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
Jan 08, 2024 Q4 2023
Bartlett & Co. LLC

BUY
 -
470
+ 8.62%
$22.4K - $22.8K
5.93K $143K
Jan 12, 2024 Q4 2023
Register Financial Advisors LLC

Atlanta, GA
BUY
 -
447
New
$21.3K - $21.7K
447 $10.8K
Feb 20, 2024 Q4 2023
Able Wealth Management LLC

Lakewood, NJ
BUY
 -
399
New
$19K - $19.3K
399 $9.64K
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
 -
188
New
$8.96K - $9.11K
188 $4.54K
Feb 16, 2024 Q4 2023
Hobbs Group Advisors, LLC

Columbia, SC
BUY
 -
169
New
$8.05K - $8.19K
169 $4.08K
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
 -
153
New
$7.29K - $7.41K
153 $3.7K
Feb 15, 2024 Q4 2023
Atlas Capital Advisors LLC

San Francisco, CA
BUY
 -
66
+ 1.58%
$3.15K - $3.2K
4.24K $102K
Feb 13, 2024 Q4 2023
Alpha Core Capital LLC

La Jolla, CA
BUY
 -
30
+ 1.42%
$1.43K - $1.45K
2.14K $51.8K
Q3 2023
Nov 15, 2023 Q3 2023
Toroso Investments, LLC

Massapequa, NY
BUY
 -
491K
New
$23.5M - $23.7M
491K $11.9M
Oct 17, 2023 Q3 2023
Romano Brothers And Company

Evanston, IL
BUY
 -
15K
New
$719K - $725K
15K $363K
Oct 12, 2023 Q3 2023
Granite Bay Wealth Management, LLC

BUY
 -
14.8K
New
$707K - $713K
14.8K $357K
Nov 07, 2023 Q3 2023
Jackson Thornton Asset Management, LLC

BUY
 -
10.1K
New
$484K - $488K
10.1K $245K
Oct 23, 2023 Q3 2023
Sigma Investment Counselors Inc

BUY
 -
7.89K
New
$377K - $380K
7.89K $191K
Nov 09, 2023 Q3 2023
Wealthsource Partners, LLC

BUY
 -
6.06K
+ 79.21%
$290K - $292K
13.7K $331K
Nov 13, 2023 Q3 2023
Tiemann Investment Advisors, LLC

Menlo Park, CA
BUY
 -
5.23K
New
$250K - $252K
5.23K $126K
Nov 13, 2023 Q3 2023
Oxford Financial Group LTD

Indianapolis, IN
BUY
 -
1.77K
New
$84.6K - $85.3K
1.77K $42.8K
Oct 10, 2023 Q3 2023
Soa Wealth Advisors, Llc.

BUY
 -
613
New
$29.3K - $29.5K
613 $14.8K
Nov 13, 2023 Q3 2023
Bessemer Group Inc

Woodbridge, NJ
BUY
 -
582
New
$27.8K - $28.1K
582 $14.1K
Nov 14, 2023 Q3 2023
Biltmore Family Office, LLC

BUY
 -
290
New
$13.9K - $14K
290 $7.01K
Oct 11, 2023 Q3 2023
Perkins Coie Trust CO

BUY
 -
218
New
$10.4K - $10.5K
218 $5.27K
Nov 09, 2023 Q3 2023
Headlands Technologies LLC

Chicago, IL
BUY
 -
159
New
$7.6K - $7.66K
159 $3.84K
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 $88.9K
Nov 07, 2023 Q3 2023
Plante Moran Financial Advisors, LLC

BUY
 -
35
New
$1.67K - $1.69K
35 $846
Q2 2023
Aug 14, 2023 Q2 2023
State Street Corp

Boston, MA
BUY
 -
1.55M
New
$74.5M - $75.8M
1.55M $37.4M
Aug 08, 2023 Q2 2023
Smithfield Trust CO

Pittsburgh, PA
BUY
 -
39.4K
New
$1.89M - $1.93M
39.4K $951K
Aug 09, 2023 Q2 2023
Financial Architects, Inc

Marlton, NJ
BUY
 -
7.62K
+ 26.95%
$366K - $372K
35.9K $867K
Aug 03, 2023 Q2 2023
Tobias Financial Advisors, Inc.

