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 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
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-22.3K- 14.49% |
$537K - $542K
|
131K
$3.2M
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-3.47K- 4.66% |
$83.7K - $84.5K
|
71.1K
$1.73M
|
|
|
May 14, 2025
Q1 2025
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
146K+ 145.74% |
$3.51M - $3.55M
|
246K
$5.98M
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.26K- 7.19% |
$30.3K - $30.6K
|
16.2K
$395K
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
1.45M+ 49.46% |
$34.9M - $35.3M
|
4.38M
$106M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-147K- 51.33% |
$3.55M - $3.59M
|
140K
$3.4M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
11.8M+ 18907.43% |
$285M - $288M
|
11.9M
$289M
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-68- 0.4% |
$1.64K - $1.66K
|
17K
$414K
|
|
|
May 14, 2025
Q1 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-2K- 14.93% |
$48.1K - $48.6K
|
11.4K
$276K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-726Closed |
$17.5K - $17.7K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
11.9K+ 4.62% |
$286K - $288K
|
268K
$6.52M
|
|
|
May 14, 2025
Q1 2025
|
Valley Financial Group, Inc.
Ambler, PA |
SELL
|
- |
-1.07K- 1.07% |
$25.8K - $26.1K
|
99.3K
$2.41M
|
|
|
May 14, 2025
Q1 2025
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
36.7K+ 11.84% |
$885K - $894K
|
347K
$8.44M
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-3.08K- 15.64% |
$74.1K - $74.9K
|
16.6K
$403K
|
|
|
May 14, 2025
Q1 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
67.6K+ 105.08% |
$1.63M - $1.65M
|
132K
$3.21M
|
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
93.6K+ 21.52% |
$2.26M - $2.28M
|
529K
$12.9M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-13.4K- 5.46% |
$323K - $326K
|
232K
$5.64M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
297+ 54.0% |
$7.16K - $7.23K
|
847
$20.6K
|
|
|
May 14, 2025
Q1 2025
|
Bnp Paribas
New York, NY |
SELL
|
- |
-31.3K- 72.04% |
$755K - $763K
|
12.2K
$296K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
946New |
$22.8K - $23K
|
946
$23K
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-7.15K- 15.3% |
$172K - $174K
|
39.6K
$962K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-6.19K- 22.99% |
$149K - $151K
|
20.7K
$504K
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-30.2K- 17.71% |
$728K - $735K
|
140K
$3.41M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
55.3K+ 3913.03% |
$1.33M - $1.34M
|
56.7K
$1.38M
|
|
|
May 13, 2025
Q1 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
497K+ 615.14% |
$12M - $12.1M
|
578K
$14.1M
|
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
4.58K+ 4.92% |
$110K - $112K
|
97.8K
$2.38M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-17.7K- 34.34% |
$427K - $431K
|
33.8K
$823K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.73K- 1.86% |
$65.9K - $66.5K
|
144K
$3.5M
|
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
15KNew |
$362K - $365K
|
15K
$365K
|
|
|
May 13, 2025
Q1 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-1.72K- 0.38% |
$41.5K - $41.9K
|
447K
$10.9M
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
258K+ 1.58% |
$6.21M - $6.27M
|
16.5M
$402M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
378K+ 23.79% |
$9.11M - $9.2M
|
1.97M
$47.8M
|
|
|
May 13, 2025
Q1 2025
|
Journey Advisory Group, LLC
|
BUY
|
- |
427K+ 157.25% |
$10.3M - $10.4M
|
699K
$17M
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-9.18K- 26.8% |
$221K - $223K
|
25.1K
$609K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
280New |
$6.75K - $6.82K
|
280
$6.81K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Marin
Novato, CA |
BUY
|
- |
9.49K+ 12.39% |
$229K - $231K
|
86.1K
$2.09M
|
|
|
May 13, 2025
Q1 2025
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-40.2K- 12.55% |
$968K - $978K
|
280K
$6.81M
|
|
|
May 13, 2025
Q1 2025
|
American Investment Services, Inc.
|
BUY
|
- |
5.89K+ 4.98% |
$142K - $143K
|
124K
$3.02M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
584+ 7.51% |
$14.1K - $14.2K
|
8.36K
$203K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
75.5K+ 4.81% |
$1.82M - $1.84M
|
1.64M
$40M
|
|
|
May 13, 2025
Q1 2025
|
Somerset Group LLC
Wayzata, MN |
SELL
|
- |
-180- 0.92% |
$4.34K - $4.38K
|
19.4K
$471K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
4.49K+ 13.23% |
$108K - $109K
|
38.4K
$934K
|
|
|
May 13, 2025
Q1 2025
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
18+ 0.72% |
$434 - $438
|
2.51K
$61.1K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
27.7K+ 4.33% |
$669K - $675K
|
668K
$16.2M
|