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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Security National Bank
|
BUY
|
- |
216New |
$5.2K - $10.6K
|
216
$5.26K
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
216New |
$5.2K - $10.6K
|
216
$5.26K
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
201+ 100.0% |
$4.84K - $9.82K
|
402
$9.79K
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
200+ 100.0% |
$4.81K - $9.78K
|
400
$9.74K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
152+ 98.7% |
$3.66K - $7.43K
|
306
$7.45K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
151+ 100.0% |
$3.63K - $7.38K
|
302
$7.35K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
133New |
$3.2K - $6.5K
|
133
$3.24K
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
BUY
|
- |
111+ 100.0% |
$2.67K - $5.43K
|
222
$5.41K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
103+ 99.04% |
$2.48K - $5.03K
|
207
$5.04K
|
|
|
Feb 12, 2025
Q4 2024
|
Quantum Capital Management, LLC
Northfield, NJ |
BUY
|
- |
78+ 100.0% |
$1.88K - $3.81K
|
156
$3.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
65+ 100.0% |
$1.56K - $3.18K
|
130
$3.17K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
60+ 100.0% |
$1.44K - $2.93K
|
120
$2.92K
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
40+ 100.0% |
$962 - $1.96K
|
80
$1.95K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
32+ 100.0% |
$770 - $1.56K
|
64
$1.56K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
29New |
$698 - $1.42K
|
29
$706
|
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
11+ 91.67% |
$265 - $538
|
23
$560
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
3New |
$72.2 - $147
|
3
$73.1
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
2New |
$48.1 - $97.8
|
2
$48.7
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
21.4KNew |
$1.03M - $1.05M
|
21.4K
$521K
|
|
|
Nov 12, 2024
Q3 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
9.58K+ 104.87% |
$459K - $470K
|
18.7K
$456K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
7.7KNew |
$369K - $378K
|
7.7K
$187K
|
|
|
Oct 21, 2024
Q3 2024
|
Sky Investment Group LLC
|
BUY
|
- |
6.37KNew |
$305K - $313K
|
6.37K
$155K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
5.52K+ 121.49% |
$265K - $271K
|
10.1K
$245K
|
|
|
Nov 08, 2024
Q3 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
5.41K+ 13.92% |
$259K - $265K
|
44.2K
$1.08M
|
|
|
Oct 15, 2024
Q3 2024
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
4.52K+ 56.5% |
$216K - $222K
|
12.5K
$305K
|
|
|
Nov 13, 2024
Q3 2024
|
Rock Point Advisors, LLC
Burlington, VT |
BUY
|
- |
4.32KNew |
$207K - $212K
|
4.32K
$105K
|
|
|
Nov 05, 2024
Q3 2024
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
4.2KNew |
$201K - $206K
|
4.2K
$102K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3.49KNew |
$167K - $171K
|
3.49K
$84.9K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.68K+ 2.39% |
$129K - $132K
|
115K
$2.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
2.39KNew |
$114K - $117K
|
2.39K
$58.1K
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
1.5KNew |
$71.9K - $73.6K
|
1.5K
$36.5K
|
|
|
Oct 08, 2024
Q3 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
1.19KNew |
$56.8K - $58.2K
|
1.19K
$28.9K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1.12K+ 22.59% |
$53.8K - $55.1K
|
6.1K
$148K
|
|
|
Nov 05, 2024
Q3 2024
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
920+ 10.89% |
$44.1K - $45.1K
|
9.37K
$228K
|
|
|
Oct 28, 2024
Q3 2024
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
868+ 6.92% |
$41.6K - $42.6K
|
13.4K
$327K
|
|
|
Oct 28, 2024
Q3 2024
|
Adams Wealth Management
|
BUY
|
- |
868+ 6.92% |
$41.6K - $42.6K
|
13.4K
$327K
|
|
|
Nov 14, 2024
Q3 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
430New |
$20.6K - $21.1K
|
430
$10.5K
|
|
|
Oct 11, 2024
Q3 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
360New |
$17.3K - $17.7K
|
360
$8.77K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
298New |
$14.3K - $14.6K
|
298
$7.26K
|
|
|
Oct 23, 2024
Q3 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
295New |
$14.1K - $14.5K
|
295
$7.18K
|
|
|
Oct 24, 2024
Q3 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
210+ 3.73% |
$10.1K - $10.3K
|
5.84K
$142K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
206+ 0.55% |
$9.87K - $10.1K
|
37.6K
$915K
|
|
|
Oct 09, 2024
Q3 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
169+ 1.14% |
$8.1K - $8.29K
|
15K
$366K
|
|
|
Oct 21, 2024
Q3 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
139+ 1.07% |
$6.66K - $6.82K
|
13.1K
$319K
|
|
|
Oct 30, 2024
Q3 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
110+ 1.07% |
$5.27K - $5.4K
|
10.4K
$252K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
13New |
$623 - $638
|
13
$317
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
BUY
|
- |
12+ 0.26% |
$575 - $589
|
4.7K
$114K
|
|
|
Oct 30, 2024
Q3 2024
|
Callahan Advisors, LLC
|
BUY
|
- |
4+ 0.09% |
$192 - $196
|
4.43K
$108K
|
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
1+ 1.08% |
$47.9 - $49.1
|
94
$2.29K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
200KNew |
$9.55M - $9.63M
|
200K
$4.87M
|
|