Latest Institutional Transactions on Schwab Short Term Us Treasury (SCHO)
This table provides information on the latest institutional transactions involving Schwab Short Term Us Treasury (SCHO) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.01M+ 89.5% |
$24.3M - $49.4M
|
2.14M
$52M
|
|
|
Mar 07, 2025
Q4 2024
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
25.6KNew |
$616K - $1.25M
|
25.6K
$622K
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
12.8K+ 227.17% |
$308K - $626K
|
18.4K
$448K
|
|
|
Mar 04, 2025
Q4 2024
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
BUY
|
- |
103KNew |
$2.48M - $5.03M
|
103K
$2.5M
|
|
|
Mar 03, 2025
Q4 2024
|
American Investment Services, Inc.
|
BUY
|
- |
62.9K+ 113.81% |
$1.51M - $3.08M
|
118K
$2.87M
|
|
|
Feb 27, 2025
Q4 2024
|
Brucke Financial, Inc.
Indianapolis, IN |
BUY
|
- |
20.8KNew |
$499K - $1.01M
|
20.8K
$504K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
138K+ 82.14% |
$3.31M - $6.72M
|
305K
$7.41M
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
5.49KNew |
$132K - $268K
|
5.49K
$133K
|
|
|
Feb 21, 2025
Q4 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
116K+ 243.14% |
$2.8M - $5.69M
|
164K
$3.99M
|
|
|
Feb 19, 2025
Q4 2024
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
7.98K+ 95.83% |
$192K - $390K
|
16.3K
$396K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
8.37KNew |
$201K - $409K
|
8.37K
$203K
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
49.8K+ 99.32% |
$1.2M - $2.44M
|
100K
$2.43M
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-7.49K- 30.9% |
$180K - $366K
|
16.8K
$407K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
5.94K+ 50.59% |
$143K - $290K
|
17.7K
$430K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
4.73K+ 40.62% |
$114K - $231K
|
16.4K
$397K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
110K+ 82.31% |
$2.64M - $5.37M
|
243K
$5.91M
|
|
|
Feb 14, 2025
Q4 2024
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
3.73K+ 1.98% |
$89.7K - $182K
|
192K
$4.67M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.46K+ 69.47% |
$83.2K - $169K
|
8.43K
$205K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
11.2KNew |
$268K - $545K
|
11.2K
$271K
|
|
|
Feb 14, 2025
Q4 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
1.55M+ 100.0% |
$37.3M - $75.8M
|
3.1M
$75.3M
|
|
|
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
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
22KNew |
$529K - $1.07M
|
22K
$534K
|
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
85.2KNew |
$2.05M - $4.17M
|
85.2K
$2.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
82.1M+ 104.93% |
$1.97B - $4.01B
|
160M
$3.89B
|
|
|
Feb 14, 2025
Q4 2024
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
15.6K+ 100.98% |
$375K - $762K
|
31K
$754K
|
|
|
Feb 14, 2025
Q4 2024
|
Diligent Investors, LLC
|
BUY
|
- |
4.68K+ 107.34% |
$113K - $229K
|
9.04K
$220K
|
|
|
Feb 14, 2025
Q4 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
52.3K+ 127.98% |
$1.26M - $2.56M
|
93.2K
$2.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
1.02MNew |
$24.5M - $49.8M
|
1.02M
$24.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
11.9K+ 100.64% |
$286K - $582K
|
23.7K
$576K
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
7.86K+ 100.0% |
$189K - $384K
|
15.7K
$382K
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
13.2K+ 81.39% |
$317K - $644K
|
29.4K
$713K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
137K+ 149.16% |
$3.3M - $6.71M
|
229K
$5.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
60K+ 614.97% |
$1.44M - $2.93M
|
69.8K
$1.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
411K+ 118.56% |
$9.89M - $20.1M
|
757K
$18.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
22.3K+ 71.12% |
$537K - $1.09M
|
53.7K
$1.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
486+ 60.45% |
$11.7K - $23.8K
|
1.29K
$31.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
184K+ 121.63% |
$4.42M - $8.98M
|
335K
$8.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
9.71KNew |
$234K - $475K
|
9.71K
$236K
|
|
|
Feb 14, 2025
Q4 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
346New |
$8.32K - $16.9K
|
346
$8.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
47.8K+ 88.04% |
$1.15M - $2.33M
|
102K
$2.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
75.3K+ 105.23% |
$1.81M - $3.68M
|
147K
$3.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
4.71K+ 100.0% |
$113K - $230K
|
9.41K
$229K
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
46.2K+ 135.82% |
$1.11M - $2.26M
|
80.1K
$1.95M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.42K+ 72.8% |
$58.2K - $118K
|
5.74K
$139K
|
|
|
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
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
247K+ 104.65% |
$5.94M - $12.1M
|
483K
$11.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
30.6KNew |
$736K - $1.5M
|
30.6K
$743K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
9.15M+ 75.06% |
$220M - $447M
|
21.3M
$519M
|
|
|
Feb 14, 2025
Q4 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
211K+ 93.85% |
$5.07M - $10.3M
|
435K
$10.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
334K+ 100.98% |
$8.03M - $16.3M
|
664K
$16.1M
|