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 08, 2025
Q1 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
414New |
$9.98K - $10.1K
|
414
$10.1K
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-29- 5.57% |
$699 - $706
|
492
$12K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-519- 4.9% |
$12.5K - $12.6K
|
10.1K
$245K
|
|
|
May 08, 2025
Q1 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-2.9K- 22.93% |
$69.9K - $70.6K
|
9.75K
$237K
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
1.12K+ 8.24% |
$26.9K - $27.2K
|
14.7K
$357K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
31.8K+ 9.51% |
$767K - $775K
|
367K
$8.92M
|
|
|
May 08, 2025
Q1 2025
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-1.08K- 2.31% |
$26.1K - $26.3K
|
45.8K
$1.11M
|
|
|
May 08, 2025
Q1 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-23.1K- 11.79% |
$556K - $561K
|
173K
$4.2M
|
|
|
May 08, 2025
Q1 2025
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-280- 0.61% |
$6.75K - $6.82K
|
45.8K
$1.11M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-62.6K- 16.39% |
$1.51M - $1.52M
|
319K
$7.76M
|
|
|
May 08, 2025
Q1 2025
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
17.6K+ 0.72% |
$425K - $430K
|
2.47M
$59.9M
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-4.72K- 2.7% |
$114K - $115K
|
170K
$4.14M
|
|
|
May 08, 2025
Q1 2025
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-104K- 10.0% |
$2.5M - $2.53M
|
934K
$22.7M
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
129KNew |
$3.12M - $3.15M
|
129K
$3.14M
|
|
|
May 08, 2025
Q1 2025
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
2.09K+ 4.59% |
$50.2K - $50.7K
|
47.6K
$1.16M
|
|
|
May 07, 2025
Q1 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-11.8K- 9.55% |
$285K - $287K
|
112K
$2.72M
|
|
|
May 07, 2025
Q1 2025
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
6.76K+ 1.28% |
$163K - $165K
|
536K
$13M
|
|
|
May 07, 2025
Q1 2025
|
Ballast Advisors LLC
|
BUY
|
- |
8.44K+ 1.59% |
$203K - $205K
|
540K
$13.1M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
89.2K+ 2.65% |
$2.15M - $2.17M
|
3.45M
$83.9M
|
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
46.4K+ 156.2% |
$1.12M - $1.13M
|
76.1K
$1.85M
|
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
11.3K+ 36.75% |
$273K - $275K
|
42.1K
$1.02M
|
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-23.4K- 41.34% |
$565K - $570K
|
33.2K
$808K
|
|
|
May 07, 2025
Q1 2025
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
30.7K+ 2.67% |
$741K - $748K
|
1.18M
$28.7M
|
|
|
May 07, 2025
Q1 2025
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-107K- 50.19% |
$2.59M - $2.61M
|
107K
$2.59M
|
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-36.4K- 38.65% |
$878K - $887K
|
57.9K
$1.41M
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
258New |
$6.22K - $6.28K
|
258
$6.27K
|
|
|
May 07, 2025
Q1 2025
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
79.4K+ 4.2% |
$1.91M - $1.93M
|
1.97M
$47.9M
|
|
|
May 06, 2025
Q1 2025
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
1.97K+ 19.12% |
$47.5K - $47.9K
|
12.3K
$298K
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
14.5KNew |
$349K - $353K
|
14.5K
$352K
|
|
|
May 06, 2025
Q1 2025
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
9.76KNew |
$235K - $237K
|
9.76K
$237K
|
|
|
May 06, 2025
Q1 2025
|
Grove Street Fiduciary, LLC
Peterborough, NH |
SELL
|
- |
-17.3K- 5.39% |
$417K - $422K
|
304K
$7.39M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
19.4K+ 510.99% |
$468K - $473K
|
23.2K
$565K
|
|
|
May 06, 2025
Q1 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-500- 5.32% |
$12.1K - $12.2K
|
8.9K
$216K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
1.39K+ 7.45% |
$33.5K - $33.9K
|
20.1K
$488K
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-974- 8.08% |
$23.5K - $23.7K
|
11.1K
$269K
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
8.22KNew |
$198K - $200K
|
8.22K
$200K
|
|
|
May 06, 2025
Q1 2025
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-109- 49.1% |
$2.63K - $2.65K
|
113
$2.75K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.07K- 5.99% |
$25.7K - $26K
|
16.8K
$407K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
297K+ 37.17% |
$7.17M - $7.24M
|
1.1M
$26.7M
|
|
|
May 06, 2025
Q1 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
43.7K+ 10.65% |
$1.05M - $1.06M
|
454K
$11M
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
8.51K+ 7.99% |
$205K - $207K
|
115K
$2.8M
|
|
|
May 06, 2025
Q1 2025
|
Morling Financial Advisors, LLC
|
BUY
|
- |
1.02KNew |
$24.6K - $24.8K
|
1.02K
$24.8K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-66.1K- 48.81% |
$1.59M - $1.61M
|
69.3K
$1.69M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-368K- 36.07% |
$8.87M - $8.96M
|
652K
$15.9M
|
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
SELL
|
- |
-3.32K- 10.59% |
$80K - $80.8K
|
28.1K
$682K
|
|
|
May 05, 2025
Q1 2025
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
1.24K+ 1.44% |
$29.9K - $30.2K
|
87.4K
$2.12M
|
|
|
May 05, 2025
Q1 2025
|
Flc Capital Advisors
|
BUY
|
- |
40.1K+ 3.39% |
$965K - $975K
|
1.22M
$29.7M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-44.2K- 39.22% |
$1.06M - $1.08M
|
68.5K
$1.66M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
16.1K+ 19.38% |
$389K - $393K
|
99.5K
$2.42M
|