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 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
29.7K+ 106.69% |
$715K - $1.45M
|
57.5K
$1.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
7.1K+ 13.91% |
$171K - $347K
|
58.1K
$1.42M
|
|
|
Jan 31, 2025
Q4 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
12.5K+ 151.04% |
$300K - $609K
|
20.7K
$505K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
349K+ 84.76% |
$8.4M - $17.1M
|
761K
$18.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
9.09KNew |
$219K - $444K
|
9.09K
$221K
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
201+ 100.0% |
$4.84K - $9.82K
|
402
$9.79K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
157K+ 369.62% |
$3.77M - $7.66M
|
199K
$4.85M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
676+ 48.99% |
$16.3K - $33K
|
2.06K
$50.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
32+ 100.0% |
$770 - $1.56K
|
64
$1.56K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
2.24KNew |
$54K - $110K
|
2.24K
$54.7K
|
|
|
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
$2.74M
|
|
|
Jan 31, 2025
Q4 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
163K+ 492.13% |
$3.91M - $7.95M
|
196K
$4.77M
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
BUY
|
- |
12.8KNew |
$308K - $626K
|
12.8K
$312K
|
|
|
Jan 30, 2025
Q4 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
5.53K+ 15.42% |
$133K - $270K
|
41.4K
$1.01M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-5.18K- 58.46% |
$125K - $253K
|
3.68K
$89.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
31.6K+ 208.81% |
$760K - $1.54M
|
46.7K
$1.14M
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
BUY
|
- |
2.7K+ 100.0% |
$65K - $132K
|
5.4K
$132K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
103+ 99.04% |
$2.48K - $5.03K
|
207
$5.04K
|
|
|
Jan 30, 2025
Q4 2024
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
4.73K+ 101.05% |
$114K - $231K
|
9.41K
$229K
|
|
|
Jan 30, 2025
Q4 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
17.5K+ 103.06% |
$421K - $856K
|
34.5K
$840K
|
|
|
Jan 30, 2025
Q4 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
35+ 100.0% |
$842 - $1.71K
|
70
$1.71K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
60K+ 66.21% |
$1.44M - $2.93M
|
151K
$3.67M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
30K+ 73.33% |
$721K - $1.47M
|
70.9K
$1.73M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
10.6K+ 14.59% |
$255K - $518K
|
83.3K
$2.03M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
51K+ 163.66% |
$1.23M - $2.49M
|
82.1K
$2M
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
BUY
|
- |
60.5K+ 95.31% |
$1.46M - $2.96M
|
124K
$3.02M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
16.3K+ 97.51% |
$391K - $794K
|
32.9K
$802K
|
|
|
Jan 30, 2025
Q4 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
174K+ 112.97% |
$4.19M - $8.5M
|
328K
$7.99M
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
7.06K+ 25.95% |
$170K - $345K
|
34.2K
$834K
|
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
806New |
$19.4K - $39.4K
|
806
$19.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
6.69K+ 102.75% |
$161K - $327K
|
13.2K
$321K
|
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
1.27KNew |
$30.6K - $62.1K
|
1.27K
$30.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Weatherly Asset Management L. P.
|
BUY
|
- |
4.25K+ 100.0% |
$102K - $208K
|
8.5K
$207K
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
5.46K+ 112.28% |
$131K - $267K
|
10.3K
$251K
|
|
|
Jan 29, 2025
Q4 2024
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
4.03K+ 100.0% |
$97K - $197K
|
8.06K
$196K
|
|
|
Jan 29, 2025
Q4 2024
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
9.05K+ 101.57% |
$218K - $442K
|
18K
$437K
|
|
|
Jan 29, 2025
Q4 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
6.18K+ 100.0% |
$149K - $302K
|
12.4K
$301K
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
615K+ 133.07% |
$14.8M - $30.1M
|
1.08M
$26.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
209K+ 111.15% |
$5.04M - $10.2M
|
398K
$9.69M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
8.73K+ 98.54% |
$210K - $427K
|
17.6K
$428K
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
8.07K+ 93.75% |
$194K - $394K
|
16.7K
$406K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
654+ 100.0% |
$15.7K - $32K
|
1.31K
$31.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-12.3K- 22.08% |
$295K - $600K
|
43.3K
$1.06M
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
26.9K+ 100.0% |
$647K - $1.31M
|
53.8K
$1.31M
|
|
|
Jan 29, 2025
Q4 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
53.1K+ 142.8% |
$1.28M - $2.6M
|
90.3K
$2.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
1.52K+ 102.23% |
$36.5K - $74.1K
|
3K
$73K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
78.5K+ 161.75% |
$1.89M - $3.84M
|
127K
$3.09M
|
|
|
Jan 29, 2025
Q4 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
992+ 100.0% |
$23.9K - $48.5K
|
1.98K
$48.3K
|
|
|
Jan 28, 2025
Q4 2024
|
Live Oak Private Wealth LLC
|
BUY
|
- |
11.5K+ 97.17% |
$276K - $560K
|
23.3K
$567K
|