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 23, 2025
Q3 2025
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
485+ 4.72% |
$11.8K - $11.8K
|
10.8K
$262K
|
|
|
Oct 23, 2025
Q3 2025
|
Seneca Financial Advisors LLC
Rochester, NY |
SELL
|
- |
-86.7K- 67.59% |
$2.1M - $2.12M
|
41.6K
$1.01M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
16.8K+ 7.68% |
$407K - $410K
|
235K
$5.73M
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
31New |
$751 - $757
|
31
$755
|
|
|
Oct 23, 2025
Q3 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
43.2KNew |
$1.05M - $1.05M
|
43.2K
$1.05M
|
|
|
Oct 23, 2025
Q3 2025
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-15.5K- 23.35% |
$374K - $377K
|
50.7K
$1.24M
|
|
|
Oct 23, 2025
Q3 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
771+ 1.68% |
$18.7K - $18.8K
|
46.6K
$1.14M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
11K+ 10.32% |
$267K - $269K
|
118K
$2.86M
|
|
|
Oct 23, 2025
Q3 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-3.39K- 1.69% |
$82.1K - $82.7K
|
198K
$4.81M
|
|
|
Oct 23, 2025
Q3 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-621- 5.32% |
$15K - $15.2K
|
11.1K
$269K
|
|
|
Oct 23, 2025
Q3 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
551+ 6.26% |
$13.4K - $13.5K
|
9.35K
$228K
|
|
|
Oct 23, 2025
Q3 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
196K+ 6.04% |
$4.75M - $4.78M
|
3.44M
$83.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Trevian Wealth Management LLC
|
BUY
|
- |
39.1KNew |
$947K - $954K
|
39.1K
$952K
|
|
|
Oct 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-2.8K- 55.38% |
$67.9K - $68.4K
|
2.26K
$55K
|
|
|
Oct 23, 2025
Q3 2025
|
Planned Solutions, Inc.
|
SELL
|
- |
-225- 0.69% |
$5.45K - $5.49K
|
32.5K
$791K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-804- 1.24% |
$19.5K - $19.6K
|
64.2K
$1.56M
|
|
|
Oct 23, 2025
Q3 2025
|
Madden Securities Corp
|
SELL
|
- |
-352- 1.1% |
$8.53K - $8.6K
|
31.5K
$768K
|
|
|
Oct 23, 2025
Q3 2025
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-15.1K- 6.87% |
$365K - $368K
|
204K
$4.97M
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-13.5K- 26.09% |
$327K - $329K
|
38.2K
$930K
|
|
|
Oct 23, 2025
Q3 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-48.1K- 46.04% |
$1.17M - $1.17M
|
56.4K
$1.37M
|
|
|
Oct 23, 2025
Q3 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
6.23K+ 7.34% |
$151K - $152K
|
91.2K
$2.22M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-133K- 43.13% |
$3.23M - $3.26M
|
176K
$4.28M
|
|
|
Oct 22, 2025
Q3 2025
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-38.2K- 26.29% |
$927K - $934K
|
107K
$2.61M
|
|
|
Oct 22, 2025
Q3 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
239+ 0.66% |
$5.79K - $5.84K
|
36.5K
$890K
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
BUY
|
- |
367K+ 1553.0% |
$8.88M - $8.95M
|
390K
$9.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-10.6K- 5.82% |
$256K - $258K
|
171K
$4.16M
|
|
|
Oct 22, 2025
Q3 2025
|
Courage Miller Partners, LLC
|
BUY
|
- |
71.3K+ 9.82% |
$1.73M - $1.74M
|
798K
$19.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Blossom Wealth Management
|
BUY
|
- |
1.06K+ 4.94% |
$25.6K - $25.8K
|
22.4K
$545K
|
|
|
Oct 22, 2025
Q3 2025
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-51.2K- 18.9% |
$1.24M - $1.25M
|
220K
$5.35M
|
|
|
Oct 22, 2025
Q3 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-58.4K- 79.14% |
$1.42M - $1.43M
|
15.4K
$375K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-36.3K- 99.24% |
$880K - $887K
|
280
$6.82K
|
|
|
Oct 22, 2025
Q3 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-127- 0.22% |
$3.08K - $3.1K
|
57K
$1.39M
|
|
|
Oct 22, 2025
Q3 2025
|
Bcs Wealth Management
|
SELL
|
- |
-2.27K- 8.89% |
$55.1K - $55.5K
|
23.3K
$567K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-20- 1.66% |
$485 - $488
|
1.18K
$28.8K
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
16.4K+ 1.99% |
$398K - $401K
|
841K
$20.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
65.9K+ 8.38% |
$1.6M - $1.61M
|
852K
$20.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-500K- 15.31% |
$12.1M - $12.2M
|
2.77M
$67.4M
|
|
|
Oct 21, 2025
Q3 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
47+ 0.52% |
$1.14K - $1.15K
|
9.11K
$222K
|
|
|
Oct 21, 2025
Q3 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
1.3K+ 15.55% |
$31.5K - $31.7K
|
9.66K
$235K
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-73.4K- 84.33% |
$1.78M - $1.79M
|
13.6K
$332K
|
|
|
Oct 21, 2025
Q3 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
46+ 3.44% |
$1.11K - $1.12K
|
1.38K
$33.7K
|
|
|
Oct 21, 2025
Q3 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
1.62K+ 5.75% |
$39.3K - $39.6K
|
29.8K
$726K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1New |
$24.2 - $24.4
|
1
$24.4
|
|
|
Oct 21, 2025
Q3 2025
|
Pflug Koory, LLC
|
BUY
|
- |
13.1K+ 9.65% |
$317K - $319K
|
149K
$3.62M
|
|
|
Oct 21, 2025
Q3 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-400- 1.8% |
$9.69K - $9.77K
|
21.8K
$531K
|
|
|
Oct 21, 2025
Q3 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
3+ 0.13% |
$72.7 - $73.3
|
2.28K
$55.4K
|
|
|
Oct 21, 2025
Q3 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
84.3K+ 4.85% |
$2.04M - $2.06M
|
1.82M
$44.4M
|
|
|
Oct 21, 2025
Q3 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.85K+ 5.54% |
$142K - $143K
|
112K
$2.72M
|
|
|
Oct 21, 2025
Q3 2025
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-737- 46.24% |
$17.9K - $18K
|
857
$20.9K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-3.26K- 4.75% |
$79.1K - $79.7K
|
65.4K
$1.59M
|
|