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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2025
Q3 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
6.23K+ 7.34% |
$151K - $152K
|
91.2K
$2.22M
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
BUY
|
- |
6.2K+ 1148.7% |
$150K - $151K
|
6.74K
$164K
|
|
|
Oct 16, 2025
Q3 2025
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
6.14K+ 12.14% |
$149K - $150K
|
56.7K
$1.38M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
6.09K+ 8.62% |
$148K - $149K
|
76.7K
$1.87M
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
BUY
|
- |
5.92K+ 30.92% |
$143K - $145K
|
25.1K
$610K
|
|
|
Oct 16, 2025
Q3 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
5.73K+ 53.0% |
$139K - $140K
|
16.5K
$403K
|
|
|
Nov 03, 2025
Q3 2025
|
Pittenger & Anderson Inc
|
BUY
|
- |
5.68K+ 14.18% |
$138K - $139K
|
45.7K
$1.11M
|
|
|
Nov 14, 2025
Q3 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
5.34K+ 8.4% |
$129K - $130K
|
68.9K
$1.68M
|
|
|
Oct 15, 2025
Q3 2025
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
5.33K+ 0.81% |
$129K - $130K
|
661K
$16.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
5.27K+ 52.06% |
$128K - $129K
|
15.4K
$375K
|
|
|
Nov 10, 2025
Q3 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
4.95K+ 10.79% |
$120K - $121K
|
50.8K
$1.24M
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
4.83K+ 19.38% |
$117K - $118K
|
29.7K
$724K
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
4.54K+ 5.67% |
$110K - $111K
|
84.7K
$2.06M
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
4.45K+ 1.23% |
$108K - $109K
|
366K
$8.91M
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
4.33K+ 33.5% |
$105K - $106K
|
17.3K
$420K
|
|
|
Nov 12, 2025
Q3 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
4.29K+ 8.31% |
$104K - $105K
|
55.9K
$1.36M
|
|
|
Oct 21, 2025
Q3 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
4.29K+ 2.71% |
$104K - $105K
|
162K
$3.95M
|
|
|
Nov 05, 2025
Q3 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
4.14K+ 27.1% |
$100K - $101K
|
19.4K
$473K
|
|
|
Oct 29, 2025
Q3 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
3.69K+ 0.62% |
$89.3K - $90K
|
594K
$14.5M
|
|
|
Nov 07, 2025
Q3 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
3.64K+ 5.41% |
$88.1K - $88.8K
|
70.8K
$1.72M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
3.61K+ 6.51% |
$87.5K - $88.2K
|
59.1K
$1.44M
|
|
|
Nov 14, 2025
Q3 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
3.61K+ 7.02% |
$87.4K - $88.1K
|
55K
$1.34M
|
|
|
Nov 06, 2025
Q3 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
3.39K+ 2.59% |
$82.1K - $82.8K
|
134K
$3.27M
|
|
|
Nov 12, 2025
Q3 2025
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
3.38K+ 30.98% |
$81.8K - $82.5K
|
14.3K
$348K
|
|
|
Nov 12, 2025
Q3 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
3.36K+ 0.93% |
$81.3K - $81.9K
|
364K
$8.86M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.18K+ 3.24% |
$77.1K - $77.8K
|
101K
$2.47M
|
|
|
Nov 05, 2025
Q3 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
3.01K+ 25.44% |
$72.8K - $73.4K
|
14.8K
$361K
|
|
|
Oct 09, 2025
Q3 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
2.91K+ 3.81% |
$70.6K - $71.2K
|
79.5K
$1.93M
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
2.86K+ 34.83% |
$69.3K - $69.9K
|
11.1K
$270K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
2.86K+ 23.87% |
$69.2K - $69.7K
|
14.8K
$361K
|
|
|
Oct 06, 2025
Q3 2025
|
Grove Bank & Trust
|
BUY
|
- |
2.82K+ 112.2% |
$68.2K - $68.7K
|
5.32K
$130K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.78K+ 25.5% |
$67.3K - $67.8K
|
13.7K
$333K
|
|
|
Oct 24, 2025
Q3 2025
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
2.76K+ 4.86% |
$66.8K - $67.4K
|
59.5K
$1.45M
|
|
|
Nov 18, 2025
Q3 2025
|
Stance Capital LLC
Boston, MA |
BUY
|
- |
2.75KNew |
$66.7K - $67.3K
|
2.75K
$67.1K
|
|
|
Oct 28, 2025
Q3 2025
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
2.75K+ 6.0% |
$66.5K - $67.1K
|
48.5K
$1.18M
|
|
|
Oct 24, 2025
Q3 2025
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
2.75K+ 6.0% |
$66.5K - $67.1K
|
48.5K
$1.18M
|
|
|
Nov 12, 2025
Q3 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
2.67K+ 1.36% |
$64.7K - $65.2K
|
198K
$4.83M
|
|
|
Nov 13, 2025
Q3 2025
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
2.59K+ 2.36% |
$62.6K - $63.1K
|
112K
$2.73M
|
|
|
Nov 13, 2025
Q3 2025
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
2.57KNew |
$62.3K - $62.8K
|
2.57K
$62.6K
|
|
|
Nov 12, 2025
Q3 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
2.4K+ 15.65% |
$58.1K - $58.5K
|
17.7K
$431K
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.37K+ 3.05% |
$57.5K - $58K
|
80.2K
$1.95M
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
2.24K+ 4.34% |
$54.3K - $54.8K
|
54K
$1.31M
|
|
|
Nov 07, 2025
Q3 2025
|
Hc Advisors, LLC
|
BUY
|
- |
2.24K+ 12.79% |
$54.3K - $54.7K
|
19.8K
$481K
|
|
|
Oct 29, 2025
Q3 2025
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
2.19K+ 2.86% |
$53K - $53.4K
|
78.7K
$1.92M
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.1K+ 2.31% |
$51K - $51.4K
|
93.3K
$2.27M
|
|
|
Oct 14, 2025
Q3 2025
|
Veery Capital, LLC
|
BUY
|
- |
2.1K+ 4.18% |
$50.8K - $51.2K
|
52.2K
$1.27M
|
|
|
Nov 13, 2025
Q3 2025
|
Vista Cima Wealth Management LLC
Surprise, AZ |
BUY
|
- |
2.08K+ 5.11% |
$50.5K - $50.9K
|
42.9K
$1.04M
|
|
|
Nov 14, 2025
Q3 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
2.08K+ 24.25% |
$50.3K - $50.7K
|
10.6K
$259K
|
|
|
Nov 07, 2025
Q3 2025
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
2KNew |
$48.5K - $48.8K
|
2K
$48.7K
|
|
|
Nov 04, 2025
Q3 2025
|
Morling Financial Advisors, LLC
|
BUY
|
- |
1.98K+ 40.13% |
$48K - $48.3K
|
6.91K
$168K
|
|