Purchases and Sales Made in Q2 2025 in Schwab Short Term Us Treasury (SCHO)
This table provides information about the institutional ownership of Schwab Short Term Us Treasury (SCHO) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
1.49M+ 380.85% |
$36M - $36.3M
|
1.88M
$45.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
1.16M+ 55.54% |
$28M - $28.3M
|
3.25M
$78.9M
|
|
|
Jul 18, 2025
Q2 2025
|
Access Financial Services, Inc.
|
BUY
|
- |
611K+ 2668.22% |
$14.8M - $14.9M
|
634K
$15.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Diligent Investors, LLC
|
BUY
|
- |
401K+ 4424.2% |
$9.71M - $9.81M
|
410K
$9.97M
|
|
|
Jul 15, 2025
Q2 2025
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
322KNew |
$7.8M - $7.88M
|
322K
$7.83M
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
318K+ 17.57% |
$7.68M - $7.77M
|
2.13M
$51.7M
|
|
|
Jul 21, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
307KNew |
$7.43M - $7.51M
|
307K
$7.47M
|
|
|
Jul 02, 2025
Q2 2025
|
Marotta Asset Management
|
BUY
|
- |
286K+ 99.48% |
$6.91M - $6.99M
|
573K
$13.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
219KNew |
$5.29M - $5.34M
|
219K
$5.31M
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
194K+ 52.64% |
$4.68M - $4.73M
|
561K
$13.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
192K+ 21.26% |
$4.64M - $4.69M
|
1.09M
$26.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Valpey Financial Services, LLC
Concord, NH |
BUY
|
- |
189KNew |
$4.57M - $4.62M
|
189K
$4.59M
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
156K+ 9.66% |
$3.78M - $3.82M
|
1.77M
$43.1M
|
|
|
Jul 24, 2025
Q2 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
132K+ 20.23% |
$3.2M - $3.24M
|
787K
$19.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
132K+ 16.52% |
$3.19M - $3.23M
|
932K
$22.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
BUY
|
- |
126KNew |
$3.06M - $3.09M
|
126K
$3.07M
|
|
|
Jul 23, 2025
Q2 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
118K+ 35.34% |
$2.85M - $2.89M
|
452K
$11M
|
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
113K+ 13.75% |
$2.73M - $2.76M
|
933K
$22.7M
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
108K+ 31.94% |
$2.61M - $2.63M
|
445K
$10.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
106K+ 20.81% |
$2.56M - $2.59M
|
615K
$15M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
101K+ 715.02% |
$2.43M - $2.46M
|
115K
$2.79M
|
|
|
Jul 18, 2025
Q2 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
95.8K+ 5.83% |
$2.32M - $2.34M
|
1.74M
$42.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
84.9KNew |
$2.05M - $2.08M
|
84.9K
$2.07M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
77.5K+ 23.92% |
$1.87M - $1.89M
|
402K
$9.76M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
73.9K+ 269.86% |
$1.79M - $1.81M
|
101K
$2.46M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
70.7KNew |
$1.71M - $1.73M
|
70.7K
$1.72M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
59.5K+ 209.44% |
$1.44M - $1.46M
|
87.9K
$2.14M
|
|
|
Jul 10, 2025
Q2 2025
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
56.3K+ 45.04% |
$1.36M - $1.38M
|
181K
$4.41M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
55.8K+ 3.84% |
$1.35M - $1.36M
|
1.51M
$36.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
55.1K+ 3.95% |
$1.33M - $1.35M
|
1.45M
$35.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Pflug Koory, LLC
|
BUY
|
- |
48.4K+ 55.48% |
$1.17M - $1.18M
|
136K
$3.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
45.7K+ 23.79% |
$1.11M - $1.12M
|
238K
$5.78M
|
|
|
Jul 08, 2025
Q2 2025
|
Holcombe Financial, Inc.
Atlanta, GA |
BUY
|
- |
43.7K+ 4.51% |
$1.06M - $1.07M
|
1.01M
$24.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Prairiewood Capital, LLC
|
BUY
|
- |
43.2K+ 11.02% |
$1.04M - $1.06M
|
435K
$10.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
41.9K+ 18.27% |
$1.01M - $1.02M
|
271K
$6.59M
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
40.9K+ 6.49% |
$990K - $1M
|
672K
$16.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
35.5K+ 10.91% |
$860K - $869K
|
361K
$8.79M
|
|
|
Jul 24, 2025
Q2 2025
|
True Link Financial Advisors, LLC
|
BUY
|
- |
35.2K+ 69.59% |
$851K - $860K
|
85.7K
$2.08M
|
|
|
Jul 15, 2025
Q2 2025
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
BUY
|
- |
33.6KNew |
$812K - $821K
|
33.6K
$816K
|
|
|
Jul 23, 2025
Q2 2025
|
Asset Planning Corporation
|
BUY
|
- |
28K+ 11.78% |
$678K - $685K
|
266K
$6.46M
|
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
27.8K+ 301.99% |
$672K - $679K
|
37K
$899K
|
|
|
Jul 18, 2025
Q2 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
27.5K+ 5.64% |
$665K - $672K
|
515K
$12.5M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
24.2K+ 128.68% |
$586K - $592K
|
43K
$1.05M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
23.8K+ 2.83% |
$576K - $582K
|
864K
$21M
|
|
|
Jul 23, 2025
Q2 2025
|
Columbus Macro, LLC
|
BUY
|
- |
22.4KNew |
$542K - $548K
|
22.4K
$545K
|
|
|
Jul 25, 2025
Q2 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
22.4K+ 25.14% |
$542K - $548K
|
112K
$2.71M
|
|
|
Jul 24, 2025
Q2 2025
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
21.6K+ 1.57% |
$522K - $527K
|
1.4M
$33.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
BUY
|
- |
21.6KNew |
$522K - $527K
|
21.6K
$524K
|
|
|
Jul 15, 2025
Q2 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
20.7KNew |
$502K - $507K
|
20.7K
$504K
|
|
|
Jul 23, 2025
Q2 2025
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
20.1K+ 35.59% |
$486K - $491K
|
76.5K
$1.86M
|