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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
31.9K+ 83.07% |
$772K - $780K
|
70.3K
$1.71M
|
|
|
Jul 23, 2025
Q2 2025
|
Columbus Macro, LLC
|
BUY
|
- |
22.4KNew |
$542K - $548K
|
22.4K
$546K
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
BUY
|
- |
21.6KNew |
$522K - $527K
|
21.6K
$525K
|
|
|
Jul 15, 2025
Q2 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
20.7KNew |
$502K - $507K
|
20.7K
$505K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
20.5K+ 2416.65% |
$495K - $500K
|
21.3K
$519K
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
BUY
|
- |
19.1KNew |
$461K - $466K
|
19.1K
$464K
|
|
|
Aug 06, 2025
Q2 2025
|
Horan Securities, Inc.
|
BUY
|
- |
9.89KNew |
$239K - $242K
|
9.89K
$241K
|
|
|
Aug 13, 2025
Q2 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
9.29KNew |
$225K - $227K
|
9.29K
$226K
|
|
|
Jul 22, 2025
Q2 2025
|
David Wealth Management LLC
Fairfax, VA |
BUY
|
- |
9.14K+ 110.51% |
$221K - $224K
|
17.4K
$424K
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
8.88KNew |
$215K - $217K
|
8.88K
$216K
|
|
|
Aug 12, 2025
Q2 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
8.79KNew |
$213K - $215K
|
8.79K
$214K
|
|
|
Aug 14, 2025
Q2 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
8.56KNew |
$207K - $209K
|
8.56K
$208K
|
|
|
Aug 25, 2025
Q2 2025
|
Blvd Private Wealth, LLC
Prospect, KY |
BUY
|
- |
8.44KNew |
$204K - $206K
|
8.44K
$206K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.37K+ 44.02% |
$178K - $180K
|
24.1K
$587K
|
|
|
Jul 25, 2025
Q2 2025
|
Gw Henssler & Associates LTD
|
BUY
|
- |
5.66K+ 3.55% |
$137K - $138K
|
165K
$4.02M
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
4.33KNew |
$105K - $106K
|
4.33K
$105K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
4.24KNew |
$103K - $104K
|
4.24K
$103K
|
|
|
Aug 04, 2025
Q2 2025
|
Rede Wealth, LLC
|
BUY
|
- |
4.16K+ 4.24% |
$101K - $102K
|
102K
$2.49M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
3.81K+ 9.98% |
$92.3K - $93.3K
|
42K
$1.02M
|
|
|
Aug 14, 2025
Q2 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
3.23K+ 3.3% |
$78.2K - $79K
|
101K
$2.46M
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.49K+ 41.14% |
$60.1K - $60.8K
|
8.53K
$208K
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.38K+ 23.81% |
$57.6K - $58.2K
|
12.4K
$301K
|
|
|
Aug 14, 2025
Q2 2025
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
2K+ 183.32% |
$48.4K - $48.9K
|
3.09K
$75.3K
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
BUY
|
- |
1.9K+ 20.21% |
$46K - $46.5K
|
11.3K
$275K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
780New |
$18.9K - $19.1K
|
780
$19K
|
|
|
Jul 17, 2025
Q2 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
636New |
$15.4K - $15.6K
|
636
$15.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
590+ 6.95% |
$14.3K - $14.4K
|
9.08K
$221K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
564New |
$13.6K - $13.8K
|
564
$13.7K
|
|
|
Jul 24, 2025
Q2 2025
|
Rice Partnership, LLC
|
BUY
|
- |
526New |
$12.7K - $12.9K
|
526
$12.8K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
464New |
$11.2K - $11.3K
|
464
$11.3K
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
352+ 1.87% |
$8.51K - $8.61K
|
19.2K
$466K
|
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
324New |
$7.84K - $7.92K
|
324
$7.89K
|
|
|
Jul 30, 2025
Q2 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
320New |
$7.74K - $7.82K
|
320
$7.79K
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
BUY
|
- |
290New |
$7.02K - $7.09K
|
290
$7.06K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
150New |
$3.63K - $3.67K
|
150
$3.65K
|
|
|
Aug 07, 2025
Q2 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
118New |
$2.85K - $2.89K
|
118
$2.87K
|
|
|
Oct 02, 2025
Q2 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
97New |
$2.35K - $2.37K
|
97
$2.36K
|
|
|
Jul 29, 2025
Q2 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
76New |
$1.84K - $1.86K
|
76
$1.85K
|
|
|
Aug 12, 2025
Q2 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
28New |
$677 - $685
|
28
$682
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
23+ 12.5% |
$556 - $562
|
207
$5.04K
|
|
|
Jul 14, 2025
Q2 2025
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
23+ 0.27% |
$556 - $562
|
8.63K
$210K
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
5+ 0.94% |
$121 - $122
|
536
$13.1K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
620K+ 528.0% |
$15M - $15.1M
|
738K
$18M
|
|
|
Apr 10, 2025
Q1 2025
|
West Coast Financial LLC
|
BUY
|
- |
576K+ 23.45% |
$13.9M - $14M
|
3.03M
$73.9M
|
|
|
May 15, 2025
Q1 2025
|
Capitolis Liquid Global Markets LLC
New York, NY |
BUY
|
- |
134KNew |
$3.23M - $3.27M
|
134K
$3.27M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
47.6K+ 4.12% |
$1.15M - $1.16M
|
1.2M
$29.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
35KNew |
$843K - $851K
|
35K
$852K
|
|
|
Apr 28, 2025
Q1 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
28.7KNew |
$692K - $699K
|
28.7K
$699K
|
|
|
May 09, 2025
Q1 2025
|
Ithaka Group LLC
Bethesda, MD |
BUY
|
- |
21.6KNew |
$522K - $527K
|
21.6K
$527K
|
|