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 14, 2025
Q2 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-1.03K- 7.87% |
$24.9K - $25.1K
|
12K
$294K
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-1.07K- 96.92% |
$25.9K - $26.1K
|
34
$830
|
|
|
Aug 11, 2025
Q2 2025
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-1.11K- 1.08% |
$26.9K - $27.2K
|
102K
$2.49M
|
|
|
Jul 14, 2025
Q2 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-1.17K- 0.73% |
$28.2K - $28.5K
|
158K
$3.86M
|
|
|
Aug 05, 2025
Q2 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1.21K- 2.04% |
$29.2K - $29.6K
|
58.2K
$1.42M
|
|
|
Jul 21, 2025
Q2 2025
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-1.25K- 58.85% |
$30.2K - $30.5K
|
872
$21.3K
|
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.28K- 11.53% |
$30.9K - $31.2K
|
9.8K
$239K
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-1.29K- 9.16% |
$31.1K - $31.4K
|
12.8K
$311K
|
|
|
Jul 29, 2025
Q2 2025
|
Planned Solutions, Inc.
|
SELL
|
- |
-1.32K- 3.87% |
$31.9K - $32.2K
|
32.7K
$799K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.38K- 6.65% |
$33.3K - $33.7K
|
19.3K
$472K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.4K- 1.44% |
$33.9K - $34.2K
|
96.1K
$2.35M
|
|
|
Aug 13, 2025
Q2 2025
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-1.41K- 1.61% |
$34K - $34.4K
|
86K
$2.1M
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.42K- 3.68% |
$34.2K - $34.6K
|
37K
$904K
|
|
|
Jul 17, 2025
Q2 2025
|
K2 Financial Inc.
Glendora, CA |
SELL
|
- |
-1.46K- 2.81% |
$35.4K - $35.7K
|
50.6K
$1.23M
|
|
|
Jul 11, 2025
Q2 2025
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-1.59K- 2.92% |
$38.4K - $38.8K
|
52.6K
$1.28M
|
|
|
Aug 07, 2025
Q2 2025
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-1.64K- 13.33% |
$39.6K - $40K
|
10.6K
$260K
|
|
|
Jul 21, 2025
Q2 2025
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-1.66K- 2.43% |
$40.3K - $40.7K
|
66.9K
$1.63M
|
|
|
Jul 14, 2025
Q2 2025
|
Harrington Investments, Inc
|
SELL
|
- |
-1.67K- 0.91% |
$40.4K - $40.8K
|
181K
$4.42M
|
|
|
Aug 04, 2025
Q2 2025
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-1.7K- 0.98% |
$41.1K - $41.5K
|
172K
$4.19M
|
|
|
Aug 11, 2025
Q2 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
SELL
|
- |
-1.71K- 6.08% |
$41.2K - $41.7K
|
26.3K
$643K
|
|
|
Aug 14, 2025
Q2 2025
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-1.73K- 3.3% |
$41.9K - $42.4K
|
50.9K
$1.24M
|
|
|
Aug 11, 2025
Q2 2025
|
Wbi Investments, Inc.
|
SELL
|
- |
-2.11K- 11.49% |
$51.1K - $51.6K
|
16.3K
$397K
|
|
|
Jul 23, 2025
Q2 2025
|
Friedenthal Financial
|
SELL
|
- |
-2.15K- 12.65% |
$52.1K - $52.6K
|
14.9K
$363K
|
|
|
Aug 13, 2025
Q2 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-2.27K- 3.98% |
$54.9K - $55.5K
|
54.9K
$1.34M
|
|
|
Aug 06, 2025
Q2 2025
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-2.28K- 12.47% |
$55.1K - $55.6K
|
16K
$390K
|
|
|
Aug 14, 2025
Q2 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-2.29K- 10.99% |
$55.4K - $56K
|
18.6K
$453K
|
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-2.47K- 20.99% |
$59.7K - $60.4K
|
9.3K
$227K
|
|
|
Aug 05, 2025
Q2 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
SELL
|
- |
-2.54K- 30.28% |
$61.3K - $62K
|
5.84K
$142K
|
|
|
Jul 11, 2025
Q2 2025
|
Sellwood Investment Partners LLC
Portland, OR |
SELL
|
- |
-2.6K- 4.47% |
$62.8K - $63.5K
|
55.5K
$1.35M
|
|
|
Jul 18, 2025
Q2 2025
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-2.8K- 2.24% |
$67.8K - $68.5K
|
122K
$2.98M
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-2.83K- 3.97% |
$68.4K - $69.1K
|
68.3K
$1.67M
|
|
|
Aug 14, 2025
Q2 2025
|
Chilton Investment CO Inc.
Stamford, CT |
SELL
|
- |
-2.84K- 8.3% |
$68.7K - $69.4K
|
31.4K
$765K
|
|
|
Aug 06, 2025
Q2 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-2.84K- 8.55% |
$68.8K - $69.5K
|
30.4K
$742K
|
|
|
Jul 14, 2025
Q2 2025
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-3.02K- 16.0% |
$73.1K - $73.9K
|
15.9K
$387K
|
|
|
Jul 25, 2025
Q2 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-3.05K- 16.91% |
$73.8K - $74.6K
|
15K
$366K
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-3.23K- 5.89% |
$78.2K - $79.1K
|
51.7K
$1.26M
|
|
|
Jul 29, 2025
Q2 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-3.27K- 5.66% |
$79.2K - $80K
|
54.6K
$1.33M
|
|
|
Aug 12, 2025
Q2 2025
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-3.28K- 0.13% |
$79.4K - $80.3K
|
2.46M
$60.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-3.41K- 20.11% |
$82.5K - $83.4K
|
13.5K
$331K
|
|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-3.42K- 2.69% |
$82.7K - $83.6K
|
124K
$3.02M
|
|
|
Jul 23, 2025
Q2 2025
|
Nelson Capital Management, LLC
|
SELL
|
- |
-3.61K- 12.83% |
$87.3K - $88.2K
|
24.5K
$598K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-3.63K- 2.06% |
$87.8K - $88.7K
|
173K
$4.21M
|
|
|
Jul 24, 2025
Q2 2025
|
Lindenwold Advisors
|
SELL
|
- |
-3.65K- 7.95% |
$88.3K - $89.2K
|
42.3K
$1.03M
|
|
|
Jul 15, 2025
Q2 2025
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-3.67K- 7.02% |
$88.8K - $89.8K
|
48.7K
$1.19M
|
|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-3.73K- 3.89% |
$90.3K - $91.3K
|
92.3K
$2.25M
|
|
|
Jul 07, 2025
Q2 2025
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-3.83K- 0.99% |
$92.6K - $93.6K
|
382K
$9.33M
|
|
|
Jul 29, 2025
Q2 2025
|
Commons Capital, LLC
Needham, MA |
SELL
|
- |
-3.91K- 9.88% |
$94.6K - $95.6K
|
35.7K
$871K
|
|
|
Jul 23, 2025
Q2 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-3.92K- 4.09% |
$94.8K - $95.9K
|
91.8K
$2.24M
|
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-3.94K- 11.88% |
$95.4K - $96.4K
|
29.3K
$714K
|
|
|
Jul 08, 2025
Q2 2025
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-3.95K- 4.35% |
$95.6K - $96.6K
|
86.9K
$2.12M
|