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 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-443- 7.9% |
$10.7K - $10.8K
|
5.17K
$126K
|
|
|
Nov 04, 2025
Q3 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
SELL
|
- |
-434- 7.44% |
$10.5K - $10.6K
|
5.4K
$132K
|
|
|
Oct 31, 2025
Q3 2025
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-425- 3.44% |
$10.3K - $10.4K
|
11.9K
$290K
|
|
|
Oct 31, 2025
Q3 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-419- 0.76% |
$10.2K - $10.2K
|
54.4K
$1.33M
|
|
|
Oct 20, 2025
Q3 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-411- 2.74% |
$9.96K - $10K
|
14.6K
$355K
|
|
|
Nov 13, 2025
Q3 2025
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-410- 4.73% |
$9.93K - $10K
|
8.26K
$201K
|
|
|
Nov 14, 2025
Q3 2025
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-407- 0.84% |
$9.86K - $9.94K
|
47.9K
$1.17M
|
|
|
Nov 04, 2025
Q3 2025
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-393- 2.46% |
$9.52K - $9.6K
|
15.6K
$380K
|
|
|
Nov 26, 2025
Q3 2025
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-368- 4.13% |
$8.92K - $8.99K
|
8.55K
$208K
|
|
|
Oct 23, 2025
Q3 2025
|
Madden Securities Corp
|
SELL
|
- |
-352- 1.1% |
$8.53K - $8.6K
|
31.5K
$768K
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-337- 0.82% |
$8.17K - $8.23K
|
40.9K
$995K
|
|
|
Nov 17, 2025
Q3 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-336- 68.29% |
$8.14K - $8.21K
|
156
$3.8K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
SELL
|
- |
-311- 0.08% |
$7.54K - $7.59K
|
401K
$9.77M
|
|
|
Nov 12, 2025
Q3 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-265- 0.23% |
$6.42K - $6.47K
|
117K
$2.84M
|
|
|
Oct 23, 2025
Q3 2025
|
Planned Solutions, Inc.
|
SELL
|
- |
-225- 0.69% |
$5.45K - $5.49K
|
32.5K
$791K
|
|
|
Nov 14, 2025
Q3 2025
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-200- 10.66% |
$4.85K - $4.88K
|
1.68K
$40.8K
|
|
|
Nov 14, 2025
Q3 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-181- 92.82% |
$4.39K - $4.42K
|
14
$341
|
|
|
Oct 28, 2025
Q3 2025
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-153- 0.71% |
$3.71K - $3.74K
|
21.5K
$524K
|
|
|
Nov 17, 2025
Q3 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-140- 0.59% |
$3.39K - $3.42K
|
23.5K
$571K
|
|
|
Oct 17, 2025
Q3 2025
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-110- 0.49% |
$2.67K - $2.69K
|
22.4K
$546K
|
|
|
Nov 06, 2025
Q3 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-97- 1.32% |
$2.35K - $2.37K
|
7.25K
$176K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-96- 0.53% |
$2.33K - $2.34K
|
18.1K
$440K
|
|
|
Nov 20, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-93- 6.55% |
$2.25K - $2.27K
|
1.33K
$32.3K
|
|
|
Oct 07, 2025
Q3 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-93- 1.11% |
$2.25K - $2.27K
|
8.26K
$201K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Architects, LLC
Woodstock, GA |
SELL
|
- |
-90- 0.67% |
$2.18K - $2.2K
|
13.4K
$326K
|
|
|
Nov 12, 2025
Q3 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-80- 0.47% |
$1.94K - $1.95K
|
16.9K
$413K
|
|
|
Nov 12, 2025
Q3 2025
|
Simplex Trading, LLC
|
SELL
|
- |
-70- 77.78% |
$1.7K - $1.71K
|
20
$487
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-68- 1.3% |
$1.65K - $1.66K
|
5.15K
$125K
|
|
|
Nov 03, 2025
Q3 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-67- 0.63% |
$1.62K - $1.64K
|
10.6K
$258K
|
|
|
Nov 12, 2025
Q3 2025
|
Seek First Inc.
Campbell, CA |
SELL
|
- |
-66- 0.12% |
$1.6K - $1.61K
|
54.3K
$1.32M
|
|
|
Nov 10, 2025
Q3 2025
|
Empirical Asset Management, LLC
|
SELL
|
- |
-57- 0.41% |
$1.38K - $1.39K
|
13.9K
$337K
|
|
|
Oct 14, 2025
Q3 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
SELL
|
- |
-44- 17.05% |
$1.07K - $1.07K
|
214
$5.21K
|
|
|
Dec 16, 2025
Q3 2025
|
Lindenwold Advisors
|
SELL
|
- |
-40- 0.09% |
$969 - $977
|
42.2K
$1.03M
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-29- 0.22% |
$703 - $708
|
12.9K
$315K
|
|
|
Nov 12, 2025
Q3 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-20- 0.09% |
$485 - $488
|
21.5K
$525K
|
|
|
Oct 08, 2025
Q3 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-19- 2.86% |
$460 - $464
|
645
$15.7K
|
|
|
Nov 20, 2025
Q3 2025
|
Wbi Investments, Inc.
|
SELL
|
- |
-15- 0.09% |
$363 - $366
|
16.2K
$396K
|
|
|
Oct 29, 2025
Q3 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-15- 0.16% |
$363 - $366
|
9.28K
$226K
|
|
|
Nov 07, 2025
Q3 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
SELL
|
- |
-8- 0.07% |
$194 - $195
|
11.7K
$286K
|
|
| Q2 2025 | |||||||
|
Aug 22, 2025
Q2 2025
|
Tt Capital Management LLC
Coto De Caza, CA |
SELL
|
- |
-514K- 93.46% |
$12.4M - $12.6M
|
35.9K
$875K
|
|
|
Aug 08, 2025
Q2 2025
|
Bouchey Financial Group LTD
|
SELL
|
- |
-239K- 96.62% |
$5.77M - $5.84M
|
8.36K
$204K
|
|
|
Aug 11, 2025
Q2 2025
|
Advisor Resource Council
|
SELL
|
- |
-188K- 95.37% |
$4.55M - $4.6M
|
9.13K
$222K
|
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-119K- 84.5% |
$2.87M - $2.9M
|
21.8K
$530K
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-42.1K- 98.9% |
$1.02M - $1.03M
|
470
$11.4K
|
|
|
Aug 11, 2025
Q2 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-39.7K- 70.42% |
$961K - $971K
|
16.7K
$406K
|
|
|
Jul 29, 2025
Q2 2025
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-30K- 29.13% |
$726K - $734K
|
73K
$1.78M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-27.8K- 34.76% |
$672K - $679K
|
52.1K
$1.27M
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-26.6K- 38.05% |
$642K - $649K
|
43.2K
$1.05M
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-21.3K- 68.34% |
$515K - $520K
|
9.86K
$240K
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-12.1K- 2.41% |
$293K - $296K
|
491K
$11.9M
|
|