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 08, 2025
Q2 2025
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-3.95K- 4.35% |
$95.6K - $96.6K
|
86.9K
$2.11M
|
|
|
Jul 08, 2025
Q2 2025
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-120- 1.33% |
$2.9K - $2.93K
|
8.92K
$217K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-7.01K- 0.84% |
$170K - $171K
|
824K
$20M
|
|
|
Jul 07, 2025
Q2 2025
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-3.83K- 0.99% |
$92.6K - $93.6K
|
382K
$9.3M
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
318K+ 17.57% |
$7.68M - $7.77M
|
2.13M
$51.7M
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
5.52K+ 13.79% |
$133K - $135K
|
45.5K
$1.11M
|
|
|
Jul 07, 2025
Q2 2025
|
Veery Capital, LLC
|
SELL
|
- |
-41- 0.08% |
$992 - $1K
|
50.1K
$1.22M
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-580- 2.22% |
$14K - $14.2K
|
25.5K
$620K
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
352+ 1.87% |
$8.51K - $8.61K
|
19.2K
$466K
|
|
|
Jul 07, 2025
Q2 2025
|
Twele Capital Management, Inc.
|
BUY
|
- |
2.03K+ 5.09% |
$49K - $49.5K
|
41.8K
$1.02M
|
|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-3.73K- 3.89% |
$90.3K - $91.3K
|
92.3K
$2.24M
|
|
|
Jul 02, 2025
Q2 2025
|
Marotta Asset Management
|
BUY
|
- |
286K+ 99.48% |
$6.91M - $6.99M
|
573K
$13.9M
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
156K+ 9.66% |
$3.78M - $3.82M
|
1.77M
$43.1M
|
|
| Q1 2025 | |||||||
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
266New |
$6.41K - $6.47K
|
266
$6.47K
|
|
|
Jun 10, 2025
Q1 2025
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-8.59K- 26.29% |
$207K - $209K
|
24.1K
$586K
|
|
|
May 29, 2025
Q1 2025
|
Apeiron Ria LLC
|
SELL
|
- |
-300- 2.98% |
$7.23K - $7.3K
|
9.78K
$238K
|
|
|
May 28, 2025
Q1 2025
|
Vista Cima Wealth Management LLC
Surprise, AZ |
SELL
|
- |
-160K- 79.81% |
$3.85M - $3.89M
|
40.4K
$982K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
30K+ 393.32% |
$723K - $730K
|
37.6K
$915K
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-422- 2.12% |
$10.2K - $10.3K
|
19.5K
$473K
|
|
|
May 22, 2025
Q1 2025
|
Wbi Investments, Inc.
|
BUY
|
- |
18.4KNew |
$443K - $447K
|
18.4K
$447K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-24.4K- 32.45% |
$588K - $594K
|
50.8K
$1.24M
|
|
|
May 16, 2025
Q1 2025
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-4.42K- 46.92% |
$106K - $108K
|
5K
$121K
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
14K+ 264.15% |
$337K - $341K
|
19.3K
$469K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
4+ 0.06% |
$96.4 - $97.4
|
6.72K
$163K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-6.28K- 40.25% |
$151K - $153K
|
9.32K
$226K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-1.89K- 11.54% |
$45.5K - $46K
|
14.5K
$352K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-1.74K- 12.88% |
$41.9K - $42.4K
|
11.8K
$286K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
22.1K+ 15060.54% |
$534K - $539K
|
22.3K
$542K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
57+ 0.68% |
$1.37K - $1.39K
|
8.49K
$206K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-225- 1.02% |
$5.42K - $5.48K
|
21.7K
$529K
|
|
|
May 15, 2025
Q1 2025
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-10.6K- 34.64% |
$255K - $258K
|
20K
$486K
|
|
|
May 15, 2025
Q1 2025
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-36.9K- 43.25% |
$888K - $897K
|
48.4K
$1.18M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
20.2KNew |
$487K - $492K
|
20.2K
$491K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.87K- 8.4% |
$45.2K - $45.6K
|
20.4K
$497K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
2.32K+ 26.05% |
$56K - $56.6K
|
11.2K
$273K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
11.1K+ 4.83% |
$267K - $270K
|
241K
$5.85M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
64.1K+ 108.97% |
$1.54M - $1.56M
|
123K
$2.99M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
57.4K+ 11.61% |
$1.38M - $1.4M
|
551K
$13.4M
|
|
|
May 15, 2025
Q1 2025
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
932+ 8.12% |
$22.5K - $22.7K
|
12.4K
$302K
|
|
|
May 15, 2025
Q1 2025
|
Lummis Asset Management, LP
Fort Worth, TX |
BUY
|
- |
1.68K+ 3.25% |
$40.5K - $40.9K
|
53.5K
$1.3M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-52M- 32.43% |
$1.25B - $1.26B
|
108M
$2.63B
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
425K+ 16.21% |
$10.2M - $10.3M
|
3.04M
$74M
|
|
|
May 15, 2025
Q1 2025
|
Weitzel Financial Services, Inc.
|
SELL
|
- |
-1.81K- 5.83% |
$43.6K - $44K
|
29.2K
$710K
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
118K+ 7808.13% |
$2.85M - $2.87M
|
120K
$2.91M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
18.3K+ 1.8% |
$442K - $446K
|
1.04M
$25.2M
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
SELL
|
- |
-38.3K- 13.07% |
$924K - $933K
|
255K
$6.2M
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-6.04K- 40.32% |
$145K - $147K
|
8.94K
$217K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
41.6K+ 77.51% |
$1M - $1.01M
|
95.3K
$2.32M
|
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-40- 4.61% |
$964 - $974
|
828
$20.1K
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-47K- 46.09% |
$1.13M - $1.14M
|
55K
$1.34M
|
|