Latest Institutional Purchases 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 buys. 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 purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2025
Q4 2024
|
Bremer Bank National Association
|
BUY
|
- |
9.53K+ 100.0% |
$229K - $466K
|
19.1K
$464K
|
|
|
Feb 13, 2025
Q4 2024
|
Generation Capital Management LLC
Pittsford, NY |
BUY
|
- |
9.51KNew |
$229K - $465K
|
9.51K
$232K
|
|
|
Feb 04, 2025
Q4 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
9.23KNew |
$222K - $451K
|
9.23K
$225K
|
|
|
Feb 04, 2025
Q4 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
8.71KNew |
$209K - $426K
|
8.71K
$212K
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
8.41KNew |
$202K - $411K
|
8.41K
$205K
|
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
BUY
|
- |
7.98K+ 96.64% |
$192K - $390K
|
16.2K
$395K
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
7.86K+ 100.0% |
$189K - $384K
|
15.7K
$383K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
7.66K+ 99.58% |
$184K - $375K
|
15.4K
$374K
|
|
|
Feb 13, 2025
Q4 2024
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
7.5K+ 100.0% |
$180K - $367K
|
15K
$365K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
6.41K+ 74.87% |
$154K - $313K
|
15K
$364K
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
5.62K+ 100.0% |
$135K - $275K
|
11.2K
$274K
|
|
|
Feb 07, 2025
Q4 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
5.23K+ 100.0% |
$126K - $255K
|
10.5K
$254K
|
|
|
Jan 29, 2025
Q4 2024
|
Weatherly Asset Management L. P.
|
BUY
|
- |
4.25K+ 100.0% |
$102K - $208K
|
8.5K
$207K
|
|
|
Feb 13, 2025
Q4 2024
|
Roof Eidam & Maycock
|
BUY
|
- |
4.23K+ 69.78% |
$102K - $207K
|
10.3K
$250K
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
4.23K+ 82.44% |
$102K - $207K
|
9.35K
$228K
|
|
|
Feb 04, 2025
Q4 2024
|
Mengis Capital Management, Inc.
|
BUY
|
- |
4.15K+ 97.39% |
$99.8K - $203K
|
8.41K
$205K
|
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
3.21K+ 100.0% |
$77.2K - $157K
|
6.42K
$156K
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
BUY
|
- |
2.7K+ 100.0% |
$65K - $132K
|
5.4K
$131K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
2.67KNew |
$64.2K - $131K
|
2.67K
$65K
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
2.62KNew |
$63.1K - $128K
|
2.62K
$63.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
2.58KNew |
$62K - $126K
|
2.58K
$62.8K
|
|
|
Jan 22, 2025
Q4 2024
|
Legacy Bridge, LLC
|
BUY
|
- |
2.3K+ 100.0% |
$55.3K - $112K
|
4.6K
$112K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
2.24KNew |
$54K - $110K
|
2.24K
$54.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.99K+ 100.0% |
$47.9K - $97.3K
|
3.98K
$96.9K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
1.81KNew |
$43.6K - $88.6K
|
1.81K
$44.1K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
1.31KNew |
$31.5K - $63.9K
|
1.31K
$31.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
1.27KNew |
$30.6K - $62.1K
|
1.27K
$30.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
1.24K+ 102.48% |
$29.8K - $60.6K
|
2.45K
$59.7K
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
1.07KNew |
$25.7K - $52.2K
|
1.07K
$26K
|
|
|
Feb 06, 2025
Q4 2024
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
1KNew |
$24.1K - $48.9K
|
1K
$24.4K
|
|
|
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
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
864New |
$20.8K - $42.2K
|
864
$21K
|
|
|
Jan 28, 2025
Q4 2024
|
Hendershot Investments Inc.
|
BUY
|
- |
825+ 185.39% |
$19.8K - $40.3K
|
1.27K
$30.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
806New |
$19.4K - $39.4K
|
806
$19.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
802+ 100.0% |
$19.3K - $39.2K
|
1.6K
$39.1K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
721New |
$17.3K - $35.2K
|
721
$17.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
609+ 344.07% |
$14.7K - $29.8K
|
786
$19.1K
|
|
|
Jan 27, 2025
Q4 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
544New |
$13.1K - $26.6K
|
544
$13.2K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
446New |
$10.7K - $21.8K
|
446
$10.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
436New |
$10.5K - $21.3K
|
436
$10.6K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
422+ 100.0% |
$10.2K - $20.6K
|
844
$20.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
405+ 100.0% |
$9.74K - $19.8K
|
810
$19.7K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
392+ 100.0% |
$9.43K - $19.2K
|
784
$19.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
346New |
$8.32K - $16.9K
|
346
$8.43K
|
|
|
Feb 13, 2025
Q4 2024
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
328+ 103.8% |
$7.89K - $16K
|
644
$15.7K
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
300New |
$7.22K - $14.7K
|
300
$7.31K
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
296+ 80.43% |
$7.12K - $14.5K
|
664
$16.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
282New |
$6.78K - $13.8K
|
282
$6.87K
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
269+ 100.0% |
$6.47K - $13.1K
|
538
$13.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
268New |
$6.45K - $13.1K
|
268
$6.53K
|
|