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 05, 2025
Q4 2024
|
Sims Investment Management, LLC
Cincinnati, OH |
BUY
|
- |
353KNew |
$8.49M - $17.2M
|
353K
$8.58M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
349K+ 84.76% |
$8.4M - $17.1M
|
761K
$18.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
340K+ 144.43% |
$8.17M - $16.6M
|
575K
$14M
|
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
BUY
|
- |
335K+ 109.56% |
$8.06M - $16.4M
|
640K
$15.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
334K+ 100.98% |
$8.03M - $16.3M
|
664K
$16.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
328K+ 72.08% |
$7.89M - $16M
|
783K
$19M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
325K+ 93.79% |
$7.83M - $15.9M
|
672K
$16.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Grove Street Fiduciary, LLC
Peterborough, NH |
BUY
|
- |
321KNew |
$7.73M - $15.7M
|
321K
$7.81M
|
|
|
Jan 17, 2025
Q4 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
318K+ 156.66% |
$7.65M - $15.5M
|
521K
$12.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
310K+ 113.54% |
$7.46M - $15.2M
|
583K
$14.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
309K+ 122.35% |
$7.44M - $15.1M
|
562K
$13.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
297K+ 56.01% |
$7.15M - $14.5M
|
828K
$20.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
297K+ 100.75% |
$7.15M - $14.5M
|
592K
$14.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
285K+ 116.3% |
$6.85M - $13.9M
|
529K
$12.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
279KNew |
$6.72M - $13.7M
|
279K
$6.79M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
276K+ 143.56% |
$6.65M - $13.5M
|
469K
$11.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Ballast Advisors LLC
|
BUY
|
- |
274K+ 106.24% |
$6.58M - $13.4M
|
531K
$12.9M
|
|
|
Jan 10, 2025
Q4 2024
|
Marotta Asset Management
|
BUY
|
- |
274K+ 95.21% |
$6.58M - $13.4M
|
561K
$13.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
264K+ 114.64% |
$6.35M - $12.9M
|
494K
$12M
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
256K+ 113.62% |
$6.17M - $12.5M
|
482K
$11.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
256K+ 111.8% |
$6.16M - $12.5M
|
485K
$11.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
247K+ 104.65% |
$5.94M - $12.1M
|
483K
$11.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
235K+ 407.6% |
$5.66M - $11.5M
|
293K
$7.13M
|
|
|
Feb 11, 2025
Q4 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
235K+ 109.32% |
$5.64M - $11.5M
|
449K
$10.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
234K+ 115.66% |
$5.63M - $11.4M
|
437K
$10.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Prairiewood Capital, LLC
|
BUY
|
- |
213K+ 134.93% |
$5.12M - $10.4M
|
370K
$9M
|
|
|
Feb 14, 2025
Q4 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
211K+ 93.85% |
$5.07M - $10.3M
|
435K
$10.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
209K+ 111.15% |
$5.04M - $10.2M
|
398K
$9.67M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
203K+ 83.23% |
$4.9M - $9.95M
|
448K
$10.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Asset Planning Corporation
|
BUY
|
- |
201K+ 1479.86% |
$4.83M - $9.82M
|
214K
$5.21M
|
|
|
Jan 17, 2025
Q4 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
196K+ 114.87% |
$4.72M - $9.59M
|
367K
$8.93M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
189K+ 1524.23% |
$4.54M - $9.23M
|
201K
$4.89M
|
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
187K+ 99.19% |
$4.5M - $9.14M
|
375K
$9.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
184K+ 121.63% |
$4.42M - $8.98M
|
335K
$8.15M
|
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
182K+ 98.35% |
$4.37M - $8.87M
|
366K
$8.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
181K+ 90.31% |
$4.36M - $8.86M
|
382K
$9.29M
|
|
|
Jan 22, 2025
Q4 2024
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
180K+ 138.49% |
$4.33M - $8.81M
|
310K
$7.55M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Family Office, LLC
Birmingham, AL |
BUY
|
- |
180KNew |
$4.33M - $8.79M
|
180K
$4.37M
|
|
|
Feb 13, 2025
Q4 2024
|
Act Two Investors LLC
Santa Cruz, CA |
BUY
|
- |
179KNew |
$4.31M - $8.75M
|
179K
$4.35M
|
|
|
Jan 30, 2025
Q4 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
174K+ 112.97% |
$4.19M - $8.5M
|
328K
$7.98M
|
|
|
Feb 13, 2025
Q4 2024
|
Evensky & Katz LLC
|
BUY
|
- |
167K+ 89.09% |
$4.03M - $8.18M
|
355K
$8.64M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
164K+ 64.98% |
$3.95M - $8.02M
|
417K
$10.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
163K+ 492.13% |
$3.91M - $7.95M
|
196K
$4.76M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
157K+ 369.62% |
$3.77M - $7.66M
|
199K
$4.85M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
154K+ 84.02% |
$3.71M - $7.54M
|
338K
$8.22M
|
|
|
Jan 31, 2025
Q4 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
149K+ 93.22% |
$3.59M - $7.3M
|
310K
$7.53M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
149K+ 86.84% |
$3.59M - $7.3M
|
321K
$7.81M
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
149K+ 112.7% |
$3.58M - $7.28M
|
281K
$6.84M
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
BUY
|
- |
148K+ 156.55% |
$3.57M - $7.25M
|
243K
$5.91M
|
|
|
Jan 24, 2025
Q4 2024
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
146KNew |
$3.52M - $7.16M
|
146K
$3.56M
|