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 |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2025
Q1 2025
|
Selective Wealth Management, Inc.
|
BUY
|
- |
19KNew |
$458K - $462K
|
19K
$463K
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
14.5KNew |
$349K - $353K
|
14.5K
$353K
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
14K+ 264.15% |
$337K - $341K
|
19.3K
$470K
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
13.9KNew |
$336K - $339K
|
13.9K
$339K
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
13.3KNew |
$320K - $324K
|
13.3K
$324K
|
|
|
May 15, 2025
Q1 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
CALL |
9.8KNew |
$236K - $239K
|
9.8K
$239K
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
9.63KNew |
$232K - $234K
|
9.63K
$234K
|
|
|
Apr 16, 2025
Q1 2025
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
9.5KNew |
$229K - $231K
|
9.5K
$231K
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
BUY
|
- |
9.05KNew |
$218K - $220K
|
9.05K
$220K
|
|
|
May 02, 2025
Q1 2025
|
Members Trust CO
|
BUY
|
- |
8.72KNew |
$210K - $212K
|
8.72K
$212K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Planning LLC
|
BUY
|
- |
5.12K+ 47.39% |
$123K - $125K
|
15.9K
$388K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
3.23KNew |
$77.9K - $78.7K
|
3.23K
$78.7K
|
|
|
May 15, 2025
Q1 2025
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
1.71K+ 0.89% |
$41.3K - $41.7K
|
194K
$4.72M
|
|
|
Apr 29, 2025
Q1 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
1.3KNew |
$31.4K - $31.7K
|
1.3K
$31.7K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
BUY
|
- |
1.3K+ 0.72% |
$31.3K - $31.6K
|
181K
$4.41M
|
|
|
Apr 29, 2025
Q1 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
1.11KNew |
$26.8K - $27K
|
1.11K
$27K
|
|
|
Apr 09, 2025
Q1 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
1.07K+ 7.04% |
$25.8K - $26.1K
|
16.3K
$397K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
946New |
$22.8K - $23K
|
946
$23K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
535New |
$12.9K - $13K
|
535
$13K
|
|
|
May 08, 2025
Q1 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
414New |
$9.98K - $10.1K
|
414
$10.1K
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
338New |
$8.15K - $8.23K
|
338
$8.23K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
310New |
$7.47K - $7.55K
|
310
$7.55K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
280New |
$6.75K - $6.82K
|
280
$6.82K
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
266New |
$6.41K - $6.47K
|
266
$6.48K
|
|
|
May 09, 2025
Q1 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
168New |
$4.05K - $4.09K
|
168
$4.09K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
144New |
$3.47K - $3.5K
|
144
$3.51K
|
|
|
Apr 17, 2025
Q1 2025
|
Seven Post Investment Office LP
San Francisco, CA |
BUY
|
- |
94+ 0.37% |
$2.27K - $2.29K
|
25.2K
$614K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
14New |
$337 - $341
|
14
$341
|
|
|
Apr 22, 2025
Q1 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
1+ 1.54% |
$24.1 - $24.3
|
66
$1.61K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
1.55M+ 100.0% |
$37.3M - $75.8M
|
3.1M
$75.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
386K+ 100.0% |
$9.3M - $18.9M
|
773K
$18.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
279KNew |
$6.72M - $13.7M
|
279K
$6.8M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
138K+ 82.14% |
$3.31M - $6.72M
|
305K
$7.42M
|
|
|
Feb 10, 2025
Q4 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
122K+ 112.34% |
$2.93M - $5.95M
|
230K
$5.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
56.2K+ 53.48% |
$1.35M - $2.75M
|
161K
$3.93M
|
|
|
Jan 27, 2025
Q4 2024
|
Econ Financial Services Corp
|
BUY
|
- |
54.9K+ 387.93% |
$1.32M - $2.69M
|
69.1K
$1.68M
|
|
|
Feb 07, 2025
Q4 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
41.8KNew |
$1.01M - $2.04M
|
41.8K
$1.02M
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
36.8KNew |
$885K - $1.8M
|
36.8K
$896K
|
|
|
Jan 13, 2025
Q4 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
33.9K+ 123.35% |
$815K - $1.66M
|
61.3K
$1.49M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
33.4KNew |
$805K - $1.63M
|
33.4K
$814K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
32.6KNew |
$785K - $1.59M
|
32.6K
$794K
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
31.8K+ 108.88% |
$764K - $1.55M
|
60.9K
$1.48M
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
25.9K+ 76.42% |
$623K - $1.27M
|
59.8K
$1.46M
|
|
|
Feb 07, 2025
Q4 2024
|
Retirement Capital Strategies
|
BUY
|
- |
20.7KNew |
$498K - $1.01M
|
20.7K
$504K
|
|
|
Mar 24, 2025
Q4 2024
|
Avant Financial Advisors LLC
Austin, TX |
BUY
|
- |
18.7KNew |
$451K - $916K
|
18.7K
$456K
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
13.2K+ 81.39% |
$317K - $644K
|
29.4K
$715K
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
BUY
|
- |
12.8KNew |
$308K - $626K
|
12.8K
$312K
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
12.7K+ 80.41% |
$306K - $622K
|
28.5K
$695K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
11.7K+ 119.94% |
$280K - $569K
|
21.4K
$520K
|
|
|
Feb 13, 2025
Q4 2024
|
Seneschal Advisors, LLC
Tacoma, WA |
BUY
|
- |
11.2KNew |
$269K - $547K
|
11.2K
$273K
|
|