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 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
40.4K+ 2.41% |
$1.93M - $1.98M
|
1.72M
$41.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
38.1K+ 110.4% |
$1.83M - $1.87M
|
72.7K
$1.76M
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
34K+ 4.78% |
$1.63M - $1.67M
|
745K
$18.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
34KNew |
$1.63M - $1.67M
|
34K
$823K
|
|
|
Nov 04, 2024
Q3 2024
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
28.8K+ 4.04% |
$1.38M - $1.41M
|
743K
$18M
|
|
|
Nov 13, 2024
Q3 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
25.8K+ 12.92% |
$1.24M - $1.27M
|
226K
$5.46M
|
|
|
Nov 05, 2024
Q3 2024
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
24.3KNew |
$1.16M - $1.19M
|
24.3K
$588K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
23.8K+ 25.46% |
$1.14M - $1.17M
|
117K
$2.84M
|
|
|
Oct 31, 2024
Q3 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
23.2KNew |
$1.11M - $1.14M
|
23.2K
$561K
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
22.9KNew |
$1.1M - $1.12M
|
22.9K
$555K
|
|
|
Nov 08, 2024
Q3 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
22.9K+ 11.96% |
$1.1M - $1.12M
|
215K
$5.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
22.7K+ 90.05% |
$1.09M - $1.11M
|
47.9K
$1.16M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
21.5K+ 9.3% |
$1.03M - $1.05M
|
253K
$6.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
21.4KNew |
$1.03M - $1.05M
|
21.4K
$519K
|
|
|
Nov 14, 2024
Q3 2024
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
21.2K+ 9.5% |
$1.02M - $1.04M
|
245K
$5.93M
|
|
|
Nov 07, 2024
Q3 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
21.1K+ 14.1% |
$1.01M - $1.04M
|
171K
$4.14M
|
|
|
Nov 08, 2024
Q3 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
18.9K+ 51.61% |
$905K - $926K
|
55.5K
$1.34M
|
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
BUY
|
- |
18.2K+ 6.34% |
$873K - $894K
|
306K
$7.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
17.3K+ 93.76% |
$831K - $851K
|
35.8K
$868K
|
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
17K+ 244.21% |
$814K - $833K
|
23.9K
$580K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
16.7K+ 5.07% |
$801K - $820K
|
347K
$8.39M
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
15.5KNew |
$742K - $760K
|
15.5K
$375K
|
|
|
Nov 12, 2024
Q3 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
14.8K+ 8.69% |
$707K - $724K
|
185K
$4.47M
|
|
|
Dec 19, 2024
Q3 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
14K+ 15.48% |
$673K - $689K
|
105K
$2.54M
|
|
|
Nov 12, 2024
Q3 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
13.4K+ 12.84% |
$640K - $655K
|
117K
$2.84M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
13.3K+ 11.34% |
$640K - $655K
|
131K
$3.18M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
12.9K+ 114.48% |
$620K - $635K
|
24.2K
$587K
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
12.1K+ 139.14% |
$579K - $592K
|
20.8K
$503K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
11.8KNew |
$567K - $580K
|
11.8K
$286K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
11.6K+ 19.44% |
$558K - $571K
|
71.6K
$1.73M
|
|
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
10.1K+ 140.1% |
$485K - $497K
|
17.4K
$420K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
9.78K+ 25.86% |
$469K - $480K
|
47.6K
$1.15M
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
9.76KNew |
$468K - $479K
|
9.76K
$236K
|
|
|
Nov 12, 2024
Q3 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
9.58K+ 104.87% |
$459K - $470K
|
18.7K
$453K
|
|
|
Nov 14, 2024
Q3 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
8.61K+ 2.68% |
$413K - $423K
|
331K
$8.01M
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
7.86KNew |
$377K - $386K
|
7.86K
$190K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
7.7KNew |
$369K - $378K
|
7.7K
$186K
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
7.7KNew |
$369K - $378K
|
7.7K
$186K
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
7.16K+ 2.86% |
$343K - $351K
|
257K
$6.24M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
7.15K+ 36.67% |
$343K - $351K
|
26.6K
$645K
|
|
|
Nov 14, 2024
Q3 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
CALL |
6.8KNew |
$326K - $334K
|
6.8K
$165K
|
|
|
Nov 13, 2024
Q3 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
6.76K+ 7.46% |
$324K - $332K
|
97.3K
$2.36M
|
|
|
Oct 21, 2024
Q3 2024
|
Sky Investment Group LLC
|
BUY
|
- |
6.37KNew |
$305K - $313K
|
6.37K
$154K
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
6.15K+ 14.52% |
$295K - $302K
|
48.5K
$1.18M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.06K+ 6.43% |
$291K - $297K
|
100K
$2.43M
|
|
|
Oct 30, 2024
Q3 2024
|
Ballast Advisors LLC
|
BUY
|
- |
5.99K+ 2.38% |
$287K - $294K
|
258K
$6.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
5.97K+ 2.66% |
$286K - $293K
|
230K
$5.57M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.94K+ 3.02% |
$285K - $292K
|
202K
$4.9M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
5.84K+ 1.08% |
$280K - $286K
|
545K
$13.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
5.66K+ 63.96% |
$271K - $278K
|
14.5K
$352K
|