Latest Institutional Purchases of Schwab Short Term Us Treasury (SCHO)
This list provides information on the latest institutional transactions involving Schwab Short Term Us Treasury (SCHO) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
433K+ 15.79% |
$10.5M - $10.6M
|
3.18M
$77.4M
|
|
|
Jan 14, 2026
Q4 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
229K+ 6.67% |
$5.58M - $5.61M
|
3.67M
$89.4M
|
|
|
Jan 08, 2026
Q4 2025
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
103K+ 26.9% |
$2.49M - $2.51M
|
484K
$11.8M
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
95.7K+ 42.89% |
$2.33M - $2.34M
|
319K
$7.76M
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
94.5K+ 5.77% |
$2.3M - $2.31M
|
1.73M
$42.2M
|
|
|
Jan 14, 2026
Q4 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
90.2K+ 4.55% |
$2.19M - $2.21M
|
2.07M
$50.5M
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
83.3K+ 9.25% |
$2.03M - $2.04M
|
984K
$24M
|
|
|
Jan 13, 2026
Q4 2025
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
66.8K+ 11.85% |
$1.62M - $1.63M
|
630K
$15.3M
|
|
|
Jan 08, 2026
Q4 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
57.6K+ 13.57% |
$1.4M - $1.41M
|
482K
$11.7M
|
|
|
Jan 02, 2026
Q4 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
55.3K+ 17.98% |
$1.34M - $1.35M
|
363K
$8.84M
|
|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
BUY
|
- |
42.2K+ 44.94% |
$1.02M - $1.03M
|
136K
$3.31M
|
|
|
Jan 12, 2026
Q4 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
39.3K+ 2.05% |
$955K - $960K
|
1.95M
$47.5M
|
|
|
Jan 05, 2026
Q4 2025
|
Park National Corp
|
BUY
|
- |
37.4KNew |
$909K - $915K
|
37.4K
$911K
|
|
|
Jan 08, 2026
Q4 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
34.5K+ 3.44% |
$839K - $844K
|
1.04M
$25.3M
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
27.4K+ 36.89% |
$665K - $669K
|
102K
$2.47M
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
23.6KNew |
$573K - $577K
|
23.6K
$574K
|
|
|
Jan 12, 2026
Q4 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
21.6K+ 24.39% |
$524K - $527K
|
110K
$2.68M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
20KNew |
$487K - $490K
|
20K
$488K
|
|
|
Jan 13, 2026
Q4 2025
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
16.3KNew |
$396K - $398K
|
16.3K
$397K
|
|
|
Jan 13, 2026
Q4 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
14.3K+ 60.24% |
$349K - $351K
|
38.1K
$929K
|
|
|
Jan 05, 2026
Q4 2025
|
Anderson Hoagland & CO
|
BUY
|
- |
14.2K+ 23.61% |
$346K - $348K
|
74.5K
$1.81M
|
|
|
Jan 08, 2026
Q4 2025
|
Tuttle Capital Management, LLC
|
BUY
|
- |
9.5KNew |
$231K - $232K
|
9.5K
$231K
|
|
|
Jan 07, 2026
Q4 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
7.86K+ 0.94% |
$191K - $192K
|
849K
$20.7M
|
|
|
Jan 07, 2026
Q4 2025
|
Marotta Asset Management
|
BUY
|
- |
7.69K+ 1.31% |
$187K - $188K
|
593K
$14.4M
|
|
|
Jan 14, 2026
Q4 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
6.02K+ 13.95% |
$146K - $147K
|
49.2K
$1.2M
|
|
|
Jan 14, 2026
Q4 2025
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
4.92K+ 19.89% |
$120K - $120K
|
29.6K
$722K
|
|
|
Jan 07, 2026
Q4 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
4.03K+ 18.45% |
$97.9K - $98.5K
|
25.8K
$629K
|
|
|
Jan 09, 2026
Q4 2025
|
Twele Capital Management, Inc.
|
BUY
|
- |
1.71K+ 4.07% |
$41.6K - $41.9K
|
43.7K
$1.06M
|
|
|
Jan 08, 2026
Q4 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
1.19K+ 11.06% |
$29K - $29.1K
|
12K
$291K
|
|
|
Jan 12, 2026
Q4 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
1.05K+ 2.39% |
$25.6K - $25.7K
|
45K
$1.1M
|
|
|
Jan 08, 2026
Q4 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
750+ 4.41% |
$18.2K - $18.3K
|
17.8K
$433K
|
|
|
Jan 05, 2026
Q4 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
689+ 5.4% |
$16.7K - $16.9K
|
13.4K
$327K
|
|
|
Jan 14, 2026
Q4 2025
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
593+ 3.85% |
$14.4K - $14.5K
|
16K
$389K
|
|
|
Jan 14, 2026
Q4 2025
|
Brewster Financial Planning LLC
|
BUY
|
- |
288+ 2.46% |
$7K - $7.04K
|
12K
$292K
|
|
|
Jan 12, 2026
Q4 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
280+ 3.08% |
$6.81K - $6.85K
|
9.39K
$229K
|
|
|
Jan 12, 2026
Q4 2025
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
142+ 1.02% |
$3.45K - $3.47K
|
14.1K
$343K
|
|
|
Jan 08, 2026
Q4 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
121+ 0.85% |
$2.94K - $2.96K
|
14.3K
$349K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
118+ 9.98% |
$2.87K - $2.89K
|
1.3K
$31.7K
|
|
|
Jan 14, 2026
Q4 2025
|
Guardian Financial Partners, LLC
|
BUY
|
- |
115+ 0.27% |
$2.8K - $2.81K
|
42.1K
$1.03M
|
|
|
Jan 12, 2026
Q4 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
41New |
$997 - $1K
|
41
$998
|
|
|
Jan 13, 2026
Q4 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
5+ 0.22% |
$122 - $122
|
2.28K
$55.6K
|
|
|
Jan 14, 2026
Q4 2025
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
1+ 1.39% |
$24.3 - $24.5
|
73
$1.78K
|
|
| Q3 2025 | |||||||
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
9.58M+ 8.78% |
$232M - $234M
|
119M
$2.89B
|
|
|
Oct 20, 2025
Q3 2025
|
Access Financial Services, Inc.
|
BUY
|
- |
713K+ 112.49% |
$17.3M - $17.4M
|
1.35M
$32.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
571K+ 3.35% |
$13.8M - $13.9M
|
17.6M
$428M
|
|
|
Nov 14, 2025
Q3 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
495KNew |
$12M - $12.1M
|
495K
$12M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
443K+ 7.25% |
$10.7M - $10.8M
|
6.55M
$160M
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
BUY
|
- |
367K+ 1553.0% |
$8.88M - $8.95M
|
390K
$9.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
357K+ 1191.18% |
$8.66M - $8.73M
|
387K
$9.44M
|
|
|
Nov 12, 2025
Q3 2025
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
336KNew |
$8.15M - $8.21M
|
336K
$8.19M
|
|