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
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
3.81K+ 9.98% |
$92.3K - $93.3K
|
42K
$1.03M
|
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
3.81K+ 324.06% |
$92.2K - $93.2K
|
4.99K
$122K
|
|
|
Aug 11, 2025
Q2 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
3.77K+ 8.96% |
$91.2K - $92.2K
|
45.9K
$1.12M
|
|
|
Aug 11, 2025
Q2 2025
|
Farrow Financial Inc.
Randolph, VT |
BUY
|
- |
3.76K+ 2.11% |
$91.1K - $92K
|
182K
$4.44M
|
|
|
Jul 23, 2025
Q2 2025
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
3.74K+ 15.6% |
$90.5K - $91.4K
|
27.7K
$677K
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
3.57K+ 94.49% |
$86.3K - $87.2K
|
7.34K
$179K
|
|
|
Aug 14, 2025
Q2 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
3.23K+ 3.3% |
$78.2K - $79K
|
101K
$2.47M
|
|
|
Aug 13, 2025
Q2 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
3.19K+ 2.5% |
$77.2K - $78K
|
131K
$3.19M
|
|
|
Aug 14, 2025
Q2 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
3.16KNew |
$76.3K - $77.2K
|
3.16K
$77K
|
|
|
Jul 09, 2025
Q2 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
2.86K+ 6.77% |
$69.2K - $69.9K
|
45.1K
$1.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Madden Securities Corp
|
BUY
|
- |
2.79K+ 9.57% |
$67.4K - $68.1K
|
31.9K
$778K
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
2.51KNew |
$60.7K - $61.3K
|
2.51K
$61.2K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.49K+ 41.14% |
$60.1K - $60.8K
|
8.53K
$208K
|
|
|
Jul 22, 2025
Q2 2025
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
2.47K+ 3.87% |
$59.7K - $60.3K
|
66.2K
$1.62M
|
|
|
Jul 14, 2025
Q2 2025
|
Seek First Inc.
Campbell, CA |
BUY
|
- |
2.45K+ 4.71% |
$59.2K - $59.9K
|
54.4K
$1.33M
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
2.45K+ 13.54% |
$59.2K - $59.8K
|
20.5K
$501K
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
2.39K+ 11.7% |
$57.9K - $58.5K
|
22.8K
$557K
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.38K+ 23.81% |
$57.6K - $58.2K
|
12.4K
$302K
|
|
|
Jul 10, 2025
Q2 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
2.35K+ 10.73% |
$56.9K - $57.5K
|
24.3K
$592K
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
BUY
|
- |
2.34K+ 10.05% |
$56.5K - $57.1K
|
25.6K
$624K
|
|
|
Aug 07, 2025
Q2 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
2.27K+ 13.71% |
$55K - $55.6K
|
18.9K
$460K
|
|
|
Jul 10, 2025
Q2 2025
|
Anderson Hoagland & CO
|
BUY
|
- |
2.23K+ 3.97% |
$53.8K - $54.4K
|
58.3K
$1.42M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.21K+ 21.78% |
$53.5K - $54.1K
|
12.4K
$302K
|
|
|
Jul 31, 2025
Q2 2025
|
Guardian Financial Partners, LLC
|
BUY
|
- |
2.05K+ 4.9% |
$49.5K - $50K
|
43.7K
$1.07M
|
|
|
Jul 07, 2025
Q2 2025
|
Twele Capital Management, Inc.
|
BUY
|
- |
2.03K+ 5.09% |
$49K - $49.5K
|
41.8K
$1.02M
|
|
|
Aug 14, 2025
Q2 2025
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
2K+ 183.32% |
$48.4K - $48.9K
|
3.09K
$75.5K
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
BUY
|
- |
1.9K+ 20.21% |
$46K - $46.5K
|
11.3K
$276K
|
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.9K+ 1.83% |
$46K - $46.5K
|
106K
$2.58M
|
|
|
Aug 04, 2025
Q2 2025
|
Clear Investment Research, LLC
|
BUY
|
- |
1.81K+ 2.36% |
$43.8K - $44.2K
|
78.3K
$1.91M
|
|
|
Aug 04, 2025
Q2 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.75K+ 1.52% |
$42.3K - $42.8K
|
117K
$2.85M
|
|
|
Jul 18, 2025
Q2 2025
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
1.67K+ 19.64% |
$40.4K - $40.8K
|
10.2K
$248K
|
|
|
Jul 25, 2025
Q2 2025
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
1.64K+ 16.66% |
$39.6K - $40K
|
11.5K
$280K
|
|
|
Jul 31, 2025
Q2 2025
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
1.62K+ 6.85% |
$39.2K - $39.6K
|
25.3K
$617K
|
|
|
Jul 25, 2025
Q2 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
1.55K+ 1.63% |
$37.4K - $37.8K
|
96.4K
$2.35M
|
|
|
Jul 24, 2025
Q2 2025
|
Brucke Financial, Inc.
Indianapolis, IN |
BUY
|
- |
1.45K+ 7.09% |
$35.1K - $35.5K
|
21.9K
$536K
|
|
|
Jul 15, 2025
Q2 2025
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
1.33K+ 7.74% |
$32.1K - $32.4K
|
18.4K
$450K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.32K+ 3.88% |
$31.8K - $32.2K
|
35.2K
$858K
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
BUY
|
- |
1.28K+ 6.67% |
$30.9K - $31.2K
|
20.4K
$498K
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.22K+ 7.53% |
$29.6K - $29.9K
|
17.5K
$426K
|
|
|
Jul 31, 2025
Q2 2025
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
1.22K+ 3.32% |
$29.5K - $29.8K
|
38K
$927K
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.21K+ 12.95% |
$29.2K - $29.5K
|
10.5K
$257K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.19K+ 2.91% |
$28.8K - $29.1K
|
42.1K
$1.03M
|
|
|
Aug 08, 2025
Q2 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
1.13K+ 4.18% |
$27.4K - $27.7K
|
28.2K
$689K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
985+ 0.82% |
$23.8K - $24.1K
|
122K
$2.97M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
962+ 20.71% |
$23.3K - $23.5K
|
5.61K
$137K
|
|
|
Jul 16, 2025
Q2 2025
|
Blossom Wealth Management
|
BUY
|
- |
853+ 4.16% |
$20.6K - $20.9K
|
21.3K
$521K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
839+ 4.84% |
$20.3K - $20.5K
|
18.2K
$443K
|
|
|
Jul 17, 2025
Q2 2025
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
828+ 6.03% |
$20K - $20.2K
|
14.5K
$355K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
819+ 18.61% |
$19.8K - $20K
|
5.22K
$127K
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
810+ 1.31% |
$19.6K - $19.8K
|
62.8K
$1.53M
|