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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-20.7K- 8.9% |
$500K - $505K
|
211K
$5.16M
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-21.3K- 68.34% |
$515K - $520K
|
9.86K
$241K
|
|
|
Jul 10, 2025
Q2 2025
|
Arkfeld Wealth Strategies, L.L.C.
|
SELL
|
- |
-21.6K- 60.92% |
$521K - $527K
|
13.8K
$338K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-21.7K- 7.72% |
$525K - $531K
|
260K
$6.34M
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-21.8K- 15.1% |
$527K - $532K
|
122K
$2.99M
|
|
|
Aug 05, 2025
Q2 2025
|
Cloud Capital Management, LLC
Seattle, WA |
SELL
|
- |
-22.2K- 3.85% |
$536K - $542K
|
553K
$13.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-23.8K- 8.49% |
$575K - $581K
|
256K
$6.25M
|
|
|
Jul 29, 2025
Q2 2025
|
Sims Investment Management, LLC
Cincinnati, OH |
SELL
|
- |
-23.9K- 6.16% |
$578K - $584K
|
364K
$8.88M
|
|
|
Jul 22, 2025
Q2 2025
|
D.B. Root & Company, LLC
|
SELL
|
- |
-24.1K- 35.96% |
$584K - $590K
|
43K
$1.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Win Advisors, Inc
|
SELL
|
- |
-24.7K- 43.49% |
$598K - $604K
|
32.1K
$784K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-24.7K- 20.12% |
$598K - $604K
|
98.1K
$2.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-26.2K- 1.33% |
$634K - $641K
|
1.94M
$47.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-26.6K- 38.05% |
$642K - $649K
|
43.2K
$1.06M
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-26.6K- 48.41% |
$644K - $651K
|
28.4K
$692K
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-27.4K- 62.7% |
$663K - $670K
|
16.3K
$398K
|
|
|
Jul 22, 2025
Q2 2025
|
Evensky & Katz LLC
|
SELL
|
- |
-27.6K- 9.34% |
$667K - $675K
|
268K
$6.54M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-27.8K- 34.76% |
$672K - $679K
|
52.1K
$1.27M
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-28K- 35.32% |
$678K - $686K
|
51.4K
$1.25M
|
|
|
Jul 21, 2025
Q2 2025
|
Journey Beyond Wealth, LLC
Roswell, GA |
SELL
|
- |
-29K- 19.58% |
$701K - $708K
|
119K
$2.9M
|
|
|
Sep 10, 2025
Q2 2025
|
Wt Wealth Management
|
SELL
|
- |
-29.3K- 6.42% |
$710K - $717K
|
428K
$10.4M
|
|
|
Jul 30, 2025
Q2 2025
|
Black Diamond Financial, LLC
|
SELL
|
- |
-29.4K- 5.87% |
$711K - $719K
|
471K
$11.5M
|
|
|
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
|
Courage Miller Partners, LLC
|
SELL
|
- |
-30.8K- 4.07% |
$746K - $754K
|
726K
$17.7M
|
|
|
Jul 31, 2025
Q2 2025
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-32.7K- 5.25% |
$792K - $801K
|
590K
$14.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-33.5K- 12.98% |
$810K - $819K
|
225K
$5.48M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-34.2K- 10.71% |
$827K - $836K
|
285K
$6.96M
|
|
|
Aug 06, 2025
Q2 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-37.2K- 31.15% |
$900K - $910K
|
82.3K
$2.01M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
SELL
|
- |
-38.6K- 12.47% |
$933K - $943K
|
271K
$6.61M
|
|
|
Sep 26, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-39.1K- 50.0% |
$946K - $956K
|
39.1K
$954K
|
|
|
Aug 11, 2025
Q2 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-39.7K- 70.42% |
$961K - $971K
|
16.7K
$407K
|
|
|
Aug 08, 2025
Q2 2025
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-41.5K- 16.9% |
$1M - $1.02M
|
204K
$4.99M
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-42.1K- 98.9% |
$1.02M - $1.03M
|
470
$11.5K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-42.7K- 58.43% |
$1.03M - $1.04M
|
30.3K
$741K
|
|
|
Aug 08, 2025
Q2 2025
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-44.6K- 22.91% |
$1.08M - $1.09M
|
150K
$3.67M
|
|
|
Jul 16, 2025
Q2 2025
|
Phil A. Younker & Associates, Ltd.
Fairbanks, AK |
SELL
|
- |
-44.9K- 12.43% |
$1.09M - $1.1M
|
317K
$7.73M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-48.4K- 16.02% |
$1.17M - $1.18M
|
254K
$6.19M
|
|
|
Aug 14, 2025
Q2 2025
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-50K- 9.46% |
$1.21M - $1.22M
|
479K
$11.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-52K- 4.74% |
$1.26M - $1.27M
|
1.05M
$25.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-52.4K- 43.81% |
$1.27M - $1.28M
|
67.2K
$1.64M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-52.7K- 7.89% |
$1.28M - $1.29M
|
616K
$15M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-55.8K- 2.9% |
$1.35M - $1.36M
|
1.87M
$45.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-59.4K- 95.9% |
$1.44M - $1.45M
|
2.54K
$62K
|
|
|
Jul 08, 2025
Q2 2025
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-59.7K- 53.96% |
$1.44M - $1.46M
|
51K
$1.24M
|
|
|
Aug 12, 2025
Q2 2025
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-63K- 59.15% |
$1.52M - $1.54M
|
43.5K
$1.06M
|
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-65K- 21.12% |
$1.57M - $1.59M
|
243K
$5.92M
|
|
|
Aug 01, 2025
Q2 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-68.1K- 39.46% |
$1.65M - $1.67M
|
104K
$2.55M
|
|
|
Jul 09, 2025
Q2 2025
|
Archer Investment Management, LLC
Austin, TX |
SELL
|
- |
-81.9K- 75.69% |
$1.98M - $2M
|
26.3K
$642K
|
|
|
Aug 27, 2025
Q2 2025
|
Seneca Financial Advisors LLC
Rochester, NY |
SELL
|
- |
-83.8K- 39.5% |
$2.03M - $2.05M
|
128K
$3.13M
|
|
|
Jul 16, 2025
Q2 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-85.8K- 4.47% |
$2.07M - $2.1M
|
1.83M
$44.8M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
SELL
|
- |
-95.2K- 21.06% |
$2.3M - $2.33M
|
357K
$8.71M
|