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
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
15.6K+ 44.49% |
$379K - $382K
|
50.8K
$1.24M
|
|
|
Nov 04, 2025
Q3 2025
|
Win Advisors, Inc
|
BUY
|
- |
14.9K+ 46.39% |
$361K - $364K
|
47K
$1.15M
|
|
|
Nov 03, 2025
Q3 2025
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
14.8K+ 80.34% |
$359K - $362K
|
33.3K
$810K
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
14.8K+ 3.62% |
$359K - $362K
|
424K
$10.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
14.8K+ 7.41% |
$358K - $361K
|
214K
$5.21M
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
14.6K+ 63.99% |
$354K - $357K
|
37.4K
$912K
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
14.5K+ 2.57% |
$350K - $353K
|
578K
$14.1M
|
|
|
Nov 07, 2025
Q3 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
14.1K+ 2.3% |
$342K - $345K
|
629K
$15.3M
|
|
|
Oct 28, 2025
Q3 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
14K+ 14.55% |
$340K - $342K
|
110K
$2.69M
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
13.8K+ 11.24% |
$333K - $336K
|
136K
$3.31M
|
|
|
Oct 24, 2025
Q3 2025
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
13.7K+ 1.47% |
$333K - $335K
|
945K
$23M
|
|
|
Nov 12, 2025
Q3 2025
|
Burk Holdings LLC
Tulsa, OK |
BUY
|
- |
13.6K+ 35.55% |
$330K - $332K
|
51.9K
$1.26M
|
|
|
Oct 21, 2025
Q3 2025
|
Pflug Koory, LLC
|
BUY
|
- |
13.1K+ 9.65% |
$317K - $319K
|
149K
$3.62M
|
|
|
Nov 06, 2025
Q3 2025
|
Valpey Financial Services, LLC
Concord, NH |
BUY
|
- |
12.9K+ 6.8% |
$311K - $314K
|
202K
$4.91M
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
12.5K+ 12.97% |
$302K - $304K
|
109K
$2.64M
|
|
|
Oct 30, 2025
Q3 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
12K+ 54.54% |
$291K - $293K
|
34K
$828K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
11.4K+ 3.04% |
$277K - $279K
|
387K
$9.42M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
11.4K+ 20.83% |
$276K - $278K
|
66K
$1.61M
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
11.3K+ 1.95% |
$273K - $275K
|
588K
$14.3M
|
|
|
Nov 06, 2025
Q3 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
11.2K+ 2.5% |
$272K - $274K
|
461K
$11.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
11K+ 10.32% |
$267K - $269K
|
118K
$2.86M
|
|
|
Nov 05, 2025
Q3 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
11K+ 9.47% |
$266K - $268K
|
127K
$3.09M
|
|
|
Nov 06, 2025
Q3 2025
|
First National Trust CO
|
BUY
|
- |
10.4K+ 2.63% |
$252K - $254K
|
405K
$9.86M
|
|
|
Oct 29, 2025
Q3 2025
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
10.4K+ 31.15% |
$251K - $253K
|
43.6K
$1.06M
|
|
|
Oct 08, 2025
Q3 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
10K+ 9.8% |
$242K - $244K
|
112K
$2.73M
|
|
|
Nov 12, 2025
Q3 2025
|
Momentum Wealth Planning, LLC
Estero, FL |
BUY
|
- |
9.94K+ 3.68% |
$241K - $243K
|
280K
$6.81M
|
|
|
Nov 05, 2025
Q3 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
9.64KNew |
$234K - $235K
|
9.64K
$235K
|
|
|
Nov 05, 2025
Q3 2025
|
Horan Wealth, LLC
Cincinnati, OH |
BUY
|
- |
9.55KNew |
$231K - $233K
|
9.55K
$233K
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
9.34KNew |
$226K - $228K
|
9.34K
$228K
|
|
|
Nov 14, 2025
Q3 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
9.21KNew |
$223K - $225K
|
9.21K
$224K
|
|
|
Nov 03, 2025
Q3 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
9.2K+ 20.41% |
$223K - $225K
|
54.3K
$1.32M
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
BUY
|
- |
9.09KNew |
$220K - $222K
|
9.09K
$221K
|
|
|
Oct 29, 2025
Q3 2025
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
8.91K+ 20.46% |
$216K - $218K
|
52.4K
$1.28M
|
|
|
Nov 06, 2025
Q3 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
8.73K+ 0.73% |
$211K - $213K
|
1.21M
$29.5M
|
|
|
Oct 24, 2025
Q3 2025
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
BUY
|
- |
8.57K+ 25.54% |
$208K - $209K
|
42.1K
$1.03M
|
|
|
Nov 05, 2025
Q3 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
8.45KNew |
$205K - $206K
|
8.45K
$206K
|
|
|
Oct 20, 2025
Q3 2025
|
Rb Capital Management, LLC
|
BUY
|
- |
8.4KNew |
$204K - $205K
|
8.4K
$205K
|
|
|
Nov 07, 2025
Q3 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
8.4KNew |
$204K - $205K
|
8.4K
$205K
|
|
|
Oct 17, 2025
Q3 2025
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
8.39KNew |
$203K - $205K
|
8.39K
$204K
|
|
|
Nov 12, 2025
Q3 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
8.38K+ 8.16% |
$203K - $205K
|
111K
$2.7M
|
|
|
Nov 03, 2025
Q3 2025
|
Joule Financial, LLC
|
BUY
|
- |
8.25K+ 48.95% |
$200K - $202K
|
25.1K
$612K
|
|
|
Nov 12, 2025
Q3 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
8.25KNew |
$200K - $202K
|
8.25K
$201K
|
|
|
Nov 04, 2025
Q3 2025
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
8.21KNew |
$199K - $200K
|
8.21K
$200K
|
|
|
Nov 05, 2025
Q3 2025
|
Anson Capital, Inc.
|
BUY
|
- |
8.2KNew |
$199K - $200K
|
8.2K
$200K
|
|
|
Oct 16, 2025
Q3 2025
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
8.05K+ 31.86% |
$195K - $197K
|
33.3K
$812K
|
|
|
Oct 28, 2025
Q3 2025
|
Journey Beyond Wealth, LLC
Roswell, GA |
BUY
|
- |
7.78K+ 6.53% |
$188K - $190K
|
127K
$3.09M
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
7.69K+ 73.06% |
$186K - $188K
|
18.2K
$443K
|
|
|
Nov 13, 2025
Q3 2025
|
American Investment Services, Inc.
|
BUY
|
- |
7.4K+ 5.57% |
$179K - $181K
|
140K
$3.42M
|
|
|
Nov 10, 2025
Q3 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
6.81K+ 1.4% |
$165K - $166K
|
494K
$12M
|
|
|
Nov 10, 2025
Q3 2025
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
6.26K+ 5.12% |
$152K - $153K
|
128K
$3.13M
|
|