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 |
---|---|---|---|---|---|---|---|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
189+ 590.63% |
$9.08K - $9.19K
|
221
$10.6K
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
175+ 22.88% |
$8.41K - $8.51K
|
940
$45.2K
|
|
May 08, 2024
Q1 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
169+ 1.08% |
$8.12K - $8.22K
|
15.8K
$762K
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
167New |
$8.02K - $8.12K
|
167
$8.04K
|
|
Apr 24, 2024
Q1 2024
|
Krilogy Financial LLC
|
BUY
|
- |
163+ 0.45% |
$7.83K - $7.93K
|
36.7K
$1.77M
|
|
May 13, 2024
Q1 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
155+ 1.47% |
$7.45K - $7.54K
|
10.7K
$516K
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
BUY
|
- |
155+ 155.0% |
$7.45K - $7.54K
|
255
$12.3K
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
147+ 163.33% |
$7.06K - $7.15K
|
237
$11.4K
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
137New |
$6.58K - $6.66K
|
137
$6.59K
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
113+ 42.8% |
$5.43K - $5.5K
|
377
$18.1K
|
|
Apr 29, 2024
Q1 2024
|
Asset Planning Corporation
|
BUY
|
- |
110+ 0.51% |
$5.29K - $5.35K
|
21.7K
$1.05M
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
100New |
$4.81K - $4.86K
|
100
$4.81K
|
|
Apr 25, 2024
Q1 2024
|
Financial Architects, LLC
Woodstock, GA |
BUY
|
- |
100+ 1.26% |
$4.81K - $4.86K
|
8.03K
$386K
|
|
Apr 25, 2024
Q1 2024
|
First Personal Financial Services
|
BUY
|
- |
96New |
$4.61K - $4.67K
|
96
$4.62K
|
|
Apr 22, 2024
Q1 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
96+ 0.5% |
$4.61K - $4.67K
|
19.4K
$933K
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
88+ 0.66% |
$4.23K - $4.28K
|
13.5K
$649K
|
|
Apr 22, 2024
Q1 2024
|
Blossom Wealth Management
|
BUY
|
- |
84+ 0.75% |
$4.04K - $4.08K
|
11.2K
$541K
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
82+ 25.62% |
$3.94K - $3.99K
|
402
$19.3K
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
76+ 0.44% |
$3.65K - $3.7K
|
17.4K
$838K
|
|
May 08, 2024
Q1 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
75+ 0.75% |
$3.6K - $3.65K
|
10.1K
$487K
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
BUY
|
- |
72New |
$3.46K - $3.5K
|
72
$3.47K
|
|
Apr 22, 2024
Q1 2024
|
Financial Consulate, Inc
|
BUY
|
- |
69+ 0.73% |
$3.32K - $3.36K
|
9.48K
$456K
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
69New |
$3.32K - $3.36K
|
69
$3.32K
|
|
Apr 15, 2024
Q1 2024
|
Papp L Roy & Associates
|
BUY
|
- |
67+ 0.9% |
$3.22K - $3.26K
|
7.52K
$362K
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
65New |
$3.12K - $3.16K
|
65
$3.13K
|
|
Apr 12, 2024
Q1 2024
|
Gleason Group, Inc.
|
BUY
|
- |
60+ 0.75% |
$2.88K - $2.92K
|
8.01K
$386K
|
|
May 10, 2024
Q1 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
58+ 0.24% |
$2.79K - $2.82K
|
24.1K
$1.16M
|
|
Apr 22, 2024
Q1 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
57+ 0.64% |
$2.74K - $2.77K
|
8.98K
$432K
|
|
Apr 29, 2024
Q1 2024
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
48+ 0.56% |
$2.31K - $2.33K
|
8.62K
$415K
|
|
Apr 25, 2024
Q1 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
47+ 0.74% |
$2.26K - $2.29K
|
6.37K
$307K
|
|
Apr 12, 2024
Q1 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
30+ 0.04% |
$1.44K - $1.46K
|
78.5K
$3.78M
|
|
May 08, 2024
Q1 2024
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
24+ 0.49% |
$1.15K - $1.17K
|
4.89K
$235K
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
BUY
|
- |
22+ 11.46% |
$1.06K - $1.07K
|
214
$10.3K
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
13+ 0.21% |
$625 - $632
|
6.06K
$292K
|
|
May 15, 2024
Q1 2024
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
10+ 0.8% |
$481 - $486
|
1.27K
$60.9K
|
|
Apr 11, 2024
Q1 2024
|
Pflug Koory, LLC
|
BUY
|
- |
7+ 1.46% |
$336 - $340
|
487
$23.4K
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
6+ 0.27% |
$288 - $292
|
2.25K
$108K
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
5+ 0.23% |
$240 - $243
|
2.18K
$105K
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
3New |
$144 - $146
|
3
$144
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
2New |
$96.1 - $97.3
|
2
$96.3
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
2+ 0.03% |
$96.1 - $97.3
|
6.93K
$334K
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 1.39% |
$48.1 - $48.6
|
73
$3.51K
|
|
Q4 2023 | |||||||
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
152KNew |
$7.26M - $7.38M
|
152K
$7.33M
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
46.7K+ 81.51% |
$2.23M - $2.26M
|
104K
$5M
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
34.9K+ 41.55% |
$1.66M - $1.69M
|
119K
$5.72M
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
BUY
|
- |
19.4KNew |
$925K - $940K
|
19.4K
$934K
|
|
Jan 10, 2024
Q4 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
18.2K+ 99.42% |
$867K - $881K
|
36.5K
$1.76M
|
|
Feb 13, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
13.9KNew |
$660K - $671K
|
13.9K
$667K
|
|
Jan 17, 2024
Q4 2023
|
Alhambra Investment Partners LLC
|
BUY
|
- |
13.3KNew |
$635K - $646K
|
13.3K
$642K
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
10.6KNew |
$507K - $515K
|
10.6K
$512K
|