M
|
|
|
Nov 12, 2025
Q3 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
2.67K+ 1.36% |
$64.7K - $65.2K
|
198K
$4.83M
|
|
|
Nov 12, 2025
Q3 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
8.25KNew |
$200K - $202K
|
8.25K
$201K
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-337- 0.82% |
$8.17K - $8.23K
|
40.9K
$995K
|
|