Purchases and Sales Made in Q2 2025 in Schwab Short Term Us Treasury (SCHO)

SCHO Quotes by TradingView

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 24, 2025 Q2 2025
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
783
+ 57.36%
$18.9K - $19.1K
2.15K $52.4K
Jul 30, 2025 Q2 2025
Avion Wealth

The Woodlands, TX
BUY
 -
780
New
$18.9K - $19.1K
780 $19K
Jul 16, 2025 Q2 2025
Badgley Phelps Wealth Managers, LLC

BUY
 -
771
+ 6.45%
$18.7K - $18.9K
12.7K $311K
Aug 19, 2025 Q2 2025
Advisory Services Network, LLC

BUY
 -
714
+ 6.35%
$17.3K - $17.5K
12K $292K
Jul 30, 2025 Q2 2025
Tfb Advisors LLC

Overland Park, KS
BUY
 -
668
+ 3.94%
$16.2K - $16.3K
17.6K $430K
Jul 24, 2025 Q2 2025
Papp L Roy & Associates

BUY
 -
660
+ 5.45%
$16K - $16.1K
12.8K $312K
Jul 14, 2025 Q2 2025
Gsb Wealth Management, LLC

BUY
 -
654
+ 95.89%
$15.8K - $16K
1.34K $32.6K
Aug 07, 2025 Q2 2025
Hc Advisors, LLC

BUY
 -
645
+ 3.82%
$15.6K - $15.8K
17.5K $428K
Aug 13, 2025 Q2 2025
Natixis Advisors, L.P.

Boston, MA
BUY
 -
641
+ 4.37%
$15.5K - $15.7K
15.3K $374K
Jul 17, 2025 Q2 2025
Alpine Bank Wealth Management

Grand Junction, CO
BUY
 -
636
New
$15.4K - $15.6K
636 $15.5K
Aug 14, 2025 Q2 2025
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
590
+ 6.95%
$14.3K - $14.4K
9.08K $222K
Jul 16, 2025 Q2 2025
Tempus Wealth Planning, LLC

BUY
 -
576
+ 1.71%
$13.9K - $14.1K
34.4K $839K
Jul 11, 2025 Q2 2025
Diversified Trust CO

BUY
 -
566
+ 0.64%
$13.7K - $13.8K
89.4K $2.18M
Aug 05, 2025 Q2 2025
New Square Capital LLC

BUY
 -
564
New
$13.6K - $13.8K
564 $13.8K
Jul 09, 2025 Q2 2025
Life Plan Financial, LLC

Mankato, MN
BUY
 -
545
+ 1.31%
$13.2K - $13.3K
42.2K $1.03M
Jul 24, 2025 Q2 2025
Rice Partnership, LLC

BUY
 -
526
New
$12.7K - $12.9K
526 $12.8K
Aug 08, 2025 Q2 2025
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
464
New
$11.2K - $11.3K
464 $11.3K
Aug 14, 2025 Q2 2025
Sherman Asset Management, Inc.

Ventura, CA
BUY
 -
464
+ 1.21%
$11.2K - $11.3K
38.8K $948K
Aug 14, 2025 Q2 2025
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
458
+ 61.56%
$11.1K - $11.2K
1.2K $29.3K
Jul 22, 2025 Q2 2025
Beacon Financial Advisory LLC

BUY
 -
445
+ 0.87%
$10.8K - $10.9K
51.4K $1.26M
Aug 01, 2025 Q2 2025
Cobblestone Capital Advisors LLC

Rochester, NY
BUY
 -
422
+ 0.43%
$10.2K - $10.3K
99.5K $2.43M
Aug 11, 2025 Q2 2025
Vista Cima Wealth Management LLC

Surprise, AZ
BUY
 -
422
+ 1.04%
$10.2K - $10.3K
40.8K $996K
Jul 16, 2025 Q2 2025
Independent Wealth Network Inc.

