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 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
14.8K+ 7.41% |
$358K - $361K
|
214K
$5.21M
|
|
|
Nov 12, 2025
Q3 2025
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
555+ 1.32% |
$13.4K - $13.6K
|
42.5K
$1.03M
|
|
|
Nov 12, 2025
Q3 2025
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
336KNew |
$8.15M - $8.21M
|
336K
$8.19M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.07M- 24.83% |
$25.8M - $26M
|
3.23M
$78.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.37K+ 3.05% |
$57.5K - $58K
|
80.2K
$1.95M
|
|
|
Nov 12, 2025
Q3 2025
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-1.29K- 0.75% |
$31.3K - $31.6K
|
170K
$4.15M
|
|
|
Nov 12, 2025
Q3 2025
|
Lumbard & Kellner, LLC
Hollis, NH |
SELL
|
- |
-3.64K- 7.8% |
$88.1K - $88.8K
|
43K
$1.05M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
443K+ 7.25% |
$10.7M - $10.8M
|
6.55M
$160M
|
|
|
Nov 12, 2025
Q3 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
4.29K+ 8.31% |
$104K - $105K
|
55.9K
$1.36M
|
|
|
Nov 12, 2025
Q3 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
950+ 40.74% |
$23K - $23.2K
|
3.28K
$79.9K
|
|
|
Nov 12, 2025
Q3 2025
|
Burk Holdings LLC
Tulsa, OK |
BUY
|
- |
13.6K+ 35.55% |
$330K - $332K
|
51.9K
$1.26M
|
|
|
Nov 12, 2025
Q3 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-2.95K- 5.07% |
$71.5K - $72K
|
55.2K
$1.34M
|
|
|
Nov 12, 2025
Q3 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-80- 0.47% |
$1.94K - $1.95K
|
16.9K
$413K
|
|
|
Nov 12, 2025
Q3 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
8.38K+ 8.16% |
$203K - $205K
|
111K
$2.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
3.38K+ 30.98% |
$81.8K - $82.5K
|
14.3K
$348K
|
|
|
Nov 12, 2025
Q3 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-20- 0.09% |
$485 - $488
|
21.5K
$525K
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-936- 3.9% |
$22.7K - $22.9K
|
23.1K
$562K
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
14.6K+ 63.99% |
$354K - $357K
|
37.4K
$912K
|
|
|
Nov 12, 2025
Q3 2025
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
49.7K+ 4.71% |
$1.21M - $1.21M
|
1.11M
$26.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
1.6K+ 0.78% |
$38.7K - $39K
|
206K
$5.01M
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
BUY
|
- |
9.09KNew |
$220K - $222K
|
9.09K
$221K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
37.7K+ 50.4% |
$914K - $921K
|
113K
$2.74M
|
|
|
Nov 12, 2025
Q3 2025
|
Aull & Monroe Investment Management Corp
Mobile, AL |
BUY
|
- |
1.52K+ 17.05% |
$36.7K - $37K
|
10.4K
$253K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.36K- 0.51% |
$32.9K - $33.2K
|
266K
$6.48M
|
|
|
Nov 12, 2025
Q3 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-69.1K- 60.0% |
$1.67M - $1.69M
|
46K
$1.12M
|
|
|
Nov 12, 2025
Q3 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
SELL
|
- |
-1.13K- 4.29% |
$27.4K - $27.6K
|
25.2K
$614K
|
|
|
Nov 10, 2025
Q3 2025
|
Empirical Asset Management, LLC
|
SELL
|
- |
-57- 0.41% |
$1.38K - $1.39K
|
13.9K
$337K
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
357K+ 1191.18% |
$8.66M - $8.73M
|
387K
$9.44M
|
|
|
Nov 10, 2025
Q3 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
64New |
$1.55K - $1.56K
|
64
$1.56K
|
|
|
Nov 10, 2025
Q3 2025
|
Journey Advisory Group, LLC
|
BUY
|
- |
19.4K+ 2.63% |
$470K - $474K
|
758K
$18.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
48.1K+ 7.16% |
$1.17M - $1.17M
|
720K
$17.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
899+ 2.8% |
$21.8K - $22K
|
33K
$804K
|
|
|
Nov 10, 2025
Q3 2025
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
6.26K+ 5.12% |
$152K - $153K
|
128K
$3.13M
|
|
|
Nov 10, 2025
Q3 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
573+ 0.91% |
$13.9K - $14K
|
63.3K
$1.54M
|
|
|
Nov 10, 2025
Q3 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-3.59K- 6.13% |
$87K - $87.6K
|
55K
$1.34M
|
|
|
Nov 10, 2025
Q3 2025
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
58.5K+ 114.72% |
$1.42M - $1.43M
|
109K
$2.66M
|
|
|
Nov 10, 2025
Q3 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
4.95K+ 10.79% |
$120K - $121K
|
50.8K
$1.24M
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-787- 4.07% |
$19.1K - $19.2K
|
18.6K
$452K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
15.6K+ 44.49% |
$379K - $382K
|
50.8K
$1.24M
|
|
|
Nov 10, 2025
Q3 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
64.9K+ 26.74% |
$1.57M - $1.58M
|
308K
$7.49M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
131K+ 12.66% |
$3.18M - $3.21M
|
1.17M
$28.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Lummis Asset Management, LP
Fort Worth, TX |
BUY
|
- |
298+ 0.56% |
$7.22K - $7.28K
|
53.5K
$1.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Dakota Wealth Management
|
SELL
|
- |
-87.2K- 48.19% |
$2.11M - $2.13M
|
93.8K
$2.28M
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
SELL
|
- |
-311- 0.08% |
$7.54K - $7.59K
|
401K
$9.77M
|
|
|
Nov 10, 2025
Q3 2025
|
Advisor Os, LLC
|
BUY
|
- |
109+ 1.3% |
$2.64K - $2.66K
|
8.52K
$207K
|
|
|
Nov 10, 2025
Q3 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
6.81K+ 1.4% |
$165K - $166K
|
494K
$12M
|
|
|
Nov 10, 2025
Q3 2025
|
Brucke Financial, Inc.
Indianapolis, IN |
SELL
|
- |
-625- 2.85% |
$15.1K - $15.3K
|
21.3K
$519K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-56K- 1.47% |
$1.36M - $1.37M
|
3.76M
$91.6M
|
|
|
Nov 07, 2025
Q3 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-27.7K- 26.32% |
$671K - $676K
|
77.5K
$1.89M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.71M- 7.98% |
$41.5M - $41.8M
|
19.8M
$481M
|
|