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 27, 2025
Q3 2025
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
1.91K+ 7.91% |
$46.3K - $46.7K
|
26.1K
$635K
|
|
|
Oct 30, 2025
Q3 2025
|
Wbh Advisory Inc
|
BUY
|
- |
1.89K+ 1.53% |
$45.9K - $46.2K
|
125K
$3.06M
|
|
|
Nov 14, 2025
Q3 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
1.85K+ 6.51% |
$44.8K - $45.1K
|
30.2K
$736K
|
|
|
Nov 14, 2025
Q3 2025
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
1.68KNew |
$40.6K - $40.9K
|
1.68K
$40.8K
|
|
|
Oct 21, 2025
Q3 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
1.62K+ 5.75% |
$39.3K - $39.6K
|
29.8K
$726K
|
|
|
Nov 12, 2025
Q3 2025
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
1.6K+ 0.78% |
$38.7K - $39K
|
206K
$5.01M
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
1.6K+ 25.33% |
$38.7K - $39K
|
7.9K
$192K
|
|
|
Nov 04, 2025
Q3 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
1.57K+ 10.69% |
$38.1K - $38.4K
|
16.3K
$396K
|
|
|
Oct 15, 2025
Q3 2025
|
Successful Portfolios LLC
|
BUY
|
- |
1.34K+ 0.66% |
$32.4K - $32.7K
|
203K
$4.94M
|
|
|
Nov 12, 2025
Q3 2025
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
1.34K+ 3.75% |
$32.4K - $32.6K
|
37K
$901K
|
|
|
Oct 21, 2025
Q3 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
1.3K+ 15.55% |
$31.5K - $31.7K
|
9.66K
$235K
|
|
|
Nov 05, 2025
Q3 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
1.25KNew |
$30.2K - $30.5K
|
1.25K
$30.4K
|
|
|
Nov 03, 2025
Q3 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
1.25K+ 39.6% |
$30.2K - $30.4K
|
4.39K
$107K
|
|
|
Nov 14, 2025
Q3 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.2K+ 5.08% |
$29.1K - $29.4K
|
24.9K
$606K
|
|
|
Oct 24, 2025
Q3 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
1.04K+ 9.75% |
$25.1K - $25.3K
|
11.7K
$284K
|
|
|
Nov 12, 2025
Q3 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
950+ 40.74% |
$23K - $23.2K
|
3.28K
$79.9K
|
|
|
Nov 07, 2025
Q3 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
940+ 1.02% |
$22.8K - $23K
|
92.8K
$2.26M
|
|
|
Oct 28, 2025
Q3 2025
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
916+ 2.8% |
$22.2K - $22.4K
|
33.6K
$818K
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
899+ 2.8% |
$21.8K - $22K
|
33K
$804K
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
836+ 2.97% |
$20.3K - $20.4K
|
29K
$707K
|
|
|
Nov 12, 2025
Q3 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
832New |
$20.2K - $20.3K
|
832
$20.3K
|
|
|
Oct 06, 2025
Q3 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
824+ 2.23% |
$20K - $20.1K
|
37.8K
$921K
|
|
|
Nov 04, 2025
Q3 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
818New |
$19.8K - $20K
|
818
$19.9K
|
|
|
Nov 14, 2025
Q3 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
801+ 2.02% |
$19.4K - $19.6K
|
40.4K
$984K
|
|
|
Nov 05, 2025
Q3 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
782New |
$18.9K - $19.1K
|
782
$19K
|
|
|
Oct 23, 2025
Q3 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
771+ 1.68% |
$18.7K - $18.8K
|
46.6K
$1.14M
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
718+ 235.41% |
$17.4K - $17.5K
|
1.02K
$24.9K
|
|
|
Oct 30, 2025
Q3 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
632New |
$15.3K - $15.4K
|
632
$15.4K
|
|
|
Oct 29, 2025
Q3 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
629+ 0.35% |
$15.2K - $15.4K
|
183K
$4.45M
|
|
|
Oct 31, 2025
Q3 2025
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
618+ 0.87% |
$15K - $15.1K
|
72K
$1.75M
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
585+ 3.66% |
$14.2K - $14.3K
|
16.6K
$404K
|
|
|
Oct 09, 2025
Q3 2025
|
Papp L Roy & Associates
|
BUY
|
- |
578+ 4.53% |
$14K - $14.1K
|
13.4K
$325K
|
|
|
Nov 10, 2025
Q3 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
573+ 0.91% |
$13.9K - $14K
|
63.3K
$1.54M
|
|
|
Nov 12, 2025
Q3 2025
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
555+ 1.32% |
$13.4K - $13.6K
|
42.5K
$1.03M
|
|
|
Oct 23, 2025
Q3 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
551+ 6.26% |
$13.4K - $13.5K
|
9.35K
$228K
|
|
|
Nov 07, 2025
Q3 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
495+ 20.55% |
$12K - $12.1K
|
2.9K
$70.7K
|
|
|
Oct 23, 2025
Q3 2025
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
485+ 4.72% |
$11.8K - $11.8K
|
10.8K
$262K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
427+ 8540.0% |
$10.3K - $10.4K
|
432
$10.5K
|
|
|
Oct 30, 2025
Q3 2025
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
396+ 0.39% |
$9.6K - $9.67K
|
102K
$2.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
382+ 9.16% |
$9.26K - $9.33K
|
4.55K
$111K
|
|
|
Nov 14, 2025
Q3 2025
|
Bnp Paribas
New York, NY |
BUY
|
- |
355+ 1.29% |
$8.6K - $8.67K
|
27.9K
$680K
|
|
|
Oct 27, 2025
Q3 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
354New |
$8.58K - $8.64K
|
354
$8.62K
|
|
|
Oct 08, 2025
Q3 2025
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
335+ 0.97% |
$8.12K - $8.18K
|
34.9K
$849K
|
|
|
Nov 04, 2025
Q3 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
304+ 17.67% |
$7.37K - $7.42K
|
2.02K
$49.3K
|
|
|
Nov 10, 2025
Q3 2025
|
Lummis Asset Management, LP
Fort Worth, TX |
BUY
|
- |
298+ 0.56% |
$7.22K - $7.28K
|
53.5K
$1.3M
|
|
|
Oct 15, 2025
Q3 2025
|
Friedenthal Financial
|
BUY
|
- |
272+ 1.83% |
$6.59K - $6.64K
|
15.1K
$368K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
254New |
$6.15K - $6.2K
|
254
$6.18K
|
|
|
Nov 14, 2025
Q3 2025
|
Brown Advisory Inc
|
BUY
|
- |
242+ 1.5% |
$5.86K - $5.91K
|
16.4K
$400K
|
|
|
Oct 22, 2025
Q3 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
239+ 0.66% |
$5.79K - $5.84K
|
36.5K
$890K
|
|
|
Nov 13, 2025
Q3 2025
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
218+ 0.62% |
$5.28K - $5.32K
|
35.4K
$863K
|
|