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 15, 2026
Q4 2025
|
Dock Street Asset Management Inc
|
BUY
|
- |
325KNew |
$7.9M - $7.95M
|
325K
$7.92M
|
|
|
Jan 14, 2026
Q4 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
229K+ 6.67% |
$5.58M - $5.61M
|
3.67M
$89.4M
|
|
|
Jan 16, 2026
Q4 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
209K+ 9.37% |
$5.09M - $5.12M
|
2.44M
$59.5M
|
|
|
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 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
15.8K+ 116.08% |
$385K - $387K
|
29.5K
$717K
|
|
|
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 16, 2026
Q4 2025
|
Trust CO Of Vermont
|
BUY
|
- |
11.9K+ 3173.26% |
$289K - $290K
|
12.2K
$298K
|
|
|
Jan 16, 2026
Q4 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
9.52K+ 8.53% |
$231K - $233K
|
121K
$2.95M
|
|
|
Jan 08, 2026
Q4 2025
|
Tuttle Capital Management, LLC
|
BUY
|
- |
9.5KNew |
$231K - $232K
|
9.5K
$231K
|
|
|
Jan 16, 2026
Q4 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
9.25KNew |
$225K - $226K
|
9.25K
$225K
|
|
|
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 16, 2026
Q4 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
5.43K+ 14.03% |
$132K - $133K
|
44.1K
$1.07M
|
|
|
Jan 15, 2026
Q4 2025
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
5.2K+ 9.66% |
$126K - $127K
|
59K
$1.44M
|
|
|
Jan 14, 2026
Q4 2025
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
4.92K+ 19.89% |
$120K - $120K
|
29.6K
$722K
|
|
|
Jan 16, 2026
Q4 2025
|
Sims Investment Management, LLC
Cincinnati, OH |
BUY
|
- |
4.91K+ 1.21% |
$119K - $120K
|
411K
$10M
|
|
|
Jan 14, 2026
Q4 2025
|
Aventus Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
4.72K+ 3.95% |
$115K - $115K
|
124K
$3.03M
|
|
|
Jan 07, 2026
Q4 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
4.03K+ 18.45% |
$97.9K - $98.5K
|
25.8K
$629K
|
|
|
Jan 15, 2026
Q4 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
3.58K+ 1.75% |
$87K - $87.5K
|
208K
$5.06M
|
|
|
Jan 14, 2026
Q4 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
3K+ 5.13% |
$72.9K - $73.4K
|
61.5K
$1.5M
|
|
|
Jan 16, 2026
Q4 2025
|
Crewe Advisors LLC
|
BUY
|
- |
2.21KNew |
$53.7K - $54K
|
2.21K
$53.8K
|
|
|
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 16, 2026
Q4 2025
|
Dorato Capital Management
Denver, CO |
BUY
|
- |
1.06KNew |
$25.8K - $26K
|
1.06K
$25.9K
|
|
|
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 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
432New |
$10.5K - $10.6K
|
432
$10.5K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
308+ 14.69% |
$7.49K - $7.53K
|
2.41K
$58.6K
|
|
|
Jan 14, 2026
Q4 2025
|
Brewster Financial Planning LLC
|
BUY
|
- |
288+ 2.46% |
$7K - $7.04K
|
12K
$292K
|
|