Purchases and Sales Made in Q2 2025 in Schwab Short Term Us Treasury (SCHO)
This table provides information about the institutional ownership of Schwab Short Term Us Treasury (SCHO) during Q2 2025. The information is specifically focused on institutions that hold shares of SCHWAB SHORT-TERM US TREASURY .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
318K+ 17.57% |
$7.68M - $7.77M
|
2.13M
$51.6M
|
|
|
Jul 02, 2025
Q2 2025
|
Marotta Asset Management
|
BUY
|
- |
286K+ 99.48% |
$6.91M - $6.99M
|
573K
$13.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
194K+ 52.64% |
$4.68M - $4.73M
|
561K
$13.6M
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
156K+ 9.66% |
$3.78M - $3.82M
|
1.77M
$43M
|
|
|
Jul 11, 2025
Q2 2025
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
132K+ 16.52% |
$3.19M - $3.23M
|
932K
$22.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
BUY
|
- |
126KNew |
$3.06M - $3.09M
|
126K
$3.07M
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
108K+ 31.94% |
$2.61M - $2.63M
|
445K
$10.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
56.3K+ 45.04% |
$1.36M - $1.38M
|
181K
$4.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
55.1K+ 3.95% |
$1.33M - $1.35M
|
1.45M
$35.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
45.7K+ 23.79% |
$1.11M - $1.12M
|
238K
$5.77M
|
|
|
Jul 08, 2025
Q2 2025
|
Holcombe Financial, Inc.
Atlanta, GA |
BUY
|
- |
43.7K+ 4.51% |
$1.06M - $1.07M
|
1.01M
$24.6M
|
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
27.8K+ 301.99% |
$672K - $679K
|
37K
$897K
|
|
|
Jul 09, 2025
Q2 2025
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
19.1K+ 1.53% |
$461K - $466K
|
1.27M
$30.7M
|
|
|
Jul 11, 2025
Q2 2025
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
17.1KNew |
$414K - $419K
|
17.1K
$416K
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
BUY
|
- |
9.4K+ 20.35% |
$227K - $230K
|
55.6K
$1.35M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
5.65K+ 6.94% |
$137K - $138K
|
87K
$2.11M
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
5.52K+ 13.79% |
$133K - $135K
|
45.5K
$1.11M
|
|
|
Jul 09, 2025
Q2 2025
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
5.4K+ 19.37% |
$131K - $132K
|
33.3K
$807K
|
|
|
Jul 09, 2025
Q2 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
2.86K+ 6.77% |
$69.2K - $69.9K
|
45.1K
$1.09M
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
2.51KNew |
$60.7K - $61.3K
|
2.51K
$60.9K
|
|
|
Jul 10, 2025
Q2 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
2.35K+ 10.73% |
$56.9K - $57.5K
|
24.3K
$589K
|
|
|
Jul 10, 2025
Q2 2025
|
Anderson Hoagland & CO
|
BUY
|
- |
2.23K+ 3.97% |
$53.8K - $54.4K
|
58.3K
$1.41M
|
|
|
Jul 07, 2025
Q2 2025
|
Twele Capital Management, Inc.
|
BUY
|
- |
2.03K+ 5.09% |
$49K - $49.5K
|
41.8K
$1.02M
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
566+ 0.64% |
$13.7K - $13.8K
|
89.4K
$2.17M
|
|
|
Jul 09, 2025
Q2 2025
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
545+ 1.31% |
$13.2K - $13.3K
|
42.2K
$1.03M
|
|
|
Jul 10, 2025
Q2 2025
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
353+ 1.03% |
$8.54K - $8.63K
|
34.6K
$839K
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
352+ 1.87% |
$8.51K - $8.61K
|
19.2K
$465K
|
|
|
Jul 10, 2025
Q2 2025
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
159+ 1.18% |
$3.85K - $3.89K
|
13.6K
$330K
|
|
|
Jul 09, 2025
Q2 2025
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
55+ 0.38% |
$1.33K - $1.34K
|
14.5K
$351K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
33+ 5.23% |
$798 - $807
|
664
$16.1K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-6- 0.02% |
$145 - $147
|
27K
$656K
|
|
|
Jul 11, 2025
Q2 2025
|
Scratch Capital LLC
Boise, ID |
SELL
|
- |
-41- 0.31% |
$992 - $1K
|
13.1K
$318K
|
|
|
Jul 07, 2025
Q2 2025
|
Veery Capital, LLC
|
SELL
|
- |
-41- 0.08% |
$992 - $1K
|
50.1K
$1.22M
|
|
|
Jul 08, 2025
Q2 2025
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-120- 1.33% |
$2.9K - $2.93K
|
8.92K
$216K
|
|
|
Jul 09, 2025
Q2 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
SELL
|
- |
-140- 0.98% |
$3.39K - $3.42K
|
14.2K
$344K
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-580- 2.22% |
$14K - $14.2K
|
25.5K
$619K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-790- 3.57% |
$19.1K - $19.3K
|
21.3K
$518K
|
|
|
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 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-3.73K- 3.89% |
$90.3K - $91.3K
|
92.3K
$2.24M
|
|
|
Jul 07, 2025
Q2 2025
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-3.83K- 0.99% |
$92.6K - $93.6K
|
382K
$9.28M
|
|
|
Jul 08, 2025
Q2 2025
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-3.95K- 4.35% |
$95.6K - $96.6K
|
86.9K
$2.11M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-6.49K- 4.9% |
$157K - $159K
|
126K
$3.05M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-7.01K- 0.84% |
$170K - $171K
|
824K
$20M
|
|
|
Jul 10, 2025
Q2 2025
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-8.57K- 7.62% |
$207K - $210K
|
104K
$2.52M
|
|
|
Jul 10, 2025
Q2 2025
|
Arkfeld Wealth Strategies, L.L.C.
|
SELL
|
- |
-21.6K- 60.92% |
$521K - $527K
|
13.8K
$336K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-21.7K- 7.72% |
$525K - $531K
|
260K
$6.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-48.4K- 16.02% |
$1.17M - $1.18M
|
254K
$6.16M
|
|
|
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
|
Archer Investment Management, LLC
Austin, TX |
SELL
|
- |
-81.9K- 75.69% |
$1.98M - $2M
|
26.3K
$638K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
SELL
|
- |
-95.2K- 21.06% |
$2.3M - $2.33M
|
357K
$8.66M
|