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 01, 2023
Q3 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
4.67KNew |
$223K - $225K
|
4.67K
$225K
|
|
Nov 13, 2023
Q3 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
1.77KNew |
$84.6K - $85.3K
|
1.77K
$85.2K
|
|
Feb 14, 2024
Q3 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
786New |
$37.6K - $37.9K
|
786
$37.8K
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
613New |
$29.3K - $29.5K
|
613
$29.5K
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
582New |
$27.8K - $28.1K
|
582
$28K
|
|
Nov 14, 2023
Q3 2023
|
Biltmore Family Office, LLC
|
BUY
|
- |
290New |
$13.9K - $14K
|
290
$14K
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
218New |
$10.4K - $10.5K
|
218
$10.5K
|
|
Nov 09, 2023
Q3 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
159New |
$7.6K - $7.66K
|
159
$7.65K
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
BUY
|
- |
143+ 1.0% |
$6.83K - $6.89K
|
14.4K
$694K
|
|
May 28, 2024
Q3 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
62+ 0.58% |
$2.96K - $2.99K
|
10.7K
$513K
|
|
Oct 23, 2023
Q3 2023
|
Moneywise, Inc.
|
BUY
|
- |
50+ 1.06% |
$2.39K - $2.41K
|
4.76K
$229K
|
|
Oct 20, 2023
Q3 2023
|
West Branch Capital LLC
|
BUY
|
- |
37+ 1.02% |
$1.77K - $1.78K
|
3.68K
$177K
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
35New |
$1.67K - $1.69K
|
35
$1.68K
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
BUY
|
- |
32New |
$1.53K - $1.54K
|
32
$1.54K
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
1.55MNew |
$74.5M - $75.8M
|
1.55M
$74.6M
|
|
Aug 08, 2023
Q2 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
39.4KNew |
$1.89M - $1.93M
|
39.4K
$1.9M
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
7.62K+ 26.95% |
$366K - $372K
|
35.9K
$1.73M
|
|
Aug 03, 2023
Q2 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
7.05KNew |
$339K - $345K
|
7.05K
$339K
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
5.34KNew |
$256K - $261K
|
5.34K
$257K
|
|
Aug 09, 2023
Q2 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
5.32KNew |
$256K - $260K
|
5.32K
$256K
|
|
Aug 07, 2023
Q2 2023
|
Reston Wealth Management LLC
|
BUY
|
- |
4.92KNew |
$237K - $241K
|
4.92K
$237K
|
|
Aug 14, 2023
Q2 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
4.57KNew |
$220K - $223K
|
4.57K
$220K
|
|
Aug 02, 2023
Q2 2023
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
4.42KNew |
$212K - $216K
|
4.42K
$213K
|
|
Jul 28, 2023
Q2 2023
|
Alaska Permanent Capital Management
|
BUY
|
- |
3.95KNew |
$190K - $193K
|
3.95K
$190K
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
1.4K+ 235.92% |
$67.2K - $68.4K
|
1.99K
$95.9K
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
1.36KNew |
$65.2K - $66.3K
|
1.36K
$65.3K
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
1.29K+ 5.83% |
$61.9K - $62.9K
|
23.4K
$1.12M
|
|
Jul 20, 2023
Q2 2023
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
1K+ 13.69% |
$48.1K - $48.9K
|
8.31K
$400K
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
900New |
$43.3K - $44K
|
900
$43.3K
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
616+ 30.29% |
$29.6K - $30.1K
|
2.65K
$128K
|
|
Aug 14, 2023
Q2 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
458New |
$22K - $22.4K
|
458
$22K
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
196New |
$9.42K - $9.58K
|
196
$9.43K
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
161+ 25.16% |
$7.74K - $7.87K
|
801
$38.6K
|
|
Aug 08, 2023
Q2 2023
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
155+ 0.57% |
$7.45K - $7.58K
|
27.1K
$1.3M
|
|
Aug 10, 2023
Q2 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
115+ 2.32% |
$5.53K - $5.62K
|
5.08K
$244K
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
102New |
$4.9K - $4.99K
|
102
$4.91K
|
|
Aug 07, 2023
Q2 2023
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
81+ 0.66% |
$3.89K - $3.96K
|
12.3K
$592K
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
57New |
$2.74K - $2.79K
|
57
$2.74K
|
|
Jul 19, 2023
Q2 2023
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
33+ 0.76% |
$1.59K - $1.61K
|
4.37K
$210K
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
32New |
$1.54K - $1.56K
|
32
$1.54K
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
12New |
$577 - $587
|
12
$578
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
1+ 1.18% |
$48.1 - $48.9
|
86
$4.14K
|
|
Aug 11, 2023
Q2 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q1 2023 | |||||||
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
84.6KNew |
$4.04M - $4.15M
|
84.6K
$4.07M
|
|
Apr 14, 2023
Q1 2023
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
11.1K+ 2.76% |
$532K - $546K
|
415K
$20M
|
|
Jul 28, 2023
Q1 2023
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
10.1K+ 2.35% |
$482K - $494K
|
439K
$21.1M
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
9.66K+ 7.23% |
$462K - $473K
|
143K
$6.89M
|
|
Apr 17, 2023
Q1 2023
|
Northland Capital Management LLC
|
BUY
|
- |
9.22KNew |
$441K - $452K
|
9.22K
$444K
|
|
Apr 10, 2023
Q1 2023
|
Wealth Management Resources, Inc.
|
BUY
|
- |
6.29KNew |
$301K - $308K
|
6.29K
$303K
|
|
May 04, 2023
Q1 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
5.13KNew |
$245K - $251K
|
5.13K
$247K
|