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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2025
Q4 2024
|
True Link Financial Advisors, LLC
|
BUY
|
- |
19.4K+ 105.09% |
$466K - $948K
|
37.8K
$916K
|
|
|
Jan 15, 2025
Q4 2024
|
Veery Capital, LLC
|
BUY
|
- |
18.8K+ 64.13% |
$453K - $921K
|
48.2K
$1.17M
|
|
|
Jan 16, 2025
Q4 2024
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
18.4K+ 82.67% |
$443K - $899K
|
40.6K
$984K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
18.2K+ 85.93% |
$438K - $890K
|
39.4K
$954K
|
|
|
Jan 21, 2025
Q4 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
17.8K+ 101.48% |
$429K - $872K
|
35.4K
$858K
|
|
|
Jan 24, 2025
Q4 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
17.7K+ 101.73% |
$426K - $865K
|
35.1K
$850K
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
17.6K+ 118.05% |
$423K - $860K
|
32.5K
$787K
|
|
|
Jan 16, 2025
Q4 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
17.4K+ 107.51% |
$419K - $852K
|
33.6K
$815K
|
|
|
Jan 14, 2025
Q4 2024
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
17.2K+ 102.69% |
$414K - $841K
|
34K
$822K
|
|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
16.4K+ 99.27% |
$394K - $800K
|
32.8K
$795K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
16.3KNew |
$392K - $797K
|
16.3K
$395K
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
16.2K+ 92.2% |
$391K - $794K
|
33.8K
$820K
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
16.1K+ 127.92% |
$388K - $789K
|
28.8K
$696K
|
|
|
Jan 15, 2025
Q4 2024
|
Lummis Asset Management, LP
Fort Worth, TX |
BUY
|
- |
15.7K+ 43.39% |
$377K - $766K
|
51.8K
$1.25M
|
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
15.6K+ 98.54% |
$375K - $761K
|
31.4K
$760K
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
15.5K+ 102.42% |
$372K - $756K
|
30.6K
$740K
|
|
|
Jan 29, 2025
Q4 2024
|
Madden Securities Corp
|
BUY
|
- |
15.3K+ 214.7% |
$369K - $750K
|
22.5K
$544K
|
|
|
Jan 08, 2025
Q4 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
15.2KNew |
$366K - $744K
|
15.2K
$369K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
14.5K+ 99.19% |
$350K - $710K
|
29.2K
$707K
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
14.1K+ 235.39% |
$338K - $687K
|
20K
$485K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
14K+ 96.73% |
$338K - $687K
|
28.6K
$692K
|
|
|
Jan 15, 2025
Q4 2024
|
Joule Financial, LLC
|
BUY
|
- |
13.7KNew |
$330K - $669K
|
13.7K
$332K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
13.6K+ 101.54% |
$326K - $663K
|
26.9K
$652K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
12.8K+ 227.17% |
$308K - $626K
|
18.4K
$447K
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
12.7K+ 80.41% |
$306K - $622K
|
28.5K
$691K
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
12.6K+ 93.91% |
$303K - $616K
|
26K
$631K
|
|
|
Jan 16, 2025
Q4 2024
|
Seven Post Investment Office LP
San Francisco, CA |
BUY
|
- |
12.6K+ 100.44% |
$303K - $615K
|
25.1K
$609K
|
|
|
Jan 15, 2025
Q4 2024
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
12.2KNew |
$294K - $598K
|
12.2K
$296K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
12.1K+ 82.5% |
$292K - $593K
|
26.8K
$650K
|
|
|
Jan 16, 2025
Q4 2024
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
12.1K+ 113.58% |
$290K - $590K
|
22.7K
$550K
|
|
|
Jan 13, 2025
Q4 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
11.9K+ 100.0% |
$285K - $580K
|
23.7K
$574K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
11.7K+ 119.94% |
$280K - $569K
|
21.4K
$517K
|
|
|
Jan 28, 2025
Q4 2024
|
Live Oak Private Wealth LLC
|
BUY
|
- |
11.5K+ 97.17% |
$276K - $560K
|
23.3K
$564K
|
|
|
Jan 23, 2025
Q4 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
11.1K+ 87.65% |
$268K - $544K
|
23.8K
$577K
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Planning LLC
|
BUY
|
- |
10.8KNew |
$260K - $528K
|
10.8K
$262K
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
BUY
|
- |
10.6K+ 102.53% |
$256K - $520K
|
21K
$509K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
10.5K+ 100.92% |
$253K - $514K
|
20.9K
$507K
|
|
|
Jan 24, 2025
Q4 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
9.75K+ 82.22% |
$235K - $477K
|
21.6K
$523K
|
|
|
Jan 16, 2025
Q4 2024
|
Bremer Bank National Association
|
BUY
|
- |
9.53K+ 100.0% |
$229K - $466K
|
19.1K
$461K
|
|
|
Jan 17, 2025
Q4 2024
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
9.41K+ 107.22% |
$226K - $460K
|
18.2K
$440K
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
9.3K+ 101.3% |
$224K - $455K
|
18.5K
$448K
|
|
|
Jan 15, 2025
Q4 2024
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
9.22K+ 179.13% |
$222K - $450K
|
14.4K
$348K
|
|
|
Jan 24, 2025
Q4 2024
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
9.12K+ 105.53% |
$220K - $446K
|
17.8K
$430K
|
|
|
Jan 29, 2025
Q4 2024
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
9.05K+ 101.57% |
$218K - $442K
|
18K
$435K
|
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
9.04K+ 68.44% |
$218K - $442K
|
22.3K
$539K
|
|
|
Jan 27, 2025
Q4 2024
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
8.92KNew |
$215K - $436K
|
8.92K
$216K
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
8.89K+ 107.59% |
$214K - $434K
|
17.1K
$415K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
8.73K+ 98.54% |
$210K - $427K
|
17.6K
$426K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
8.37KNew |
$201K - $409K
|
8.37K
$203K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
8.36K+ 121.64% |
$201K - $409K
|
15.2K
$369K
|