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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
40K+ 121.5% |
$963K - $1.96M
|
72.9K
$1.77M
|
|
|
Feb 11, 2025
Q4 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
39.7K+ 104.24% |
$956K - $1.94M
|
77.9K
$1.89M
|
|
|
Feb 10, 2025
Q4 2024
|
Bank Of Marin
Novato, CA |
BUY
|
- |
39.1K+ 104.42% |
$941K - $1.91M
|
76.6K
$1.86M
|
|
|
Feb 13, 2025
Q4 2024
|
Tt Capital Management LLC
Coto De Caza, CA |
BUY
|
- |
37.7KNew |
$907K - $1.84M
|
37.7K
$917K
|
|
|
Feb 14, 2025
Q4 2024
|
Vista Cima Wealth Management LLC
Surprise, AZ |
BUY
|
- |
37.1KNew |
$892K - $1.81M
|
37.1K
$901K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
37KNew |
$891K - $1.81M
|
37K
$900K
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
36.8KNew |
$885K - $1.8M
|
36.8K
$895K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
36.4KNew |
$875K - $1.78M
|
36.4K
$885K
|
|
|
Feb 12, 2025
Q4 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
36.3K+ 185.92% |
$873K - $1.77M
|
55.8K
$1.36M
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
36.1K+ 810.34% |
$869K - $1.77M
|
40.6K
$987K
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
36K+ 156.9% |
$866K - $1.76M
|
58.9K
$1.43M
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
35.6K+ 49.59% |
$857K - $1.74M
|
107K
$2.61M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
35.3K+ 393.64% |
$850K - $1.73M
|
44.3K
$1.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
35.3KNew |
$849K - $1.73M
|
35.3K
$858K
|
|
|
Feb 14, 2025
Q4 2024
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
35.2KNew |
$847K - $1.72M
|
35.2K
$857K
|
|
|
Feb 05, 2025
Q4 2024
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
34.7KNew |
$834K - $1.69M
|
34.7K
$843K
|
|
|
Feb 14, 2025
Q4 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
34.6KNew |
$832K - $1.69M
|
34.6K
$841K
|
|
|
Feb 05, 2025
Q4 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
34K+ 17.44% |
$818K - $1.66M
|
229K
$5.57M
|
|
|
Jan 13, 2025
Q4 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
33.9K+ 123.35% |
$815K - $1.66M
|
61.3K
$1.49M
|
|
|
Feb 13, 2025
Q4 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
33.6K+ 116.89% |
$809K - $1.64M
|
62.4K
$1.52M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
33.4KNew |
$805K - $1.63M
|
33.4K
$813K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
32.6KNew |
$785K - $1.59M
|
32.6K
$793K
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
31.8K+ 108.88% |
$764K - $1.55M
|
60.9K
$1.48M
|
|
|
Jan 30, 2025
Q4 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
31.6K+ 208.81% |
$760K - $1.54M
|
46.7K
$1.14M
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
31.4KNew |
$755K - $1.53M
|
31.4K
$763K
|
|
|
Jan 24, 2025
Q4 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
30.9K+ 120.51% |
$743K - $1.51M
|
56.5K
$1.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
30.8KNew |
$740K - $1.5M
|
30.8K
$748K
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
30.8K+ 103.64% |
$740K - $1.5M
|
60.5K
$1.47M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
30.6K+ 146.58% |
$737K - $1.5M
|
51.5K
$1.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
30.6KNew |
$736K - $1.5M
|
30.6K
$744K
|
|
|
Feb 14, 2025
Q4 2024
|
Bnp Paribas
New York, NY |
BUY
|
- |
30K+ 223.1% |
$723K - $1.47M
|
43.5K
$1.06M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
30K+ 73.33% |
$721K - $1.47M
|
70.9K
$1.72M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
30K+ 65.96% |
$721K - $1.46M
|
75.4K
$1.83M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
29.7K+ 106.69% |
$715K - $1.45M
|
57.5K
$1.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
29.7K+ 90.3% |
$714K - $1.45M
|
62.6K
$1.52M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
29.6K+ 88.32% |
$713K - $1.45M
|
63.2K
$1.54M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
29.4K+ 72.91% |
$708K - $1.44M
|
69.8K
$1.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
29.3K+ 437.89% |
$705K - $1.43M
|
36K
$875K
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
28.9K+ 124.81% |
$695K - $1.41M
|
52K
$1.27M
|
|
|
Jan 14, 2025
Q4 2024
|
Guardian Financial Partners, LLC
|
BUY
|
- |
28.2K+ 190.92% |
$678K - $1.38M
|
42.9K
$1.04M
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
27.8K+ 98.49% |
$670K - $1.36M
|
56.1K
$1.36M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
27.6K+ 889.49% |
$664K - $1.35M
|
30.7K
$746K
|
|
|
Feb 10, 2025
Q4 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
27.2K+ 610.56% |
$655K - $1.33M
|
31.7K
$771K
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
26.9K+ 100.0% |
$647K - $1.31M
|
53.8K
$1.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
26.3K+ 5815.01% |
$634K - $1.29M
|
26.8K
$652K
|
|
|
Jan 16, 2025
Q4 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
26.3K+ 91.43% |
$632K - $1.28M
|
55K
$1.34M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
26.2K+ 98.44% |
$630K - $1.28M
|
52.8K
$1.28M
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
25.9K+ 76.42% |
$623K - $1.27M
|
59.8K
$1.45M
|
|
|
Mar 07, 2025
Q4 2024
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
25.6KNew |
$616K - $1.25M
|
25.6K
$623K
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
25.3KNew |
$608K - $1.24M
|
25.3K
$614K
|