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 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
25.2K+ 125.34% |
$606K - $1.23M
|
45.3K
$1.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
25.1K+ 98.35% |
$604K - $1.23M
|
50.6K
$1.23M
|
|
|
Feb 10, 2025
Q4 2024
|
Lindenwold Advisors
|
BUY
|
- |
25K+ 88.54% |
$602K - $1.22M
|
53.3K
$1.3M
|
|
|
Feb 04, 2025
Q4 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
24.7K+ 100.0% |
$594K - $1.21M
|
49.4K
$1.2M
|
|
|
Jan 17, 2025
Q4 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
24.5K+ 71.13% |
$589K - $1.2M
|
58.9K
$1.43M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
24.4K+ 82.38% |
$586K - $1.19M
|
53.9K
$1.31M
|
|
|
Feb 11, 2025
Q4 2024
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
24.4K+ 107.94% |
$586K - $1.19M
|
46.9K
$1.14M
|
|
|
Jan 13, 2025
Q4 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
24K+ 100.0% |
$578K - $1.17M
|
48K
$1.17M
|
|
|
Feb 12, 2025
Q4 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
24K+ 108.09% |
$576K - $1.17M
|
46.1K
$1.12M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
22.5K+ 94.81% |
$542K - $1.1M
|
46.3K
$1.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
22.3K+ 71.12% |
$537K - $1.09M
|
53.7K
$1.31M
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
22.1KNew |
$532K - $1.08M
|
22.1K
$538K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
22K+ 156.05% |
$530K - $1.08M
|
36.1K
$878K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
22KNew |
$529K - $1.07M
|
22K
$534K
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
22K+ 88.67% |
$529K - $1.07M
|
46.7K
$1.14M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
21.9K+ 109.17% |
$526K - $1.07M
|
41.9K
$1.02M
|
|
|
Feb 12, 2025
Q4 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
21.8K+ 110.55% |
$524K - $1.06M
|
41.4K
$1.01M
|
|
|
Feb 10, 2025
Q4 2024
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
21.8KNew |
$524K - $1.06M
|
21.8K
$529K
|
|
|
Feb 03, 2025
Q4 2024
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
21.2K+ 87.39% |
$510K - $1.04M
|
45.5K
$1.11M
|
|
|
Feb 13, 2025
Q4 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
20.9KNew |
$502K - $1.02M
|
20.9K
$507K
|
|
|
Jan 21, 2025
Q4 2024
|
Anderson Hoagland & CO
|
BUY
|
- |
20.8K+ 69.43% |
$500K - $1.02M
|
50.7K
$1.23M
|
|
|
Feb 27, 2025
Q4 2024
|
Brucke Financial, Inc.
Indianapolis, IN |
BUY
|
- |
20.8KNew |
$499K - $1.01M
|
20.8K
$505K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
20.7K+ 86.0% |
$499K - $1.01M
|
44.9K
$1.09M
|
|
|
Feb 07, 2025
Q4 2024
|
Retirement Capital Strategies
|
BUY
|
- |
20.7KNew |
$498K - $1.01M
|
20.7K
$503K
|
|
|
Jan 14, 2025
Q4 2024
|
Twele Capital Management, Inc.
|
BUY
|
- |
20.5K+ 107.81% |
$493K - $1M
|
39.5K
$961K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
20.4K+ 124.36% |
$490K - $996K
|
36.8K
$894K
|
|
|
Feb 07, 2025
Q4 2024
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
19.9K+ 104.73% |
$480K - $974K
|
39K
$948K
|
|
|
Jan 29, 2025
Q4 2024
|
Mc Broom & Associates, LLC
|
BUY
|
- |
19.8K+ 88.58% |
$477K - $968K
|
42.2K
$1.03M
|
|
|
Jan 16, 2025
Q4 2024
|
True Link Financial Advisors, LLC
|
BUY
|
- |
19.4K+ 105.09% |
$466K - $948K
|
37.8K
$920K
|
|
|
Jan 15, 2025
Q4 2024
|
Veery Capital, LLC
|
BUY
|
- |
18.8K+ 64.13% |
$453K - $921K
|
48.2K
$1.17M
|
|
|
Mar 24, 2025
Q4 2024
|
Avant Financial Advisors LLC
Austin, TX |
BUY
|
- |
18.7KNew |
$451K - $916K
|
18.7K
$456K
|
|
|
Jan 16, 2025
Q4 2024
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
18.4K+ 82.67% |
$443K - $899K
|
40.6K
$988K
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
18.4K+ 117.34% |
$442K - $897K
|
34K
$827K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
18.2K+ 85.93% |
$438K - $890K
|
39.4K
$958K
|
|
|
Jan 21, 2025
Q4 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
17.8K+ 101.48% |
$429K - $872K
|
35.4K
$862K
|
|
|
Jan 24, 2025
Q4 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
17.7K+ 101.73% |
$426K - $865K
|
35.1K
$853K
|
|
|
Feb 06, 2025
Q4 2024
|
Scratch Capital LLC
Boise, ID |
BUY
|
- |
17.6KNew |
$424K - $861K
|
17.6K
$429K
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
17.6K+ 118.05% |
$423K - $860K
|
32.5K
$790K
|
|
|
Jan 30, 2025
Q4 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
17.5K+ 103.06% |
$421K - $856K
|
34.5K
$839K
|
|
|
Jan 16, 2025
Q4 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
17.4K+ 107.51% |
$419K - $852K
|
33.6K
$818K
|
|
|
Jan 14, 2025
Q4 2024
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
17.2K+ 102.69% |
$414K - $841K
|
34K
$826K
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
17.1K+ 100.99% |
$410K - $834K
|
33.9K
$825K
|
|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
16.4K+ 99.27% |
$394K - $800K
|
32.8K
$799K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
16.3KNew |
$392K - $797K
|
16.3K
$397K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
16.3K+ 85.01% |
$392K - $796K
|
35.4K
$861K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
16.3K+ 97.51% |
$391K - $794K
|
32.9K
$800K
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
16.2K+ 92.2% |
$391K - $794K
|
33.8K
$823K
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
16.1K+ 127.92% |
$388K - $789K
|
28.8K
$699K
|
|
|
Jan 15, 2025
Q4 2024
|
Lummis Asset Management, LP
Fort Worth, TX |
BUY
|
- |
15.7K+ 43.39% |
$377K - $766K
|
51.8K
$1.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
15.6K+ 100.98% |
$375K - $762K
|
31K
$755K
|