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 |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
433K+ 15.79% |
$10.5M - $10.6M
|
3.18M
$77.4M
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
83.3K+ 9.25% |
$2.03M - $2.04M
|
984K
$24M
|
|
|
Jan 02, 2026
Q4 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
55.3K+ 17.98% |
$1.34M - $1.35M
|
363K
$8.84M
|
|
|
Jan 05, 2026
Q4 2025
|
Park National Corp
|
BUY
|
- |
37.4KNew |
$909K - $915K
|
37.4K
$911K
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
27.4K+ 36.89% |
$665K - $669K
|
102K
$2.47M
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
23.6KNew |
$573K - $577K
|
23.6K
$574K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
20KNew |
$487K - $490K
|
20K
$488K
|
|
|
Jan 05, 2026
Q4 2025
|
Anderson Hoagland & CO
|
BUY
|
- |
14.2K+ 23.61% |
$346K - $348K
|
74.5K
$1.81M
|
|
|
Jan 08, 2026
Q4 2025
|
Tuttle Capital Management, LLC
|
BUY
|
- |
9.5KNew |
$231K - $232K
|
9.5K
$231K
|
|
|
Jan 07, 2026
Q4 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
7.86K+ 0.94% |
$191K - $192K
|
849K
$20.7M
|
|
|
Jan 07, 2026
Q4 2025
|
Marotta Asset Management
|
BUY
|
- |
7.69K+ 1.31% |
$187K - $188K
|
593K
$14.4M
|
|
|
Jan 07, 2026
Q4 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
4.03K+ 18.45% |
$97.9K - $98.5K
|
25.8K
$629K
|
|
|
Jan 08, 2026
Q4 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
1.19K+ 11.06% |
$29K - $29.1K
|
12K
$291K
|
|
|
Jan 05, 2026
Q4 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
689+ 5.4% |
$16.7K - $16.9K
|
13.4K
$327K
|
|
| Q3 2025 | |||||||
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
9.58M+ 8.78% |
$232M - $234M
|
119M
$2.89B
|
|
|
Oct 20, 2025
Q3 2025
|
Access Financial Services, Inc.
|
BUY
|
- |
713K+ 112.49% |
$17.3M - $17.4M
|
1.35M
$32.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
571K+ 3.35% |
$13.8M - $13.9M
|
17.6M
$428M
|
|
|
Nov 14, 2025
Q3 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
495KNew |
$12M - $12.1M
|
495K
$12M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
443K+ 7.25% |
$10.7M - $10.8M
|
6.55M
$160M
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
BUY
|
- |
367K+ 1553.0% |
$8.88M - $8.95M
|
390K
$9.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
357K+ 1191.18% |
$8.66M - $8.73M
|
387K
$9.44M
|
|
|
Nov 12, 2025
Q3 2025
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
336KNew |
$8.15M - $8.21M
|
336K
$8.19M
|
|
|
Oct 20, 2025
Q3 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
327KNew |
$7.93M - $7.99M
|
327K
$7.96M
|
|
|
Nov 14, 2025
Q3 2025
|
Bard Associates Inc
Chicago, IL |
BUY
|
- |
276KNew |
$6.7M - $6.75M
|
276K
$6.73M
|
|
|
Oct 21, 2025
Q3 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
262K+ 483.49% |
$6.35M - $6.4M
|
316K
$7.7M
|
|
|
Oct 31, 2025
Q3 2025
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
216K+ 62.31% |
$5.24M - $5.28M
|
563K
$13.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
206KNew |
$5M - $5.04M
|
206K
$5.03M
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
203K+ 5.66% |
$4.92M - $4.96M
|
3.79M
$92.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
196K+ 6.04% |
$4.75M - $4.78M
|
3.44M
$83.8M
|
|
|
Oct 31, 2025
Q3 2025
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
194K+ 31.76% |
$4.71M - $4.75M
|
807K
$19.6M
|
|
|
Nov 05, 2025
Q3 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
176K+ 7.24% |
$4.25M - $4.29M
|
2.6M
$63.3M
|
|
|
Oct 14, 2025
Q3 2025
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
157K+ 12.37% |
$3.8M - $3.83M
|
1.42M
$34.7M
|
|
|
Oct 20, 2025
Q3 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
147K+ 8.03% |
$3.57M - $3.6M
|
1.98M
$48.3M
|
|
|
Nov 13, 2025
Q3 2025
|
North Rock Partners, LLC
|
BUY
|
- |
145K+ 372994.88% |
$3.52M - $3.55M
|
146K
$3.54M
|
|
|
Oct 09, 2025
Q3 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
140K+ 7.9% |
$3.39M - $3.42M
|
1.91M
$46.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
137K+ 45.59% |
$3.31M - $3.34M
|
437K
$10.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
136KNew |
$3.29M - $3.31M
|
136K
$3.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
131K+ 12.66% |
$3.18M - $3.21M
|
1.17M
$28.5M
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
129K+ 8.53% |
$3.12M - $3.14M
|
1.64M
$39.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
126K+ 22.41% |
$3.04M - $3.07M
|
686K
$16.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
124K+ 5.03% |
$3M - $3.02M
|
2.59M
$63M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
123K+ 48.72% |
$2.97M - $2.99M
|
374K
$9.11M
|
|
|
Oct 15, 2025
Q3 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
120K+ 26.59% |
$2.91M - $2.94M
|
572K
$13.9M
|
|
|
Dec 01, 2025
Q3 2025
|
Investment Research Partners LLC
Lemont, PA |
BUY
|
- |
114KNew |
$2.76M - $2.78M
|
114K
$2.78M
|
|
|
Oct 27, 2025
Q3 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
109K+ 5.13% |
$2.64M - $2.66M
|
2.23M
$54.4M
|
|
|
Nov 05, 2025
Q3 2025
|
Rmr Wealth Builders
|
BUY
|
- |
102K+ 22.92% |
$2.47M - $2.49M
|
547K
$13.3M
|
|
|
Nov 05, 2025
Q3 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
102K+ 21.65% |
$2.47M - $2.49M
|
573K
$14M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of Nova Scotia
|
BUY
|
- |
97.3KNew |
$2.36M - $2.38M
|
97.3K
$2.37M
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
94.1K+ 122.13% |
$2.28M - $2.3M
|
171K
$4.17M
|
|
|
Nov 12, 2025
Q3 2025
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
86.8K+ 599.65% |
$2.1M - $2.12M
|
101K
$2.47M
|
|