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 07, 2025
Q3 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
3.64K+ 5.41% |
$88.1K - $88.8K
|
70.8K
$1.72M
|
|
|
Nov 07, 2025
Q3 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
14.1K+ 2.3% |
$342K - $345K
|
629K
$15.3M
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
BUY
|
- |
6.2K+ 1148.7% |
$150K - $151K
|
6.74K
$164K
|
|
|
Nov 07, 2025
Q3 2025
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
2KNew |
$48.5K - $48.8K
|
2K
$48.7K
|
|
|
Nov 07, 2025
Q3 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
495+ 20.55% |
$12K - $12.1K
|
2.9K
$70.7K
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Investment Research, LLC
|
SELL
|
- |
-29.6K- 37.8% |
$717K - $723K
|
48.7K
$1.19M
|
|
|
Nov 07, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-505- 0.03% |
$12.2K - $12.3K
|
1.56M
$38M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.55K- 5.09% |
$37.5K - $37.8K
|
28.8K
$701K
|
|
|
Nov 07, 2025
Q3 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
175+ 0.89% |
$4.24K - $4.27K
|
19.8K
$483K
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-6.09K- 26.94% |
$148K - $149K
|
16.5K
$402K
|
|
|
Nov 07, 2025
Q3 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
SELL
|
- |
-8- 0.07% |
$194 - $195
|
11.7K
$286K
|
|
|
Nov 07, 2025
Q3 2025
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-11.6K- 24.3% |
$280K - $282K
|
36K
$877K
|
|
|
Nov 07, 2025
Q3 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-985- 5.64% |
$23.9K - $24.1K
|
16.5K
$401K
|
|
|
Nov 07, 2025
Q3 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
10.8KNew |
$261K - $263K
|
10.8K
$262K
|
|
|
Nov 07, 2025
Q3 2025
|
Hc Advisors, LLC
|
BUY
|
- |
2.24K+ 12.79% |
$54.3K - $54.7K
|
19.8K
$481K
|
|
|
Nov 07, 2025
Q3 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
940+ 1.02% |
$22.8K - $23K
|
92.8K
$2.26M
|
|
|
Nov 07, 2025
Q3 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
8.4KNew |
$204K - $205K
|
8.4K
$205K
|
|
|
Nov 07, 2025
Q3 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
36.8K+ 7.14% |
$892K - $899K
|
552K
$13.4M
|
|
|
Nov 07, 2025
Q3 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
63+ 1.03% |
$1.53K - $1.54K
|
6.18K
$150K
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
203K+ 5.66% |
$4.92M - $4.96M
|
3.79M
$92.2M
|
|
|
Nov 06, 2025
Q3 2025
|
First National Trust CO
|
BUY
|
- |
10.4K+ 2.63% |
$252K - $254K
|
405K
$9.86M
|
|
|
Nov 06, 2025
Q3 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
8.73K+ 0.73% |
$211K - $213K
|
1.21M
$29.5M
|
|
|
Nov 06, 2025
Q3 2025
|
Costello Asset Management, Inc
|
SELL
|
- |
-608- 15.9% |
$14.7K - $14.8K
|
3.22K
$78.3K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-362K- 33.9% |
$8.77M - $8.84M
|
706K
$17.2M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
20KNew |
$485K - $489K
|
20K
$488K
|
|
|
Nov 06, 2025
Q3 2025
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-1.07K- 5.81% |
$25.9K - $26.1K
|
17.3K
$422K
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
SELL
|
- |
-4.36K- 7.85% |
$106K - $106K
|
51.2K
$1.25M
|
|
|
Nov 06, 2025
Q3 2025
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-22.5K- 26.3% |
$546K - $550K
|
63.2K
$1.54M
|
|
|
Nov 06, 2025
Q3 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
11.2K+ 2.5% |
$272K - $274K
|
461K
$11.2M
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
2.24K+ 4.34% |
$54.3K - $54.8K
|
54K
$1.31M
|
|
|
Nov 06, 2025
Q3 2025
|
Tpg Advisors LLC
Northfield, IL |
SELL
|
- |
-1.64K- 16.13% |
$39.7K - $40K
|
8.53K
$208K
|
|
|
Nov 06, 2025
Q3 2025
|
Plan A Wealth LLC
Lincoln, NE |
BUY
|
- |
41.9K+ 22.45% |
$1.02M - $1.02M
|
229K
$5.57M
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
SELL
|
- |
-792K- 89.12% |
$19.2M - $19.3M
|
96.7K
$2.36M
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-8.89K- 13.72% |
$216K - $217K
|
55.9K
$1.36M
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-903- 4.59% |
$21.9K - $22.1K
|
18.8K
$458K
|
|
|
Nov 06, 2025
Q3 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
142+ 1.53% |
$3.44K - $3.47K
|
9.41K
$229K
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-114K- 99.38% |
$2.76M - $2.78M
|
714
$17.4K
|
|
|
Nov 06, 2025
Q3 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-97- 1.32% |
$2.35K - $2.37K
|
7.25K
$176K
|
|
|
Nov 06, 2025
Q3 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 06, 2025
Q3 2025
|
Asset Planning Corporation
|
BUY
|
- |
28.2K+ 10.59% |
$682K - $688K
|
294K
$7.16M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
11.4K+ 3.04% |
$277K - $279K
|
387K
$9.42M
|
|
|
Nov 06, 2025
Q3 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
3.39K+ 2.59% |
$82.1K - $82.8K
|
134K
$3.27M
|
|
|
Nov 06, 2025
Q3 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
17.8KNew |
$431K - $434K
|
17.8K
$433K
|
|
|
Nov 06, 2025
Q3 2025
|
Valpey Financial Services, LLC
Concord, NH |
BUY
|
- |
12.9K+ 6.8% |
$311K - $314K
|
202K
$4.91M
|
|
|
Nov 05, 2025
Q3 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
3.01K+ 25.44% |
$72.8K - $73.4K
|
14.8K
$361K
|
|
|
Nov 05, 2025
Q3 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
782New |
$18.9K - $19.1K
|
782
$19K
|
|
|
Nov 05, 2025
Q3 2025
|
Horan Wealth, LLC
Cincinnati, OH |
BUY
|
- |
9.55KNew |
$231K - $233K
|
9.55K
$233K
|
|
|
Nov 05, 2025
Q3 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
102K+ 21.65% |
$2.47M - $2.49M
|
573K
$14M
|
|
|
Nov 05, 2025
Q3 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
4.14K+ 27.1% |
$100K - $101K
|
19.4K
$473K
|
|
|
Nov 05, 2025
Q3 2025
|
Rmr Wealth Builders
|
BUY
|
- |
102K+ 22.92% |
$2.47M - $2.49M
|
547K
$13.3M
|
|