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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
76.8KNew |
$1.85M - $1.87M
|
76.8K
$1.87M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
20.3K+ 4.2% |
$488K - $493K
|
503K
$12.2M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-44.7K- 10.24% |
$1.08M - $1.09M
|
392K
$9.53M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
214+ 1.67% |
$5.16K - $5.21K
|
13.1K
$318K
|
|
|
May 15, 2025
Q1 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
12.6K+ 22.75% |
$303K - $306K
|
67.9K
$1.65M
|
|
|
May 15, 2025
Q1 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-500- 1.98% |
$12.1K - $12.2K
|
24.8K
$603K
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
29.6KNew |
$712K - $719K
|
29.6K
$718K
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
13.3KNew |
$320K - $324K
|
13.3K
$323K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-19- 0.02% |
$458 - $462
|
79.4K
$1.93M
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-3.77K- 47.3% |
$90.8K - $91.7K
|
4.2K
$102K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-61.1K- 3.08% |
$1.47M - $1.49M
|
1.92M
$46.7M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.15K+ 1.95% |
$27.6K - $27.9K
|
60.1K
$1.46M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-24K- 54.09% |
$577K - $583K
|
20.3K
$494K
|
|
|
May 15, 2025
Q1 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
CALL |
9.8KNew |
$236K - $239K
|
9.8K
$238K
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-624K- 93.97% |
$15M - $15.2M
|
40K
$973K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
21.7K+ 81.43% |
$524K - $529K
|
48.4K
$1.18M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
PUT |
-6.2K- 13.9% |
$149K - $151K
|
38.4K
$934K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.84K- 0.86% |
$92.4K - $93.3K
|
444K
$10.8M
|
|
|
May 15, 2025
Q1 2025
|
Chilton Investment CO Inc.
Stamford, CT |
SELL
|
- |
-1.1K- 3.12% |
$26.5K - $26.8K
|
34.2K
$831K
|
|
|
May 15, 2025
Q1 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
3.82K+ 4.1% |
$92K - $92.9K
|
97K
$2.36M
|
|
|
May 15, 2025
Q1 2025
|
Capitolis Liquid Global Markets LLC
New York, NY |
BUY
|
- |
134KNew |
$3.23M - $3.27M
|
134K
$3.26M
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
43+ 0.72% |
$1.04K - $1.05K
|
6.05K
$147K
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-35K- 55.88% |
$842K - $851K
|
27.6K
$671K
|
|
|
May 15, 2025
Q1 2025
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
1.71K+ 0.89% |
$41.3K - $41.7K
|
194K
$4.71M
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-4.49K- 15.97% |
$108K - $109K
|
23.6K
$575K
|
|
|
May 14, 2025
Q1 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
33.8K+ 36.08% |
$816K - $824K
|
128K
$3.1M
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
578+ 310.75% |
$13.9K - $14.1K
|
764
$18.6K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-274- 4.78% |
$6.6K - $6.67K
|
5.46K
$133K
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-643- 3.66% |
$15.5K - $15.7K
|
16.9K
$412K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
938+ 18.38% |
$22.6K - $22.8K
|
6.04K
$147K
|
|
|
May 14, 2025
Q1 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-150- 15.79% |
$3.62K - $3.65K
|
800
$19.4K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-14.2K- 58.24% |
$341K - $345K
|
10.2K
$247K
|
|
|
May 14, 2025
Q1 2025
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-379- 3.89% |
$9.13K - $9.22K
|
9.37K
$228K
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-3.67K- 8.77% |
$88.5K - $89.4K
|
38.2K
$929K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
493K+ 2.31% |
$11.9M - $12M
|
21.8M
$531M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-25.9K- 37.11% |
$624K - $631K
|
43.9K
$1.07M
|
|
|
May 14, 2025
Q1 2025
|
Rede Wealth, LLC
|
SELL
|
- |
-6.17K- 5.91% |
$149K - $150K
|
98.2K
$2.39M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-5.07K- 5.45% |
$122K - $123K
|
88K
$2.14M
|
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-5.8K- 10.78% |
$140K - $141K
|
48K
$1.17M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-14.4K- 1.69% |
$348K - $351K
|
838K
$20.4M
|
|
|
May 14, 2025
Q1 2025
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-1.3K- 6.66% |
$31.4K - $31.7K
|
18.3K
$444K
|
|
|
May 14, 2025
Q1 2025
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-5.85K- 22.26% |
$141K - $142K
|
20.4K
$497K
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-780K- 37.27% |
$18.8M - $19M
|
1.31M
$31.9M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
5.79K+ 490.26% |
$140K - $141K
|
6.97K
$169K
|
|
|
May 14, 2025
Q1 2025
|
Kuhn & CO Investment Counsel
Chicago, IL |
SELL
|
- |
-1.83K- 5.29% |
$44K - $44.4K
|
32.7K
$794K
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
9.63KNew |
$232K - $234K
|
9.63K
$234K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
722+ 4.08% |
$17.4K - $17.6K
|
18.4K
$447K
|