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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2022
Q3 2022
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
60.5KNew |
$2.91M - $2.99M
|
60.5K
$1.47M
|
|
|
Oct 28, 2022
Q3 2022
|
Reliant Wealth Planning
|
BUY
|
- |
24.7K+ 3.39% |
$1.19M - $1.22M
|
752K
$18.2M
|
|
|
Nov 04, 2022
Q3 2022
|
Lake Hills Wealth Management, LLC
|
BUY
|
CALL |
9.42KNew |
$454K - $465K
|
9.42K
$228K
|
|
|
Nov 01, 2022
Q3 2022
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
6.04KNew |
$291K - $298K
|
6.04K
$147K
|
|
|
Oct 12, 2022
Q3 2022
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
5.08K+ 3.27% |
$245K - $251K
|
160K
$3.89M
|
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
4.67KNew |
$225K - $231K
|
4.67K
$113K
|
|
|
Oct 24, 2022
Q3 2022
|
Mc Adam, LLC
|
BUY
|
- |
4.29KNew |
$207K - $212K
|
4.29K
$104K
|
|
|
Nov 14, 2022
Q3 2022
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
1.52KNew |
$73.2K - $75K
|
1.52K
$36.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.3KNew |
$62.5K - $64.1K
|
1.3K
$31.5K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
800New |
$38.5K - $39.5K
|
800
$19.4K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
738+ 1.81% |
$35.5K - $36.4K
|
41.6K
$1.01M
|
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
693+ 15.88% |
$33.4K - $34.2K
|
5.06K
$123K
|
|
|
Nov 02, 2022
Q3 2022
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
BUY
|
- |
400New |
$19.3K - $19.7K
|
400
$9.7K
|
|
|
Oct 03, 2022
Q3 2022
|
M&R Capital Management Inc
|
BUY
|
- |
136+ 316.28% |
$6.55K - $6.71K
|
179
$4.34K
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
29New |
$1.4K - $1.43K
|
29
$703
|
|
|
Nov 14, 2022
Q3 2022
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
18+ 0.3% |
$867 - $889
|
5.96K
$144K
|
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
8New |
$385 - $395
|
8
$194
|
|
| Q2 2022 | |||||||
|
Jul 15, 2022
Q2 2022
|
Oak Asset Management, LLC
|
BUY
|
- |
424KNew |
$20.7M - $21.1M
|
424K
$10.3M
|
|
|
Aug 11, 2022
Q2 2022
|
Ulrich Consultants & Investment Group, LLC
Albuquerque, NM |
BUY
|
- |
327KNew |
$15.9M - $16.2M
|
327K
$7.92M
|
|
|
Aug 15, 2022
Q2 2022
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
254KNew |
$12.4M - $12.6M
|
254K
$6.15M
|
|
|
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
$997K
|
|
|
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
$39.3K
|
|
|
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
$4.61K
|
|
|
Aug 08, 2022
Q2 2022
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
150New |
$7.31K - $7.44K
|
150
$3.64K
|
|
|
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
$485
|
|
| 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
$485
|
|
| 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
$544K
|
|
|
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
|
|