Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2026
Q4 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
SELL
|
- |
-91K- 92.56% |
$2.21M - $2.23M
|
7.31K
$178K
|
|
|
Jan 13, 2026
Q4 2025
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-27.1K- 7.51% |
$659K - $663K
|
334K
$8.12M
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-25.4K- 32.71% |
$616K - $620K
|
52.2K
$1.27M
|
|
|
Jan 07, 2026
Q4 2025
|
Stonekeep Investments, LLC
Sante Fe, NM |
SELL
|
- |
-21.6KClosed |
$524K - $527K
|
0
$0
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-20.4K- 8.24% |
$496K - $499K
|
227K
$5.54M
|
|
|
Jan 08, 2026
Q4 2025
|
Stephens Group Asset Management, LLC
|
SELL
|
- |
-4.03K- 0.19% |
$98K - $98.6K
|
2.08M
$50.6M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
SELL
|
- |
-3.11K- 2.16% |
$75.7K - $76.1K
|
141K
$3.44M
|
|
|
Jan 09, 2026
Q4 2025
|
Diversified Trust CO
|
SELL
|
- |
-2.8K- 3.86% |
$68K - $68.4K
|
69.7K
$1.7M
|
|
|
Jan 14, 2026
Q4 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-2.65K- 4.65% |
$64.4K - $64.8K
|
54.4K
$1.32M
|
|
|
Jan 12, 2026
Q4 2025
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-2.56K- 22.61% |
$62.2K - $62.6K
|
8.76K
$213K
|
|
|
Jan 16, 2026
Q4 2025
|
Blossom Wealth Management
|
SELL
|
- |
-2.11K- 9.41% |
$51.2K - $51.5K
|
20.3K
$494K
|
|
|
Jan 15, 2026
Q4 2025
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-2.01K- 1.61% |
$49K - $49.3K
|
123K
$2.99M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
SELL
|
- |
-1.86K- 15.68% |
$45.2K - $45.5K
|
10K
$244K
|
|
|
Jan 12, 2026
Q4 2025
|
Archer Investment Management, LLC
Austin, TX |
SELL
|
- |
-1.61K- 9.77% |
$39.2K - $39.5K
|
14.9K
$363K
|
|
|
Jan 14, 2026
Q4 2025
|
Eastern Bank
|
SELL
|
- |
-995- 20.49% |
$24.2K - $24.3K
|
3.86K
$94K
|
|
|
Jan 08, 2026
Q4 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-829- 6.51% |
$20.2K - $20.3K
|
11.9K
$290K
|
|
|
Jan 14, 2026
Q4 2025
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-795- 0.53% |
$19.3K - $19.4K
|
148K
$3.61M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-673- 2.34% |
$16.4K - $16.5K
|
28.1K
$685K
|
|
|
Jan 12, 2026
Q4 2025
|
Harrington Investments, Inc
|
SELL
|
- |
-640- 0.35% |
$15.6K - $15.7K
|
182K
$4.43M
|
|
|
Jan 12, 2026
Q4 2025
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-497- 1.69% |
$12.1K - $12.2K
|
28.9K
$703K
|
|
|
Jan 12, 2026
Q4 2025
|
Brucke Financial, Inc.
Indianapolis, IN |
SELL
|
- |
-311- 1.46% |
$7.56K - $7.61K
|
21K
$511K
|
|
|
Jan 16, 2026
Q4 2025
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-204- 0.07% |
$4.96K - $4.99K
|
312K
$7.6M
|
|
|
Jan 12, 2026
Q4 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
SELL
|
- |
-200- 2.33% |
$4.86K - $4.89K
|
8.39K
$204K
|
|
|
Jan 12, 2026
Q4 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-181- 1.51% |
$4.4K - $4.43K
|
11.8K
$288K
|
|
|
Jan 12, 2026
Q4 2025
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-179- 40.13% |
$4.35K - $4.38K
|
267
$6.5K
|
|
|
Jan 07, 2026
Q4 2025
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
SELL
|
- |
-125- 0.23% |
$3.04K - $3.06K
|
53.1K
$1.29M
|
|
|
Jan 16, 2026
Q4 2025
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-92- 0.62% |
$2.24K - $2.25K
|
14.8K
$361K
|
|
|
Jan 08, 2026
Q4 2025
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-89- 0.86% |
$2.16K - $2.18K
|
10.3K
$251K
|
|
|
Jan 13, 2026
Q4 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-44- 0.12% |
$1.07K - $1.08K
|
37.3K
$909K
|
|
|
Jan 12, 2026
Q4 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-38- 0.19% |
$924 - $929
|
19.5K
$475K
|
|
|
Jan 12, 2026
Q4 2025
|
Scratch Capital LLC
Boise, ID |
SELL
|
- |
-30- 0.24% |
$729 - $734
|
12.2K
$298K
|
|
| Q3 2025 | |||||||
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-3.68M- 15.93% |
$89.1M - $89.8M
|
19.4M
$472M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.71M- 7.98% |
$41.5M - $41.8M
|
19.8M
$481M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.28M- 15.89% |
$31M - $31.2M
|
6.77M
$165M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.07M- 24.83% |
$25.8M - $26M
|
3.23M
$78.6M
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
SELL
|
- |
-792K- 89.12% |
$19.2M - $19.3M
|
96.7K
$2.36M
|
|
|
Oct 30, 2025
Q3 2025
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-642K- 46.0% |
$15.6M - $15.7M
|
754K
$18.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-611K- 25.13% |
$14.8M - $14.9M
|
1.82M
$44.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-500K- 15.31% |
$12.1M - $12.2M
|
2.77M
$67.4M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-362K- 33.9% |
$8.77M - $8.84M
|
706K
$17.2M
|
|
|
Oct 21, 2025
Q3 2025
|
Wt Wealth Management
|
SELL
|
- |
-313K- 73.2% |
$7.59M - $7.65M
|
115K
$2.79M
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-285K- 15.24% |
$6.89M - $6.95M
|
1.58M
$38.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-159K- 66.28% |
$3.86M - $3.89M
|
81.1K
$1.98M
|
|
|
Nov 17, 2025
Q3 2025
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-137K- 42.39% |
$3.31M - $3.34M
|
186K
$4.52M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-133K- 43.13% |
$3.23M - $3.26M
|
176K
$4.28M
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-115K- 54.14% |
$2.78M - $2.8M
|
97.1K
$2.36M
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-114K- 99.38% |
$2.76M - $2.78M
|
714
$17.4K
|
|
|
Nov 03, 2025
Q3 2025
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
SELL
|
- |
-111K- 81.57% |
$2.68M - $2.7M
|
25K
$609K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-101K- 27.42% |
$2.44M - $2.46M
|
266K
$6.48M
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-96.8K- 99.22% |
$2.35M - $2.36M
|
760
$18.5K
|
|