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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-3.68M- 15.93% |
$89.1M - $89.8M
|
19.4M
$472M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.71M- 7.98% |
$41.5M - $41.8M
|
19.8M
$481M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.28M- 15.89% |
$31M - $31.2M
|
6.77M
$165M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.07M- 24.83% |
$25.8M - $26M
|
3.23M
$78.6M
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
SELL
|
- |
-792K- 89.12% |
$19.2M - $19.3M
|
96.7K
$2.36M
|
|
|
Oct 30, 2025
Q3 2025
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-642K- 46.0% |
$15.6M - $15.7M
|
754K
$18.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-611K- 25.13% |
$14.8M - $14.9M
|
1.82M
$44.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-500K- 15.31% |
$12.1M - $12.2M
|
2.77M
$67.4M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-362K- 33.9% |
$8.77M - $8.84M
|
706K
$17.2M
|
|
|
Oct 21, 2025
Q3 2025
|
Wt Wealth Management
|
SELL
|
- |
-313K- 73.2% |
$7.59M - $7.65M
|
115K
$2.79M
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-285K- 15.24% |
$6.89M - $6.95M
|
1.58M
$38.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-159K- 66.28% |
$3.86M - $3.89M
|
81.1K
$1.98M
|
|
|
Nov 17, 2025
Q3 2025
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-137K- 42.39% |
$3.31M - $3.34M
|
186K
$4.52M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-133K- 43.13% |
$3.23M - $3.26M
|
176K
$4.28M
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-115K- 54.14% |
$2.78M - $2.8M
|
97.1K
$2.36M
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-114K- 99.38% |
$2.76M - $2.78M
|
714
$17.4K
|
|
|
Nov 03, 2025
Q3 2025
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
SELL
|
- |
-111K- 81.57% |
$2.68M - $2.7M
|
25K
$609K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-101K- 27.42% |
$2.44M - $2.46M
|
266K
$6.48M
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-96.8K- 99.22% |
$2.35M - $2.36M
|
760
$18.5K
|
|
|
Oct 29, 2025
Q3 2025
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-90.5K- 67.73% |
$2.19M - $2.21M
|
43.1K
$1.05M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-90.4K- 2.77% |
$2.19M - $2.21M
|
3.18M
$77.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Dakota Wealth Management
|
SELL
|
- |
-87.2K- 48.19% |
$2.11M - $2.13M
|
93.8K
$2.28M
|
|
|
Oct 23, 2025
Q3 2025
|
Seneca Financial Advisors LLC
Rochester, NY |
SELL
|
- |
-86.7K- 67.59% |
$2.1M - $2.12M
|
41.6K
$1.01M
|
|
|
Nov 14, 2025
Q3 2025
|
National Bank Of Canada
|
SELL
|
- |
-81.3K- 14.27% |
$1.97M - $1.99M
|
488K
$11.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-78.2K- 6.62% |
$1.9M - $1.91M
|
1.1M
$26.9M
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-73.4K- 84.33% |
$1.78M - $1.79M
|
13.6K
$332K
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
SELL
|
- |
-72K- 20.18% |
$1.74M - $1.76M
|
285K
$6.94M
|
|
|
Nov 12, 2025
Q3 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-69.1K- 60.0% |
$1.67M - $1.69M
|
46K
$1.12M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
SELL
|
- |
-67.1K- 24.77% |
$1.63M - $1.64M
|
204K
$4.96M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-59.6K- 5.7% |
$1.45M - $1.46M
|
986K
$24M
|
|
|
Oct 22, 2025
Q3 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-58.4K- 79.14% |
$1.42M - $1.43M
|
15.4K
$375K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-56K- 1.47% |
$1.36M - $1.37M
|
3.76M
$91.6M
|
|
|
Oct 16, 2025
Q3 2025
|
Curran Financial Partners, LLC
|
SELL
|
- |
-56K- 61.85% |
$1.36M - $1.37M
|
34.5K
$841K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-53K- 31.9% |
$1.28M - $1.29M
|
113K
$2.75M
|
|
|
Oct 22, 2025
Q3 2025
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-51.2K- 18.9% |
$1.24M - $1.25M
|
220K
$5.35M
|
|
|
Oct 23, 2025
Q3 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-48.1K- 46.04% |
$1.17M - $1.17M
|
56.4K
$1.37M
|
|
|
Oct 31, 2025
Q3 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-46.2K- 80.66% |
$1.12M - $1.13M
|
11.1K
$270K
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-42.2K- 62.97% |
$1.02M - $1.03M
|
24.8K
$604K
|
|
|
Nov 13, 2025
Q3 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-41.6K- 34.95% |
$1.01M - $1.02M
|
77.4K
$1.88M
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-40.4K- 39.86% |
$979K - $986K
|
60.9K
$1.48M
|
|
|
Oct 22, 2025
Q3 2025
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-38.2K- 26.29% |
$927K - $934K
|
107K
$2.61M
|
|
|
Nov 14, 2025
Q3 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
SELL
|
- |
-37.8K- 15.13% |
$916K - $924K
|
212K
$5.17M
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-37.5K- 21.73% |
$908K - $915K
|
135K
$3.29M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-36.3K- 99.24% |
$880K - $887K
|
280
$6.82K
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-35.5K- 35.34% |
$860K - $867K
|
65K
$1.58M
|
|
|
Nov 05, 2025
Q3 2025
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-34.2K- 3.73% |
$829K - $836K
|
883K
$21.5M
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Investment Research, LLC
|
SELL
|
- |
-29.6K- 37.8% |
$717K - $723K
|
48.7K
$1.19M
|
|
|
Oct 14, 2025
Q3 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
SELL
|
- |
-28.1K- 22.26% |
$682K - $687K
|
98.3K
$2.39M
|
|
|
Nov 07, 2025
Q3 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-27.7K- 26.32% |
$671K - $676K
|
77.5K
$1.89M
|
|
|
Oct 29, 2025
Q3 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-25.7K- 52.1% |
$624K - $628K
|
23.7K
$576K
|
|