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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2024
Q2 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
10.6KNew |
$507K - $511K
|
10.6K
$259K
|
|
|
Aug 14, 2024
Q2 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
9.68KNew |
$462K - $466K
|
9.68K
$236K
|
|
|
Jul 26, 2024
Q2 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
9.6KNew |
$458K - $462K
|
9.6K
$234K
|
|
|
Aug 28, 2024
Q2 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
5.69KNew |
$272K - $274K
|
5.69K
$139K
|
|
|
Aug 08, 2024
Q2 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
5.55KNew |
$265K - $267K
|
5.55K
$135K
|
|
|
Aug 09, 2024
Q2 2024
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
4.48K+ 16.54% |
$214K - $216K
|
31.6K
$769K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
4.36K+ 17.69% |
$208K - $210K
|
29K
$707K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
1.04K+ 5.95% |
$49.6K - $50K
|
18.5K
$450K
|
|
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
1KNew |
$47.8K - $48.1K
|
1K
$24.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
442+ 0.58% |
$21.1K - $21.3K
|
76.5K
$1.86M
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
310New |
$14.8K - $14.9K
|
310
$7.55K
|
|
|
Jul 19, 2024
Q2 2024
|
Financial Consulate, Inc
|
BUY
|
- |
101+ 1.07% |
$4.82K - $4.86K
|
9.58K
$233K
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
95New |
$4.54K - $4.57K
|
95
$2.31K
|
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
54New |
$2.58K - $2.6K
|
54
$1.31K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
30+ 14.02% |
$1.43K - $1.44K
|
244
$5.94K
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
7+ 350.0% |
$334 - $337
|
9
$219
|
|
|
Jul 26, 2024
Q2 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
7New |
$334 - $337
|
7
$170
|
|
|
Jul 11, 2024
Q2 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
7New |
$334 - $337
|
7
$170
|
|
|
Aug 12, 2024
Q2 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
3+ 0.06% |
$143 - $144
|
4.68K
$114K
|
|
|
Jul 16, 2024
Q2 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
3+ 0.05% |
$143 - $144
|
6.23K
$152K
|
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
506KNew |
$24.3M - $24.6M
|
506K
$12.3M
|
|
|
May 03, 2024
Q1 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
282KNew |
$13.5M - $13.7M
|
282K
$6.86M
|
|
|
Apr 15, 2024
Q1 2024
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
22.2K+ 165.44% |
$1.06M - $1.08M
|
35.5K
$865K
|
|
|
May 08, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
21KNew |
$1.01M - $1.02M
|
21K
$510K
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
20.5K+ 248.87% |
$987K - $998K
|
28.8K
$701K
|
|
|
Apr 25, 2024
Q1 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
18.4KNew |
$886K - $896K
|
18.4K
$449K
|
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
12.8K+ 71.12% |
$615K - $623K
|
30.8K
$750K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
9.39K+ 34.23% |
$451K - $457K
|
36.8K
$896K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
9.19K+ 9.69% |
$442K - $447K
|
104K
$2.53M
|
|
|
May 07, 2024
Q1 2024
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
7.98KNew |
$383K - $388K
|
7.98K
$194K
|
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
7.28KNew |
$350K - $354K
|
7.28K
$177K
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
4.8KNew |
$231K - $234K
|
4.8K
$117K
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
4.65KNew |
$223K - $226K
|
4.65K
$113K
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
4.15K+ 55.75% |
$199K - $202K
|
11.6K
$282K
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.55KNew |
$122K - $124K
|
2.55K
$62K
|
|
|
May 08, 2024
Q1 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
1.66K+ 14.44% |
$79.9K - $80.8K
|
13.2K
$321K
|
|
|
Apr 30, 2024
Q1 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
1.04K+ 13.49% |
$49.9K - $50.5K
|
8.73K
$213K
|
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
914+ 18.39% |
$43.9K - $44.4K
|
5.88K
$143K
|
|
|
May 09, 2024
Q1 2024
|
Motco
|
BUY
|
- |
635New |
$30.5K - $30.9K
|
635
$15.5K
|
|
|
May 14, 2024
Q1 2024
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
537+ 5.61% |
$25.8K - $26.1K
|
10.1K
$246K
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
259New |
$12.4K - $12.6K
|
259
$6.31K
|
|
|
Apr 25, 2024
Q1 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
228New |
$11K - $11.1K
|
228
$5.55K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
200New |
$9.61K - $9.73K
|
200
$4.87K
|
|
|
Mar 11, 2025
Q1 2024
|
Private Capital Management LLC
|
BUY
|
- |
196New |
$9.42K - $9.53K
|
196
$4.77K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
137New |
$6.58K - $6.66K
|
137
$3.34K
|
|
|
Apr 25, 2024
Q1 2024
|
First Personal Financial Services
|
BUY
|
- |
96New |
$4.61K - $4.67K
|
96
$2.34K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
88+ 0.66% |
$4.23K - $4.28K
|
13.5K
$328K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
82+ 25.62% |
$3.94K - $3.99K
|
402
$9.79K
|
|
|
Aug 30, 2024
Q1 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
74New |
$3.56K - $3.6K
|
74
$1.8K
|
|