Latest Institutional Transactions on Schwab Short Term Us Treasury (SCHO)
This table provides information on the latest institutional transactions involving Schwab Short Term Us Treasury (SCHO) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2025
Q4 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
1.94K+ 23.14% |
$46.6K - $94.6K
|
10.3K
$250K
|
|
|
Feb 04, 2025
Q4 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
8.71KNew |
$209K - $426K
|
8.71K
$211K
|
|
|
Feb 04, 2025
Q4 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
436K+ 1797.02% |
$10.5M - $21.3M
|
460K
$11.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
804K+ 107.82% |
$19.3M - $39.3M
|
1.55M
$37.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
10.5K+ 160.49% |
$254K - $515K
|
17.1K
$415K
|
|
|
Feb 04, 2025
Q4 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
3.54K+ 68.84% |
$85.1K - $173K
|
8.67K
$210K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
16.3K+ 85.01% |
$392K - $796K
|
35.4K
$859K
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
9.02K+ 100.0% |
$217K - $441K
|
18K
$437K
|
|
|
Feb 04, 2025
Q4 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
24.7K+ 100.0% |
$594K - $1.21M
|
49.4K
$1.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
81.2K+ 148.82% |
$1.95M - $3.97M
|
136K
$3.29M
|
|
|
Feb 04, 2025
Q4 2024
|
Mengis Capital Management, Inc.
|
BUY
|
- |
4.15K+ 97.39% |
$99.8K - $203K
|
8.41K
$204K
|
|
|
Feb 04, 2025
Q4 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
279KNew |
$6.72M - $13.7M
|
279K
$6.77M
|
|
|
Feb 04, 2025
Q4 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
5.88K+ 99.44% |
$141K - $287K
|
11.8K
$286K
|
|
|
Feb 04, 2025
Q4 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
9.23KNew |
$222K - $451K
|
9.23K
$224K
|
|
|
Feb 04, 2025
Q4 2024
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
70.6K+ 522.27% |
$1.7M - $3.45M
|
84.1K
$2.04M
|
|
|
Feb 04, 2025
Q4 2024
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
93.9K+ 662.33% |
$2.26M - $4.59M
|
108K
$2.62M
|
|
|
Feb 04, 2025
Q4 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
915K+ 134.85% |
$22M - $44.7M
|
1.59M
$38.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
21.2K+ 87.39% |
$510K - $1.04M
|
45.5K
$1.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
4.87K+ 82.83% |
$117K - $238K
|
10.8K
$261K
|
|
|
Feb 03, 2025
Q4 2024
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-196K- 9.41% |
$4.72M - $9.6M
|
1.89M
$45.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
1.07KNew |
$25.7K - $52.2K
|
1.07K
$25.9K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
12.7K+ 145.52% |
$306K - $622K
|
21.5K
$520K
|
|
|
Feb 03, 2025
Q4 2024
|
Grove Street Fiduciary, LLC
Peterborough, NH |
BUY
|
- |
321KNew |
$7.73M - $15.7M
|
321K
$7.79M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
392+ 100.0% |
$9.43K - $19.2K
|
784
$19K
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
1.14K+ 100.35% |
$27.3K - $55.5K
|
2.27K
$55K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
29.7K+ 106.69% |
$715K - $1.45M
|
57.5K
$1.39M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
7.1K+ 13.91% |
$171K - $347K
|
58.1K
$1.41M
|
|
|
Jan 31, 2025
Q4 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
12.5K+ 151.04% |
$300K - $609K
|
20.7K
$502K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
349K+ 84.76% |
$8.4M - $17.1M
|
761K
$18.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
9.09KNew |
$219K - $444K
|
9.09K
$220K
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
201+ 100.0% |
$4.84K - $9.82K
|
402
$9.74K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
157K+ 369.62% |
$3.77M - $7.66M
|
199K
$4.83M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
676+ 48.99% |
$16.3K - $33K
|
2.06K
$49.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
32+ 100.0% |
$770 - $1.56K
|
64
$1.55K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
2.24KNew |
$54K - $110K
|
2.24K
$54.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
48K+ 126.95% |
$1.15M - $2.34M
|
85.7K
$2.08M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
25.2K+ 125.34% |
$606K - $1.23M
|
45.3K
$1.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
66.5K+ 143.88% |
$1.6M - $3.25M
|
113K
$2.73M
|
|
|
Jan 31, 2025
Q4 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
149K+ 93.22% |
$3.59M - $7.3M
|
310K
$7.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
163K+ 492.13% |
$3.91M - $7.95M
|
196K
$4.74M
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
BUY
|
- |
12.8KNew |
$308K - $626K
|
12.8K
$310K
|
|
|
Jan 30, 2025
Q4 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
5.53K+ 15.42% |
$133K - $270K
|
41.4K
$1M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-5.18K- 58.46% |
$125K - $253K
|
3.68K
$89.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
31.6K+ 208.81% |
$760K - $1.54M
|
46.7K
$1.13M
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
BUY
|
- |
2.7K+ 100.0% |
$65K - $132K
|
5.4K
$131K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
103+ 99.04% |
$2.48K - $5.03K
|
207
$5.02K
|
|
|
Jan 30, 2025
Q4 2024
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
4.73K+ 101.05% |
$114K - $231K
|
9.41K
$228K
|
|
|
Jan 30, 2025
Q4 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
17.5K+ 103.06% |
$421K - $856K
|
34.5K
$836K
|
|
|
Jan 30, 2025
Q4 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
35+ 100.0% |
$842 - $1.71K
|
70
$1.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
60K+ 66.21% |
$1.44M - $2.93M
|
151K
$3.65M
|