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 |
---|---|---|---|---|---|---|---|
Apr 16, 2024
Q1 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
3.06K+ 1.19% |
$147K - $149K
|
260K
$12.5M
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.99K+ 8.18% |
$143K - $145K
|
39.5K
$1.9M
|
|
Apr 09, 2024
Q1 2024
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
2.94K+ 23.43% |
$141K - $143K
|
15.5K
$744K
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
2.83K+ 19.56% |
$136K - $138K
|
17.3K
$834K
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
2.79K+ 34.73% |
$134K - $135K
|
10.8K
$520K
|
|
May 01, 2024
Q1 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
2.7K+ 12.31% |
$130K - $131K
|
24.6K
$1.19M
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.55KNew |
$122K - $124K
|
2.55K
$123K
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.4K+ 1.87% |
$115K - $117K
|
131K
$6.29M
|
|
May 02, 2024
Q1 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
2.38K+ 3.53% |
$115K - $116K
|
69.9K
$3.36M
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
2.32K+ 40.47% |
$112K - $113K
|
8.06K
$388K
|
|
Apr 16, 2024
Q1 2024
|
Mc Broom & Associates, LLC
|
BUY
|
- |
2.17K+ 11.11% |
$104K - $105K
|
21.7K
$1.04M
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
2.17K+ 18.35% |
$104K - $105K
|
14K
$672K
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.12K+ 5.69% |
$102K - $103K
|
39.4K
$1.9M
|
|
May 08, 2024
Q1 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
2.07K+ 0.81% |
$99.4K - $101K
|
257K
$12.4M
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.98KNew |
$95.3K - $96.5K
|
1.98K
$95.5K
|
|
May 09, 2024
Q1 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
1.97K+ 6.88% |
$94.7K - $95.8K
|
30.6K
$1.47M
|
|
Apr 19, 2024
Q1 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
1.96K+ 14.87% |
$93.9K - $95.1K
|
15.1K
$727K
|
|
May 02, 2024
Q1 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
1.95K+ 2.15% |
$93.6K - $94.7K
|
92.5K
$4.45M
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.86KNew |
$89.5K - $90.6K
|
1.86K
$89.7K
|
|
May 14, 2024
Q1 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
1.84K+ 4.79% |
$88.6K - $89.7K
|
40.4K
$1.94M
|
|
May 10, 2024
Q1 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
1.84K+ 4.79% |
$88.6K - $89.7K
|
40.4K
$1.94M
|
|
Apr 26, 2024
Q1 2024
|
Guardian Financial Partners, LLC
|
BUY
|
- |
1.79K+ 12.36% |
$85.8K - $86.8K
|
16.2K
$781K
|
|
May 14, 2024
Q1 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
1.77K+ 22.77% |
$85K - $86K
|
9.54K
$459K
|
|
May 15, 2024
Q1 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
1.74K+ 25.83% |
$83.7K - $84.7K
|
8.49K
$408K
|
|
May 15, 2024
Q1 2024
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
1.72K+ 19.08% |
$82.6K - $83.6K
|
10.7K
$516K
|
|
Apr 16, 2024
Q1 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
1.69K+ 2.96% |
$81.3K - $82.3K
|
58.9K
$2.84M
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1.67K+ 7.27% |
$80.4K - $81.4K
|
24.7K
$1.19M
|
|
May 08, 2024
Q1 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
1.66K+ 14.44% |
$79.9K - $80.8K
|
13.2K
$634K
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
1.66K+ 10.52% |
$79.8K - $80.8K
|
17.5K
$840K
|
|
Apr 24, 2024
Q1 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
1.66K+ 25.95% |
$79.6K - $80.6K
|
8.04K
$387K
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.65K+ 5.51% |
$79.3K - $80.2K
|
31.6K
$1.52M
|
|
May 06, 2024
Q1 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
1.62K+ 1.65% |
$78K - $78.9K
|
100K
$4.82M
|
|
May 15, 2024
Q1 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
1.62K+ 3.07% |
$77.6K - $78.5K
|
54.2K
$2.61M
|
|
May 07, 2024
Q1 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
1.59K+ 7.71% |
$76.4K - $77.3K
|
22.2K
$1.07M
|
|
Apr 15, 2024
Q1 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
1.49K+ 2.1% |
$71.4K - $72.3K
|
72.3K
$3.48M
|
|
May 06, 2024
Q1 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
BUY
|
- |
1.46K+ 24.99% |
$70.2K - $71K
|
7.3K
$351K
|
|
Apr 24, 2024
Q1 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
1.44K+ 4.42% |
$69.2K - $70K
|
34.1K
$1.64M
|
|
Apr 12, 2024
Q1 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.4K+ 20.09% |
$67.4K - $68.2K
|
8.38K
$403K
|
|
May 10, 2024
Q1 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.38K+ 3.65% |
$66.3K - $67.1K
|
39.1K
$1.88M
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.36K+ 6.63% |
$65.3K - $66K
|
21.8K
$1.05M
|
|
May 13, 2024
Q1 2024
|
American Investment Services, Inc.
|
BUY
|
- |
1.35K+ 3.01% |
$64.9K - $65.7K
|
46.2K
$2.22M
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
BUY
|
- |
1.34K+ 14.18% |
$64.4K - $65.2K
|
10.8K
$519K
|
|
May 13, 2024
Q1 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
1.33K+ 3.06% |
$63.8K - $64.5K
|
44.7K
$2.15M
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.32K+ 9.97% |
$63.3K - $64.1K
|
14.5K
$700K
|
|
Apr 19, 2024
Q1 2024
|
True Link Financial Advisors, LLC
|
BUY
|
- |
1.3K+ 6.05% |
$62.7K - $63.4K
|
22.9K
$1.1M
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.3K+ 6.3% |
$62.4K - $63.1K
|
21.9K
$1.05M
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.25K+ 15.57% |
$60.2K - $60.9K
|
9.29K
$447K
|
|
May 09, 2024
Q1 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
1.25K+ 2.9% |
$59.9K - $60.6K
|
44.3K
$2.13M
|
|
Apr 17, 2024
Q1 2024
|
Successful Portfolios LLC
|
BUY
|
- |
1.18K+ 1.12% |
$56.8K - $57.5K
|
107K
$5.13M
|
|
Apr 30, 2024
Q1 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
1.04K+ 13.49% |
$49.9K - $50.5K
|
8.73K
$420K
|