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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
12New |
$577 - $587
|
12
$290
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
1+ 1.18% |
$48.1 - $48.9
|
86
$2.08K
|
|
| Q1 2023 | |||||||
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
84.6KNew |
$4.04M - $4.15M
|
84.6K
$2.04M
|
|
|
Apr 14, 2023
Q1 2023
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
11.1K+ 2.76% |
$532K - $546K
|
415K
$10M
|
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
9.66K+ 7.23% |
$462K - $473K
|
143K
$3.46M
|
|
|
Apr 17, 2023
Q1 2023
|
Northland Capital Management LLC
|
BUY
|
- |
9.22KNew |
$441K - $452K
|
9.22K
$223K
|
|
|
Apr 10, 2023
Q1 2023
|
Wealth Management Resources, Inc.
|
BUY
|
- |
6.29KNew |
$301K - $308K
|
6.29K
$152K
|
|
|
May 04, 2023
Q1 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
5.13KNew |
$245K - $251K
|
5.13K
$124K
|
|
|
May 03, 2023
Q1 2023
|
Private Wealth Partners, LLC
|
BUY
|
- |
4.85KNew |
$232K - $238K
|
4.85K
$117K
|
|
|
May 08, 2023
Q1 2023
|
Bailard, Inc.
|
BUY
|
- |
4.71KNew |
$225K - $231K
|
4.71K
$114K
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
4.68KNew |
$224K - $229K
|
4.68K
$113K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
1.08K+ 1932.14% |
$51.7K - $53K
|
1.14K
$27.5K
|
|
|
May 04, 2023
Q1 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
1.02KNew |
$48.9K - $50.2K
|
1.02K
$24.7K
|
|
|
May 02, 2023
Q1 2023
|
Morling Financial Advisors, LLC
|
BUY
|
- |
1KNew |
$48K - $49.2K
|
1K
$24.3K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
730+ 58.78% |
$34.9K - $35.8K
|
1.97K
$47.6K
|
|
|
May 15, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
555New |
$26.5K - $27.2K
|
555
$13.4K
|
|
|
May 10, 2023
Q1 2023
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
510New |
$24.4K - $25K
|
510
$12.3K
|
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
BUY
|
- |
312New |
$14.9K - $15.3K
|
312
$7.54K
|
|
|
May 04, 2023
Q1 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
284New |
$13.6K - $13.9K
|
284
$6.86K
|
|
|
Apr 17, 2023
Q1 2023
|
Wealth Cmt
|
BUY
|
- |
265+ 0.97% |
$12.7K - $13K
|
27.7K
$669K
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
149+ 12.87% |
$7.12K - $7.3K
|
1.31K
$31.6K
|
|
|
May 12, 2023
Q1 2023
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
93+ 2.08% |
$4.45K - $4.56K
|
4.56K
$110K
|
|
|
May 11, 2023
Q1 2023
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
55New |
$2.63K - $2.7K
|
55
$1.33K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
37New |
$1.77K - $1.81K
|
37
$894
|
|
|
Apr 20, 2023
Q1 2023
|
Tompkins Financial Corp
|
BUY
|
- |
30New |
$1.43K - $1.47K
|
30
$725
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
1New |
$47.8 - $49
|
1
$24.2
|
|
|
Apr 18, 2023
Q1 2023
|
Domani Wealth, LLC
|
BUY
|
- |
1+ 0.0% |
$47.8 - $49
|
20.9K
$505K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
744KNew |
$35.6M - $36.1M
|
744K
$18M
|
|
|
Jan 26, 2023
Q4 2022
|
Empowered Funds, LLC
|
BUY
|
- |
319KNew |
$15.3M - $15.4M
|
319K
$7.7M
|
|
|
Jan 17, 2023
Q4 2022
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
42.6KNew |
$2.04M - $2.06M
|
42.6K
$1.03M
|
|
|
Jan 25, 2023
Q4 2022
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
41.5KNew |
$1.99M - $2.01M
|
41.5K
$1M
|
|
|
Jan 20, 2023
Q4 2022
|
Newman & Schimel, LLC
|
BUY
|
- |
26.4K+ 24.78% |
$1.27M - $1.28M
|
133K
$3.22M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
24.3KNew |
$1.16M - $1.18M
|
24.3K
$587K
|
|
|
Feb 08, 2023
Q4 2022
|
Trust Investment Advisors
|
BUY
|
- |
16KNew |
$764K - $773K
|
16K
$385K
|
|
|
Jan 27, 2023
Q4 2022
|
Ifs Advisors, LLC
|
BUY
|
- |
15.4K+ 4.31% |
$737K - $746K
|
372K
$9M
|
|
|
Feb 10, 2023
Q4 2022
|
Destination Wealth Management
|
BUY
|
- |
11.9KNew |
$570K - $577K
|
11.9K
$288K
|
|
|
Feb 16, 2023
Q4 2022
|
American Trust
Lexington, KY |
BUY
|
- |
9.61KNew |
$460K - $466K
|
9.61K
$232K
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
6.09KNew |
$292K - $295K
|
6.09K
$147K
|
|
|
Jan 18, 2023
Q4 2022
|
Atlas Private Wealth Management
|
BUY
|
- |
4.95KNew |
$237K - $240K
|
4.95K
$119K
|
|
|
Jan 27, 2023
Q4 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
4.94KNew |
$236K - $239K
|
4.94K
$119K
|
|
|
Jan 10, 2023
Q4 2022
|
Rda Financial Network
|
BUY
|
- |
4.23KNew |
$203K - $205K
|
4.23K
$102K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
3.67K+ 3.46% |
$176K - $178K
|
110K
$2.65M
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
2.71KNew |
$130K - $131K
|
2.71K
$65.4K
|
|
|
Jan 26, 2023
Q4 2022
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
1.29K+ 7.2% |
$61.8K - $62.5K
|
19.2K
$464K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.02K+ 100.0% |
$48.8K - $49.3K
|
2.04K
$49.2K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
802New |
$38.4K - $38.9K
|
802
$19.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
405New |
$19.4K - $19.6K
|
405
$9.78K
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
398+ 5.89% |
$19.1K - $19.3K
|
7.16K
$173K
|
|
|
Jan 24, 2023
Q4 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
162New |
$7.76K - $7.85K
|
162
$3.91K
|
|
|
Jan 19, 2023
Q4 2022
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
147New |
$7.04K - $7.13K
|
147
$3.55K
|
|