Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-1.95M- 44.45% |
$47.1M - $47.6M
|
2.43M
$59.1M
|
|
|
Aug 01, 2025
Q2 2025
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-588K- 35.75% |
$14.2M - $14.4M
|
1.06M
$25.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-561K- 98.13% |
$13.6M - $13.7M
|
10.7K
$259K
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-423K- 14.86% |
$10.2M - $10.4M
|
2.43M
$59M
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-331K- 8.46% |
$8.02M - $8.1M
|
3.58M
$87.1M
|
|
|
Jul 28, 2025
Q2 2025
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-288K- 14.64% |
$6.98M - $7.05M
|
1.68M
$40.9M
|
|
|
Jul 30, 2025
Q2 2025
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
SELL
|
- |
-279K- 34.27% |
$6.75M - $6.82M
|
535K
$13M
|
|
|
Jul 24, 2025
Q2 2025
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-277K- 29.67% |
$6.69M - $6.76M
|
656K
$15.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Bouchey Financial Group LTD
|
SELL
|
- |
-239K- 96.62% |
$5.77M - $5.84M
|
8.36K
$203K
|
|
|
Aug 11, 2025
Q2 2025
|
Advisor Resource Council
|
SELL
|
- |
-188K- 95.37% |
$4.55M - $4.6M
|
9.13K
$222K
|
|
|
Jul 21, 2025
Q2 2025
|
Curran Financial Partners, LLC
|
SELL
|
- |
-168K- 65.04% |
$4.07M - $4.12M
|
90.5K
$2.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
SELL
|
- |
-134K- 42.6% |
$3.25M - $3.29M
|
181K
$4.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-119K- 84.5% |
$2.87M - $2.9M
|
21.8K
$529K
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-113K- 21.14% |
$2.74M - $2.77M
|
423K
$10.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-108K- 27.61% |
$2.62M - $2.65M
|
284K
$6.9M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
SELL
|
- |
-95.2K- 21.06% |
$2.3M - $2.33M
|
357K
$8.67M
|
|
|
Jul 16, 2025
Q2 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-85.8K- 4.47% |
$2.07M - $2.1M
|
1.83M
$44.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Archer Investment Management, LLC
Austin, TX |
SELL
|
- |
-81.9K- 75.69% |
$1.98M - $2M
|
26.3K
$639K
|
|
|
Aug 01, 2025
Q2 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-68.1K- 39.46% |
$1.65M - $1.67M
|
104K
$2.54M
|
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-65K- 21.12% |
$1.57M - $1.59M
|
243K
$5.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-63K- 59.15% |
$1.52M - $1.54M
|
43.5K
$1.06M
|
|
|
Jul 08, 2025
Q2 2025
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-59.7K- 53.96% |
$1.44M - $1.46M
|
51K
$1.24M
|
|
|
Aug 14, 2025
Q2 2025
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-59.4K- 95.9% |
$1.44M - $1.45M
|
2.54K
$61.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-55.8K- 2.9% |
$1.35M - $1.36M
|
1.87M
$45.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-52.7K- 7.89% |
$1.28M - $1.29M
|
616K
$15M
|
|
|
Aug 12, 2025
Q2 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-52.4K- 43.81% |
$1.27M - $1.28M
|
67.2K
$1.63M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-52K- 4.74% |
$1.26M - $1.27M
|
1.05M
$25.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-50K- 9.46% |
$1.21M - $1.22M
|
479K
$11.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-48.4K- 16.02% |
$1.17M - $1.18M
|
254K
$6.17M
|
|
|
Jul 16, 2025
Q2 2025
|
Phil A. Younker & Associates, Ltd.
Fairbanks, AK |
SELL
|
- |
-44.9K- 12.43% |
$1.09M - $1.1M
|
317K
$7.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-44.6K- 22.91% |
$1.08M - $1.09M
|
150K
$3.65M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-42.7K- 58.43% |
$1.03M - $1.04M
|
30.3K
$738K
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-42.1K- 98.9% |
$1.02M - $1.03M
|
470
$11.4K
|
|
|
Aug 08, 2025
Q2 2025
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-41.5K- 16.9% |
$1M - $1.02M
|
204K
$4.97M
|
|
|
Aug 11, 2025
Q2 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-39.7K- 70.42% |
$961K - $971K
|
16.7K
$405K
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
SELL
|
- |
-38.6K- 12.47% |
$933K - $943K
|
271K
$6.58M
|
|
|
Aug 06, 2025
Q2 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-37.2K- 31.15% |
$900K - $910K
|
82.3K
$2M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-34.2K- 10.71% |
$827K - $836K
|
285K
$6.93M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-33.5K- 12.98% |
$810K - $819K
|
225K
$5.46M
|
|
|
Jul 31, 2025
Q2 2025
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-32.7K- 5.25% |
$792K - $801K
|
590K
$14.4M
|
|
|
Jul 25, 2025
Q2 2025
|
Courage Miller Partners, LLC
|
SELL
|
- |
-30.8K- 4.07% |
$746K - $754K
|
726K
$17.7M
|
|
|
Jul 29, 2025
Q2 2025
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-30K- 29.13% |
$726K - $734K
|
73K
$1.77M
|
|
|
Jul 30, 2025
Q2 2025
|
Black Diamond Financial, LLC
|
SELL
|
- |
-29.4K- 5.87% |
$711K - $719K
|
471K
$11.5M
|
|
|
Jul 21, 2025
Q2 2025
|
Journey Beyond Wealth, LLC
Roswell, GA |
SELL
|
- |
-29K- 19.58% |
$701K - $708K
|
119K
$2.89M
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-28K- 35.32% |
$678K - $686K
|
51.4K
$1.25M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-27.8K- 34.76% |
$672K - $679K
|
52.1K
$1.27M
|
|
|
Jul 22, 2025
Q2 2025
|
Evensky & Katz LLC
|
SELL
|
- |
-27.6K- 9.34% |
$667K - $675K
|
268K
$6.51M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-27.4K- 62.7% |
$663K - $670K
|
16.3K
$396K
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-26.6K- 48.41% |
$644K - $651K
|
28.4K
$690K
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-26.6K- 38.05% |
$642K - $649K
|
43.2K
$1.05M
|