Latest Institutional Transactions on Schwab Short Term Us Treasury (SCHO)
This table provides information on the latest institutional transactions involving Schwab Short Term Us Treasury (SCHO) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
225K+ 7.39% |
$5.44M - $5.5M
|
3.27M
$79.4M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
28.2KNew |
$682K - $689K
|
28.2K
$685K
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
34.3K+ 78.12% |
$830K - $839K
|
78.2K
$1.9M
|
|
|
Aug 15, 2025
Q2 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
5.09K+ 5.25% |
$123K - $124K
|
102K
$2.48M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-4.34K- 30.01% |
$105K - $106K
|
10.1K
$246K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
85K+ 10.17% |
$2.06M - $2.08M
|
921K
$22.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
9.57K+ 1.74% |
$231K - $234K
|
561K
$13.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-364- 1.67% |
$8.81K - $8.9K
|
21.4K
$520K
|
|
|
Aug 14, 2025
Q2 2025
|
Win Advisors, Inc
|
SELL
|
- |
-24.7K- 43.49% |
$598K - $604K
|
32.1K
$781K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-24.7K- 20.12% |
$598K - $604K
|
98.1K
$2.39M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
160K+ 114.52% |
$3.87M - $3.91M
|
300K
$7.29M
|
|
|
Aug 14, 2025
Q2 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
501K+ 3.03% |
$12.1M - $12.2M
|
17M
$414M
|
|
|
Aug 14, 2025
Q2 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
70.6K+ 12.21% |
$1.71M - $1.73M
|
649K
$15.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Tt Capital Management LLC
Coto De Caza, CA |
BUY
|
- |
513K+ 1414.07% |
$12.4M - $12.6M
|
550K
$13.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-26.2K- 1.33% |
$634K - $641K
|
1.94M
$47.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
3.23K+ 3.3% |
$78.2K - $79K
|
101K
$2.46M
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
232+ 0.99% |
$5.61K - $5.67K
|
23.7K
$575K
|
|
|
Aug 14, 2025
Q2 2025
|
Advisor Os, LLC
|
BUY
|
- |
190+ 2.31% |
$4.6K - $4.65K
|
8.41K
$204K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
12.1K+ 5.03% |
$292K - $296K
|
253K
$6.14M
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.22K+ 7.53% |
$29.6K - $29.9K
|
17.5K
$424K
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
59.8K+ 294.01% |
$1.45M - $1.46M
|
80.1K
$1.95M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.24M+ 5.67% |
$29.9M - $30.3M
|
23.1M
$561M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
590+ 6.95% |
$14.3K - $14.4K
|
9.08K
$221K
|
|
|
Aug 14, 2025
Q2 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
196KNew |
$4.73M - $4.79M
|
196K
$4.76M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-8.4K- 0.14% |
$203K - $205K
|
6.11M
$149M
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-6.67K- 95.62% |
$161K - $163K
|
305
$7.41K
|
|
|
Aug 14, 2025
Q2 2025
|
Bnp Paribas
New York, NY |
BUY
|
- |
15.4K+ 126.51% |
$372K - $376K
|
27.6K
$670K
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
152K+ 171.45% |
$3.68M - $3.71M
|
241K
$5.85M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
807K+ 0.75% |
$19.5M - $19.7M
|
109M
$2.65B
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
2.39K+ 11.7% |
$57.9K - $58.5K
|
22.8K
$555K
|
|
|
Aug 14, 2025
Q2 2025
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-1.73K- 3.3% |
$41.9K - $42.4K
|
50.9K
$1.24M
|
|
|
Aug 14, 2025
Q2 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
32.7KNew |
$792K - $801K
|
32.7K
$796K
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-28K- 35.32% |
$678K - $686K
|
51.4K
$1.25M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
458+ 61.56% |
$11.1K - $11.2K
|
1.2K
$29.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-55.8K- 2.9% |
$1.35M - $1.36M
|
1.87M
$45.4M
|
|
|
Aug 14, 2025
Q2 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
93.2K+ 70.65% |
$2.26M - $2.28M
|
225K
$5.48M
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-26.6K- 48.41% |
$644K - $651K
|
28.4K
$690K
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
13.5K+ 14.46% |
$326K - $329K
|
107K
$2.59M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-12.1K- 2.41% |
$293K - $296K
|
491K
$11.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-2.29K- 10.99% |
$55.4K - $56K
|
18.6K
$451K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-108K- 27.61% |
$2.62M - $2.65M
|
284K
$6.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-50K- 9.46% |
$1.21M - $1.22M
|
479K
$11.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-1.03K- 7.87% |
$24.9K - $25.1K
|
12K
$293K
|
|
|
Aug 14, 2025
Q2 2025
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-59.4K- 95.9% |
$1.44M - $1.45M
|
2.54K
$61.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
273K+ 681.94% |
$6.6M - $6.68M
|
313K
$7.61M
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
8.22KNew |
$199K - $201K
|
8.22K
$200K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
52.1K+ 107.52% |
$1.26M - $1.27M
|
100K
$2.44M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
31.9K+ 83.07% |
$772K - $780K
|
70.3K
$1.71M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-4.48K- 5.21% |
$108K - $110K
|
81.6K
$1.98M
|
|
|
Aug 14, 2025
Q2 2025
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
2K+ 183.32% |
$48.4K - $48.9K
|
3.09K
$75.1K
|