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
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
93.2K+ 70.65% |
$2.26M - $2.28M
|
225K
$5.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
93.2K+ 37.89% |
$2.25M - $2.28M
|
339K
$8.28M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
85K+ 10.17% |
$2.06M - $2.08M
|
921K
$22.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
84.9KNew |
$2.05M - $2.08M
|
84.9K
$2.07M
|
|
|
Aug 08, 2025
Q2 2025
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
81.6KNew |
$1.97M - $1.99M
|
81.6K
$1.99M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
78.1K+ 88.71% |
$1.89M - $1.91M
|
166K
$4.05M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
77.5K+ 23.92% |
$1.87M - $1.89M
|
402K
$9.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
75.3K+ 337.82% |
$1.82M - $1.84M
|
97.6K
$2.38M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
73.9K+ 269.86% |
$1.79M - $1.81M
|
101K
$2.47M
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
72K+ 243.7% |
$1.74M - $1.76M
|
102K
$2.48M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
71.9K+ 75.45% |
$1.74M - $1.76M
|
167K
$4.08M
|
|
|
Aug 11, 2025
Q2 2025
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
71.5K+ 188.04% |
$1.73M - $1.75M
|
110K
$2.67M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
70.7KNew |
$1.71M - $1.73M
|
70.7K
$1.72M
|
|
|
Aug 14, 2025
Q2 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
70.6K+ 12.21% |
$1.71M - $1.73M
|
649K
$15.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
59.8K+ 294.01% |
$1.45M - $1.46M
|
80.1K
$1.96M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
59.5K+ 209.44% |
$1.44M - $1.46M
|
87.9K
$2.15M
|
|
|
Aug 12, 2025
Q2 2025
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
59.4K+ 2364.24% |
$1.44M - $1.45M
|
62K
$1.51M
|
|
|
Aug 11, 2025
Q2 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
57.4K+ 75.47% |
$1.39M - $1.4M
|
134K
$3.26M
|
|
|
Jul 10, 2025
Q2 2025
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
56.3K+ 45.04% |
$1.36M - $1.38M
|
181K
$4.42M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
55.8K+ 3.84% |
$1.35M - $1.36M
|
1.51M
$36.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
55.1K+ 3.95% |
$1.33M - $1.35M
|
1.45M
$35.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
52.1K+ 107.52% |
$1.26M - $1.27M
|
100K
$2.45M
|
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
52K+ 30.5% |
$1.26M - $1.27M
|
222K
$5.43M
|
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
51.7KNew |
$1.25M - $1.26M
|
51.7K
$1.26M
|
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
51.7KNew |
$1.25M - $1.26M
|
51.7K
$1.26M
|
|
|
Jul 21, 2025
Q2 2025
|
Pflug Koory, LLC
|
BUY
|
- |
48.4K+ 55.48% |
$1.17M - $1.18M
|
136K
$3.31M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
45.7K+ 23.79% |
$1.11M - $1.12M
|
238K
$5.8M
|
|
|
Jul 08, 2025
Q2 2025
|
Holcombe Financial, Inc.
Atlanta, GA |
BUY
|
- |
43.7K+ 4.51% |
$1.06M - $1.07M
|
1.01M
$24.7M
|
|
|
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
$6.62M
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
40.9K+ 6.49% |
$990K - $1M
|
672K
$16.4M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
40K+ 11.93% |
$968K - $979K
|
376K
$9.17M
|
|
|
Jul 30, 2025
Q2 2025
|
Journey Advisory Group, LLC
|
BUY
|
- |
39.8K+ 5.7% |
$963K - $974K
|
739K
$18M
|
|
|
Aug 13, 2025
Q2 2025
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
39.6K+ 6.91% |
$957K - $967K
|
612K
$14.9M
|
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
39K+ 3.42% |
$943K - $953K
|
1.18M
$28.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Burk Holdings LLC
Tulsa, OK |
BUY
|
- |
38.3KNew |
$926K - $936K
|
38.3K
$935K
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
36.9K+ 90.9% |
$893K - $902K
|
77.5K
$1.89M
|
|
|
Aug 06, 2025
Q2 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
36.6K+ 394.14% |
$885K - $895K
|
45.9K
$1.12M
|
|
|
Jul 29, 2025
Q2 2025
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
36.1KNew |
$872K - $881K
|
36.1K
$880K
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
35.5K+ 10.91% |
$860K - $869K
|
361K
$8.82M
|
|
|
Aug 12, 2025
Q2 2025
|
Act Two Investors LLC
Santa Cruz, CA |
BUY
|
- |
35.3K+ 9.82% |
$854K - $863K
|
395K
$9.64M
|
|
|
Jul 24, 2025
Q2 2025
|
True Link Financial Advisors, LLC
|
BUY
|
- |
35.2K+ 69.59% |
$851K - $860K
|
85.7K
$2.09M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
34.5K+ 60.91% |
$835K - $844K
|
91.2K
$2.23M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
34.3K+ 78.12% |
$830K - $839K
|
78.2K
$1.91M
|
|
|
Jul 15, 2025
Q2 2025
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
BUY
|
- |
33.6KNew |
$812K - $821K
|
33.6K
$819K
|
|
|
Aug 14, 2025
Q2 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
32.7KNew |
$792K - $801K
|
32.7K
$799K
|
|
|
Jul 31, 2025
Q2 2025
|
Ballast Advisors LLC
|
BUY
|
- |
30.6K+ 5.68% |
$741K - $749K
|
570K
$13.9M
|
|
|
Sep 29, 2025
Q2 2025
|
Vestwell Advisors, LLC
New York, NY |
BUY
|
- |
28.9KNew |
$699K - $706K
|
28.9K
$705K
|
|
|
Aug 11, 2025
Q2 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
28.4KNew |
$688K - $695K
|
28.4K
$694K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
28.2KNew |
$682K - $689K
|
28.2K
$688K
|