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 21, 2025
Q2 2025
|
Successful Portfolios LLC
|
SELL
|
- |
-4.09K- 1.99% |
$98.8K - $99.9K
|
201K
$4.92M
|
|
|
Aug 11, 2025
Q2 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-4.2K- 0.93% |
$102K - $103K
|
450K
$11M
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-4.32K- 3.94% |
$104K - $106K
|
105K
$2.57M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-4.34K- 30.01% |
$105K - $106K
|
10.1K
$247K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-4.48K- 5.21% |
$108K - $110K
|
81.6K
$1.99M
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
SELL
|
- |
-4.53K- 9.44% |
$110K - $111K
|
43.5K
$1.06M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-4.53K- 6.54% |
$110K - $111K
|
64.8K
$1.58M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-4.66K- 0.43% |
$113K - $114K
|
1.07M
$26.1M
|
|
|
Aug 11, 2025
Q2 2025
|
North Forty Two & Co.
Lake Oswego, OR |
SELL
|
- |
-4.75K- 3.78% |
$115K - $116K
|
121K
$2.96M
|
|
|
Jul 16, 2025
Q2 2025
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-4.82K- 31.25% |
$117K - $118K
|
10.6K
$259K
|
|
|
Aug 11, 2025
Q2 2025
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-5.87K- 24.36% |
$142K - $143K
|
18.2K
$445K
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-5.91K- 23.88% |
$143K - $145K
|
18.8K
$460K
|
|
|
Aug 06, 2025
Q2 2025
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-6.04K- 38.5% |
$146K - $148K
|
9.65K
$236K
|
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
SELL
|
- |
-6.09K- 34.16% |
$147K - $149K
|
11.7K
$286K
|
|
|
Aug 07, 2025
Q2 2025
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-6.13K- 7.9% |
$148K - $150K
|
71.4K
$1.74M
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-6.18K- 3.68% |
$149K - $151K
|
162K
$3.94M
|
|
|
Aug 13, 2025
Q2 2025
|
Grove Street Fiduciary, LLC
Peterborough, NH |
SELL
|
- |
-6.2K- 2.04% |
$150K - $151K
|
298K
$7.27M
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-6.25K- 1.7% |
$151K - $153K
|
360K
$8.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-6.49K- 4.9% |
$157K - $159K
|
126K
$3.07M
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-6.67K- 95.62% |
$161K - $163K
|
305
$7.45K
|
|
|
Aug 13, 2025
Q2 2025
|
Lumbard & Kellner, LLC
Hollis, NH |
SELL
|
- |
-6.72K- 12.59% |
$162K - $164K
|
46.6K
$1.14M
|
|
|
Aug 06, 2025
Q2 2025
|
ETF Store, Inc.
|
SELL
|
- |
-6.79K- 5.2% |
$164K - $166K
|
124K
$3.02M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-7.01K- 0.84% |
$170K - $171K
|
824K
$20.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-7.17K- 0.86% |
$173K - $175K
|
831K
$20.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
SELL
|
- |
-7.21K- 30.82% |
$174K - $176K
|
16.2K
$395K
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-7.29K- 4.99% |
$176K - $178K
|
139K
$3.39M
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-7.5K- 36.64% |
$181K - $183K
|
13K
$317K
|
|
|
Aug 05, 2025
Q2 2025
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
SELL
|
- |
-7.85K- 5.47% |
$190K - $192K
|
136K
$3.31M
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-7.95K- 13.67% |
$192K - $194K
|
50.2K
$1.23M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-8.4K- 0.14% |
$203K - $205K
|
6.11M
$149M
|
|
|
Jul 10, 2025
Q2 2025
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-8.57K- 7.62% |
$207K - $210K
|
104K
$2.54M
|
|
|
Sep 04, 2025
Q2 2025
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
SELL
|
- |
-8.61K- 2.24% |
$208K - $211K
|
375K
$9.16M
|
|
|
Jul 17, 2025
Q2 2025
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-8.92K- 28.7% |
$216K - $218K
|
22.2K
$541K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-9.18K- 2.07% |
$222K - $225K
|
435K
$10.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-9.53K- 38.4% |
$230K - $233K
|
15.3K
$373K
|
|
|
Jul 22, 2025
Q2 2025
|
Innovative Wealth Building LLC
California, MD |
SELL
|
- |
-10.1K- 8.68% |
$244K - $247K
|
106K
$2.59M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-10.2K- 14.39% |
$246K - $249K
|
60.5K
$1.48M
|
|
|
Aug 11, 2025
Q2 2025
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-10.4K- 44.11% |
$252K - $255K
|
13.2K
$322K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-10.7K- 14.11% |
$258K - $261K
|
65K
$1.59M
|
|
|
Aug 06, 2025
Q2 2025
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-11.4K- 45.35% |
$275K - $278K
|
13.7K
$334K
|
|
|
Jul 31, 2025
Q2 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-11.5K- 10.28% |
$278K - $281K
|
100K
$2.45M
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-11.9K- 58.88% |
$288K - $291K
|
8.31K
$203K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-12.1K- 2.41% |
$293K - $296K
|
491K
$12M
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-12.5K- 9.52% |
$303K - $306K
|
119K
$2.9M
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-14.2K- 27.96% |
$344K - $347K
|
36.6K
$893K
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-15.8K- 57.19% |
$382K - $386K
|
11.8K
$288K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-16.3K- 70.37% |
$395K - $400K
|
6.88K
$168K
|
|
|
Jul 31, 2025
Q2 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-16.5K- 8.29% |
$398K - $403K
|
182K
$4.45M
|
|
|
Jul 16, 2025
Q2 2025
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-17.1K- 41.57% |
$413K - $418K
|
24K
$586K
|
|
|
Aug 08, 2025
Q2 2025
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-17.2K- 1.84% |
$416K - $420K
|
917K
$22.4M
|