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 25, 2022
Q2 2022
|
Walker Asset Management, LLC
|
BUY
|
- |
144KNew |
$7.04M - $7.16M
|
144K
$3.5M
|
|
|
Jul 06, 2022
Q2 2022
|
Sterling Investment Management, LLC
|
BUY
|
- |
137K+ 56.66% |
$6.69M - $6.81M
|
380K
$9.2M
|
|
|
Jul 26, 2022
Q2 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
41.1KNew |
$2M - $2.04M
|
41.1K
$996K
|
|
|
Jul 15, 2022
Q2 2022
|
Five Oceans Advisors
|
BUY
|
- |
17.3KNew |
$841K - $856K
|
17.3K
$418K
|
|
|
Aug 11, 2022
Q2 2022
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
BUY
|
- |
6.36KNew |
$310K - $316K
|
6.36K
$154K
|
|
|
Jul 19, 2022
Q2 2022
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
6.11KNew |
$298K - $303K
|
6.11K
$148K
|
|
|
Aug 10, 2022
Q2 2022
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
5.63KNew |
$274K - $279K
|
5.63K
$136K
|
|
|
Jul 22, 2022
Q2 2022
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
5.57KNew |
$271K - $276K
|
5.57K
$135K
|
|
|
Aug 04, 2022
Q2 2022
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
4.66KNew |
$227K - $231K
|
4.66K
$113K
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
1.62KNew |
$78.9K - $80.3K
|
1.62K
$39.2K
|
|
|
Nov 17, 2022
Q2 2022
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
1.28K+ 2.08% |
$62.2K - $63.3K
|
62.6K
$1.52M
|
|
|
Aug 15, 2022
Q2 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
196New |
$9.55K - $9.72K
|
196
$4.75K
|
|
|
Jul 13, 2022
Q2 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
190New |
$9.26K - $9.42K
|
190
$4.6K
|
|
|
Aug 08, 2022
Q2 2022
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
150New |
$7.31K - $7.44K
|
150
$3.63K
|
|
|
Aug 04, 2022
Q2 2022
|
Plancorp, LLC
|
BUY
|
- |
148+ 3.08% |
$7.21K - $7.34K
|
4.95K
$120K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
141New |
$6.87K - $6.99K
|
141
$3.42K
|
|
|
Aug 02, 2022
Q2 2022
|
Hudock, Inc.
|
BUY
|
- |
140New |
$6.82K - $6.94K
|
140
$3.39K
|
|
|
Aug 09, 2022
Q2 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
127New |
$6.19K - $6.3K
|
127
$3.08K
|
|
|
Jul 19, 2022
Q2 2022
|
Lake Point Wealth Management
|
BUY
|
- |
20New |
$975 - $992
|
20
$484
|
|
| Q1 2022 | |||||||
|
Apr 26, 2022
Q1 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
67+ 5.65% |
$3.31K - $3.4K
|
1.25K
$30.3K
|
|
|
Apr 21, 2022
Q1 2022
|
Provident Wealth Management, LLC
|
BUY
|
- |
20New |
$989 - $1.02K
|
20
$484
|
|
| Q4 2021 | |||||||
|
Feb 09, 2022
Q4 2021
|
American National Bank
|
BUY
|
- |
80New |
$4.07K - $4.1K
|
80
$1.94K
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
22.4KNew |
$1.15M - $1.15M
|
22.4K
$543K
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
2.97KNew |
$152K - $152K
|
2.97K
$71.9K
|
|
|
Oct 21, 2021
Q3 2021
|
Hanson & Doremus Investment Management
|
BUY
|
- |
1.89KNew |
$96.7K - $96.9K
|
1.89K
$45.8K
|
|
| Q2 2021 | |||||||
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
536KNew |
$27.4M - $27.5M
|
536K
$13M
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
498KNew |
$25.6M - $25.6M
|
498K
$12.1M
|
|
|
May 10, 2021
Q4 2020
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
4.43KNew |
$227K - $228K
|
4.43K
$107K
|
|
|
Feb 16, 2021
Q4 2020
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
3.9KNew |
$201K - $201K
|
3.9K
$94.6K
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
300New |
$15.4K - $15.5K
|
300
$7.27K
|
|
| Q4 2019 | |||||||
|
Jan 13, 2020
Q4 2019
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
692New |
$34.9K - $35.1K
|
692
$16.8K
|
|
| Q3 2019 | |||||||
|
Oct 29, 2019
Q3 2019
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
24New |
$1.21K - $1.21K
|
24
$581
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
N/A
|
1
$24.2
|
|
| Q2 2016 | |||||||
|
Oct 03, 2017
Q2 2016
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
7KNew |
N/A
|
7K
$170K
|
|