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 07, 2025
Q2 2025
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-113- 0.25% |
$2.73K - $2.76K
|
45.7K
$1.12M
|
|
|
Aug 05, 2025
Q2 2025
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-113- 0.25% |
$2.73K - $2.76K
|
45.7K
$1.12M
|
|
|
Jul 08, 2025
Q2 2025
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-120- 1.33% |
$2.9K - $2.93K
|
8.92K
$218K
|
|
|
Jul 09, 2025
Q2 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
SELL
|
- |
-140- 0.98% |
$3.39K - $3.42K
|
14.2K
$346K
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-142- 0.19% |
$3.43K - $3.47K
|
76.5K
$1.87M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-143- 0.04% |
$3.46K - $3.5K
|
367K
$8.95M
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-144- 1.31% |
$3.48K - $3.52K
|
10.8K
$264K
|
|
|
Jul 29, 2025
Q2 2025
|
Empirical Asset Management, LLC
|
SELL
|
- |
-149- 1.06% |
$3.6K - $3.64K
|
13.9K
$340K
|
|
|
Aug 05, 2025
Q2 2025
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-159- 0.73% |
$3.85K - $3.89K
|
21.7K
$529K
|
|
|
Jul 24, 2025
Q2 2025
|
Vander Pol Investments L.L.C.
Caledonia, MI |
SELL
|
- |
-162- 0.67% |
$3.92K - $3.96K
|
24.2K
$590K
|
|
|
Aug 12, 2025
Q2 2025
|
Weitzel Financial Services, Inc.
|
SELL
|
- |
-172- 0.59% |
$4.16K - $4.21K
|
29K
$709K
|
|
|
Jul 21, 2025
Q2 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-176- 1.63% |
$4.26K - $4.3K
|
10.7K
$260K
|
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
SELL
|
- |
-210- 1.66% |
$5.08K - $5.13K
|
12.4K
$303K
|
|
|
Jul 24, 2025
Q2 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-229- 1.92% |
$5.54K - $5.6K
|
11.7K
$285K
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-256- 8.6% |
$6.19K - $6.26K
|
2.72K
$66.4K
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Insight Partners, LLC
|
SELL
|
- |
-270- 2.08% |
$6.53K - $6.6K
|
12.7K
$311K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-273- 1.08% |
$6.6K - $6.67K
|
24.9K
$608K
|
|
|
Jul 14, 2025
Q2 2025
|
Ridgewood Investments LLC
|
SELL
|
- |
-280- 0.95% |
$6.77K - $6.85K
|
29K
$709K
|
|
|
Aug 11, 2025
Q2 2025
|
Lummis Asset Management, LP
Fort Worth, TX |
SELL
|
- |
-298- 0.56% |
$7.21K - $7.29K
|
53.2K
$1.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-308- 0.16% |
$7.45K - $7.53K
|
191K
$4.67M
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-364- 1.67% |
$8.81K - $8.9K
|
21.4K
$522K
|
|
|
Aug 11, 2025
Q2 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-366- 0.66% |
$8.85K - $8.95K
|
55.3K
$1.35M
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-383- 1.91% |
$9.26K - $9.36K
|
19.7K
$481K
|
|
|
Aug 15, 2025
Q2 2025
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-400- 17.57% |
$9.68K - $9.78K
|
1.88K
$45.8K
|
|
|
Jul 31, 2025
Q2 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-421- 3.52% |
$10.2K - $10.3K
|
11.5K
$282K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-421- 22.88% |
$10.2K - $10.3K
|
1.42K
$34.6K
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-433- 4.64% |
$10.5K - $10.6K
|
8.9K
$217K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-453- 42.02% |
$11K - $11.1K
|
625
$15.3K
|
|
|
Jul 29, 2025
Q2 2025
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-480- 5.12% |
$11.6K - $11.7K
|
8.89K
$217K
|
|
|
Aug 08, 2025
Q2 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-481- 5.32% |
$11.6K - $11.8K
|
8.57K
$209K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-486- 16.49% |
$11.8K - $11.9K
|
2.46K
$60.1K
|
|
|
Jul 22, 2025
Q2 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-500- 2.2% |
$12.1K - $12.2K
|
22.2K
$542K
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-544- 2.25% |
$13.2K - $13.3K
|
23.6K
$576K
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-547- 9.76% |
$13.2K - $13.4K
|
5.06K
$123K
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-580- 2.22% |
$14K - $14.2K
|
25.5K
$623K
|
|
|
Jul 23, 2025
Q2 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-600- 16.03% |
$14.5K - $14.7K
|
3.14K
$76.7K
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
SELL
|
- |
-605- 0.61% |
$14.6K - $14.8K
|
98.8K
$2.41M
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-605- 6.48% |
$14.6K - $14.8K
|
8.73K
$213K
|
|
|
Jul 15, 2025
Q2 2025
|
Ewg Elevate Inc.
|
SELL
|
- |
-607- 2.04% |
$14.7K - $14.8K
|
29.1K
$711K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-644- 0.45% |
$15.6K - $15.7K
|
143K
$3.48M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-682- 1.63% |
$16.5K - $16.7K
|
41.2K
$1.01M
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-700- 7.83% |
$16.9K - $17.1K
|
8.24K
$201K
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-735- 0.27% |
$17.8K - $18K
|
268K
$6.53M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-778- 14.24% |
$18.8K - $19K
|
4.69K
$114K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-790- 3.57% |
$19.1K - $19.3K
|
21.3K
$521K
|
|
|
Aug 11, 2025
Q2 2025
|
Somerset Group LLC
Wayzata, MN |
SELL
|
- |
-793- 4.09% |
$19.2K - $19.4K
|
18.6K
$454K
|
|
|
Aug 07, 2025
Q2 2025
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-901- 0.9% |
$21.8K - $22K
|
99.1K
$2.42M
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-941- 10.21% |
$22.8K - $23K
|
8.28K
$202K
|
|
|
Jul 29, 2025
Q2 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-951- 9.75% |
$23K - $23.3K
|
8.8K
$215K
|
|
|
Aug 12, 2025
Q2 2025
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-1K- 8.71% |
$24.2K - $24.5K
|
10.5K
$256K
|