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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2025
Q2 2025
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-10.4K- 44.11% |
$252K - $255K
|
13.2K
$322K
|
|
|
Aug 06, 2025
Q2 2025
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-6.04K- 38.5% |
$146K - $148K
|
9.65K
$235K
|
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-3.94K- 11.88% |
$95.4K - $96.4K
|
29.3K
$713K
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-2.83K- 3.97% |
$68.4K - $69.1K
|
68.3K
$1.66M
|
|
|
Aug 07, 2025
Q2 2025
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-1.64K- 13.33% |
$39.6K - $40K
|
10.6K
$259K
|
|
|
Aug 13, 2025
Q2 2025
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-1.41K- 1.61% |
$34K - $34.4K
|
86K
$2.09M
|
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.28K- 11.53% |
$30.9K - $31.2K
|
9.8K
$239K
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-1.07K- 96.92% |
$25.9K - $26.1K
|
34
$828
|
|
|
Aug 12, 2025
Q2 2025
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-1K- 8.71% |
$24.2K - $24.5K
|
10.5K
$255K
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-941- 10.21% |
$22.8K - $23K
|
8.28K
$202K
|
|
|
Aug 11, 2025
Q2 2025
|
Somerset Group LLC
Wayzata, MN |
SELL
|
- |
-793- 4.09% |
$19.2K - $19.4K
|
18.6K
$452K
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-700- 7.83% |
$16.9K - $17.1K
|
8.24K
$201K
|
|
|
Jul 15, 2025
Q2 2025
|
Ewg Elevate Inc.
|
SELL
|
- |
-607- 2.04% |
$14.7K - $14.8K
|
29.1K
$709K
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-580- 2.22% |
$14K - $14.2K
|
25.5K
$621K
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-433- 4.64% |
$10.5K - $10.6K
|
8.9K
$217K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-421- 22.88% |
$10.2K - $10.3K
|
1.42K
$34.6K
|
|
|
Jul 31, 2025
Q2 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-421- 3.52% |
$10.2K - $10.3K
|
11.5K
$281K
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-256- 8.6% |
$6.19K - $6.26K
|
2.72K
$66.3K
|
|
|
Jul 21, 2025
Q2 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-176- 1.63% |
$4.26K - $4.3K
|
10.7K
$259K
|
|
|
Jul 16, 2025
Q2 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-83- 0.25% |
$2.01K - $2.03K
|
32.8K
$798K
|
|
|
Jul 16, 2025
Q2 2025
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-80- 0.51% |
$1.94K - $1.96K
|
15.5K
$377K
|
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-9- 6.62% |
$218 - $220
|
127
$3.09K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-6- 0.02% |
$145 - $147
|
27K
$658K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-10.6K- 34.64% |
$255K - $258K
|
20K
$487K
|
|
|
Apr 28, 2025
Q1 2025
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-10K- 20.9% |
$242K - $244K
|
38K
$925K
|
|
|
May 12, 2025
Q1 2025
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-7.42K- 41.75% |
$179K - $181K
|
10.4K
$252K
|
|
|
May 14, 2025
Q1 2025
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-5.85K- 22.26% |
$141K - $142K
|
20.4K
$498K
|
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-5.8K- 10.78% |
$140K - $141K
|
48K
$1.17M
|
|
|
May 16, 2025
Q1 2025
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-4.42K- 46.92% |
$106K - $108K
|
5K
$122K
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-3.77K- 47.3% |
$90.8K - $91.7K
|
4.2K
$102K
|
|
|
Apr 25, 2025
Q1 2025
|
Iron Financial, LLC
|
SELL
|
- |
-3.41K- 18.52% |
$82.2K - $83K
|
15K
$365K
|
|
|
May 14, 2025
Q1 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-2K- 14.93% |
$48.1K - $48.6K
|
11.4K
$277K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.87K- 8.4% |
$45.2K - $45.6K
|
20.4K
$498K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.26K- 86.03% |
$30.3K - $30.6K
|
204
$4.97K
|
|
|
May 06, 2025
Q1 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-500- 5.32% |
$12.1K - $12.2K
|
8.9K
$217K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-499- 7.4% |
$12K - $12.1K
|
6.24K
$152K
|
|
|
May 05, 2025
Q1 2025
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-452- 5.61% |
$10.9K - $11K
|
7.61K
$185K
|
|
|
May 01, 2025
Q1 2025
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-396- 52.66% |
$9.54K - $9.64K
|
356
$8.67K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-214- 49.42% |
$5.16K - $5.21K
|
219
$5.33K
|
|
|
May 06, 2025
Q1 2025
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-109- 49.1% |
$2.63K - $2.65K
|
113
$2.75K
|
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-65- 94.2% |
$1.57K - $1.58K
|
4
$97.4
|
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-40- 4.61% |
$964 - $974
|
828
$20.2K
|
|
|
May 09, 2025
Q1 2025
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
SELL
|
- |
-30Closed |
$723 - $730
|
0
$0
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-20- 2.84% |
$482 - $487
|
684
$16.7K
|
|
| Q4 2024 | |||||||
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1.96K- 18.15% |
$47K - $95.6K
|
8.82K
$215K
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-197K- 51.42% |
$9.44M - $9.66M
|
186K
$4.53M
|
|
|
Oct 23, 2024
Q3 2024
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-85.2K- 94.92% |
$4.08M - $4.18M
|
4.56K
$111K
|
|
|
Oct 23, 2024
Q3 2024
|
Busey Wealth Management
|
SELL
|
- |
-24.2K- 4.49% |
$1.16M - $1.19M
|
514K
$12.5M
|
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-8.73K- 67.84% |
$419K - $428K
|
4.14K
$101K
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-5.86K- 48.36% |
$281K - $288K
|
6.26K
$152K
|
|