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 31, 2024
Q4 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
6.31KNew |
$301K - $306K
|
6.31K
$304K
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
6.07KNew |
$289K - $294K
|
6.07K
$292K
|
|
Jan 31, 2024
Q4 2023
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
5.61KNew |
$267K - $272K
|
5.61K
$270K
|
|
Feb 07, 2024
Q4 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
5.6KNew |
$267K - $272K
|
5.6K
$270K
|
|
Feb 14, 2024
Q4 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
5.12KNew |
$244K - $248K
|
5.12K
$246K
|
|
Feb 14, 2024
Q4 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
CALL |
4.7KNew |
$224K - $228K
|
4.7K
$226K
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
4.58KNew |
$218K - $222K
|
4.58K
$220K
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
4.42KNew |
$211K - $214K
|
4.42K
$213K
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
3.85KNew |
$183K - $187K
|
3.85K
$185K
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
3.53K+ 12.61% |
$168K - $171K
|
31.5K
$1.52M
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
3.14KNew |
$150K - $152K
|
3.14K
$151K
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
3.13KNew |
$149K - $151K
|
3.13K
$150K
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
2.28KNew |
$108K - $110K
|
2.28K
$110K
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
1.88KNew |
$89.4K - $90.8K
|
1.88K
$90.2K
|
|
Mar 21, 2024
Q4 2023
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
1.79KNew |
$85.4K - $86.8K
|
1.79K
$86.2K
|
|
Jan 23, 2024
Q4 2023
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
1.75K+ 3.51% |
$83.5K - $84.9K
|
51.6K
$2.49M
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
1.71K+ 13.35% |
$81.6K - $82.9K
|
14.5K
$699K
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
1.47KNew |
$70K - $71.1K
|
1.47K
$70.7K
|
|
Feb 12, 2024
Q4 2023
|
Black Diamond Financial, LLC
|
BUY
|
- |
1.27K+ 6.14% |
$60.7K - $61.7K
|
22K
$1.06M
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
1.25K+ 19.66% |
$59.4K - $60.4K
|
7.59K
$365K
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
871New |
$41.5K - $42.2K
|
871
$41.9K
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
776New |
$37K - $37.6K
|
776
$37.3K
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
470+ 8.62% |
$22.4K - $22.8K
|
5.93K
$285K
|
|
Jan 12, 2024
Q4 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
447New |
$21.3K - $21.7K
|
447
$21.5K
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
420+ 1.13% |
$20K - $20.3K
|
37.6K
$1.81M
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
399New |
$19K - $19.3K
|
399
$19.2K
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
356+ 4450.0% |
$17K - $17.2K
|
364
$17.5K
|
|
Jan 24, 2024
Q4 2023
|
Jacobsen Capital Management
|
BUY
|
- |
200+ 2.1% |
$9.53K - $9.69K
|
9.71K
$467K
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
193New |
$9.2K - $9.35K
|
193
$9.29K
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
188New |
$8.96K - $9.11K
|
188
$9.05K
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
169New |
$8.05K - $8.19K
|
169
$8.13K
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
161+ 2.69% |
$7.67K - $7.8K
|
6.15K
$296K
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
153New |
$7.29K - $7.41K
|
153
$7.36K
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
95+ 31.99% |
$4.53K - $4.6K
|
392
$18.9K
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
66+ 1.58% |
$3.15K - $3.2K
|
4.24K
$204K
|
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
34New |
$1.62K - $1.65K
|
34
$1.64K
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
30+ 1.42% |
$1.43K - $1.45K
|
2.14K
$103K
|
|
Feb 08, 2024
Q4 2023
|
Exchange Capital Management, Inc.
|
BUY
|
- |
1+ 0.02% |
$47.7 - $48.5
|
5.7K
$274K
|
|
Feb 06, 2024
Q4 2023
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
1+ 3.23% |
$47.7 - $48.5
|
32
$1.54K
|
|
Q3 2023 | |||||||
Nov 13, 2023
Q3 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
921KNew |
$44M - $44.4M
|
921K
$44.3M
|
|
Nov 15, 2023
Q3 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
491KNew |
$23.5M - $23.7M
|
491K
$23.6M
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
323K+ 97.51% |
$15.5M - $15.6M
|
655K
$31.5M
|
|
Nov 07, 2023
Q3 2023
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
146K+ 1594.09% |
$6.96M - $7.02M
|
155K
$7.45M
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
BUY
|
- |
22.9KNew |
$1.09M - $1.1M
|
22.9K
$1.1M
|
|
Oct 17, 2023
Q3 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
15KNew |
$719K - $725K
|
15K
$724K
|
|
Oct 12, 2023
Q3 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
14.8KNew |
$707K - $713K
|
14.8K
$712K
|
|
Nov 07, 2023
Q3 2023
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
10.1KNew |
$484K - $488K
|
10.1K
$487K
|
|
Oct 23, 2023
Q3 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
7.89KNew |
$377K - $380K
|
7.89K
$380K
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
6.06K+ 79.21% |
$290K - $292K
|
13.7K
$660K
|
|
Nov 13, 2023
Q3 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
5.23KNew |
$250K - $252K
|
5.23K
$251K
|