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 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
216+ 18.29% |
$5.23K - $5.27K
|
1.4K
$34K
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
214+ 4.57% |
$5.19K - $5.23K
|
4.9K
$119K
|
|
|
Nov 13, 2025
Q3 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
204+ 1.1% |
$4.94K - $4.98K
|
18.8K
$457K
|
|
|
Oct 14, 2025
Q3 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
193New |
$4.68K - $4.71K
|
193
$4.7K
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
187+ 10.5% |
$4.53K - $4.57K
|
1.97K
$47.9K
|
|
|
Nov 14, 2025
Q3 2025
|
Valley Financial Group, Inc.
Ambler, PA |
BUY
|
- |
178+ 0.16% |
$4.31K - $4.35K
|
112K
$2.73M
|
|
|
Nov 14, 2025
Q3 2025
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
178+ 1.44% |
$4.31K - $4.35K
|
12.6K
$306K
|
|
|
Nov 07, 2025
Q3 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
175+ 0.89% |
$4.24K - $4.27K
|
19.8K
$483K
|
|
|
Nov 04, 2025
Q3 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
150+ 1.18% |
$3.63K - $3.66K
|
12.9K
$314K
|
|
|
Nov 06, 2025
Q3 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
142+ 1.53% |
$3.44K - $3.47K
|
9.41K
$229K
|
|
|
Oct 30, 2025
Q3 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
137+ 1.02% |
$3.32K - $3.35K
|
13.6K
$330K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
132+ 0.05% |
$3.2K - $3.22K
|
253K
$6.15M
|
|
|
Oct 10, 2025
Q3 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
131+ 0.7% |
$3.17K - $3.2K
|
19K
$462K
|
|
|
Oct 28, 2025
Q3 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
119New |
$2.88K - $2.91K
|
119
$2.9K
|
|
|
Nov 03, 2025
Q3 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
115+ 0.53% |
$2.79K - $2.81K
|
21.9K
$534K
|
|
|
Nov 10, 2025
Q3 2025
|
Advisor Os, LLC
|
BUY
|
- |
109+ 1.3% |
$2.64K - $2.66K
|
8.52K
$207K
|
|
|
Oct 30, 2025
Q3 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
100+ 0.35% |
$2.42K - $2.44K
|
28.5K
$695K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
89+ 0.44% |
$2.16K - $2.17K
|
20.5K
$499K
|
|
|
Nov 14, 2025
Q3 2025
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
BUY
|
- |
88+ 15.17% |
$2.13K - $2.15K
|
668
$16.3K
|
|
|
Nov 13, 2025
Q3 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
77+ 0.93% |
$1.87K - $1.88K
|
8.39K
$204K
|
|
|
Oct 14, 2025
Q3 2025
|
Apeiron Ria LLC
|
BUY
|
- |
76+ 0.76% |
$1.84K - $1.86K
|
10.1K
$245K
|
|
|
Oct 15, 2025
Q3 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
70+ 0.37% |
$1.7K - $1.71K
|
18.8K
$457K
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
64New |
$1.55K - $1.56K
|
64
$1.56K
|
|
|
Nov 10, 2025
Q3 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
64New |
$1.55K - $1.56K
|
64
$1.56K
|
|
|
Nov 07, 2025
Q3 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
63+ 1.03% |
$1.53K - $1.54K
|
6.18K
$150K
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
62+ 2.52% |
$1.5K - $1.51K
|
2.52K
$61.5K
|
|
|
Nov 03, 2025
Q3 2025
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
60+ 0.52% |
$1.45K - $1.47K
|
11.5K
$280K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
52+ 0.18% |
$1.26K - $1.27K
|
28.3K
$690K
|
|
|
Nov 03, 2025
Q3 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
50+ 0.27% |
$1.21K - $1.22K
|
18.9K
$461K
|
|
|
Oct 21, 2025
Q3 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
46+ 3.44% |
$1.11K - $1.12K
|
1.38K
$33.7K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
31New |
$751 - $757
|
31
$755
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
28+ 0.32% |
$678 - $684
|
8.76K
$213K
|
|
|
Nov 13, 2025
Q3 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
27+ 0.05% |
$654 - $659
|
55.3K
$1.35M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
27+ 0.06% |
$654 - $659
|
42.1K
$1.03M
|
|
|
Nov 14, 2025
Q3 2025
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
26+ 1.02% |
$630 - $635
|
2.57K
$62.5K
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
25+ 0.78% |
$606 - $611
|
3.25K
$79.1K
|
|
|
Oct 15, 2025
Q3 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
14+ 0.66% |
$339 - $342
|
2.14K
$52.2K
|
|
|
Oct 16, 2025
Q3 2025
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
9+ 1.03% |
$218 - $220
|
881
$21.5K
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
6+ 0.96% |
$145 - $147
|
631
$15.4K
|
|
|
Oct 09, 2025
Q3 2025
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
5+ 0.45% |
$121 - $122
|
1.11K
$27K
|
|
|
Oct 14, 2025
Q3 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.0% |
$72.7 - $73.3
|
162K
$3.93M
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
BUY
|
- |
1+ 0.59% |
$24.2 - $24.4
|
170
$4.14K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1New |
$24.2 - $24.4
|
1
$24.4
|
|
|
Nov 06, 2025
Q3 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2025 | |||||||
|
Aug 04, 2025
Q2 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
568KNew |
$13.7M - $13.9M
|
568K
$13.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Diligent Investors, LLC
|
BUY
|
- |
401K+ 4424.2% |
$9.71M - $9.81M
|
410K
$9.99M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
284KNew |
$6.87M - $6.95M
|
284K
$6.92M
|
|
|
Jul 30, 2025
Q2 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
263KNew |
$6.36M - $6.43M
|
263K
$6.41M
|
|
|
Aug 13, 2025
Q2 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
109K+ 727.03% |
$2.64M - $2.67M
|
124K
$3.02M
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
72K+ 243.7% |
$1.74M - $1.76M
|
102K
$2.47M
|
|