BUY
 -
416
+ 2.27%
$10.1K - $10.2K
18.7K $457K
Jul 28, 2025 Q2 2025
Clearview Wealth Advisors LLC

BUY
 -
401
+ 0.71%
$9.7K - $9.8K
56.7K $1.38M
Jul 14, 2025 Q2 2025
Sentinel Pension Advisors Inc

Wakefield, MA
BUY
 -
394
+ 4.55%
$9.53K - $9.63K
9.06K $221K
Aug 01, 2025 Q2 2025
First National Trust CO

BUY
 -
393
+ 0.1%
$9.51K - $9.61K
395K $9.63M
Jul 10, 2025 Q2 2025
Websterrogers Financial Advisors, LLC

BUY
 -
353
+ 1.03%
$8.54K - $8.63K
34.6K $843K
Jul 07, 2025 Q2 2025
Kings Path Partners LLC

Sugar Land, TX
BUY
 -
352
+ 1.87%
$8.51K - $8.61K
19.2K $468K
Aug 01, 2025 Q2 2025
Signet Investment Advisory Group, Inc.

BUY
 -
325
+ 1.8%
$7.86K - $7.95K
18.4K $450K
Jul 30, 2025 Q2 2025
Mid American Wealth Advisory Group, Inc.

Kansas City, MO
BUY
 -
324
New
$7.84K - $7.92K
324 $7.91K
Jul 30, 2025 Q2 2025
Old Point Trust & Financial Services N A

BUY
 -
320
New
$7.74K - $7.82K
320 $7.81K
Aug 06, 2025 Q2 2025
South State Corp

BUY
 -
290
New
$7.02K - $7.09K
290 $7.08K
Aug 11, 2025 Q2 2025
Resurgent Financial Advisors LLC

Atlanta, GA
BUY
 -
282
+ 2.08%
$6.82K - $6.89K
13.9K $338K
Jul 15, 2025 Q2 2025
Family Investment Center, Inc.

Saint Joseph, MO
BUY
 -
243
+ 0.67%
$5.88K - $5.94K
36.3K $886K
Aug 14, 2025 Q2 2025
Main Street Financial Solutions, LLC

BUY
 -
232
+ 0.99%
$5.61K - $5.67K
23.7K $578K
Aug 14, 2025 Q2 2025
Balanced Rock Investment Advisor

Roslindale, MA
BUY
 -
214
+ 0.34%
$5.18K - $5.23K
63.6K $1.55M
Aug 12, 2025 Q2 2025
Jacobi Capital Management LLC

BUY
 -
204
+ 1.05%
$4.93K - $4.99K
19.7K $480K
Aug 07, 2025 Q2 2025
Apeiron Ria LLC

BUY
 -
201
+ 2.06%
$4.86K - $4.91K
9.98K $244K
Jul 23, 2025 Q2 2025
Litman Gregory Wealth Management LLC

BUY
 -
200
+ 1.51%
$4.84K - $4.89K
13.4K $327K
Jul 18, 2025 Q2 2025
Lynx Investment Advisory

Washington, Dc, DC
BUY
 -
193
+ 2.13%
$4.67K - $4.72K
9.26K $226K
Aug 14, 2025 Q2 2025
Advisor Os, LLC

BUY
 -
190
+ 2.31%
$4.6K - $4.65K
8.41K $205K
Aug 13, 2025 Q2 2025
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
175
+ 0.23%
$4.23K - $4.28K
77K $1.88M
Jul 10, 2025 Q2 2025
Stonekeep Investments, LLC

Sante Fe, NM
BUY
 -
159
+ 1.18%
$3.85K - $3.89K
13.6K $332K
Jul 23, 2025 Q2 2025
L.K. Benson & Company, P.C.

Baltimore, MD
BUY
 -
152
+ 1.05%
$3.68K - $3.72K
14.7K $359K
Aug 13, 2025 Q2 2025
Twin Peaks Wealth Advisors, LLC

Burlingame, CA
BUY
 -
150
New
$3.63K - $3.67K
150 $3.66K
Jul 25, 2025 Q2 2025
Genesee Capital Advisors, LLC

BUY
 -
144
+ 0.99%
$3.48K - $3.52K
14.8K $360K
Jul 28, 2025 Q2 2025
Latitude Advisors, LLC

BUY
 -
140
+ 1.05%
$3.39K - $3.42K
13.4K $328K
Aug 07, 2025 Q2 2025
Montag A & Associates Inc

Atlanta, GA
BUY
 -
118
New
$2.85K - $2.89K
118 $2.88K
Aug 11, 2025 Q2 2025
Core Wealth Partners LLC

Santa Rosa, CA
BUY
 -
116
+ 0.53%
$2.81K - $2.84K
21.8K $533K

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