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 16, 2021
Q4 2020
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
498KNew |
$25.6M - $25.6M
|
498K
$12.1M
|
|
|
May 10, 2021
Q4 2020
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
4.43KNew |
$227K - $228K
|
4.43K
$108K
|
|
|
Feb 16, 2021
Q4 2020
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
3.9KNew |
$201K - $201K
|
3.9K
$94.9K
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
300New |
$15.4K - $15.5K
|
300
$7.3K
|
|
| Q4 2019 | |||||||
|
Jan 13, 2020
Q4 2019
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
692New |
$34.9K - $35.1K
|
692
$16.8K
|
|
| Q3 2019 | |||||||
|
Oct 29, 2019
Q3 2019
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
24New |
$1.21K - $1.21K
|
24
$584
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
N/A
|
1
$24.3
|
|
| Q2 2016 | |||||||
|
Oct 03, 2017
Q2 2016
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
7KNew |
N/A
|
7K
$170K
|
|