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 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
806New |
$19.4K - $39.4K
|
806
$19.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
759+ 353.02% |
$18.3K - $37.1K
|
974
$23.6K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
721New |
$17.3K - $35.2K
|
721
$17.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
663+ 87.7% |
$16K - $32.4K
|
1.42K
$34.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
654+ 100.0% |
$15.7K - $32K
|
1.31K
$31.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
612+ 100.0% |
$14.7K - $29.9K
|
1.22K
$29.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
609+ 344.07% |
$14.7K - $29.8K
|
786
$19K
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
573+ 169.53% |
$13.8K - $28K
|
911
$22.1K
|
|
|
Jan 27, 2025
Q4 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
544New |
$13.1K - $26.6K
|
544
$13.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
536+ 100.0% |
$12.9K - $26.2K
|
1.07K
$26K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
428New |
$10.3K - $20.9K
|
428
$10.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
376+ 100.0% |
$9.05K - $18.4K
|
752
$18.2K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
349+ 4.1% |
$8.4K - $17.1K
|
8.86K
$214K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
318+ 102.91% |
$7.65K - $15.5K
|
627
$15.2K
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
216New |
$5.2K - $10.6K
|
216
$5.23K
|
|
|
Jan 14, 2025
Q4 2024
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
193+ 121.38% |
$4.64K - $9.43K
|
352
$8.53K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
151+ 100.0% |
$3.63K - $7.38K
|
302
$7.31K
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
BUY
|
- |
111+ 100.0% |
$2.67K - $5.43K
|
222
$5.38K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
84+ 101.2% |
$2.02K - $4.11K
|
167
$4.04K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
60+ 100.0% |
$1.44K - $2.93K
|
120
$2.91K
|
|
|
Jan 28, 2025
Q4 2024
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
33+ 103.13% |
$794 - $1.61K
|
65
$1.57K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
30+ 4.45% |
$722 - $1.47K
|
704
$17.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
29New |
$698 - $1.42K
|
29
$702
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
8.65MNew |
$415M - $424M
|
8.65M
$210M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.81M+ 3.72% |
$135M - $138M
|
78.2M
$1.89B
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.59M+ 15996.55% |
$124M - $127M
|
2.61M
$63.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.56M+ 14.7% |
$74.9M - $76.7M
|
12.2M
$295M
|
|
|
Nov 12, 2024
Q3 2024
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
910K+ 77.32% |
$43.6M - $44.6M
|
2.09M
$50.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
873K+ 72.4% |
$41.8M - $42.8M
|
2.08M
$50.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
547K+ 29.16% |
$26.2M - $26.8M
|
2.42M
$58.7M
|
|
|
Oct 21, 2024
Q3 2024
|
Wt Wealth Management
|
BUY
|
- |
385K+ 316.24% |
$18.5M - $18.9M
|
507K
$12.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
359KNew |
$17.2M - $17.6M
|
359K
$8.69M
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
303K+ 29.52% |
$14.5M - $14.9M
|
1.33M
$32.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
253K+ 189.85% |
$12.1M - $12.4M
|
386K
$9.36M
|
|
|
Nov 12, 2024
Q3 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
155K+ 2.03% |
$7.41M - $7.59M
|
7.75M
$188M
|
|
|
Oct 18, 2024
Q3 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
154KNew |
$7.38M - $7.56M
|
154K
$3.73M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
150K+ 52.5% |
$7.2M - $7.37M
|
436K
$10.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
128K+ 4.45% |
$6.12M - $6.26M
|
3M
$72.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
115K+ 106.82% |
$5.51M - $5.63M
|
222K
$5.39M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
108K+ 40.12% |
$5.19M - $5.31M
|
378K
$9.15M
|
|
|
Nov 15, 2024
Q3 2024
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
94.5K+ 100.43% |
$4.53M - $4.63M
|
189K
$4.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
92.2KNew |
$4.42M - $4.53M
|
92.2K
$2.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
84.6KNew |
$4.05M - $4.15M
|
84.6K
$2.05M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
83K+ 121.73% |
$3.98M - $4.07M
|
151K
$3.66M
|
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
BUY
|
- |
57.8KNew |
$2.77M - $2.83M
|
57.8K
$1.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
57.3K+ 9.23% |
$2.75M - $2.81M
|
678K
$16.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
54.6KNew |
$2.61M - $2.68M
|
54.6K
$1.32M
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
54.2KNew |
$2.6M - $2.66M
|
54.2K
$1.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
52.4K+ 771.37% |
$2.51M - $2.57M
|
59.2K
$1.43M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
51KNew |
$2.45M - $2.5M
|
51K
$1.24M
|
|