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 22, 2025
Q4 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
8.22K+ 100.0% |
$198K - $402K
|
16.4K
$398K
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
8.07K+ 93.75% |
$194K - $394K
|
16.7K
$404K
|
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
BUY
|
- |
7.98K+ 96.64% |
$192K - $390K
|
16.2K
$393K
|
|
|
Jan 22, 2025
Q4 2024
|
Iron Financial, LLC
|
BUY
|
- |
7.94K+ 75.82% |
$191K - $388K
|
18.4K
$446K
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
7.91K+ 115.52% |
$190K - $387K
|
14.8K
$357K
|
|
|
Jan 24, 2025
Q4 2024
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
7.79K+ 99.81% |
$187K - $381K
|
15.6K
$378K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
7.71K+ 83.67% |
$185K - $377K
|
16.9K
$410K
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
7.46K+ 91.81% |
$179K - $365K
|
15.6K
$377K
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
7.3K+ 136.17% |
$176K - $357K
|
12.7K
$306K
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
7.06K+ 25.95% |
$170K - $345K
|
34.2K
$829K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Architects, LLC
Woodstock, GA |
BUY
|
- |
7.04K+ 109.24% |
$169K - $344K
|
13.5K
$326K
|
|
|
Jan 13, 2025
Q4 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
6.82K+ 113.81% |
$164K - $334K
|
12.8K
$311K
|
|
|
Jan 24, 2025
Q4 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
6.74K+ 107.59% |
$162K - $329K
|
13K
$315K
|
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
6.69K+ 102.75% |
$161K - $327K
|
13.2K
$320K
|
|
|
Jan 23, 2025
Q4 2024
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
6.62K+ 100.0% |
$159K - $323K
|
13.2K
$320K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
6.41K+ 74.87% |
$154K - $313K
|
15K
$362K
|
|
|
Jan 06, 2025
Q4 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
6.24K+ 136.3% |
$150K - $305K
|
10.8K
$262K
|
|
|
Jan 29, 2025
Q4 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
6.18K+ 100.0% |
$149K - $302K
|
12.4K
$299K
|
|
|
Jan 13, 2025
Q4 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
5.97K+ 95.03% |
$144K - $292K
|
12.2K
$297K
|
|
|
Jan 29, 2025
Q4 2024
|
Papp L Roy & Associates
|
BUY
|
- |
5.78K+ 103.6% |
$139K - $283K
|
11.4K
$275K
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
5.62K+ 100.0% |
$135K - $275K
|
11.2K
$272K
|
|
|
Jan 23, 2025
Q4 2024
|
Blossom Wealth Management
|
BUY
|
- |
5.55K+ 45.71% |
$133K - $271K
|
17.7K
$428K
|
|
|
Jan 22, 2025
Q4 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
5.49K+ 60.78% |
$132K - $268K
|
14.5K
$351K
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
5.46K+ 112.28% |
$131K - $267K
|
10.3K
$250K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
5.41K+ 44.85% |
$130K - $264K
|
17.5K
$423K
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
5.3K+ 110.92% |
$128K - $259K
|
10.1K
$244K
|
|
|
Jan 23, 2025
Q4 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
4.99K+ 99.3% |
$120K - $244K
|
10K
$242K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
4.82K+ 79.92% |
$116K - $236K
|
10.8K
$263K
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
4.62K+ 62.12% |
$111K - $226K
|
12.1K
$292K
|
|
|
Jan 13, 2025
Q4 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
4.42K+ 101.96% |
$106K - $216K
|
8.76K
$212K
|
|
|
Jan 29, 2025
Q4 2024
|
Weatherly Asset Management L. P.
|
BUY
|
- |
4.25K+ 100.0% |
$102K - $208K
|
8.5K
$206K
|
|
|
Jan 29, 2025
Q4 2024
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
4.03K+ 100.0% |
$97K - $197K
|
8.06K
$195K
|
|
|
Jan 27, 2025
Q4 2024
|
Win Advisors, Inc
|
BUY
|
- |
3.79K+ 25.37% |
$91.1K - $185K
|
18.7K
$453K
|
|
|
Jan 16, 2025
Q4 2024
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
3.74K+ 27.11% |
$89.9K - $183K
|
17.5K
$424K
|
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
3.21K+ 100.0% |
$77.2K - $157K
|
6.42K
$155K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
2.84K+ 301.6% |
$68.2K - $139K
|
3.78K
$91.4K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
2.78K+ 97.44% |
$66.9K - $136K
|
5.64K
$136K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
2.67KNew |
$64.2K - $131K
|
2.67K
$64.7K
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
2.52K+ 107.06% |
$60.5K - $123K
|
4.87K
$118K
|
|
|
Jan 22, 2025
Q4 2024
|
Legacy Bridge, LLC
|
BUY
|
- |
2.3K+ 100.0% |
$55.3K - $112K
|
4.6K
$111K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
2.27KNew |
$54.6K - $111K
|
2.27K
$54.9K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
1.81KNew |
$43.6K - $88.6K
|
1.81K
$43.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
1.27KNew |
$30.6K - $62.1K
|
1.27K
$30.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.07KNew |
$25.8K - $52.4K
|
1.07K
$26K
|
|
|
Jan 13, 2025
Q4 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1.06K+ 101.82% |
$25.6K - $51.9K
|
2.11K
$51K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
942+ 4.11% |
$22.7K - $46K
|
23.9K
$578K
|
|
|
Jan 17, 2025
Q4 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
876+ 78.49% |
$21.1K - $42.8K
|
1.99K
$48.2K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
864New |
$20.8K - $42.2K
|
864
$20.9K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
864+ 213.33% |
$20.8K - $42.2K
|
1.27K
$30.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Hendershot Investments Inc.
|
BUY
|
- |
825+ 185.39% |
$19.8K - $40.3K
|
1.27K
$30.8K
|