Plantation, FL
BUY
 -
7.05K
New
$339K - $345K
7.05K $170K
Aug 07, 2023 Q2 2023
Chicago Partners Investment Group LLC

BUY
 -
5.34K
New
$256K - $261K
5.34K $129K
Aug 09, 2023 Q2 2023
Nicolet Bankshares Inc

Green Bay, WI
BUY
 -
5.32K
New
$256K - $260K
5.32K $129K
Aug 07, 2023 Q2 2023
Reston Wealth Management LLC

BUY
 -
4.92K
New
$237K - $241K
4.92K $119K
Aug 14, 2023 Q2 2023
Flputnam Investment Management CO

Portland, ME
BUY
 -
4.57K
New
$220K - $223K
4.57K $110K
Aug 02, 2023 Q2 2023
Spectrum Asset Management, Inc.

BUY
 -
4.42K
New
$212K - $216K
4.42K $107K
Jul 28, 2023 Q2 2023
Alaska Permanent Capital Management

BUY
 -
3.95K
New
$190K - $193K
3.95K $95.4K
Jul 13, 2023 Q2 2023
Tilia Fiduciary Partners, Inc.

BUY
 -
1.4K
+ 235.92%
$67.2K - $68.4K
1.99K $48.1K
Aug 07, 2023 Q2 2023
Safeguard Financial, LLC

BUY
 -
1.36K
New
$65.2K - $66.3K
1.36K $32.8K
Aug 11, 2023 Q2 2023
Vident Investment Advisory, LLC

Alpharetta, GA
BUY
 -
1.29K
+ 5.83%
$61.9K - $62.9K
23.4K $564K
Nov 08, 2023 Q2 2023
Sutton Wealth Advisors Inc.

Tampa, FL
BUY
 -
900
New
$43.3K - $44K
900 $21.7K
Jul 31, 2023 Q2 2023
Wealth Plan Partners, LLC

Omaha, NE
BUY
 -
616
+ 30.29%
$29.6K - $30.1K
2.65K $64K
Aug 14, 2023 Q2 2023
Deutsche Bank Ag\

Frankfurt Am Main, 2M
BUY
 -
458
New
$22K - $22.4K
458 $11.1K
Jul 17, 2023 Q2 2023
Impact Partnership Wealth, LLC

Kennesaw, GA
BUY
 -
196
New
$9.42K - $9.58K
196 $4.74K
Aug 23, 2023 Q2 2023
Stonebridge Capital Advisors LLC

St Paul, MN
BUY
 -
161
+ 25.16%
$7.74K - $7.87K
801 $19.4K
Aug 08, 2023 Q2 2023
Hill Island Financial LLC

Grand Rapids, MI
BUY
 -
155
+ 0.57%
$7.45K - $7.58K
27.1K $655K
Aug 10, 2023 Q2 2023
Personal Cfo Solutions, LLC

BUY
 -
115
+ 2.32%
$5.53K - $5.62K
5.08K $123K
Aug 09, 2023 Q2 2023
Cherry Tree Wealth Management, LLC

Minnetonka, MN
BUY
 -
102
New
$4.9K - $4.99K
102 $2.46K
Aug 07, 2023 Q2 2023
Greenup Street Wealth Management LLC

BUY
 -
81
+ 0.66%
$3.89K - $3.96K
12.3K $297K
Aug 01, 2023 Q2 2023
Kistler Tiffany Companies, LLC

Berwyn, PA
BUY
 -
57
New
$2.74K - $2.79K
57 $1.38K

Track Institutional and Insider Activities on SCHO

Follow SCHWAB SHORT-TERM US TREASURY and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells SCHO shares.

Notify only if

Insider Trading

Get notified when an Schwab Short Term Us Treasury insider buys or sells SCHO shares.

Notify only if

News

Receive news related to SCHWAB SHORT-TERM US TREASURY

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on SCHO