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 |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2025
Q3 2025
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
58.5K+ 114.72% |
$1.42M - $1.43M
|
109K
$2.66M
|
|
|
Oct 27, 2025
Q3 2025
|
Holcombe Financial, Inc.
Atlanta, GA |
BUY
|
- |
55.7K+ 5.49% |
$1.35M - $1.36M
|
1.07M
$26M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
53.7K+ 2.77% |
$1.3M - $1.31M
|
1.99M
$48.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Ballast Advisors LLC
|
BUY
|
- |
53.6K+ 9.4% |
$1.3M - $1.31M
|
624K
$15.2M
|
|
|
Oct 30, 2025
Q3 2025
|
Sellwood Investment Partners LLC
Portland, OR |
BUY
|
- |
50.6K+ 91.15% |
$1.23M - $1.24M
|
106K
$2.58M
|
|
|
Nov 12, 2025
Q3 2025
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
49.7K+ 4.71% |
$1.21M - $1.21M
|
1.11M
$26.9M
|
|
|
Nov 10, 2025
Q3 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
48.1K+ 7.16% |
$1.17M - $1.17M
|
720K
$17.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
45.6K+ 10.49% |
$1.11M - $1.11M
|
481K
$11.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
45.6K+ 7.4% |
$1.1M - $1.11M
|
661K
$16.1M
|
|
|
Nov 17, 2025
Q3 2025
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
44.9K+ 2.67% |
$1.09M - $1.1M
|
1.73M
$42M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
43.7KNew |
$1.06M - $1.07M
|
43.7K
$1.06M
|
|
|
Oct 08, 2025
Q3 2025
|
Wedmont Private Capital
|
BUY
|
- |
43.6KNew |
$1.06M - $1.07M
|
43.6K
$1.06M
|
|
|
Nov 13, 2025
Q3 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
43.6K+ 19.35% |
$1.06M - $1.06M
|
269K
$6.55M
|
|
|
Nov 06, 2025
Q3 2025
|
Plan A Wealth LLC
Lincoln, NE |
BUY
|
- |
41.9K+ 22.45% |
$1.02M - $1.02M
|
229K
$5.57M
|
|
|
Oct 27, 2025
Q3 2025
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
41.5K+ 27.61% |
$1M - $1.01M
|
192K
$4.67M
|
|
|
Nov 14, 2025
Q3 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
40.3K+ 1276.55% |
$976K - $984K
|
43.4K
$1.06M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
39.3K+ 13.86% |
$953K - $960K
|
323K
$7.86M
|
|
|
Oct 23, 2025
Q3 2025
|
Trevian Wealth Management LLC
|
BUY
|
- |
39.1KNew |
$947K - $954K
|
39.1K
$952K
|
|
|
Oct 28, 2025
Q3 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
38.8K+ 6.91% |
$940K - $947K
|
600K
$14.6M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
38.6K+ 5.15% |
$935K - $942K
|
788K
$19.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
37.7K+ 50.4% |
$914K - $921K
|
113K
$2.74M
|
|
|
Nov 07, 2025
Q3 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
36.8K+ 7.14% |
$892K - $899K
|
552K
$13.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
36.8K+ 21.99% |
$891K - $898K
|
204K
$4.97M
|
|
|
Nov 05, 2025
Q3 2025
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
34.7K+ 42.58% |
$842K - $848K
|
116K
$2.83M
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
33KNew |
$799K - $805K
|
33K
$803K
|
|
|
Nov 12, 2025
Q3 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
30.1K+ 13.56% |
$730K - $736K
|
252K
$6.15M
|
|
|
Nov 13, 2025
Q3 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
28.2K+ 6.0% |
$683K - $689K
|
498K
$12.1M
|
|
|
Nov 06, 2025
Q3 2025
|
Asset Planning Corporation
|
BUY
|
- |
28.2K+ 10.59% |
$682K - $688K
|
294K
$7.16M
|
|
|
Oct 29, 2025
Q3 2025
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
27.8K+ 100.18% |
$673K - $678K
|
55.5K
$1.35M
|
|
|
Nov 14, 2025
Q3 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
27K+ 4.16% |
$655K - $660K
|
676K
$16.5M
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
26.8KNew |
$650K - $655K
|
26.8K
$653K
|
|
|
Oct 24, 2025
Q3 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
26.8KNew |
$649K - $654K
|
26.8K
$652K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
25.8K+ 21.22% |
$626K - $631K
|
148K
$3.59M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
25.7K+ 207.92% |
$623K - $628K
|
38.1K
$927K
|
|
|
Nov 03, 2025
Q3 2025
|
Farrow Financial Inc.
Randolph, VT |
BUY
|
- |
25.3K+ 13.94% |
$614K - $619K
|
207K
$5.04M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
24.5KNew |
$594K - $599K
|
24.5K
$597K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
23.4K+ 40.05% |
$566K - $571K
|
81.7K
$1.99M
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
BUY
|
- |
22.7K+ 22.99% |
$551K - $555K
|
122K
$2.96M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
22.5K+ 2.44% |
$545K - $549K
|
943K
$23M
|
|
|
Nov 17, 2025
Q3 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
21.5K+ 4.49% |
$520K - $524K
|
500K
$12.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
21K+ 22.53% |
$508K - $512K
|
114K
$2.78M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
20KNew |
$485K - $489K
|
20K
$488K
|
|
|
Nov 10, 2025
Q3 2025
|
Journey Advisory Group, LLC
|
BUY
|
- |
19.4K+ 2.63% |
$470K - $474K
|
758K
$18.5M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
18.2K+ 2.38% |
$441K - $445K
|
785K
$19.1M
|
|
|
Nov 06, 2025
Q3 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
17.8KNew |
$431K - $434K
|
17.8K
$433K
|
|
|
Nov 14, 2025
Q3 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
17.5K+ 5.17% |
$425K - $428K
|
357K
$8.69M
|
|
|
Oct 29, 2025
Q3 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
16.8K+ 15.08% |
$408K - $411K
|
128K
$3.13M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
16.8K+ 7.68% |
$407K - $410K
|
235K
$5.73M
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
16.6KNew |
$403K - $407K
|
16.6K
$405K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
16K+ 1.92% |
$387K - $390K
|
847K
$20.6M
|
|