Purchases and Sales Made in Q3 2025 in Schwab Short Term Us Treasury (SCHO)
This table provides information about the institutional ownership of Schwab Short Term Us Treasury (SCHO) during Q3 2025. The information is specifically focused on institutions that hold shares of SCHWAB SHORT-TERM US TREASURY .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
9.58M+ 8.78% |
$232M - $234M
|
119M
$2.89B
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.29M+ 89.08% |
$31.3M - $31.6M
|
2.74M
$66.8M
|
|
|
Oct 20, 2025
Q3 2025
|
Access Financial Services, Inc.
|
BUY
|
- |
713K+ 112.49% |
$17.3M - $17.4M
|
1.35M
$32.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
571K+ 3.35% |
$13.8M - $13.9M
|
17.6M
$428M
|
|
|
Nov 14, 2025
Q3 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
495KNew |
$12M - $12.1M
|
495K
$12M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
470K+ 42.99% |
$11.4M - $11.5M
|
1.56M
$38.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
443K+ 7.25% |
$10.7M - $10.8M
|
6.55M
$160M
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
BUY
|
- |
367K+ 1553.0% |
$8.88M - $8.95M
|
390K
$9.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
357K+ 1191.18% |
$8.66M - $8.73M
|
387K
$9.44M
|
|
|
Nov 12, 2025
Q3 2025
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
336KNew |
$8.15M - $8.21M
|
336K
$8.19M
|
|
|
Oct 20, 2025
Q3 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
327KNew |
$7.93M - $7.99M
|
327K
$7.96M
|
|
|
Nov 14, 2025
Q3 2025
|
Bard Associates Inc
Chicago, IL |
BUY
|
- |
276KNew |
$6.7M - $6.75M
|
276K
$6.73M
|
|
|
Oct 21, 2025
Q3 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
262K+ 483.49% |
$6.35M - $6.4M
|
316K
$7.7M
|
|
|
Oct 31, 2025
Q3 2025
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
216K+ 62.31% |
$5.24M - $5.28M
|
563K
$13.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
206KNew |
$5M - $5.04M
|
206K
$5.03M
|
|
|
Oct 07, 2025
Q3 2025
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
205K+ 10.93% |
$4.97M - $5.01M
|
2.08M
$50.7M
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
203K+ 5.66% |
$4.92M - $4.96M
|
3.79M
$92.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
196K+ 6.04% |
$4.75M - $4.78M
|
3.44M
$83.8M
|
|
|
Oct 31, 2025
Q3 2025
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
194K+ 31.76% |
$4.71M - $4.75M
|
807K
$19.6M
|
|
|
Nov 05, 2025
Q3 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
176K+ 7.24% |
$4.25M - $4.29M
|
2.6M
$63.3M
|
|
|
Oct 14, 2025
Q3 2025
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
157K+ 12.37% |
$3.8M - $3.83M
|
1.42M
$34.7M
|
|
|
Oct 20, 2025
Q3 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
147K+ 8.03% |
$3.57M - $3.6M
|
1.98M
$48.3M
|
|
|
Nov 13, 2025
Q3 2025
|
North Rock Partners, LLC
|
BUY
|
- |
145K+ 372994.88% |
$3.52M - $3.55M
|
146K
$3.54M
|
|
|
Oct 09, 2025
Q3 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
140K+ 7.9% |
$3.39M - $3.42M
|
1.91M
$46.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
137K+ 45.59% |
$3.31M - $3.34M
|
437K
$10.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
136KNew |
$3.29M - $3.31M
|
136K
$3.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
131K+ 12.66% |
$3.18M - $3.21M
|
1.17M
$28.5M
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
129K+ 8.53% |
$3.12M - $3.14M
|
1.64M
$39.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
126K+ 22.41% |
$3.04M - $3.07M
|
686K
$16.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
124K+ 5.03% |
$3M - $3.02M
|
2.59M
$63M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
123K+ 48.72% |
$2.97M - $2.99M
|
374K
$9.11M
|
|
|
Oct 15, 2025
Q3 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
120K+ 26.59% |
$2.91M - $2.94M
|
572K
$13.9M
|
|
|
Dec 01, 2025
Q3 2025
|
Investment Research Partners LLC
Lemont, PA |
BUY
|
- |
114KNew |
$2.76M - $2.78M
|
114K
$2.78M
|
|
|
Oct 27, 2025
Q3 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
109K+ 5.13% |
$2.64M - $2.66M
|
2.23M
$54.4M
|
|
|
Nov 05, 2025
Q3 2025
|
Rmr Wealth Builders
|
BUY
|
- |
102K+ 22.92% |
$2.47M - $2.49M
|
547K
$13.3M
|
|
|
Nov 05, 2025
Q3 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
102K+ 21.65% |
$2.47M - $2.49M
|
573K
$14M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of Nova Scotia
|
BUY
|
- |
97.3KNew |
$2.36M - $2.38M
|
97.3K
$2.37M
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
94.1K+ 122.13% |
$2.28M - $2.3M
|
171K
$4.17M
|
|
|
Nov 12, 2025
Q3 2025
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
86.8K+ 599.65% |
$2.1M - $2.12M
|
101K
$2.47M
|
|
|
Oct 21, 2025
Q3 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
84.3K+ 4.85% |
$2.04M - $2.06M
|
1.82M
$44.4M
|
|
|
Oct 29, 2025
Q3 2025
|
Smithbridge Asset Management Inc
|
BUY
|
- |
82.4KNew |
$2M - $2.01M
|
82.4K
$2.01M
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
72.9KNew |
$1.77M - $1.78M
|
72.9K
$1.78M
|
|
|
Oct 22, 2025
Q3 2025
|
Courage Miller Partners, LLC
|
BUY
|
- |
71.3K+ 9.82% |
$1.73M - $1.74M
|
798K
$19.4M
|
|
|
Oct 17, 2025
Q3 2025
|
Flc Capital Advisors
|
BUY
|
- |
70.4K+ 4.84% |
$1.71M - $1.72M
|
1.53M
$37.1M
|
|
|
Oct 10, 2025
Q3 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
69.9K+ 7.5% |
$1.69M - $1.71M
|
1M
$24.4M
|
|
|
Oct 24, 2025
Q3 2025
|
Phil A. Younker & Associates, Ltd.
Fairbanks, AK |
BUY
|
- |
66.2K+ 20.92% |
$1.6M - $1.62M
|
383K
$9.32M
|
|
|
Oct 22, 2025
Q3 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
65.9K+ 8.38% |
$1.6M - $1.61M
|
852K
$20.8M
|
|
|
Nov 10, 2025
Q3 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
64.9K+ 26.74% |
$1.57M - $1.58M
|
308K
$7.49M
|
|
|
Oct 14, 2025
Q3 2025
|
Prairiewood Capital, LLC
|
BUY
|
- |
61.3K+ 14.1% |
$1.49M - $1.5M
|
496K
$12.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
60KNew |
$1.45M - $1.47M
|
60K
$1.46M
|
|