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
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-108K- 27.61% |
$2.62M - $2.65M
|
284K
$6.92M
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-113K- 21.14% |
$2.74M - $2.77M
|
423K
$10.3M
|
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-119K- 84.5% |
$2.87M - $2.9M
|
21.8K
$531K
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-119K- 84.5% |
$2.87M - $2.9M
|
21.8K
$531K
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
SELL
|
- |
-134K- 42.6% |
$3.25M - $3.29M
|
181K
$4.42M
|
|
|
Jul 21, 2025
Q2 2025
|
Curran Financial Partners, LLC
|
SELL
|
- |
-168K- 65.04% |
$4.07M - $4.12M
|
90.5K
$2.21M
|
|
|
Aug 11, 2025
Q2 2025
|
Advisor Resource Council
|
SELL
|
- |
-188K- 95.37% |
$4.55M - $4.6M
|
9.13K
$223K
|
|
|
Aug 08, 2025
Q2 2025
|
Bouchey Financial Group LTD
|
SELL
|
- |
-239K- 96.62% |
$5.77M - $5.84M
|
8.36K
$204K
|
|
|
Jul 24, 2025
Q2 2025
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-277K- 29.67% |
$6.69M - $6.76M
|
656K
$16M
|
|
|
Jul 30, 2025
Q2 2025
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
SELL
|
- |
-279K- 34.27% |
$6.75M - $6.82M
|
535K
$13.1M
|
|
|
Jul 28, 2025
Q2 2025
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-288K- 14.64% |
$6.98M - $7.05M
|
1.68M
$41.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-331K- 8.46% |
$8.02M - $8.1M
|
3.58M
$87.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-423K- 14.86% |
$10.2M - $10.4M
|
2.43M
$59.2M
|
|
|
Aug 22, 2025
Q2 2025
|
Tt Capital Management LLC
Coto De Caza, CA |
SELL
|
- |
-514K- 93.46% |
$12.4M - $12.6M
|
35.9K
$877K
|
|
|
Aug 13, 2025
Q2 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-561K- 98.13% |
$13.6M - $13.7M
|
10.7K
$260K
|
|
|
Aug 01, 2025
Q2 2025
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-588K- 35.75% |
$14.2M - $14.4M
|
1.06M
$25.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-1.95M- 44.45% |
$47.1M - $47.6M
|
2.43M
$59.4M
|