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 23, 2025
Q2 2025
|
Asset Planning Corporation
|
BUY
|
- |
28K+ 11.78% |
$678K - $685K
|
266K
$6.49M
|
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
27.8K+ 301.99% |
$672K - $679K
|
37K
$903K
|
|
|
Jul 18, 2025
Q2 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
27.5K+ 5.64% |
$665K - $672K
|
515K
$12.6M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
26.8K+ 11.91% |
$648K - $655K
|
251K
$6.14M
|
|
|
Aug 04, 2025
Q2 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
26.5K+ 11.22% |
$640K - $647K
|
262K
$6.4M
|
|
|
Aug 07, 2025
Q2 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
25.7K+ 3209.5% |
$621K - $628K
|
26.5K
$646K
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
25.3K+ 5.49% |
$613K - $620K
|
487K
$11.9M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
25.1K+ 6.52% |
$606K - $613K
|
409K
$9.99M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
24.2K+ 128.68% |
$586K - $592K
|
43K
$1.05M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
24.2K+ 289.04% |
$584K - $591K
|
32.5K
$794K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
23.8K+ 2.83% |
$576K - $582K
|
864K
$21.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
BUY
|
- |
23.6KNew |
$571K - $577K
|
23.6K
$576K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
23.4K+ 51.62% |
$565K - $571K
|
68.6K
$1.68M
|
|
|
Aug 13, 2025
Q2 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
22.8K+ 5.1% |
$552K - $557K
|
470K
$11.5M
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
22.6KNew |
$547K - $553K
|
22.6K
$552K
|
|
|
Jul 23, 2025
Q2 2025
|
Columbus Macro, LLC
|
BUY
|
- |
22.4KNew |
$542K - $548K
|
22.4K
$547K
|
|
|
Jul 25, 2025
Q2 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
22.4K+ 25.14% |
$542K - $548K
|
112K
$2.72M
|
|
|
Jul 24, 2025
Q2 2025
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
21.6K+ 1.57% |
$522K - $527K
|
1.4M
$34.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
BUY
|
- |
21.6KNew |
$522K - $527K
|
21.6K
$526K
|
|
|
Jul 15, 2025
Q2 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
20.7KNew |
$502K - $507K
|
20.7K
$506K
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
20.7K+ 2708.38% |
$501K - $506K
|
21.5K
$524K
|
|
|
Aug 13, 2025
Q2 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
20.6K+ 56.3% |
$499K - $505K
|
57.3K
$1.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
20.5K+ 2416.65% |
$495K - $500K
|
21.3K
$520K
|
|
|
Jul 23, 2025
Q2 2025
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
20.1K+ 35.59% |
$486K - $491K
|
76.5K
$1.87M
|
|
|
Jul 28, 2025
Q2 2025
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
BUY
|
- |
19.1KNew |
$463K - $468K
|
19.1K
$467K
|
|
|
Jul 09, 2025
Q2 2025
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
19.1K+ 1.53% |
$461K - $466K
|
1.27M
$30.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
BUY
|
- |
19.1KNew |
$461K - $466K
|
19.1K
$465K
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
18.9K+ 3.47% |
$458K - $462K
|
563K
$13.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
18.6K+ 1.42% |
$451K - $456K
|
1.33M
$32.5M
|
|
|
Aug 05, 2025
Q2 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
18.4K+ 18.86% |
$444K - $449K
|
116K
$2.83M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
17.8K+ 29.58% |
$430K - $434K
|
77.8K
$1.9M
|
|
|
Aug 06, 2025
Q2 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
17.7K+ 8.77% |
$428K - $432K
|
219K
$5.36M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
17.1K+ 41.54% |
$414K - $419K
|
58.4K
$1.42M
|
|
|
Jul 11, 2025
Q2 2025
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
17.1KNew |
$414K - $419K
|
17.1K
$418K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
17K+ 45.21% |
$412K - $416K
|
54.7K
$1.33M
|
|
|
Jul 30, 2025
Q2 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
16.1K+ 38.03% |
$390K - $395K
|
58.6K
$1.43M
|
|
|
Aug 14, 2025
Q2 2025
|
Bnp Paribas
New York, NY |
BUY
|
- |
15.4K+ 126.51% |
$372K - $376K
|
27.6K
$673K
|
|
|
Aug 18, 2025
Q2 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
15.4KNew |
$371K - $375K
|
15.4K
$375K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
15K+ 87.43% |
$362K - $366K
|
32.1K
$784K
|
|
|
Jul 23, 2025
Q2 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
14.4K+ 7.71% |
$348K - $352K
|
201K
$4.91M
|
|
|
Jul 16, 2025
Q2 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
14.2K+ 19.59% |
$344K - $347K
|
86.8K
$2.12M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
13.6K+ 82.46% |
$328K - $332K
|
30K
$733K
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
13.5K+ 14.46% |
$326K - $329K
|
107K
$2.6M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
13.4K+ 5.92% |
$323K - $327K
|
239K
$5.84M
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
13.3K+ 54.41% |
$321K - $325K
|
37.7K
$920K
|
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
13.1K+ 59.05% |
$316K - $319K
|
35.2K
$858K
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
12.9K+ 31.37% |
$313K - $316K
|
54.2K
$1.32M
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
12.9KNew |
$313K - $316K
|
12.9K
$316K
|
|
|
Aug 14, 2025
Q2 2025
|
Valley Financial Group, Inc.
Ambler, PA |
BUY
|
- |
12.8K+ 12.89% |
$310K - $313K
|
112K
$2.74M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
12.1K+ 5.03% |
$292K - $296K
|
253K
$6.17M
|