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 14, 2025
Q2 2025
|
Ridgewood Investments LLC
|
SELL
|
- |
-280- 0.95% |
$6.77K - $6.85K
|
29K
$706K
|
|
|
Jul 14, 2025
Q2 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
394+ 4.55% |
$9.53K - $9.63K
|
9.06K
$220K
|
|
|
Jul 14, 2025
Q2 2025
|
Harrington Investments, Inc
|
SELL
|
- |
-1.67K- 0.91% |
$40.4K - $40.8K
|
181K
$4.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
30+ 0.17% |
$726 - $734
|
17.8K
$433K
|
|
|
Jul 14, 2025
Q2 2025
|
Seek First Inc.
Campbell, CA |
BUY
|
- |
2.45K+ 4.71% |
$59.2K - $59.9K
|
54.4K
$1.32M
|
|
|
Jul 14, 2025
Q2 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
654+ 95.89% |
$15.8K - $16K
|
1.34K
$32.5K
|
|
|
Jul 14, 2025
Q2 2025
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-38- 0.29% |
$919 - $929
|
13.2K
$322K
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-1.29K- 9.16% |
$31.1K - $31.4K
|
12.8K
$310K
|
|
|
Jul 14, 2025
Q2 2025
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
36+ 9.5% |
$871 - $880
|
415
$10.1K
|
|
|
Jul 14, 2025
Q2 2025
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-3.02K- 16.0% |
$73.1K - $73.9K
|
15.9K
$386K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
4.33KNew |
$105K - $106K
|
4.33K
$105K
|
|
|
Jul 14, 2025
Q2 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-1.17K- 0.73% |
$28.2K - $28.5K
|
158K
$3.84M
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-6- 0.02% |
$145 - $147
|
27K
$657K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-790- 3.57% |
$19.1K - $19.3K
|
21.3K
$519K
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
566+ 0.64% |
$13.7K - $13.8K
|
89.4K
$2.17M
|
|
|
Jul 11, 2025
Q2 2025
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
17.1KNew |
$414K - $419K
|
17.1K
$416K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
5.65K+ 6.94% |
$137K - $138K
|
87K
$2.12M
|
|
|
Jul 11, 2025
Q2 2025
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-1.59K- 2.92% |
$38.4K - $38.8K
|
52.6K
$1.28M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-21.7K- 7.72% |
$525K - $531K
|
260K
$6.31M
|
|
|
Jul 11, 2025
Q2 2025
|
Scratch Capital LLC
Boise, ID |
SELL
|
- |
-41- 0.31% |
$992 - $1K
|
13.1K
$318K
|
|
|
Jul 11, 2025
Q2 2025
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
132K+ 16.52% |
$3.19M - $3.23M
|
932K
$22.6M
|
|
|
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 10, 2025
Q2 2025
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
159+ 1.18% |
$3.85K - $3.89K
|
13.6K
$330K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
55.1K+ 3.95% |
$1.33M - $1.35M
|
1.45M
$35.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
56.3K+ 45.04% |
$1.36M - $1.38M
|
181K
$4.41M
|
|
|
Jul 10, 2025
Q2 2025
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
353+ 1.03% |
$8.54K - $8.63K
|
34.6K
$840K
|
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
27.8K+ 301.99% |
$672K - $679K
|
37K
$899K
|
|
|
Jul 10, 2025
Q2 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
2.35K+ 10.73% |
$56.9K - $57.5K
|
24.3K
$590K
|
|
|
Jul 10, 2025
Q2 2025
|
Arkfeld Wealth Strategies, L.L.C.
|
SELL
|
- |
-21.6K- 60.92% |
$521K - $527K
|
13.8K
$336K
|
|
|
Jul 10, 2025
Q2 2025
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-8.57K- 7.62% |
$207K - $210K
|
104K
$2.53M
|
|
|
Jul 10, 2025
Q2 2025
|
Anderson Hoagland & CO
|
BUY
|
- |
2.23K+ 3.97% |
$53.8K - $54.4K
|
58.3K
$1.42M
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
2.51KNew |
$60.7K - $61.3K
|
2.51K
$61K
|
|
|
Jul 09, 2025
Q2 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
BUY
|
- |
126KNew |
$3.06M - $3.09M
|
126K
$3.07M
|
|
|
Jul 09, 2025
Q2 2025
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
55+ 0.38% |
$1.33K - $1.34K
|
14.5K
$352K
|
|
|
Jul 09, 2025
Q2 2025
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
19.1K+ 1.53% |
$461K - $466K
|
1.27M
$30.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
5.4K+ 19.37% |
$131K - $132K
|
33.3K
$809K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-6.49K- 4.9% |
$157K - $159K
|
126K
$3.06M
|
|
|
Jul 09, 2025
Q2 2025
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
545+ 1.31% |
$13.2K - $13.3K
|
42.2K
$1.03M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-48.4K- 16.02% |
$1.17M - $1.18M
|
254K
$6.17M
|
|
|
Jul 09, 2025
Q2 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
SELL
|
- |
-140- 0.98% |
$3.39K - $3.42K
|
14.2K
$345K
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
BUY
|
- |
9.4K+ 20.35% |
$227K - $230K
|
55.6K
$1.35M
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
194K+ 52.64% |
$4.68M - $4.73M
|
561K
$13.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
2.86K+ 6.77% |
$69.2K - $69.9K
|
45.1K
$1.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Archer Investment Management, LLC
Austin, TX |
SELL
|
- |
-81.9K- 75.69% |
$1.98M - $2M
|
26.3K
$639K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
45.7K+ 23.79% |
$1.11M - $1.12M
|
238K
$5.78M
|
|
|
Jul 08, 2025
Q2 2025
|
Holcombe Financial, Inc.
Atlanta, GA |
BUY
|
- |
43.7K+ 4.51% |
$1.06M - $1.07M
|
1.01M
$24.6M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
SELL
|
- |
-95.2K- 21.06% |
$2.3M - $2.33M
|
357K
$8.67M
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
108K+ 31.94% |
$2.61M - $2.63M
|
445K
$10.8M
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
33+ 5.23% |
$798 - $807
|
664
$16.1K
|
|
|
Jul 08, 2025
Q2 2025
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-59.7K- 53.96% |
$1.44M - $1.46M
|
51K
$1.24M
|