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 13, 2025
Q2 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
11.9K+ 14.62% |
$287K - $290K
|
93.1K
$2.27M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
11.9KNew |
$287K - $290K
|
11.9K
$290K
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
11.4K+ 2.03% |
$275K - $278K
|
573K
$14M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
11.2KNew |
$272K - $275K
|
11.2K
$274K
|
|
|
Jul 21, 2025
Q2 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
11.1K+ 47.52% |
$268K - $271K
|
34.4K
$839K
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
10.8KNew |
$261K - $264K
|
10.8K
$264K
|
|
|
Aug 04, 2025
Q2 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
10.1K+ 10.9% |
$244K - $247K
|
103K
$2.51M
|
|
|
Aug 13, 2025
Q2 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
10.1K+ 38.14% |
$244K - $247K
|
36.5K
$892K
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
9.98K+ 37.39% |
$241K - $244K
|
36.7K
$895K
|
|
|
Aug 06, 2025
Q2 2025
|
Horan Securities, Inc.
|
BUY
|
- |
9.89KNew |
$239K - $242K
|
9.89K
$241K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
9.87K+ 53.64% |
$239K - $241K
|
28.3K
$690K
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
9.57K+ 1.74% |
$231K - $234K
|
561K
$13.7M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
9.5K+ 1.25% |
$230K - $232K
|
767K
$18.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
BUY
|
- |
9.4K+ 20.35% |
$227K - $230K
|
55.6K
$1.36M
|
|
|
Aug 13, 2025
Q2 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
9.29KNew |
$225K - $227K
|
9.29K
$227K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
9.17K+ 1.24% |
$222K - $224K
|
750K
$18.3M
|
|
|
Jul 22, 2025
Q2 2025
|
David Wealth Management LLC
Fairfax, VA |
BUY
|
- |
9.14K+ 110.51% |
$221K - $224K
|
17.4K
$425K
|
|
|
Jul 22, 2025
Q2 2025
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
9.11K+ 6.68% |
$220K - $223K
|
145K
$3.55M
|
|
|
Aug 14, 2025
Q2 2025
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
9.08K+ 9.74% |
$220K - $222K
|
102K
$2.5M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.89K+ 2.96% |
$215K - $217K
|
309K
$7.55M
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
8.88KNew |
$215K - $217K
|
8.88K
$217K
|
|
|
Aug 13, 2025
Q2 2025
|
American Investment Services, Inc.
|
BUY
|
- |
8.83K+ 7.11% |
$214K - $216K
|
133K
$3.24M
|
|
|
Aug 12, 2025
Q2 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
8.79KNew |
$213K - $215K
|
8.79K
$215K
|
|
|
Aug 14, 2025
Q2 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
8.56KNew |
$207K - $209K
|
8.56K
$209K
|
|
|
Aug 25, 2025
Q2 2025
|
Blvd Private Wealth, LLC
Prospect, KY |
BUY
|
- |
8.44KNew |
$204K - $206K
|
8.44K
$206K
|
|
|
Jul 30, 2025
Q2 2025
|
Pittenger & Anderson Inc
|
BUY
|
- |
8.38K+ 26.46% |
$203K - $205K
|
40.1K
$978K
|
|
|
Jul 18, 2025
Q2 2025
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
8.23K+ 2.35% |
$199K - $201K
|
358K
$8.74M
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
8.22KNew |
$199K - $201K
|
8.22K
$201K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.37K+ 44.02% |
$178K - $180K
|
24.1K
$589K
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
7.12K+ 1.25% |
$172K - $174K
|
577K
$14.1M
|
|
|
Jul 24, 2025
Q2 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
6.84K+ 45.11% |
$166K - $167K
|
22K
$537K
|
|
|
Aug 07, 2025
Q2 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
6.37K+ 12.55% |
$154K - $156K
|
57.1K
$1.39M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
6.37K+ 9.3% |
$154K - $156K
|
74.8K
$1.83M
|
|
|
Sep 25, 2025
Q2 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
6.32K+ 9.31% |
$153K - $155K
|
74.2K
$1.81M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
6.3KNew |
$152K - $154K
|
6.3K
$154K
|
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
6.19K+ 26.19% |
$150K - $151K
|
29.8K
$728K
|
|
|
Aug 13, 2025
Q2 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
6.03K+ 4.67% |
$146K - $148K
|
135K
$3.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Gw Henssler & Associates LTD
|
BUY
|
- |
5.66K+ 3.55% |
$137K - $138K
|
165K
$4.03M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
5.65K+ 6.94% |
$137K - $138K
|
87K
$2.12M
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
5.52K+ 13.79% |
$133K - $135K
|
45.5K
$1.11M
|
|
|
Jul 09, 2025
Q2 2025
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
5.4K+ 19.37% |
$131K - $132K
|
33.3K
$812K
|
|
|
Aug 12, 2025
Q2 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
5.25K+ 2.17% |
$127K - $128K
|
248K
$6.04M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.19K+ 17.93% |
$125K - $127K
|
34.1K
$832K
|
|
|
Aug 15, 2025
Q2 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
5.09K+ 5.25% |
$123K - $124K
|
102K
$2.49M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
4.57K+ 7.32% |
$111K - $112K
|
67K
$1.63M
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
4.33KNew |
$105K - $106K
|
4.33K
$106K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
4.24KNew |
$103K - $104K
|
4.24K
$104K
|
|
|
Jul 17, 2025
Q2 2025
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
4.18K+ 2.88% |
$101K - $102K
|
149K
$3.64M
|
|
|
Aug 04, 2025
Q2 2025
|
Rede Wealth, LLC
|
BUY
|
- |
4.16K+ 4.24% |
$101K - $102K
|
102K
$2.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Morling Financial Advisors, LLC
|
BUY
|
- |
3.91K+ 383.53% |
$94.6K - $95.6K
|
4.93K
$120K
|