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
|
Bcs Wealth Management
|
SELL
|
- |
-2.27K- 8.89% |
$55.1K - $55.5K
|
23.3K
$567K
|
|
|
Nov 05, 2025
Q3 2025
|
D.B. Root & Company, LLC
|
SELL
|
- |
-2.26K- 5.26% |
$54.8K - $55.2K
|
40.7K
$991K
|
|
|
Oct 31, 2025
Q3 2025
|
Grove Street Fiduciary, LLC
Peterborough, NH |
SELL
|
- |
-2.24K- 0.75% |
$54.2K - $54.6K
|
295K
$7.19M
|
|
|
Nov 05, 2025
Q3 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-2.08K- 6.85% |
$50.4K - $50.8K
|
28.3K
$689K
|
|
|
Nov 06, 2025
Q3 2025
|
Tpg Advisors LLC
Northfield, IL |
SELL
|
- |
-1.64K- 16.13% |
$39.7K - $40K
|
8.53K
$208K
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.57K- 2.6% |
$38.1K - $38.4K
|
59K
$1.44M
|
|
|
Oct 14, 2025
Q3 2025
|
Weitzel Financial Services, Inc.
|
SELL
|
- |
-1.56K- 5.37% |
$37.8K - $38.1K
|
27.5K
$669K
|
|
|
Nov 13, 2025
Q3 2025
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-1.55K- 3.04% |
$37.5K - $37.8K
|
49.3K
$1.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-1.51K- 12.55% |
$36.6K - $36.9K
|
10.5K
$256K
|
|
|
Nov 04, 2025
Q3 2025
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
SELL
|
- |
-1.51K- 3.97% |
$36.5K - $36.8K
|
36.5K
$888K
|
|
|
Nov 04, 2025
Q3 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-1.45K- 8.26% |
$35.2K - $35.5K
|
16.2K
$393K
|
|
|
Nov 14, 2025
Q3 2025
|
Chilton Investment CO Inc.
Stamford, CT |
SELL
|
- |
-1.45K- 4.62% |
$35.1K - $35.4K
|
29.9K
$728K
|
|
|
Oct 09, 2025
Q3 2025
|
Toth Financial Advisory Corp
|
SELL
|
- |
-1.44K- 11.63% |
$35K - $35.2K
|
11K
$267K
|
|
|
Dec 29, 2025
Q3 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-1.4K- 20.7% |
$33.9K - $34.2K
|
5.37K
$131K
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
SELL
|
- |
-1.36K- 98.27% |
$33K - $33.2K
|
24
$584
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.36K- 0.51% |
$32.9K - $33.2K
|
266K
$6.48M
|
|
|
Oct 14, 2025
Q3 2025
|
Capital Insight Partners, LLC
|
SELL
|
- |
-1.32K- 10.37% |
$32K - $32.2K
|
11.4K
$278K
|
|
|
Nov 12, 2025
Q3 2025
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-1.29K- 0.75% |
$31.3K - $31.6K
|
170K
$4.15M
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.22K- 10.85% |
$29.5K - $29.8K
|
10K
$244K
|
|
|
Nov 03, 2025
Q3 2025
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-1.17K- 3.57% |
$28.3K - $28.5K
|
31.6K
$769K
|
|
|
Nov 05, 2025
Q3 2025
|
Sherman Asset Management, Inc.
Ventura, CA |
SELL
|
- |
-1.14K- 2.94% |
$27.6K - $27.8K
|
37.7K
$918K
|
|
|
Nov 26, 2025
Q3 2025
|
Lantern Wealth Advisors, LLC
Melville, NY |
SELL
|
- |
-1.14K- 1.11% |
$27.6K - $27.8K
|
101K
$2.46M
|
|
|
Nov 12, 2025
Q3 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
SELL
|
- |
-1.13K- 4.29% |
$27.4K - $27.6K
|
25.2K
$614K
|
|
|
Nov 06, 2025
Q3 2025
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-1.07K- 5.81% |
$25.9K - $26.1K
|
17.3K
$422K
|
|
|
Nov 13, 2025
Q3 2025
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-1.03K- 2.43% |
$24.8K - $25K
|
41.2K
$1M
|
|
|
Nov 07, 2025
Q3 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-985- 5.64% |
$23.9K - $24.1K
|
16.5K
$401K
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-936- 3.9% |
$22.7K - $22.9K
|
23.1K
$562K
|
|
|
Nov 04, 2025
Q3 2025
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-918- 1.13% |
$22.2K - $22.4K
|
80.7K
$1.96M
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-903- 4.59% |
$21.9K - $22.1K
|
18.8K
$458K
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-862- 7.98% |
$20.9K - $21.1K
|
9.94K
$242K
|
|
|
Oct 10, 2025
Q3 2025
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-840- 1.73% |
$20.4K - $20.5K
|
47.8K
$1.16M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-832- 1.93% |
$20.2K - $20.3K
|
42.2K
$1.03M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-804- 1.24% |
$19.5K - $19.6K
|
64.2K
$1.56M
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-787- 4.07% |
$19.1K - $19.2K
|
18.6K
$452K
|
|
|
Nov 03, 2025
Q3 2025
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-766- 4.2% |
$18.6K - $18.7K
|
17.5K
$425K
|
|
|
Nov 20, 2025
Q3 2025
|
First Affirmative Financial Network
|
SELL
|
- |
-762- 3.49% |
$18.5K - $18.6K
|
21.1K
$513K
|
|
|
Oct 21, 2025
Q3 2025
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-737- 46.24% |
$17.9K - $18K
|
857
$20.9K
|
|
|
Nov 14, 2025
Q3 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-697- 3.26% |
$16.9K - $17K
|
20.7K
$504K
|
|
|
Oct 07, 2025
Q3 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-685- 72.56% |
$16.6K - $16.7K
|
259
$6.31K
|
|
|
Nov 13, 2025
Q3 2025
|
Nelson Capital Management, LLC
|
SELL
|
- |
-663- 2.7% |
$16.1K - $16.2K
|
23.9K
$581K
|
|
|
Oct 23, 2025
Q3 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-621- 5.32% |
$15K - $15.2K
|
11.1K
$269K
|
|
|
Nov 06, 2025
Q3 2025
|
Costello Asset Management, Inc
|
SELL
|
- |
-608- 15.9% |
$14.7K - $14.8K
|
3.22K
$78.3K
|
|
|
Oct 17, 2025
Q3 2025
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-567- 5.77% |
$13.7K - $13.8K
|
9.25K
$225K
|
|
|
Jan 06, 2026
Q3 2025
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-550Closed |
$13.3K - $13.4K
|
0
$0
|
|
|
Oct 30, 2025
Q3 2025
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-540- 1.39% |
$13.1K - $13.2K
|
38.4K
$936K
|
|
|
Oct 16, 2025
Q3 2025
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-540- 4.03% |
$13.1K - $13.2K
|
12.9K
$314K
|
|
|
Nov 07, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-505- 0.03% |
$12.2K - $12.3K
|
1.56M
$38M
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-497- 1.36% |
$12K - $12.1K
|
36.2K
$881K
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-493- 8.68% |
$11.9K - $12K
|
5.19K
$126K
|
|
|
Oct 31, 2025
Q3 2025
|
Redw Wealth LLC
|
SELL
|
- |
-480- 2.28% |
$11.6K - $11.7K
|
20.5K
$500K
|
|