Latest Institutional Purchases of Schwab Short Term Us Treasury (SCHO)

SCHO Quotes by TradingView

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
Oct 31, 2024 Q3 2024
Claris Advisors, LLC

BUY
 -
13
New
$623 - $638
13 $314
Nov 13, 2024 Q3 2024
Diversified, LLC

BUY
 -
12
+ 0.26%
$575 - $589
4.7K $114K
Oct 30, 2024 Q3 2024
Callahan Advisors, LLC

BUY
 -
4
+ 0.09%
$192 - $196
4.43K $107K
Oct 29, 2024 Q3 2024
Redw Wealth LLC

BUY
 -
3
+ 0.03%
$144 - $147
10.7K $258K
Nov 13, 2024 Q3 2024
Bell Investment Advisors, Inc

Oakland, CA
BUY
 -
1
+ 1.08%
$47.9 - $49.1
94 $2.27K
Nov 12, 2024 Q3 2024
Franklin Resources Inc

San Mateo, CA
BUY
 -
1
+ 0.27%
$47.9 - $49.1
368 $8.89K
Nov 14, 2024 Q3 2024
Ima Wealth, Inc.

Wichita, KS
BUY
 -
0
New
$0 - $0
0 $0
Q2 2024
Aug 14, 2024 Q2 2024
Toronto Dominion Bank

Toronto, Ontario, A6
BUY
 -
200K
New
$9.55M - $9.63M
200K $4.83M
Aug 14, 2024 Q2 2024
Bank Of Nova Scotia

BUY
 -
100K
New
$4.78M - $4.81M
100K $2.42M
Aug 13, 2024 Q2 2024
Berkshire Asset Management LLC

Wilkes Barre, PA
BUY
 -
91.8K
New
$4.39M - $4.42M
91.8K $2.22M
Aug 14, 2024 Q2 2024
Vident Advisory, LLC

Alpharetta, GA
BUY
 -
16.2K
New
$772K - $778K
16.2K $391K
Aug 06, 2024 Q2 2024
Ballentine Partners, LLC

Waltham, MA
BUY
 -
10.6K
New
$507K - $511K
10.6K $257K
Aug 14, 2024 Q2 2024
Evercore Wealth Management, LLC

New York, NY
BUY
 -
9.68K
New
$462K - $466K
9.68K $234K
Jul 26, 2024 Q2 2024
Able Financial Group, LLC

Scottsdale, AZ
BUY
 -
9.6K
New
$458K - $462K
9.6K $232K
Aug 14, 2024 Q2 2024
Boothbay Fund Management, LLC

New York, NY
BUY
 -
9.3K
+ 86.68%
$444K - $448K
20K $484K
Aug 28, 2024 Q2 2024
Heritage Oak Wealth Advisors LLC

Santa Rosa Beach, FL
BUY
 -
5.69K
New
$272K - $274K
5.69K $138K
Aug 08, 2024 Q2 2024
Formidable Asset Management, LLC

Cincinnati, OH
BUY
 -
5.55K
New
$265K - $267K
5.55K $134K
Jul 15, 2024 Q2 2024
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
5.41K
New
$259K - $261K
5.41K $131K
Jul 22, 2024 Q2 2024
Coordinated Financial Services, Inc./Co

Denver, CO
BUY
 -
5.3K
New
$253K - $255K
5.3K $128K
Aug 09, 2024 Q2 2024
Dravo Bay LLC

Wilmington, DE
BUY
 -
4.48K
+ 16.54%
$214K - $216K
31.6K $763K
Aug 13, 2024 Q2 2024
Arete Wealth Advisors, LLC

Chicago, IL
BUY
 -
4.4K
New
$210K - $212K
4.4K $106K
Aug 12, 2024 Q2 2024
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
4.36K
+ 17.69%
$208K - $210K
29K $701K
Aug 12, 2024 Q2 2024
Ae Wealth Management LLC

BUY
 -
4.32K
New
$206K - $208K
4.32K $104K
Jul 25, 2024 Q2 2024
Janiczek Wealth Management, LLC

BUY
 -
1.04K
+ 5.95%
$49.6K - $50K
18.5K $447K
Aug 29, 2024 Q2 2024
Strategic Investment Solutions, Inc. /Il

