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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Nov 12, 2025
Q3 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-8.25K- 8.29% |
$200K - $201K
|
91.2K
$2.22M
|
|
|
Oct 28, 2025
Q3 2025
|
Hartline Investment Corp
Winnetka, IL |
SELL
|
- |
-8.23K- 22.82% |
$199K - $201K
|
27.8K
$678K
|
|
|
Oct 28, 2025
Q3 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-8.06K- 9.8% |
$195K - $197K
|
74.2K
$1.81M
|
|
|
Oct 02, 2025
Q3 2025
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-7.94K- 6.31% |
$192K - $194K
|
118K
$2.87M
|
|
|
Oct 16, 2025
Q3 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-7.67K- 5.52% |
$186K - $187K
|
131K
$3.19M
|
|
|
Nov 12, 2025
Q3 2025
|
ETF Store, Inc.
|
SELL
|
- |
-7.48K- 6.04% |
$181K - $183K
|
116K
$2.83M
|
|
|
Oct 07, 2025
Q3 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-7.36K- 27.79% |
$178K - $180K
|
19.1K
$465K
|
|
|
Nov 04, 2025
Q3 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-6.71K- 12.29% |
$163K - $164K
|
47.9K
$1.17M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-6.69K- 2.8% |
$162K - $163K
|
232K
$5.66M
|
|
|
Nov 05, 2025
Q3 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-6.66K- 18.22% |
$161K - $163K
|
29.9K
$727K
|
|
|
Oct 14, 2025
Q3 2025
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-6.55K- 29.55% |
$159K - $160K
|
15.6K
$380K
|
|
|
Oct 02, 2025
Q3 2025
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-6.1K- 5.87% |
$148K - $149K
|
97.8K
$2.38M
|
|
|
Dec 05, 2025
Q3 2025
|
Vestwell Advisors, LLC
New York, NY |
SELL
|
- |
-6.1K- 21.11% |
$148K - $149K
|
22.8K
$555K
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-6.09K- 26.94% |
$148K - $149K
|
16.5K
$402K
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-6.07K- 37.24% |
$147K - $148K
|
10.2K
$249K
|
|
|
Oct 17, 2025
Q3 2025
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
SELL
|
- |
-5.74K- 1.07% |
$139K - $140K
|
529K
$12.9M
|
|
|
Oct 14, 2025
Q3 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-5.64K- 5.62% |
$137K - $138K
|
94.6K
$2.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Evensky & Katz LLC
|
SELL
|
- |
-5.55K- 2.07% |
$134K - $135K
|
262K
$6.39M
|
|
|
Nov 13, 2025
Q3 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-5.52K- 39.82% |
$134K - $135K
|
8.34K
$203K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-5.19K- 1.82% |
$126K - $127K
|
280K
$6.82M
|
|
|
Oct 24, 2025
Q3 2025
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-4.91K- 27.55% |
$119K - $120K
|
12.9K
$314K
|
|
|
Oct 27, 2025
Q3 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-4.87K- 2.55% |
$118K - $119K
|
186K
$4.54M
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
SELL
|
- |
-4.36K- 7.85% |
$106K - $106K
|
51.2K
$1.25M
|
|
|
Nov 14, 2025
Q3 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-4.16K- 11.23% |
$101K - $102K
|
32.9K
$800K
|
|
|
Oct 14, 2025
Q3 2025
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-3.95K- 4.54% |
$95.6K - $96.4K
|
83K
$2.02M
|
|
|
Nov 12, 2025
Q3 2025
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-3.9K- 28.48% |
$94.5K - $95.3K
|
9.8K
$239K
|
|
|
Oct 20, 2025
Q3 2025
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-3.87K- 28.61% |
$93.9K - $94.6K
|
9.67K
$235K
|
|
|
Nov 12, 2025
Q3 2025
|
Lumbard & Kellner, LLC
Hollis, NH |
SELL
|
- |
-3.64K- 7.8% |
$88.1K - $88.8K
|
43K
$1.05M
|
|
|
Nov 10, 2025
Q3 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-3.59K- 6.13% |
$87K - $87.6K
|
55K
$1.34M
|
|
|
Oct 29, 2025
Q3 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-3.57K- 6.95% |
$86.6K - $87.3K
|
47.9K
$1.17M
|
|
|
Oct 23, 2025
Q3 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-3.39K- 1.69% |
$82.1K - $82.7K
|
198K
$4.81M
|
|
|
Nov 12, 2025
Q3 2025
|
Act Two Investors LLC
Santa Cruz, CA |
SELL
|
- |
-3.3K- 0.84% |
$79.9K - $80.5K
|
392K
$9.54M
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
SELL
|
- |
-3.29K- 0.6% |
$79.8K - $80.4K
|
550K
$13.4M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-3.26K- 4.75% |
$79.1K - $79.7K
|
65.4K
$1.59M
|
|
|
Nov 13, 2025
Q3 2025
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-3.23K- 3.26% |
$78.2K - $78.8K
|
95.9K
$2.33M
|
|
|
Oct 21, 2025
Q3 2025
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-3.08K- 23.3% |
$74.7K - $75.3K
|
10.1K
$247K
|
|
|
Nov 12, 2025
Q3 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-2.95K- 5.07% |
$71.5K - $72K
|
55.2K
$1.34M
|
|
|
Nov 13, 2025
Q3 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-2.89K- 57.89% |
$70K - $70.5K
|
2.1K
$51.1K
|
|
|
Oct 14, 2025
Q3 2025
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-2.83K- 17.84% |
$68.6K - $69.1K
|
13K
$317K
|
|
|
Oct 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-2.8K- 55.38% |
$67.9K - $68.4K
|
2.26K
$55K
|
|
|
Nov 14, 2025
Q3 2025
|
North Forty Two & Co.
Lake Oswego, OR |
SELL
|
- |
-2.69K- 2.23% |
$65.3K - $65.8K
|
118K
$2.88M
|
|
|
Nov 17, 2025
Q3 2025
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-2.69K- 0.86% |
$65.2K - $65.7K
|
310K
$7.56M
|
|
|
Oct 14, 2025
Q3 2025
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-2.57K- 3.84% |
$62.3K - $62.8K
|
64.3K
$1.57M
|
|
|
Oct 28, 2025
Q3 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-2.4K- 6.83% |
$58.2K - $58.6K
|
32.8K
$797K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.31K- 33.49% |
$55.9K - $56.3K
|
4.58K
$111K
|
|
|
Nov 13, 2025
Q3 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-2.28K- 7.63% |
$55.2K - $55.6K
|
27.6K
$671K
|
|