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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2025
Q4 2024
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
18.4K+ 82.67% |
$443K - $899K
|
40.6K
$990K
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
7.91K+ 115.52% |
$190K - $387K
|
14.8K
$360K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
32.6KNew |
$785K - $1.59M
|
32.6K
$795K
|
|
|
Jan 15, 2025
Q4 2024
|
Lummis Asset Management, LP
Fort Worth, TX |
BUY
|
- |
15.7K+ 43.39% |
$377K - $766K
|
51.8K
$1.26M
|
|
|
Jan 15, 2025
Q4 2024
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
12.2KNew |
$294K - $598K
|
12.2K
$298K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
5.41K+ 44.85% |
$130K - $264K
|
17.5K
$425K
|
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
3.21K+ 100.0% |
$77.2K - $157K
|
6.42K
$156K
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
25.9K+ 76.42% |
$623K - $1.27M
|
59.8K
$1.46M
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
4.62K+ 62.12% |
$111K - $226K
|
12.1K
$294K
|
|
|
Jan 14, 2025
Q4 2024
|
Guardian Financial Partners, LLC
|
BUY
|
- |
28.2K+ 190.92% |
$678K - $1.38M
|
42.9K
$1.05M
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Planning LLC
|
BUY
|
- |
10.8KNew |
$260K - $528K
|
10.8K
$263K
|
|
|
Jan 14, 2025
Q4 2024
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
193+ 121.38% |
$4.64K - $9.43K
|
352
$8.57K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
428New |
$10.3K - $20.9K
|
428
$10.4K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
48K+ 128.59% |
$1.15M - $2.34M
|
85.3K
$2.08M
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
2.78K+ 97.44% |
$66.9K - $136K
|
5.64K
$137K
|
|
|
Jan 13, 2025
Q4 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
24K+ 100.0% |
$578K - $1.17M
|
48K
$1.17M
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
56.2K+ 53.48% |
$1.35M - $2.75M
|
161K
$3.93M
|
|
|
Jan 13, 2025
Q4 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-25.1K- 25.39% |
$605K - $1.23M
|
73.8K
$1.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
BUY
|
- |
10.6K+ 102.53% |
$256K - $520K
|
21K
$512K
|
|
|
Jan 13, 2025
Q4 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
5.97K+ 95.03% |
$144K - $292K
|
12.2K
$298K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
609+ 344.07% |
$14.7K - $29.8K
|
786
$19.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
149K+ 112.7% |
$3.58M - $7.28M
|
281K
$6.85M
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
35.6K+ 49.59% |
$857K - $1.74M
|
107K
$2.62M
|
|
|
Jan 13, 2025
Q4 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
33.9K+ 123.35% |
$815K - $1.66M
|
61.3K
$1.49M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
11.7K+ 119.94% |
$280K - $569K
|
21.4K
$520K
|
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
15.6K+ 98.54% |
$375K - $761K
|
31.4K
$764K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
43K+ 93.91% |
$1.03M - $2.1M
|
88.8K
$2.16M
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
318+ 102.91% |
$7.65K - $15.5K
|
627
$15.3K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
721New |
$17.3K - $35.2K
|
721
$17.6K
|
|
| Q3 2024 | |||||||
|
Feb 18, 2025
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-100- 0.41% |
$4.79K - $4.91K
|
24.5K
$597K
|
|
|
Jan 10, 2025
Q3 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
621+ 14.45% |
$29.8K - $30.5K
|
4.92K
$120K
|
|
|
Dec 03, 2024
Q3 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-2.07K- 9.66% |
$99.3K - $102K
|
19.4K
$472K
|
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
17K+ 244.21% |
$814K - $833K
|
23.9K
$583K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
5.52K+ 121.49% |
$265K - $271K
|
10.1K
$245K
|
|
|
Nov 14, 2024
Q3 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
430New |
$20.6K - $21.1K
|
430
$10.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-4.28K- 37.33% |
$205K - $210K
|
7.19K
$175K
|
|
|
Nov 14, 2024
Q3 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
21.4KNew |
$1.03M - $1.05M
|
21.4K
$522K
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
84.6KNew |
$4.05M - $4.15M
|
84.6K
$2.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
CALL |
6.8KNew |
$326K - $334K
|
6.8K
$166K
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
BUY
|
- |
12+ 0.26% |
$575 - $589
|
4.7K
$114K
|
|
|
Nov 13, 2024
Q3 2024
|
Rock Point Advisors, LLC
Burlington, VT |
BUY
|
- |
4.32KNew |
$207K - $212K
|
4.32K
$105K
|
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
1+ 1.08% |
$47.9 - $49.1
|
94
$2.29K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
206+ 0.55% |
$9.87K - $10.1K
|
37.6K
$916K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-295- 6.45% |
$14.1K - $14.5K
|
4.28K
$104K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-65- 0.61% |
$3.12K - $3.19K
|
10.7K
$259K
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
7.16K+ 2.86% |
$343K - $351K
|
257K
$6.27M
|
|
|
Nov 12, 2024
Q3 2024
|
Members Advisory Group LLC
Williamsville, NY |
SELL
|
- |
-3.05K- 22.04% |
$146K - $150K
|
10.8K
$263K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
7.7KNew |
$369K - $378K
|
7.7K
$187K
|
|
|
Nov 12, 2024
Q3 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-1.7K- 28.29% |
$81.5K - $83.4K
|
4.31K
$105K
|
|