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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
3New |
$144 - $146
|
3
$72.7
|
|
| Q4 2023 | |||||||
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
152KNew |
$7.26M - $7.38M
|
152K
$3.69M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
46.7K+ 81.51% |
$2.23M - $2.26M
|
104K
$2.52M
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
34.9K+ 41.55% |
$1.66M - $1.69M
|
119K
$2.88M
|
|
|
Feb 13, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
13.9KNew |
$660K - $671K
|
13.9K
$336K
|
|
|
Jan 17, 2024
Q4 2023
|
Alhambra Investment Partners LLC
|
BUY
|
- |
13.3KNew |
$635K - $646K
|
13.3K
$323K
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
10.6KNew |
$507K - $515K
|
10.6K
$258K
|
|
|
Jan 31, 2024
Q4 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
6.31KNew |
$301K - $306K
|
6.31K
$153K
|
|
|
Feb 07, 2024
Q4 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
5.6KNew |
$267K - $272K
|
5.6K
$136K
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
4.42KNew |
$211K - $214K
|
4.42K
$107K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
3.14KNew |
$150K - $152K
|
3.14K
$76K
|
|
|
Mar 21, 2024
Q4 2023
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
1.79KNew |
$85.4K - $86.8K
|
1.79K
$43.4K
|
|
|
Jan 23, 2024
Q4 2023
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
1.75K+ 3.51% |
$83.5K - $84.9K
|
51.6K
$1.25M
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
1.47KNew |
$70K - $71.1K
|
1.47K
$35.6K
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
1.25K+ 19.66% |
$59.4K - $60.4K
|
7.59K
$184K
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
871New |
$41.5K - $42.2K
|
871
$21.1K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
470+ 8.62% |
$22.4K - $22.8K
|
5.93K
$144K
|
|
|
Jan 12, 2024
Q4 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
447New |
$21.3K - $21.7K
|
447
$10.8K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
399New |
$19K - $19.3K
|
399
$9.66K
|
|
|
Jan 24, 2024
Q4 2023
|
Jacobsen Capital Management
|
BUY
|
- |
200+ 2.1% |
$9.53K - $9.69K
|
9.71K
$235K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
188New |
$8.96K - $9.11K
|
188
$4.55K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
169New |
$8.05K - $8.19K
|
169
$4.09K
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
161+ 2.69% |
$7.67K - $7.8K
|
6.15K
$149K
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
153New |
$7.29K - $7.41K
|
153
$3.71K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
95+ 31.99% |
$4.53K - $4.6K
|
392
$9.49K
|
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
66+ 1.58% |
$3.15K - $3.2K
|
4.24K
$103K
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
30+ 1.42% |
$1.43K - $1.45K
|
2.14K
$51.9K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
921KNew |
$44M - $44.4M
|
921K
$22.3M
|
|
|
Nov 15, 2023
Q3 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
491KNew |
$23.5M - $23.7M
|
491K
$11.9M
|
|
|
Nov 07, 2023
Q3 2023
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
146K+ 1594.09% |
$6.96M - $7.02M
|
155K
$3.75M
|
|
|
Oct 17, 2023
Q3 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
15KNew |
$719K - $725K
|
15K
$364K
|
|
|
Oct 12, 2023
Q3 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
14.8KNew |
$707K - $713K
|
14.8K
$358K
|
|
|
Nov 07, 2023
Q3 2023
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
10.1KNew |
$484K - $488K
|
10.1K
$245K
|
|
|
Oct 23, 2023
Q3 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
7.89KNew |
$377K - $380K
|
7.89K
$191K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
6.06K+ 79.21% |
$290K - $292K
|
13.7K
$332K
|
|
|
Nov 13, 2023
Q3 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
5.23KNew |
$250K - $252K
|
5.23K
$127K
|
|
|
Nov 13, 2023
Q3 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
1.77KNew |
$84.6K - $85.3K
|
1.77K
$42.9K
|
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
613New |
$29.3K - $29.5K
|
613
$14.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
582New |
$27.8K - $28.1K
|
582
$14.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Biltmore Family Office, LLC
|
BUY
|
- |
290New |
$13.9K - $14K
|
290
$7.02K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
218New |
$10.4K - $10.5K
|
218
$5.28K
|
|
|
Nov 09, 2023
Q3 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
159New |
$7.6K - $7.66K
|
159
$3.85K
|
|
|
Oct 23, 2023
Q3 2023
|
Moneywise, Inc.
|
BUY
|
- |
50+ 1.06% |
$2.39K - $2.41K
|
4.76K
$115K
|
|
|
Oct 20, 2023
Q3 2023
|
West Branch Capital LLC
|
BUY
|
- |
37+ 1.02% |
$1.77K - $1.78K
|
3.68K
$89.1K
|
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
35New |
$1.67K - $1.69K
|
35
$848
|
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
BUY
|
- |
32New |
$1.53K - $1.54K
|
32
$775
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
1.55MNew |
$74.5M - $75.8M
|
1.55M
$37.5M
|
|
|
Aug 08, 2023
Q2 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
39.4KNew |
$1.89M - $1.93M
|
39.4K
$954K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
7.62K+ 26.95% |
$366K - $372K
|
35.9K
$869K
|
|
|
Aug 03, 2023
Q2 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
7.05KNew |
$339K - $345K
|
7.05K
$171K
|
|