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 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
4.33K+ 33.5% |
$105K - $106K
|
17.3K
$420K
|
|
|
Nov 03, 2025
Q3 2025
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
SELL
|
- |
-111K- 81.57% |
$2.68M - $2.7M
|
25K
$609K
|
|
|
Nov 03, 2025
Q3 2025
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-1.17K- 3.57% |
$28.3K - $28.5K
|
31.6K
$769K
|
|
|
Nov 03, 2025
Q3 2025
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-766- 4.2% |
$18.6K - $18.7K
|
17.5K
$425K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.31K- 33.49% |
$55.9K - $56.3K
|
4.58K
$111K
|
|
|
Nov 03, 2025
Q3 2025
|
Joule Financial, LLC
|
BUY
|
- |
8.25K+ 48.95% |
$200K - $202K
|
25.1K
$612K
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
6+ 0.96% |
$145 - $147
|
631
$15.4K
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
SELL
|
- |
-3.29K- 0.6% |
$79.8K - $80.4K
|
550K
$13.4M
|
|
|
Nov 03, 2025
Q3 2025
|
Pittenger & Anderson Inc
|
BUY
|
- |
5.68K+ 14.18% |
$138K - $139K
|
45.7K
$1.11M
|
|
|
Nov 03, 2025
Q3 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
50+ 0.27% |
$1.21K - $1.22K
|
18.9K
$461K
|
|
|
Nov 03, 2025
Q3 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-67- 0.63% |
$1.62K - $1.64K
|
10.6K
$258K
|
|
|
Nov 03, 2025
Q3 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
1.25K+ 39.6% |
$30.2K - $30.4K
|
4.39K
$107K
|
|
|
Nov 03, 2025
Q3 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
115+ 0.53% |
$2.79K - $2.81K
|
21.9K
$534K
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
9.34KNew |
$226K - $228K
|
9.34K
$228K
|
|
|
Oct 31, 2025
Q3 2025
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
216K+ 62.31% |
$5.24M - $5.28M
|
563K
$13.7M
|
|
|
Oct 31, 2025
Q3 2025
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
618+ 0.87% |
$15K - $15.1K
|
72K
$1.75M
|
|
|
Oct 31, 2025
Q3 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-46.2K- 80.66% |
$1.12M - $1.13M
|
11.1K
$270K
|
|
|
Oct 31, 2025
Q3 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-419- 0.76% |
$10.2K - $10.2K
|
54.4K
$1.33M
|
|
|
Oct 31, 2025
Q3 2025
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-425- 3.44% |
$10.3K - $10.4K
|
11.9K
$290K
|
|
|
Oct 31, 2025
Q3 2025
|
Cheviot Value Management, LLC
|
SELL
|
- |
-17.4K- 12.88% |
$422K - $426K
|
118K
$2.87M
|
|
|
Oct 31, 2025
Q3 2025
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
194K+ 31.76% |
$4.71M - $4.75M
|
807K
$19.6M
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
62+ 2.52% |
$1.5K - $1.51K
|
2.52K
$61.5K
|
|
|
Oct 31, 2025
Q3 2025
|
Redw Wealth LLC
|
SELL
|
- |
-480- 2.28% |
$11.6K - $11.7K
|
20.5K
$500K
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
72.9KNew |
$1.77M - $1.78M
|
72.9K
$1.78M
|
|
|
Oct 31, 2025
Q3 2025
|
Grove Street Fiduciary, LLC
Peterborough, NH |
SELL
|
- |
-2.24K- 0.75% |
$54.2K - $54.6K
|
295K
$7.19M
|
|
|
Oct 31, 2025
Q3 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
14.1K+ 19.04% |
$343K - $345K
|
88.4K
$2.15M
|
|
|
Oct 31, 2025
Q3 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-20.1K- 58.42% |
$487K - $491K
|
14.3K
$348K
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-42.2K- 62.97% |
$1.02M - $1.03M
|
24.8K
$604K
|
|
|
Oct 30, 2025
Q3 2025
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-642K- 46.0% |
$15.6M - $15.7M
|
754K
$18.4M
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
14.5K+ 2.57% |
$350K - $353K
|
578K
$14.1M
|
|
|
Oct 30, 2025
Q3 2025
|
Cva Family Office, LLC
|
BUY
|
- |
1.27K+ 11.8% |
$30.7K - $30.9K
|
12K
$292K
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
33KNew |
$799K - $805K
|
33K
$803K
|
|
|
Oct 30, 2025
Q3 2025
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
396+ 0.39% |
$9.6K - $9.67K
|
102K
$2.5M
|
|
|
Oct 30, 2025
Q3 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
100+ 0.35% |
$2.42K - $2.44K
|
28.5K
$695K
|
|
|
Oct 30, 2025
Q3 2025
|
Sellwood Investment Partners LLC
Portland, OR |
BUY
|
- |
50.6K+ 91.15% |
$1.23M - $1.24M
|
106K
$2.58M
|
|
|
Oct 30, 2025
Q3 2025
|
Ridgewood Investments LLC
|
SELL
|
- |
-16.8K- 57.92% |
$408K - $411K
|
12.2K
$298K
|
|
|
Oct 30, 2025
Q3 2025
|
Wbh Advisory Inc
|
BUY
|
- |
1.89K+ 1.53% |
$45.9K - $46.2K
|
125K
$3.06M
|
|
|
Oct 30, 2025
Q3 2025
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-540- 1.39% |
$13.1K - $13.2K
|
38.4K
$936K
|
|
|
Oct 30, 2025
Q3 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
632New |
$15.3K - $15.4K
|
632
$15.4K
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-6.07K- 37.24% |
$147K - $148K
|
10.2K
$249K
|
|
|
Oct 30, 2025
Q3 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
137+ 1.02% |
$3.32K - $3.35K
|
13.6K
$330K
|
|
|
Oct 30, 2025
Q3 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
12K+ 54.54% |
$291K - $293K
|
34K
$828K
|
|
|
Oct 29, 2025
Q3 2025
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
1+ 1.41% |
$24.2 - $24.4
|
72
$1.75K
|
|
|
Oct 29, 2025
Q3 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
3.69K+ 0.62% |
$89.3K - $90K
|
594K
$14.5M
|
|
|
Oct 29, 2025
Q3 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-3.57K- 6.95% |
$86.6K - $87.3K
|
47.9K
$1.17M
|
|
|
Oct 29, 2025
Q3 2025
|
Smithbridge Asset Management Inc
|
BUY
|
- |
82.4KNew |
$2M - $2.01M
|
82.4K
$2.01M
|
|
|
Oct 29, 2025
Q3 2025
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
27.8K+ 100.18% |
$673K - $678K
|
55.5K
$1.35M
|
|
|
Oct 29, 2025
Q3 2025
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
2.19K+ 2.86% |
$53K - $53.4K
|
78.7K
$1.92M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.29M+ 89.08% |
$31.3M - $31.6M
|
2.74M
$66.8M
|
|
|
Oct 29, 2025
Q3 2025
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-90.5K- 67.73% |
$2.19M - $2.21M
|
43.1K
$1.05M
|
|