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
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
1.03K+ 5.52% |
$49.3K - $50.5K
|
19.7K
$477K
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
992New |
$47.5K - $48.7K
|
992
$24K
|
|
Nov 05, 2024
Q3 2024
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
920+ 10.89% |
$44.1K - $45.1K
|
9.37K
$227K
|
|
Oct 30, 2024
Q3 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
905+ 2.11% |
$43.4K - $44.4K
|
43.8K
$1.06M
|
|
Oct 28, 2024
Q3 2024
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
868+ 6.92% |
$41.6K - $42.6K
|
13.4K
$325K
|
|
Oct 28, 2024
Q3 2024
|
Adams Wealth Management
|
BUY
|
- |
868+ 6.92% |
$41.6K - $42.6K
|
13.4K
$325K
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
804New |
$38.5K - $39.4K
|
804
$19.5K
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
BUY
|
- |
770New |
$36.9K - $37.8K
|
770
$18.6K
|
|
Jan 10, 2025
Q3 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
621+ 14.45% |
$29.8K - $30.5K
|
4.92K
$119K
|
|
Nov 05, 2024
Q3 2024
|
Hc Advisors, LLC
|
BUY
|
- |
600+ 8.46% |
$28.8K - $29.4K
|
7.69K
$186K
|
|
Nov 13, 2024
Q3 2024
|
Bnp Paribas
New York, NY |
BUY
|
- |
528+ 4.08% |
$25.3K - $25.9K
|
13.5K
$326K
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
501+ 2.12% |
$24K - $24.6K
|
24.1K
$584K
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
500+ 555.56% |
$24K - $24.5K
|
590
$14.3K
|
|
Nov 07, 2024
Q3 2024
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
489+ 1.02% |
$23.4K - $24K
|
48.6K
$1.18M
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
484+ 17.07% |
$23.2K - $23.7K
|
3.32K
$80.4K
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
467+ 3.9% |
$22.4K - $22.9K
|
12.4K
$301K
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
451New |
$21.6K - $22.1K
|
451
$10.9K
|
|
Nov 14, 2024
Q3 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
430New |
$20.6K - $21.1K
|
430
$10.4K
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
430+ 1.89% |
$20.6K - $21.1K
|
23.1K
$560K
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
414+ 1061.54% |
$19.8K - $20.3K
|
453
$11K
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
412+ 9.03% |
$19.7K - $20.2K
|
4.98K
$120K
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
399+ 3.91% |
$19.1K - $19.6K
|
10.6K
$257K
|
|
Nov 13, 2024
Q3 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
366+ 1.68% |
$17.5K - $18K
|
22.2K
$537K
|
|
Nov 12, 2024
Q3 2024
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
366+ 1.65% |
$17.5K - $18K
|
22.6K
$547K
|
|
Oct 11, 2024
Q3 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
360New |
$17.3K - $17.7K
|
360
$8.72K
|
|
Nov 06, 2024
Q3 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
359+ 4.49% |
$17.2K - $17.6K
|
8.36K
$203K
|
|
Dec 06, 2024
Q3 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
350+ 8.03% |
$16.8K - $17.2K
|
4.71K
$114K
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
336+ 2.61% |
$16.1K - $16.5K
|
13.2K
$320K
|
|
Oct 17, 2024
Q3 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
329+ 6.11% |
$15.8K - $16.1K
|
5.71K
$138K
|
|
Oct 25, 2024
Q3 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
304New |
$14.6K - $14.9K
|
304
$7.36K
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
298New |
$14.3K - $14.6K
|
298
$7.22K
|
|
Oct 23, 2024
Q3 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
295New |
$14.1K - $14.5K
|
295
$7.14K
|
|
Oct 17, 2024
Q3 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
280+ 3.31% |
$13.4K - $13.7K
|
8.73K
$211K
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
268+ 8.87% |
$12.8K - $13.1K
|
3.29K
$79.7K
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
260New |
$12.5K - $12.8K
|
260
$6.3K
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
252+ 147.37% |
$12.1K - $12.4K
|
423
$10.2K
|
|
Oct 24, 2024
Q3 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
210+ 3.73% |
$10.1K - $10.3K
|
5.84K
$141K
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
206+ 0.55% |
$9.87K - $10.1K
|
37.6K
$911K
|
|
Oct 09, 2024
Q3 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
169+ 1.14% |
$8.1K - $8.29K
|
15K
$364K
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
156+ 2.58% |
$7.48K - $7.65K
|
6.19K
$150K
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
153+ 15300.0% |
$7.33K - $7.51K
|
154
$3.73K
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
153+ 0.77% |
$7.33K - $7.51K
|
20K
$485K
|
|
Oct 21, 2024
Q3 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
139+ 1.07% |
$6.66K - $6.82K
|
13.1K
$317K
|
|
Oct 30, 2024
Q3 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
110+ 1.07% |
$5.27K - $5.4K
|
10.4K
$251K
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
102+ 1.18% |
$4.89K - $5K
|
8.74K
$212K
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
93New |
$4.46K - $4.56K
|
93
$2.25K
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
92New |
$4.41K - $4.51K
|
92
$2.23K
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
90+ 23.38% |
$4.31K - $4.42K
|
475
$11.5K
|
|
Oct 30, 2024
Q3 2024
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
83+ 0.62% |
$3.98K - $4.07K
|
13.5K
$327K
|
|
Nov 14, 2024
Q3 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
68+ 0.94% |
$3.26K - $3.34K
|
7.29K
$176K
|