Latest Institutional Purchases of Schwab Short Term Us Treasury (SCHO)
This list provides information on the latest institutional transactions involving Schwab Short Term Us Treasury (SCHO) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3.21M+ 5194.31% |
$77.6M - $78.4M
|
3.27M
$79.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
1.49M+ 380.85% |
$36M - $36.3M
|
1.88M
$45.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.24M+ 5.67% |
$29.9M - $30.3M
|
23.1M
$561M
|
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
1.2MNew |
$29.1M - $29.4M
|
1.2M
$29.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
1.16M+ 55.54% |
$28M - $28.3M
|
3.25M
$78.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.1M+ 40.69% |
$26.7M - $27M
|
3.82M
$92.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
841K+ 24.39% |
$20.4M - $20.6M
|
4.29M
$104M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
807K+ 0.75% |
$19.5M - $19.7M
|
109M
$2.65B
|
|
|
Jul 18, 2025
Q2 2025
|
Access Financial Services, Inc.
|
BUY
|
- |
611K+ 2668.22% |
$14.8M - $14.9M
|
634K
$15.4M
|
|
|
Aug 04, 2025
Q2 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
568KNew |
$13.7M - $13.9M
|
568K
$13.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Tt Capital Management LLC
Coto De Caza, CA |
BUY
|
- |
513K+ 1414.07% |
$12.4M - $12.6M
|
550K
$13.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
501K+ 3.03% |
$12.1M - $12.2M
|
17M
$414M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
401K+ 5.25% |
$9.71M - $9.81M
|
8.05M
$196M
|
|
|
Jul 21, 2025
Q2 2025
|
Diligent Investors, LLC
|
BUY
|
- |
401K+ 4424.2% |
$9.71M - $9.81M
|
410K
$9.97M
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
BUY
|
- |
387K+ 212.2% |
$9.37M - $9.47M
|
570K
$13.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
322KNew |
$7.8M - $7.88M
|
322K
$7.83M
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
318K+ 17.57% |
$7.68M - $7.77M
|
2.13M
$51.7M
|
|
|
Jul 21, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
307KNew |
$7.43M - $7.51M
|
307K
$7.47M
|
|
|
Jul 02, 2025
Q2 2025
|
Marotta Asset Management
|
BUY
|
- |
286K+ 99.48% |
$6.91M - $6.99M
|
573K
$13.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
284KNew |
$6.87M - $6.95M
|
284K
$6.91M
|
|
|
Aug 14, 2025
Q2 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
273K+ 681.94% |
$6.6M - $6.68M
|
313K
$7.61M
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
264KNew |
$6.37M - $6.44M
|
264K
$6.41M
|
|
|
Jul 30, 2025
Q2 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
263KNew |
$6.36M - $6.43M
|
263K
$6.39M
|
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
250KNew |
$6.05M - $6.11M
|
250K
$6.08M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
236K+ 36.2% |
$5.71M - $5.78M
|
889K
$21.6M
|
|
|
Jul 29, 2025
Q2 2025
|
Flc Capital Advisors
|
BUY
|
- |
235K+ 19.23% |
$5.67M - $5.74M
|
1.45M
$35.4M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
225K+ 7.39% |
$5.44M - $5.5M
|
3.27M
$79.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
219KNew |
$5.29M - $5.34M
|
219K
$5.31M
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
212KNew |
$5.12M - $5.18M
|
212K
$5.15M
|
|
|
Aug 14, 2025
Q2 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
196KNew |
$4.73M - $4.79M
|
196K
$4.76M
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
194K+ 52.64% |
$4.68M - $4.73M
|
561K
$13.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
192K+ 21.26% |
$4.64M - $4.69M
|
1.09M
$26.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Valpey Financial Services, LLC
Concord, NH |
BUY
|
- |
189KNew |
$4.57M - $4.62M
|
189K
$4.59M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
160K+ 114.52% |
$3.87M - $3.91M
|
300K
$7.29M
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
156K+ 9.66% |
$3.78M - $3.82M
|
1.77M
$43.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
152K+ 171.45% |
$3.68M - $3.71M
|
241K
$5.85M
|
|
|
Jul 24, 2025
Q2 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
132K+ 20.23% |
$3.2M - $3.24M
|
787K
$19.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
132K+ 16.52% |
$3.19M - $3.23M
|
932K
$22.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
128K+ 181.24% |
$3.11M - $3.14M
|
199K
$4.84M
|
|
|
Jul 09, 2025
Q2 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
BUY
|
- |
126KNew |
$3.06M - $3.09M
|
126K
$3.07M
|
|
|
Jul 23, 2025
Q2 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
118K+ 35.34% |
$2.85M - $2.89M
|
452K
$11M
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
115KNew |
$2.78M - $2.81M
|
115K
$2.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
113K+ 13.75% |
$2.73M - $2.76M
|
933K
$22.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
109K+ 727.03% |
$2.64M - $2.67M
|
124K
$3.02M
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
108K+ 31.94% |
$2.61M - $2.63M
|
445K
$10.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
106K+ 20.81% |
$2.56M - $2.59M
|
615K
$15M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
101K+ 715.02% |
$2.43M - $2.46M
|
115K
$2.79M
|
|
|
Jul 18, 2025
Q2 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
95.8K+ 5.83% |
$2.32M - $2.34M
|
1.74M
$42.3M
|
|
|
Aug 14, 2025
Q2 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
93.2K+ 70.65% |
$2.26M - $2.28M
|
225K
$5.48M
|
|
|
Aug 13, 2025
Q2 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
93.2K+ 37.89% |
$2.25M - $2.28M
|
339K
$8.25M
|