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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2025
Q3 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
1.11K+ 4.56% |
$26.8K - $27K
|
25.4K
$618K
|
|
|
Oct 29, 2025
Q3 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
629+ 0.35% |
$15.2K - $15.4K
|
183K
$4.45M
|
|
|
Oct 29, 2025
Q3 2025
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
10.4K+ 31.15% |
$251K - $253K
|
43.6K
$1.06M
|
|
|
Oct 29, 2025
Q3 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
16.8K+ 15.08% |
$408K - $411K
|
128K
$3.13M
|
|
|
Oct 29, 2025
Q3 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-15- 0.16% |
$363 - $366
|
9.28K
$226K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.78K+ 25.5% |
$67.3K - $67.8K
|
13.7K
$333K
|
|
|
Oct 29, 2025
Q3 2025
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
8.91K+ 20.46% |
$216K - $218K
|
52.4K
$1.28M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
254New |
$6.15K - $6.2K
|
254
$6.18K
|
|
|
Oct 29, 2025
Q3 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-25.7K- 52.1% |
$624K - $628K
|
23.7K
$576K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
16.6KNew |
$403K - $407K
|
16.6K
$405K
|
|
|
Oct 28, 2025
Q3 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-2.4K- 6.83% |
$58.2K - $58.6K
|
32.8K
$797K
|
|
|
Oct 28, 2025
Q3 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
119New |
$2.88K - $2.91K
|
119
$2.9K
|
|
|
Oct 28, 2025
Q3 2025
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
2.75K+ 6.0% |
$66.5K - $67.1K
|
48.5K
$1.18M
|
|
|
Oct 28, 2025
Q3 2025
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-153- 0.71% |
$3.71K - $3.74K
|
21.5K
$524K
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
BUY
|
- |
22.7K+ 22.99% |
$551K - $555K
|
122K
$2.96M
|
|
|
Oct 28, 2025
Q3 2025
|
Journey Beyond Wealth, LLC
Roswell, GA |
BUY
|
- |
7.78K+ 6.53% |
$188K - $190K
|
127K
$3.09M
|
|
|
Oct 28, 2025
Q3 2025
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
916+ 2.8% |
$22.2K - $22.4K
|
33.6K
$818K
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
26.8KNew |
$650K - $655K
|
26.8K
$653K
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
SELL
|
- |
-1.36K- 98.27% |
$33K - $33.2K
|
24
$584
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
58.9K+ 5.0% |
$1.43M - $1.44M
|
1.24M
$30.1M
|
|
|
Oct 28, 2025
Q3 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
14K+ 14.55% |
$340K - $342K
|
110K
$2.69M
|
|
|
Oct 28, 2025
Q3 2025
|
Mc Broom & Associates, LLC
|
SELL
|
- |
-14.5K- 35.54% |
$350K - $353K
|
26.2K
$638K
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
43.7KNew |
$1.06M - $1.07M
|
43.7K
$1.06M
|
|
|
Oct 28, 2025
Q3 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-8.06K- 9.8% |
$195K - $197K
|
74.2K
$1.81M
|
|
|
Oct 28, 2025
Q3 2025
|
Hartline Investment Corp
Winnetka, IL |
SELL
|
- |
-8.23K- 22.82% |
$199K - $201K
|
27.8K
$678K
|
|
|
Oct 28, 2025
Q3 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
38.8K+ 6.91% |
$940K - $947K
|
600K
$14.6M
|
|
|
Oct 27, 2025
Q3 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
109K+ 5.13% |
$2.64M - $2.66M
|
2.23M
$54.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-96- 0.53% |
$2.33K - $2.34K
|
18.1K
$440K
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
25+ 0.78% |
$606 - $611
|
3.25K
$79.1K
|
|
|
Oct 27, 2025
Q3 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
354New |
$8.58K - $8.64K
|
354
$8.62K
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-493- 8.68% |
$11.9K - $12K
|
5.19K
$126K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-832- 1.93% |
$20.2K - $20.3K
|
42.2K
$1.03M
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-497- 1.36% |
$12K - $12.1K
|
36.2K
$881K
|
|
|
Oct 27, 2025
Q3 2025
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
1.91K+ 7.91% |
$46.3K - $46.7K
|
26.1K
$635K
|
|
|
Oct 27, 2025
Q3 2025
|
Holcombe Financial, Inc.
Atlanta, GA |
BUY
|
- |
55.7K+ 5.49% |
$1.35M - $1.36M
|
1.07M
$26M
|
|
|
Oct 27, 2025
Q3 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
28.6K+ 62.91% |
$694K - $700K
|
74.2K
$1.81M
|
|
|
Oct 27, 2025
Q3 2025
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-13.4K- 15.42% |
$324K - $327K
|
73.4K
$1.79M
|
|
|
Oct 27, 2025
Q3 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-4.87K- 2.55% |
$118K - $119K
|
186K
$4.54M
|
|
|
Oct 27, 2025
Q3 2025
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
41.5K+ 27.61% |
$1M - $1.01M
|
192K
$4.67M
|
|
|
Oct 24, 2025
Q3 2025
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
BUY
|
- |
8.57K+ 25.54% |
$208K - $209K
|
42.1K
$1.03M
|
|
|
Oct 24, 2025
Q3 2025
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
2.76K+ 4.86% |
$66.8K - $67.4K
|
59.5K
$1.45M
|
|
|
Oct 24, 2025
Q3 2025
|
Phil A. Younker & Associates, Ltd.
Fairbanks, AK |
BUY
|
- |
66.2K+ 20.92% |
$1.6M - $1.62M
|
383K
$9.32M
|
|
|
Oct 24, 2025
Q3 2025
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-15.7K- 6.33% |
$379K - $382K
|
232K
$5.65M
|
|
|
Oct 24, 2025
Q3 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
26.8KNew |
$649K - $654K
|
26.8K
$652K
|
|
|
Oct 24, 2025
Q3 2025
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
2.75K+ 6.0% |
$66.5K - $67.1K
|
48.5K
$1.18M
|
|
|
Oct 24, 2025
Q3 2025
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
13.7K+ 1.47% |
$333K - $335K
|
945K
$23M
|
|
|
Oct 24, 2025
Q3 2025
|
Aventus Investment Advisors, Inc.
Naples, FL |
SELL
|
- |
-10.9K- 8.34% |
$264K - $266K
|
120K
$2.91M
|
|
|
Oct 24, 2025
Q3 2025
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-4.91K- 27.55% |
$119K - $120K
|
12.9K
$314K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-101K- 27.42% |
$2.44M - $2.46M
|
266K
$6.48M
|
|
|
Oct 24, 2025
Q3 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
1.04K+ 9.75% |
$25.1K - $25.3K
|
11.7K
$284K
|
|