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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-423K- 14.86% |
$10.2M - $10.4M
|
2.43M
$59M
|
|
|
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
|
|
|
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
|
|
|
Jul 08, 2025
Q2 2025
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-59.7K- 53.96% |
$1.44M - $1.46M
|
51K
$1.24M
|
|
|
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
|
|
|
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 21, 2025
Q2 2025
|
Journey Beyond Wealth, LLC
Roswell, GA |
SELL
|
- |
-29K- 19.58% |
$701K - $708K
|
119K
$2.89M
|
|
|
Jul 22, 2025
Q2 2025
|
Evensky & Katz LLC
|
SELL
|
- |
-27.6K- 9.34% |
$667K - $675K
|
268K
$6.51M
|
|
|
Jul 22, 2025
Q2 2025
|
D.B. Root & Company, LLC
|
SELL
|
- |
-24.1K- 35.96% |
$584K - $590K
|
43K
$1.04M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-21.7K- 7.72% |
$525K - $531K
|
260K
$6.31M
|
|
|
Jul 10, 2025
Q2 2025
|
Arkfeld Wealth Strategies, L.L.C.
|
SELL
|
- |
-21.6K- 60.92% |
$521K - $527K
|
13.8K
$336K
|
|
|
Jul 16, 2025
Q2 2025
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-17.1K- 41.57% |
$413K - $418K
|
24K
$584K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-10.7K- 14.11% |
$258K - $261K
|
65K
$1.58M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-10.2K- 14.39% |
$246K - $249K
|
60.5K
$1.47M
|
|
|
Jul 22, 2025
Q2 2025
|
Innovative Wealth Building LLC
California, MD |
SELL
|
- |
-10.1K- 8.68% |
$244K - $247K
|
106K
$2.58M
|
|
|
Jul 17, 2025
Q2 2025
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-8.92K- 28.7% |
$216K - $218K
|
22.2K
$539K
|
|
|
Jul 10, 2025
Q2 2025
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-8.57K- 7.62% |
$207K - $210K
|
104K
$2.53M
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-7.5K- 36.64% |
$181K - $183K
|
13K
$315K
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-7.29K- 4.99% |
$176K - $178K
|
139K
$3.38M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-7.01K- 0.84% |
$170K - $171K
|
824K
$20M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-6.49K- 4.9% |
$157K - $159K
|
126K
$3.06M
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-6.25K- 1.7% |
$151K - $153K
|
360K
$8.76M
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-6.18K- 3.68% |
$149K - $151K
|
162K
$3.93M
|
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
SELL
|
- |
-6.09K- 34.16% |
$147K - $149K
|
11.7K
$285K
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-5.91K- 23.88% |
$143K - $145K
|
18.8K
$458K
|
|
|
Jul 16, 2025
Q2 2025
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-4.82K- 31.25% |
$117K - $118K
|
10.6K
$258K
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
SELL
|
- |
-4.53K- 9.44% |
$110K - $111K
|
43.5K
$1.06M
|
|
|
Jul 21, 2025
Q2 2025
|
Successful Portfolios LLC
|
SELL
|
- |
-4.09K- 1.99% |
$98.8K - $99.9K
|
201K
$4.9M
|
|
|
Jul 08, 2025
Q2 2025
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-3.95K- 4.35% |
$95.6K - $96.6K
|
86.9K
$2.11M
|
|
|
Jul 23, 2025
Q2 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-3.92K- 4.09% |
$94.8K - $95.9K
|
91.8K
$2.23M
|
|
|
Jul 07, 2025
Q2 2025
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-3.83K- 0.99% |
$92.6K - $93.6K
|
382K
$9.3M
|
|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-3.73K- 3.89% |
$90.3K - $91.3K
|
92.3K
$2.24M
|
|
|
Jul 15, 2025
Q2 2025
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-3.67K- 7.02% |
$88.8K - $89.8K
|
48.7K
$1.18M
|
|
|
Jul 23, 2025
Q2 2025
|
Nelson Capital Management, LLC
|
SELL
|
- |
-3.61K- 12.83% |
$87.3K - $88.2K
|
24.5K
$596K
|
|
|
Jul 22, 2025
Q2 2025
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-3.41K- 20.11% |
$82.5K - $83.4K
|
13.5K
$329K
|
|
|
Jul 14, 2025
Q2 2025
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-3.02K- 16.0% |
$73.1K - $73.9K
|
15.9K
$386K
|
|
|
Jul 18, 2025
Q2 2025
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-2.8K- 2.24% |
$67.8K - $68.5K
|
122K
$2.97M
|
|
|
Jul 11, 2025
Q2 2025
|
Sellwood Investment Partners LLC
Portland, OR |
SELL
|
- |
-2.6K- 4.47% |
$62.8K - $63.5K
|
55.5K
$1.35M
|
|
|
Jul 23, 2025
Q2 2025
|
Friedenthal Financial
|
SELL
|
- |
-2.15K- 12.65% |
$52.1K - $52.6K
|
14.9K
$361K
|
|
|
Jul 14, 2025
Q2 2025
|
Harrington Investments, Inc
|
SELL
|
- |
-1.67K- 0.91% |
$40.4K - $40.8K
|
181K
$4.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-1.66K- 2.43% |
$40.3K - $40.7K
|
66.9K
$1.63M
|
|
|
Jul 11, 2025
Q2 2025
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-1.59K- 2.92% |
$38.4K - $38.8K
|
52.6K
$1.28M
|
|
|
Jul 17, 2025
Q2 2025
|
K2 Financial Inc.
Glendora, CA |
SELL
|
- |
-1.46K- 2.81% |
$35.4K - $35.7K
|
50.6K
$1.23M
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-1.29K- 9.16% |
$31.1K - $31.4K
|
12.8K
$310K
|
|
|
Jul 21, 2025
Q2 2025
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-1.25K- 58.85% |
$30.2K - $30.5K
|
872
$21.2K
|
|
|
Jul 14, 2025
Q2 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-1.17K- 0.73% |
$28.2K - $28.5K
|
158K
$3.84M
|