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 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
24+ 0.1% |
$578 - $584
|
24.1K
$587K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-992- 5.69% |
$23.9K - $24.1K
|
16.4K
$400K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
10.2K+ 1.82% |
$246K - $249K
|
572K
$13.9M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
11+ 0.46% |
$265 - $268
|
2.39K
$58.2K
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
338New |
$8.15K - $8.23K
|
338
$8.22K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
182K+ 24291.44% |
$4.38M - $4.42M
|
182K
$4.44M
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
2.93K+ 5.62% |
$70.5K - $71.2K
|
54.9K
$1.34M
|
|
|
May 12, 2025
Q1 2025
|
Empirical Asset Management, LLC
|
SELL
|
- |
-695- 4.71% |
$16.7K - $16.9K
|
14.1K
$342K
|
|
|
May 12, 2025
Q1 2025
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
39.6KNew |
$954K - $964K
|
39.6K
$963K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
700K+ 3.37% |
$16.9M - $17M
|
21.5M
$522M
|
|
|
May 12, 2025
Q1 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
965+ 1.55% |
$23.3K - $23.5K
|
63.4K
$1.54M
|
|
|
May 12, 2025
Q1 2025
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
9.22K+ 5.61% |
$222K - $224K
|
173K
$4.22M
|
|
|
May 12, 2025
Q1 2025
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-6.5K- 7.74% |
$157K - $158K
|
77.6K
$1.89M
|
|
|
May 12, 2025
Q1 2025
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-4.88K- 4.52% |
$118K - $119K
|
103K
$2.51M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
12.9K+ 16.16% |
$312K - $315K
|
93.1K
$2.26M
|
|
|
May 12, 2025
Q1 2025
|
Act Two Investors LLC
Santa Cruz, CA |
BUY
|
- |
181K+ 100.96% |
$4.35M - $4.4M
|
360K
$8.74M
|
|
|
May 12, 2025
Q1 2025
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
7.3K+ 5.36% |
$176K - $178K
|
143K
$3.49M
|
|
|
May 12, 2025
Q1 2025
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-7.42K- 41.75% |
$179K - $181K
|
10.4K
$252K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-499- 7.4% |
$12K - $12.1K
|
6.24K
$152K
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-27.6K- 74.58% |
$665K - $672K
|
9.41K
$229K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
9.34KNew |
$225K - $227K
|
9.34K
$227K
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
BUY
|
- |
9.05KNew |
$218K - $220K
|
9.05K
$220K
|
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-9.87K- 9.06% |
$238K - $240K
|
99.1K
$2.41M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
78.9K+ 30.77% |
$1.9M - $1.92M
|
336K
$8.16M
|
|
|
May 12, 2025
Q1 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
80+ 0.37% |
$1.93K - $1.95K
|
21.7K
$528K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-546- 42.33% |
$13.2K - $13.3K
|
744
$18.1K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
196K+ 7.79% |
$4.73M - $4.78M
|
2.71M
$66M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
83K+ 38.17% |
$2M - $2.02M
|
300K
$7.3M
|
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-1.13K- 0.46% |
$27.2K - $27.5K
|
242K
$5.89M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-119K- 59.9% |
$2.88M - $2.9M
|
79.9K
$1.94M
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-36- 0.4% |
$868 - $876
|
9.05K
$220K
|
|
|
May 09, 2025
Q1 2025
|
Farrow Financial Inc.
Randolph, VT |
BUY
|
- |
178KNew |
$4.29M - $4.33M
|
178K
$4.33M
|
|
|
May 09, 2025
Q1 2025
|
Bouchey Financial Group LTD
|
BUY
|
- |
17.9K+ 7.83% |
$432K - $436K
|
247K
$6.01M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-2.06K- 3.58% |
$49.6K - $50.1K
|
55.5K
$1.35M
|
|
|
May 09, 2025
Q1 2025
|
Ithaka Group LLC
Bethesda, MD |
BUY
|
- |
21.6KNew |
$522K - $527K
|
21.6K
$526K
|
|
|
May 09, 2025
Q1 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
168New |
$4.05K - $4.09K
|
168
$4.08K
|
|
|
May 09, 2025
Q1 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
39+ 1.72% |
$940 - $949
|
2.31K
$56.1K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-18.3K- 17.08% |
$440K - $444K
|
88.6K
$2.15M
|
|
|
May 09, 2025
Q1 2025
|
Clear Investment Research, LLC
|
SELL
|
- |
-1.35K- 1.74% |
$32.6K - $33K
|
76.5K
$1.86M
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-7.33K- 21.54% |
$177K - $178K
|
26.7K
$649K
|
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
10.5K+ 63.43% |
$253K - $256K
|
27.1K
$658K
|
|
|
May 09, 2025
Q1 2025
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
SELL
|
- |
-30Closed |
$723 - $730
|
0
$0
|
|
|
May 09, 2025
Q1 2025
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
11.5KNew |
$277K - $279K
|
11.5K
$279K
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
BUY
|
- |
2.97K+ 2.4% |
$71.6K - $72.3K
|
127K
$3.09M
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
SELL
|
- |
-246K- 38.45% |
$5.93M - $5.99M
|
394K
$9.58M
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
SELL
|
- |
-778- 13.81% |
$18.7K - $18.9K
|
4.86K
$118K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
310New |
$7.47K - $7.55K
|
310
$7.54K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
10.3KNew |
$248K - $250K
|
10.3K
$250K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-11.8K- 3.67% |
$284K - $287K
|
309K
$7.52M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-764- 3.16% |
$18.4K - $18.6K
|
23.4K
$570K
|