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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
National Bank Of Canada
|
SELL
|
- |
-81.3K- 14.27% |
$1.97M - $1.99M
|
488K
$11.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-78.2K- 6.62% |
$1.9M - $1.91M
|
1.1M
$26.9M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
SELL
|
- |
-72K- 20.18% |
$1.74M - $1.76M
|
285K
$6.94M
|
|
|
Nov 12, 2025
Q3 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-69.1K- 60.0% |
$1.67M - $1.69M
|
46K
$1.12M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
SELL
|
- |
-67.1K- 24.77% |
$1.63M - $1.64M
|
204K
$4.96M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-59.6K- 5.7% |
$1.45M - $1.46M
|
986K
$24M
|
|
|
Oct 22, 2025
Q3 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-58.4K- 79.14% |
$1.42M - $1.43M
|
15.4K
$375K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-56K- 1.47% |
$1.36M - $1.37M
|
3.76M
$91.6M
|
|
|
Oct 16, 2025
Q3 2025
|
Curran Financial Partners, LLC
|
SELL
|
- |
-56K- 61.85% |
$1.36M - $1.37M
|
34.5K
$841K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-53K- 31.9% |
$1.28M - $1.29M
|
113K
$2.75M
|
|
|
Oct 22, 2025
Q3 2025
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-51.2K- 18.9% |
$1.24M - $1.25M
|
220K
$5.35M
|
|
|
Oct 23, 2025
Q3 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-48.1K- 46.04% |
$1.17M - $1.17M
|
56.4K
$1.37M
|
|
|
Oct 31, 2025
Q3 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-46.2K- 80.66% |
$1.12M - $1.13M
|
11.1K
$270K
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-42.2K- 62.97% |
$1.02M - $1.03M
|
24.8K
$604K
|
|
|
Nov 13, 2025
Q3 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-41.6K- 34.95% |
$1.01M - $1.02M
|
77.4K
$1.88M
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-40.4K- 39.86% |
$979K - $986K
|
60.9K
$1.48M
|
|
|
Oct 22, 2025
Q3 2025
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-38.2K- 26.29% |
$927K - $934K
|
107K
$2.61M
|
|
|
Nov 14, 2025
Q3 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
SELL
|
- |
-37.8K- 15.13% |
$916K - $924K
|
212K
$5.17M
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-37.5K- 21.73% |
$908K - $915K
|
135K
$3.29M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-36.3K- 99.24% |
$880K - $887K
|
280
$6.82K
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-35.5K- 35.34% |
$860K - $867K
|
65K
$1.58M
|
|
|
Nov 05, 2025
Q3 2025
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-34.2K- 3.73% |
$829K - $836K
|
883K
$21.5M
|
|
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-31.2K- 55.66% |
$757K - $763K
|
24.9K
$606K
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Investment Research, LLC
|
SELL
|
- |
-29.6K- 37.8% |
$717K - $723K
|
48.7K
$1.19M
|
|
|
Oct 29, 2025
Q3 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-25.7K- 52.1% |
$624K - $628K
|
23.7K
$576K
|
|
|
Nov 13, 2025
Q3 2025
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-25.2K- 9.85% |
$612K - $616K
|
231K
$5.62M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-23.1K- 8.91% |
$560K - $565K
|
236K
$5.76M
|
|
|
Nov 06, 2025
Q3 2025
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-22.5K- 26.3% |
$546K - $550K
|
63.2K
$1.54M
|
|
|
Nov 14, 2025
Q3 2025
|
Stone X Group Inc.
|
SELL
|
- |
-21.3K- 8.1% |
$517K - $521K
|
242K
$5.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-21.3K- 99.13% |
$515K - $519K
|
186
$4.53K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-20.1K- 22.91% |
$488K - $492K
|
67.8K
$1.65M
|
|
|
Oct 31, 2025
Q3 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-20.1K- 58.42% |
$487K - $491K
|
14.3K
$348K
|
|
|
Oct 31, 2025
Q3 2025
|
Cheviot Value Management, LLC
|
SELL
|
- |
-17.4K- 12.88% |
$422K - $426K
|
118K
$2.87M
|
|
|
Nov 12, 2025
Q3 2025
|
Innovative Wealth Building LLC
California, MD |
SELL
|
- |
-17.2K- 16.24% |
$418K - $421K
|
88.9K
$2.17M
|
|
|
Oct 30, 2025
Q3 2025
|
Ridgewood Investments LLC
|
SELL
|
- |
-16.8K- 57.92% |
$408K - $411K
|
12.2K
$298K
|
|
|
Oct 24, 2025
Q3 2025
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-15.7K- 6.33% |
$379K - $382K
|
232K
$5.65M
|
|
|
Oct 23, 2025
Q3 2025
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-15.5K- 23.35% |
$374K - $377K
|
50.7K
$1.24M
|
|
|
Nov 14, 2025
Q3 2025
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-14.9K- 5.66% |
$360K - $363K
|
247K
$6.03M
|
|
|
Oct 28, 2025
Q3 2025
|
Mc Broom & Associates, LLC
|
SELL
|
- |
-14.5K- 35.54% |
$350K - $353K
|
26.2K
$638K
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-13.5K- 26.09% |
$327K - $329K
|
38.2K
$930K
|
|
|
Oct 27, 2025
Q3 2025
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-13.4K- 15.42% |
$324K - $327K
|
73.4K
$1.79M
|
|
|
Dec 02, 2025
Q3 2025
|
Gilbert Capital Group, Inc.
North Yarmouth, ME |
SELL
|
- |
-13.2K- 8.68% |
$319K - $321K
|
138K
$3.37M
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-12.3K- 31.42% |
$298K - $300K
|
26.8K
$653K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-11.8K- 2.06% |
$285K - $288K
|
561K
$13.7M
|
|
|
Nov 07, 2025
Q3 2025
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-11.6K- 24.3% |
$280K - $282K
|
36K
$877K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-10.6K- 32.61% |
$257K - $259K
|
21.9K
$534K
|
|
|
Oct 22, 2025
Q3 2025
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-10.6K- 5.82% |
$256K - $258K
|
171K
$4.16M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-9.06K- 4.29% |
$220K - $221K
|
202K
$4.93M
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-8.89K- 13.72% |
$216K - $217K
|
55.9K
$1.36M
|
|
|
Nov 13, 2025
Q3 2025
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-8.48K- 0.64% |
$205K - $207K
|
1.32M
$32.2M
|
|