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 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
5.52K+ 121.49% |
$265K - $271K
|
10.1K
$244K
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
5.5K+ 54.23% |
$264K - $270K
|
15.6K
$379K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
5.43K+ 39.57% |
$260K - $266K
|
19.1K
$464K
|
|
|
Nov 08, 2024
Q3 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
5.41K+ 13.92% |
$259K - $265K
|
44.2K
$1.07M
|
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
5.18K+ 11.03% |
$248K - $254K
|
52.1K
$1.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
5K+ 103.5% |
$239K - $245K
|
9.82K
$238K
|
|
|
Nov 08, 2024
Q3 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
4.8K+ 46.51% |
$230K - $236K
|
15.1K
$367K
|
|
|
Nov 14, 2024
Q3 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
4.7KNew |
$225K - $231K
|
4.7K
$114K
|
|
|
Nov 12, 2024
Q3 2024
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
4.69K+ 6.0% |
$225K - $230K
|
82.9K
$2.01M
|
|
|
Oct 15, 2024
Q3 2024
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
4.52K+ 56.5% |
$216K - $222K
|
12.5K
$303K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.47K+ 2244.72% |
$214K - $219K
|
4.67K
$113K
|
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
4.4K+ 24.0% |
$211K - $216K
|
22.8K
$551K
|
|
|
Nov 13, 2024
Q3 2024
|
Rock Point Advisors, LLC
Burlington, VT |
BUY
|
- |
4.32KNew |
$207K - $212K
|
4.32K
$105K
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
4.3K+ 1.25% |
$206K - $211K
|
347K
$8.4M
|
|
|
Nov 05, 2024
Q3 2024
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
4.2KNew |
$201K - $206K
|
4.2K
$102K
|
|
|
Nov 13, 2024
Q3 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
3.69K+ 45.51% |
$177K - $181K
|
11.8K
$286K
|
|
|
Nov 15, 2024
Q3 2024
|
Dean Investment Associates, LLC
Beavercreek, OH |
BUY
|
- |
3.64K+ 2.09% |
$175K - $179K
|
178K
$4.31M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3.49KNew |
$167K - $171K
|
3.49K
$84.4K
|
|
|
Oct 28, 2024
Q3 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
3.45K+ 3.29% |
$165K - $169K
|
108K
$2.62M
|
|
|
Nov 06, 2024
Q3 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
3.27K+ 15.56% |
$157K - $160K
|
24.3K
$588K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.22K+ 5.48% |
$154K - $158K
|
61.9K
$1.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.21K+ 7.53% |
$154K - $158K
|
45.9K
$1.11M
|
|
|
Nov 14, 2024
Q3 2024
|
American Investment Services, Inc.
|
BUY
|
- |
3.05K+ 5.84% |
$146K - $150K
|
55.3K
$1.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
3.02K+ 3.47% |
$145K - $148K
|
90K
$2.18M
|
|
|
Nov 12, 2024
Q3 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
3K+ 3.3% |
$144K - $147K
|
94K
$2.28M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.91K+ 38.14% |
$139K - $143K
|
10.5K
$255K
|
|
|
Oct 02, 2024
Q3 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
2.74K+ 1.74% |
$131K - $134K
|
160K
$3.88M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.68K+ 2.39% |
$129K - $132K
|
115K
$2.79M
|
|
|
Nov 13, 2024
Q3 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
2.5K+ 9.51% |
$120K - $123K
|
28.8K
$697K
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
2.39KNew |
$114K - $117K
|
2.39K
$57.8K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.26K+ 1.72% |
$108K - $111K
|
133K
$3.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
2.16K+ 5.58% |
$104K - $106K
|
40.9K
$990K
|
|
|
Oct 25, 2024
Q3 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2.11K+ 7539.29% |
$101K - $104K
|
2.14K
$51.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1.94K+ 2.0% |
$92.8K - $95K
|
98.6K
$2.39M
|
|
|
Nov 06, 2024
Q3 2024
|
Bank Of Marin
Novato, CA |
BUY
|
- |
1.89K+ 5.32% |
$90.6K - $92.8K
|
37.5K
$907K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.84K+ 145.33% |
$88K - $90.1K
|
3.1K
$75.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
1.81K+ 1.45% |
$86.9K - $89K
|
127K
$3.07M
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1.76K+ 6.64% |
$84.4K - $86.3K
|
28.3K
$685K
|
|
|
Nov 12, 2024
Q3 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
1.73K+ 5.34% |
$82.8K - $84.7K
|
34.1K
$825K
|
|
|
Nov 14, 2024
Q3 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
1.67K+ 3.6% |
$80.2K - $82.1K
|
48.1K
$1.17M
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
1.5KNew |
$71.9K - $73.6K
|
1.5K
$36.3K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.38KNew |
$66.1K - $67.7K
|
1.38K
$33.4K
|
|
|
Nov 13, 2024
Q3 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
1.36K+ 6.46% |
$65.1K - $66.6K
|
22.4K
$542K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.28K+ 1.41% |
$61.5K - $63K
|
92.1K
$2.23M
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
1.21KNew |
$58K - $59.4K
|
1.21K
$29.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.21K+ 0.51% |
$57.9K - $59.2K
|
236K
$5.71M
|
|
|
Oct 08, 2024
Q3 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
1.19KNew |
$56.8K - $58.2K
|
1.19K
$28.7K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.15K+ 2.89% |
$55.1K - $56.4K
|
40.9K
$990K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1.12K+ 22.59% |
$53.8K - $55.1K
|
6.1K
$148K
|
|
|
Nov 15, 2024
Q3 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
1.11K+ 0.2% |
$53.3K - $54.6K
|
552K
$13.4M
|