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 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
1.29K+ 5.83% |
$61.9K - $62.9K
|
23.4K
$569K
|
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
900New |
$43.3K - $44K
|
900
$21.9K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
616+ 30.29% |
$29.6K - $30.1K
|
2.65K
$64.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
458New |
$22K - $22.4K
|
458
$11.2K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
196New |
$9.42K - $9.58K
|
196
$4.77K
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
161+ 25.16% |
$7.74K - $7.87K
|
801
$19.5K
|
|
|
Aug 08, 2023
Q2 2023
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
155+ 0.57% |
$7.45K - $7.58K
|
27.1K
$660K
|
|
|
Aug 10, 2023
Q2 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
115+ 2.32% |
$5.53K - $5.62K
|
5.08K
$124K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
102New |
$4.9K - $4.99K
|
102
$2.48K
|
|
|
Aug 07, 2023
Q2 2023
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
81+ 0.66% |
$3.89K - $3.96K
|
12.3K
$300K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
57New |
$2.74K - $2.79K
|
57
$1.39K
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
32New |
$1.54K - $1.56K
|
32
$779
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
12New |
$577 - $587
|
12
$292
|
|
| Q1 2023 | |||||||
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
84.6KNew |
$4.04M - $4.15M
|
84.6K
$2.06M
|
|
|
Apr 14, 2023
Q1 2023
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
11.1K+ 2.76% |
$532K - $546K
|
415K
$10.1M
|
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
9.66K+ 7.23% |
$462K - $473K
|
143K
$3.49M
|
|
|
Apr 17, 2023
Q1 2023
|
Northland Capital Management LLC
|
BUY
|
- |
9.22KNew |
$441K - $452K
|
9.22K
$225K
|
|
|
Apr 10, 2023
Q1 2023
|
Wealth Management Resources, Inc.
|
BUY
|
- |
6.29KNew |
$301K - $308K
|
6.29K
$153K
|
|
|
May 04, 2023
Q1 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
5.13KNew |
$245K - $251K
|
5.13K
$125K
|
|
|
May 03, 2023
Q1 2023
|
Private Wealth Partners, LLC
|
BUY
|
- |
4.85KNew |
$232K - $238K
|
4.85K
$118K
|
|
|
May 08, 2023
Q1 2023
|
Bailard, Inc.
|
BUY
|
- |
4.71KNew |
$225K - $231K
|
4.71K
$115K
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
4.68KNew |
$224K - $229K
|
4.68K
$114K
|
|
|
May 04, 2023
Q1 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
1.02KNew |
$48.9K - $50.2K
|
1.02K
$24.9K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
730+ 58.78% |
$34.9K - $35.8K
|
1.97K
$48K
|
|
|
May 10, 2023
Q1 2023
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
510New |
$24.4K - $25K
|
510
$12.4K
|
|
|
May 04, 2023
Q1 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
284New |
$13.6K - $13.9K
|
284
$6.92K
|
|
|
Apr 17, 2023
Q1 2023
|
Wealth Cmt
|
BUY
|
- |
265+ 0.97% |
$12.7K - $13K
|
27.7K
$674K
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
149+ 12.87% |
$7.12K - $7.3K
|
1.31K
$31.8K
|
|
|
May 11, 2023
Q1 2023
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
55New |
$2.63K - $2.7K
|
55
$1.34K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
37New |
$1.77K - $1.81K
|
37
$901
|
|
|
Apr 20, 2023
Q1 2023
|
Tompkins Financial Corp
|
BUY
|
- |
30New |
$1.43K - $1.47K
|
30
$731
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
1New |
$47.8 - $49
|
1
$24.4
|
|
|
Apr 18, 2023
Q1 2023
|
Domani Wealth, LLC
|
BUY
|
- |
1+ 0.0% |
$47.8 - $49
|
20.9K
$509K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
744KNew |
$35.6M - $36.1M
|
744K
$18.1M
|
|
|
Jan 26, 2023
Q4 2022
|
Empowered Funds, LLC
|
BUY
|
- |
319KNew |
$15.3M - $15.4M
|
319K
$7.76M
|
|
|
Jan 17, 2023
Q4 2022
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
42.6KNew |
$2.04M - $2.06M
|
42.6K
$1.04M
|
|
|
Jan 25, 2023
Q4 2022
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
41.5KNew |
$1.99M - $2.01M
|
41.5K
$1.01M
|
|
|
Jan 20, 2023
Q4 2022
|
Newman & Schimel, LLC
|
BUY
|
- |
26.4K+ 24.78% |
$1.27M - $1.28M
|
133K
$3.24M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
24.3KNew |
$1.16M - $1.18M
|
24.3K
$591K
|
|
|
Feb 08, 2023
Q4 2022
|
Trust Investment Advisors
|
BUY
|
- |
16KNew |
$764K - $773K
|
16K
$388K
|
|
|
Jan 27, 2023
Q4 2022
|
Ifs Advisors, LLC
|
BUY
|
- |
15.4K+ 4.31% |
$737K - $746K
|
372K
$9.07M
|
|
|
Feb 10, 2023
Q4 2022
|
Destination Wealth Management
|
BUY
|
- |
11.9KNew |
$570K - $577K
|
11.9K
$290K
|
|
|
Feb 16, 2023
Q4 2022
|
American Trust
Lexington, KY |
BUY
|
- |
9.61KNew |
$460K - $466K
|
9.61K
$234K
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
6.09KNew |
$292K - $295K
|
6.09K
$148K
|
|
|
Jan 18, 2023
Q4 2022
|
Atlas Private Wealth Management
|
BUY
|
- |
4.95KNew |
$237K - $240K
|
4.95K
$120K
|
|
|
Jan 27, 2023
Q4 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
4.94KNew |
$236K - $239K
|
4.94K
$120K
|
|
|
Jan 10, 2023
Q4 2022
|
Rda Financial Network
|
BUY
|
- |
4.23KNew |
$203K - $205K
|
4.23K
$103K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
3.67K+ 3.46% |
$176K - $178K
|
110K
$2.67M
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
2.71KNew |
$130K - $131K
|
2.71K
$65.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.02K+ 100.0% |
$48.8K - $49.3K
|
2.04K
$49.6K
|
|