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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2025
Q2 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-3.92K- 4.09% |
$94.8K - $95.9K
|
91.8K
$2.23M
|
|
|
Jul 23, 2025
Q2 2025
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
200+ 1.51% |
$4.84K - $4.89K
|
13.4K
$326K
|
|
|
Jul 23, 2025
Q2 2025
|
Asset Planning Corporation
|
BUY
|
- |
28K+ 11.78% |
$678K - $685K
|
266K
$6.46M
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-6.25K- 1.7% |
$151K - $153K
|
360K
$8.76M
|
|
|
Jul 23, 2025
Q2 2025
|
Friedenthal Financial
|
SELL
|
- |
-2.15K- 12.65% |
$52.1K - $52.6K
|
14.9K
$361K
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.38K+ 23.81% |
$57.6K - $58.2K
|
12.4K
$301K
|
|
|
Jul 23, 2025
Q2 2025
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
20.1K+ 35.59% |
$486K - $491K
|
76.5K
$1.86M
|
|
|
Jul 23, 2025
Q2 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-600- 16.03% |
$14.5K - $14.7K
|
3.14K
$76.4K
|
|
|
Jul 23, 2025
Q2 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-65- 3.64% |
$1.57K - $1.59K
|
1.72K
$41.8K
|
|
|
Jul 23, 2025
Q2 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
14.4K+ 7.71% |
$348K - $352K
|
201K
$4.89M
|
|
|
Jul 23, 2025
Q2 2025
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
3.74K+ 15.6% |
$90.5K - $91.4K
|
27.7K
$674K
|
|
|
Jul 23, 2025
Q2 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-82- 0.97% |
$1.98K - $2K
|
8.36K
$203K
|
|
|
Jul 23, 2025
Q2 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
118K+ 35.34% |
$2.85M - $2.89M
|
452K
$11M
|
|
|
Jul 23, 2025
Q2 2025
|
Columbus Macro, LLC
|
BUY
|
- |
22.4KNew |
$542K - $548K
|
22.4K
$545K
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-433- 4.64% |
$10.5K - $10.6K
|
8.9K
$216K
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
12.9K+ 31.37% |
$313K - $316K
|
54.2K
$1.32M
|
|
|
Jul 23, 2025
Q2 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
152+ 1.05% |
$3.68K - $3.72K
|
14.7K
$357K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-10.7K- 14.11% |
$258K - $261K
|
65K
$1.58M
|
|
|
Jul 23, 2025
Q2 2025
|
Nelson Capital Management, LLC
|
SELL
|
- |
-3.61K- 12.83% |
$87.3K - $88.2K
|
24.5K
$596K
|
|
|
Jul 22, 2025
Q2 2025
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
9.11K+ 6.68% |
$220K - $223K
|
145K
$3.54M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-42.7K- 58.43% |
$1.03M - $1.04M
|
30.3K
$738K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
11.9KNew |
$287K - $290K
|
11.9K
$288K
|
|
|
Jul 22, 2025
Q2 2025
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
2.47K+ 3.87% |
$59.7K - $60.3K
|
66.2K
$1.61M
|
|
|
Jul 22, 2025
Q2 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-500- 2.2% |
$12.1K - $12.2K
|
22.2K
$540K
|
|
|
Jul 22, 2025
Q2 2025
|
Evensky & Katz LLC
|
SELL
|
- |
-27.6K- 9.34% |
$667K - $675K
|
268K
$6.51M
|
|
|
Jul 22, 2025
Q2 2025
|
D.B. Root & Company, LLC
|
SELL
|
- |
-24.1K- 35.96% |
$584K - $590K
|
43K
$1.04M
|
|
|
Jul 22, 2025
Q2 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
41.9K+ 18.27% |
$1.01M - $1.02M
|
271K
$6.59M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
4.57K+ 7.32% |
$111K - $112K
|
67K
$1.63M
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
BUY
|
- |
19.1KNew |
$461K - $466K
|
19.1K
$463K
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
12.9KNew |
$313K - $316K
|
12.9K
$314K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
55.8K+ 3.84% |
$1.35M - $1.36M
|
1.51M
$36.7M
|
|
|
Jul 22, 2025
Q2 2025
|
David Wealth Management LLC
Fairfax, VA |
BUY
|
- |
9.14K+ 110.51% |
$221K - $224K
|
17.4K
$423K
|
|
|
Jul 22, 2025
Q2 2025
|
Valpey Financial Services, LLC
Concord, NH |
BUY
|
- |
189KNew |
$4.57M - $4.62M
|
189K
$4.59M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
192K+ 21.26% |
$4.64M - $4.69M
|
1.09M
$26.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
445+ 0.87% |
$10.8K - $10.9K
|
51.4K
$1.25M
|
|
|
Jul 22, 2025
Q2 2025
|
Innovative Wealth Building LLC
California, MD |
SELL
|
- |
-10.1K- 8.68% |
$244K - $247K
|
106K
$2.58M
|
|
|
Jul 22, 2025
Q2 2025
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-3.41K- 20.11% |
$82.5K - $83.4K
|
13.5K
$329K
|
|
|
Jul 22, 2025
Q2 2025
|
Madden Securities Corp
|
BUY
|
- |
2.79K+ 9.57% |
$67.4K - $68.1K
|
31.9K
$775K
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-10.2K- 14.39% |
$246K - $249K
|
60.5K
$1.47M
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-7.5K- 36.64% |
$181K - $183K
|
13K
$315K
|
|
|
Jul 21, 2025
Q2 2025
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-1.25K- 58.85% |
$30.2K - $30.5K
|
872
$21.2K
|
|
|
Jul 21, 2025
Q2 2025
|
Kennebec Savings Bank
Augusta, ME |
SELL
|
- |
-18- 1.6% |
$435 - $440
|
1.11K
$26.9K
|
|
|
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 21, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
307KNew |
$7.43M - $7.51M
|
307K
$7.47M
|
|
|
Jul 21, 2025
Q2 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-176- 1.63% |
$4.26K - $4.3K
|
10.7K
$259K
|
|
|
Jul 21, 2025
Q2 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
14+ 0.66% |
$339 - $342
|
2.13K
$51.8K
|
|
|
Jul 21, 2025
Q2 2025
|
Pflug Koory, LLC
|
BUY
|
- |
48.4K+ 55.48% |
$1.17M - $1.18M
|
136K
$3.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Successful Portfolios LLC
|
SELL
|
- |
-4.09K- 1.99% |
$98.8K - $99.9K
|
201K
$4.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
11.1K+ 47.52% |
$268K - $271K
|
34.4K
$836K
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
BUY
|
- |
21.6KNew |
$522K - $527K
|
21.6K
$524K
|