Orland Park, IL
BUY
 -
1K
New
$47.8K - $48.1K
1K $24.2K
Aug 12, 2024 Q2 2024
Buckingham Strategic Wealth, LLC

Clayton, MO
BUY
 -
442
+ 0.58%
$21.1K - $21.3K
76.5K $1.85M
Aug 13, 2024 Q2 2024
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
441
+ 110.25%
$21.1K - $21.2K
841 $20.3K
Aug 09, 2024 Q2 2024
Redwood Wealth Management Group, LLC

Moorestown, NJ
BUY
 -
310
New
$14.8K - $14.9K
310 $7.49K
Jul 22, 2024 Q2 2024
Smart Portfolios, LLC

Seattle, WA
BUY
 -
310
+ 1.66%
$14.8K - $14.9K
19K $460K
Aug 14, 2024 Q2 2024
Rockbridge Investment Management, Lcc

Syracuse, NY
BUY
 -
292
+ 2.49%
$13.9K - $14.1K
12K $291K
Aug 13, 2024 Q2 2024
Mc Ilrath & Eck, LLC

BUY
 -
269
New
$12.8K - $12.9K
269 $6.5K
Jul 19, 2024 Q2 2024
Financial Consulate, Inc

BUY
 -
101
+ 1.07%
$4.82K - $4.86K
9.58K $231K
Aug 12, 2024 Q2 2024
Camelot Portfolios, LLC

BUY
 -
95
New
$4.54K - $4.57K
95 $2.3K
Aug 07, 2024 Q2 2024
Hhm Wealth Advisors, LLC

Chattanooga, TN
BUY
 -
54
New
$2.58K - $2.6K
54 $1.3K
Jul 30, 2024 Q2 2024
Private Ocean, LLC

BUY
 -
30
+ 14.02%
$1.43K - $1.44K
244 $5.9K
Aug 01, 2024 Q2 2024
Vision Point Advisory Group, LLC

Dallas, TX
BUY
 -
7
+ 350.0%
$334 - $337
9 $217
Jul 26, 2024 Q2 2024
Evolution Advisers, Inc.

BUY
 -
7
New
$334 - $337
7 $169
Jul 11, 2024 Q2 2024
Pacifica Partners Inc.

BUY
 -
7
New
$334 - $337
7 $169
Aug 12, 2024 Q2 2024
Pro Vise Management Group, LLC

Clearwater, FL
BUY
 -
3
+ 0.06%
$143 - $144
4.68K $113K
Jul 16, 2024 Q2 2024
Hengehold Capital Management LLC

BUY
 -
3
+ 0.05%
$143 - $144
6.23K $150K
Aug 08, 2024 Q2 2024
Phillips Financial Management, LLC

BUY
 -
0
New
$0 - $0
0 $0
Q1 2024
May 15, 2024 Q1 2024
Wellington Management Group LLP

Boston, MA
BUY
 -
506K
New
$24.3M - $24.6M
506K $12.2M
May 03, 2024 Q1 2024
New York Life Investment Management LLC

New York, NY
BUY
 -
282K
New
$13.5M - $13.7M
282K $6.81M
Apr 12, 2024 Q1 2024
Global Assets Advisory, LLC

Orlando, FL
BUY
 -
33.5K
New
$1.61M - $1.63M
33.5K $810K
May 14, 2024 Q1 2024
Old Mission Capital LLC

BUY
 -
30K
New
$1.44M - $1.46M
30K $724K
Apr 15, 2024 Q1 2024
Andina Capital Management, LLC

Lehi, UT
BUY
 -
22.2K
+ 165.44%
$1.06M - $1.08M
35.5K $859K
May 08, 2024 Q1 2024
Peninsula Wealth, LLC

San Francisco, CA
BUY
 -
21K
New
$1.01M - $1.02M
21K $506K
May 10, 2024 Q1 2024
Imprint Wealth LLC

Mount Pleasant, SC
BUY
 -
20.5K
+ 248.87%
$987K - $998K
28.8K $695K
Apr 25, 2024 Q1 2024
Ghp Investment Advisors, Inc.

Denver, CO
BUY
 -
18.4K
New
$886K - $896K
18.4K $445K

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