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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
1.09KNew |
$26.2K - $26.4K
|
1.09K
$26.4K
|
|
|
Apr 28, 2025
Q1 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
28.7KNew |
$692K - $699K
|
28.7K
$698K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-12K- 35.49% |
$289K - $292K
|
21.8K
$531K
|
|
|
Apr 28, 2025
Q1 2025
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-10K- 20.9% |
$242K - $244K
|
38K
$924K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
815+ 21.27% |
$19.6K - $19.8K
|
4.65K
$113K
|
|
|
Apr 28, 2025
Q1 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
95+ 0.72% |
$2.29K - $2.31K
|
13.3K
$323K
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
31.4K+ 5.3% |
$756K - $763K
|
623K
$15.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-12.8K- 6.27% |
$309K - $312K
|
191K
$4.65M
|
|
|
Apr 28, 2025
Q1 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
119K+ 93.49% |
$2.86M - $2.89M
|
246K
$5.98M
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
26.5K+ 9.42% |
$638K - $645K
|
308K
$7.48M
|
|
|
Apr 28, 2025
Q1 2025
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
51.9K+ 9.97% |
$1.25M - $1.26M
|
573K
$13.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
10.9K+ 2.92% |
$263K - $265K
|
384K
$9.34M
|
|
|
Apr 28, 2025
Q1 2025
|
Courage Miller Partners, LLC
|
BUY
|
- |
3.52K+ 0.47% |
$84.8K - $85.7K
|
757K
$18.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-7.45K- 30.3% |
$180K - $181K
|
17.1K
$417K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
147K+ 36.9% |
$3.54M - $3.57M
|
544K
$13.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Iron Financial, LLC
|
SELL
|
- |
-3.41K- 18.52% |
$82.2K - $83K
|
15K
$365K
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
2+ 0.09% |
$48.2 - $48.7
|
2.27K
$55.2K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-20- 2.84% |
$482 - $487
|
684
$16.6K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.25K- 1.98% |
$30.1K - $30.4K
|
62K
$1.51M
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
5.77K+ 6.48% |
$139K - $140K
|
94.8K
$2.31M
|
|
|
Apr 25, 2025
Q1 2025
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
BUY
|
- |
10+ 1.77% |
$241 - $243
|
575
$14K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
111New |
$2.68K - $2.7K
|
111
$2.7K
|
|
|
Apr 24, 2025
Q1 2025
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
213K+ 124.39% |
$5.13M - $5.18M
|
384K
$9.33M
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
765+ 5.02% |
$18.4K - $18.6K
|
16K
$389K
|
|
|
Apr 24, 2025
Q1 2025
|
Sims Investment Management, LLC
Cincinnati, OH |
BUY
|
- |
34.7K+ 9.83% |
$836K - $844K
|
388K
$9.42M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.08K- 49.98% |
$26K - $26.2K
|
1.08K
$26.2K
|
|
|
Apr 23, 2025
Q1 2025
|
Win Advisors, Inc
|
BUY
|
- |
38.1K+ 203.79% |
$919K - $928K
|
56.8K
$1.38M
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
35KNew |
$843K - $851K
|
35K
$850K
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
13.9KNew |
$336K - $339K
|
13.9K
$339K
|
|
|
Apr 23, 2025
Q1 2025
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
897+ 10.05% |
$21.6K - $21.8K
|
9.82K
$239K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
15.1K+ 57.9% |
$364K - $368K
|
41.2K
$1M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
23.4K+ 67.31% |
$564K - $570K
|
58.2K
$1.41M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-120- 0.47% |
$2.89K - $2.92K
|
25.2K
$612K
|
|
|
Apr 22, 2025
Q1 2025
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
1.18K+ 0.61% |
$28.5K - $28.8K
|
195K
$4.74M
|
|
|
Apr 22, 2025
Q1 2025
|
Brewster Financial Planning LLC
|
BUY
|
- |
10.9KNew |
$262K - $264K
|
10.9K
$264K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
3.23KNew |
$77.9K - $78.7K
|
3.23K
$78.6K
|
|
|
Apr 22, 2025
Q1 2025
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
559+ 1.35% |
$13.5K - $13.6K
|
41.9K
$1.02M
|
|
|
Apr 22, 2025
Q1 2025
|
Tt Capital Management LLC
Coto De Caza, CA |
SELL
|
- |
-1.4K- 3.71% |
$33.7K - $34.1K
|
36.3K
$883K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-17.5K- 7.2% |
$422K - $426K
|
226K
$5.49M
|
|
|
Apr 22, 2025
Q1 2025
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
97+ 0.67% |
$2.34K - $2.36K
|
14.6K
$355K
|
|
|
Apr 22, 2025
Q1 2025
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-731- 3.14% |
$17.6K - $17.8K
|
22.5K
$548K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
144New |
$3.47K - $3.5K
|
144
$3.5K
|
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
39.7K+ 238.1% |
$957K - $967K
|
56.4K
$1.37M
|
|
|
Apr 22, 2025
Q1 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
1+ 1.54% |
$24.1 - $24.3
|
66
$1.6K
|
|
|
Apr 22, 2025
Q1 2025
|
Guardian Financial Partners, LLC
|
SELL
|
- |
-1.24K- 2.89% |
$29.9K - $30.2K
|
41.7K
$1.01M
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-7.53K- 5.93% |
$181K - $183K
|
119K
$2.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-174- 0.31% |
$4.19K - $4.24K
|
56.3K
$1.37M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-214- 49.42% |
$5.16K - $5.21K
|
219
$5.32K
|
|
|
Apr 22, 2025
Q1 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
8.36KNew |
$201K - $203K
|
8.36K
$203K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
14New |
$337 - $341
|
14
$340
|