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 05, 2025
Q3 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-2.08K- 6.85% |
$50.4K - $50.8K
|
28.3K
$689K
|
|
|
Nov 05, 2025
Q3 2025
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
34.7K+ 42.58% |
$842K - $848K
|
116K
$2.83M
|
|
|
Nov 05, 2025
Q3 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
8.45KNew |
$205K - $206K
|
8.45K
$206K
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
187+ 10.5% |
$4.53K - $4.57K
|
1.97K
$47.9K
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.57K- 2.6% |
$38.1K - $38.4K
|
59K
$1.44M
|
|
|
Nov 05, 2025
Q3 2025
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-34.2K- 3.73% |
$829K - $836K
|
883K
$21.5M
|
|
|
Nov 05, 2025
Q3 2025
|
Sherman Asset Management, Inc.
Ventura, CA |
SELL
|
- |
-1.14K- 2.94% |
$27.6K - $27.8K
|
37.7K
$918K
|
|
|
Nov 05, 2025
Q3 2025
|
Anson Capital, Inc.
|
BUY
|
- |
8.2KNew |
$199K - $200K
|
8.2K
$200K
|
|
|
Nov 05, 2025
Q3 2025
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
112+ 0.81% |
$2.71K - $2.74K
|
13.9K
$340K
|
|
|
Nov 05, 2025
Q3 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
1.25KNew |
$30.2K - $30.5K
|
1.25K
$30.4K
|
|
|
Nov 05, 2025
Q3 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
176K+ 7.24% |
$4.25M - $4.29M
|
2.6M
$63.3M
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
718+ 235.41% |
$17.4K - $17.5K
|
1.02K
$24.9K
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
4.83K+ 19.38% |
$117K - $118K
|
29.7K
$724K
|
|
|
Nov 05, 2025
Q3 2025
|
D.B. Root & Company, LLC
|
SELL
|
- |
-2.26K- 5.26% |
$54.8K - $55.2K
|
40.7K
$991K
|
|
|
Nov 05, 2025
Q3 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
9.64KNew |
$234K - $235K
|
9.64K
$235K
|
|
|
Nov 05, 2025
Q3 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
4.32K+ 12.57% |
$105K - $105K
|
38.7K
$942K
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-862- 7.98% |
$20.9K - $21.1K
|
9.94K
$242K
|
|
|
Nov 05, 2025
Q3 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-6.66K- 18.22% |
$161K - $163K
|
29.9K
$727K
|
|
|
Nov 05, 2025
Q3 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
11K+ 9.47% |
$266K - $268K
|
127K
$3.09M
|
|
|
Nov 05, 2025
Q3 2025
|
Aegis Wealth Management LLC
Bethesda, MD |
SELL
|
- |
-876- 3.42% |
$21.2K - $21.4K
|
24.7K
$602K
|
|
|
Nov 04, 2025
Q3 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
SELL
|
- |
-434- 7.44% |
$10.5K - $10.6K
|
5.4K
$132K
|
|
|
Nov 04, 2025
Q3 2025
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
SELL
|
- |
-1.51K- 3.97% |
$36.5K - $36.8K
|
36.5K
$888K
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
14.8K+ 3.62% |
$359K - $362K
|
424K
$10.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
BUY
|
- |
5.92K+ 30.92% |
$143K - $145K
|
25.1K
$610K
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
28+ 0.32% |
$678 - $684
|
8.76K
$213K
|
|
|
Nov 04, 2025
Q3 2025
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
8.21KNew |
$199K - $200K
|
8.21K
$200K
|
|
|
Nov 04, 2025
Q3 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-1.45K- 8.26% |
$35.2K - $35.5K
|
16.2K
$393K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
11.4K+ 20.83% |
$276K - $278K
|
66K
$1.61M
|
|
|
Nov 04, 2025
Q3 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
150+ 1.18% |
$3.63K - $3.66K
|
12.9K
$314K
|
|
|
Nov 04, 2025
Q3 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
818New |
$19.8K - $20K
|
818
$19.9K
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-115K- 54.14% |
$2.78M - $2.8M
|
97.1K
$2.36M
|
|
|
Nov 04, 2025
Q3 2025
|
Win Advisors, Inc
|
BUY
|
- |
14.9K+ 46.39% |
$361K - $364K
|
47K
$1.15M
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
1.6K+ 25.33% |
$38.7K - $39K
|
7.9K
$192K
|
|
|
Nov 04, 2025
Q3 2025
|
Morling Financial Advisors, LLC
|
BUY
|
- |
1.98K+ 40.13% |
$48K - $48.3K
|
6.91K
$168K
|
|
|
Nov 04, 2025
Q3 2025
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
59.4K+ 14.04% |
$1.44M - $1.45M
|
482K
$11.7M
|
|
|
Nov 04, 2025
Q3 2025
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-393- 2.46% |
$9.52K - $9.6K
|
15.6K
$380K
|
|
|
Nov 04, 2025
Q3 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
304+ 17.67% |
$7.37K - $7.42K
|
2.02K
$49.3K
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
7.69K+ 73.06% |
$186K - $188K
|
18.2K
$443K
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
SELL
|
- |
-67.1K- 24.77% |
$1.63M - $1.64M
|
204K
$4.96M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
27+ 0.06% |
$654 - $659
|
42.1K
$1.03M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.28M- 15.89% |
$31M - $31.2M
|
6.77M
$165M
|
|
|
Nov 04, 2025
Q3 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-6.71K- 12.29% |
$163K - $164K
|
47.9K
$1.17M
|
|
|
Nov 04, 2025
Q3 2025
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-918- 1.13% |
$22.2K - $22.4K
|
80.7K
$1.96M
|
|
|
Nov 04, 2025
Q3 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
1.57K+ 10.69% |
$38.1K - $38.4K
|
16.3K
$396K
|
|
|
Nov 03, 2025
Q3 2025
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
14.8K+ 80.34% |
$359K - $362K
|
33.3K
$810K
|
|
|
Nov 03, 2025
Q3 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
9.2K+ 20.41% |
$223K - $225K
|
54.3K
$1.32M
|
|
|
Nov 03, 2025
Q3 2025
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
172+ 1.17% |
$4.17K - $4.2K
|
14.9K
$363K
|
|
|
Nov 03, 2025
Q3 2025
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
60+ 0.52% |
$1.45K - $1.47K
|
11.5K
$280K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
38.6K+ 5.15% |
$935K - $942K
|
788K
$19.2M
|
|
|
Nov 03, 2025
Q3 2025
|
Farrow Financial Inc.
Randolph, VT |
BUY
|
- |
25.3K+ 13.94% |
$614K - $619K
|
207K
$5.04M
|
|