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 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
61+ 3.07% |
$2.92K - $2.99K
|
2.05K
$49.5K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
40+ 0.24% |
$1.92K - $1.96K
|
16.7K
$404K
|
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
40+ 0.73% |
$1.92K - $1.96K
|
5.51K
$133K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
31+ 2.14% |
$1.49K - $1.52K
|
1.48K
$35.9K
|
|
|
Nov 01, 2024
Q3 2024
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
28+ 0.53% |
$1.34K - $1.37K
|
5.34K
$129K
|
|
|
Nov 01, 2024
Q3 2024
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
23+ 0.49% |
$1.1K - $1.13K
|
4.68K
$113K
|
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
22+ 0.14% |
$1.05K - $1.08K
|
16.2K
$392K
|
|
|
Oct 30, 2024
Q3 2024
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
19+ 0.13% |
$911 - $932
|
14.2K
$343K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
13New |
$623 - $638
|
13
$315
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
BUY
|
- |
12+ 0.26% |
$575 - $589
|
4.7K
$114K
|
|
|
Oct 31, 2024
Q3 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
6+ 0.12% |
$288 - $294
|
5.2K
$126K
|
|
|
Oct 30, 2024
Q3 2024
|
Callahan Advisors, LLC
|
BUY
|
- |
4+ 0.09% |
$192 - $196
|
4.43K
$107K
|
|
|
Oct 29, 2024
Q3 2024
|
Redw Wealth LLC
|
BUY
|
- |
3+ 0.03% |
$144 - $147
|
10.7K
$259K
|
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
2+ 0.18% |
$95.9 - $98.1
|
1.13K
$27.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
1+ 1.08% |
$47.9 - $49.1
|
94
$2.28K
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1+ 0.27% |
$47.9 - $49.1
|
368
$8.91K
|
|
|
Oct 15, 2024
Q3 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
1+ 2.94% |
$47.9 - $49.1
|
35
$848
|
|
|
Nov 14, 2024
Q3 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
200KNew |
$9.55M - $9.63M
|
200K
$4.84M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
100KNew |
$4.78M - $4.81M
|
100K
$2.42M
|
|
|
Aug 13, 2024
Q2 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
91.8KNew |
$4.39M - $4.42M
|
91.8K
$2.22M
|
|
|
Jul 31, 2024
Q2 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
68K+ 155.93% |
$3.25M - $3.27M
|
112K
$2.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
16.2KNew |
$772K - $778K
|
16.2K
$392K
|
|
|
Aug 06, 2024
Q2 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
10.6KNew |
$507K - $511K
|
10.6K
$257K
|
|
|
Aug 14, 2024
Q2 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
9.68KNew |
$462K - $466K
|
9.68K
$234K
|
|
|
Jul 26, 2024
Q2 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
9.6KNew |
$458K - $462K
|
9.6K
$232K
|
|
|
Aug 14, 2024
Q2 2024
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
9.3K+ 86.68% |
$444K - $448K
|
20K
$485K
|
|
|
Aug 28, 2024
Q2 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
5.69KNew |
$272K - $274K
|
5.69K
$138K
|
|
|
Aug 08, 2024
Q2 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
5.55KNew |
$265K - $267K
|
5.55K
$134K
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
5.41KNew |
$259K - $261K
|
5.41K
$131K
|
|
|
Jul 22, 2024
Q2 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
5.3KNew |
$253K - $255K
|
5.3K
$128K
|
|
|
Aug 09, 2024
Q2 2024
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
4.48K+ 16.54% |
$214K - $216K
|
31.6K
$765K
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
4.4KNew |
$210K - $212K
|
4.4K
$107K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
4.36K+ 17.69% |
$208K - $210K
|
29K
$703K
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
4.32KNew |
$206K - $208K
|
4.32K
$105K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2.11K+ 4.46% |
$101K - $101K
|
49.3K
$1.2M
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
1.04K+ 5.95% |
$49.6K - $50K
|
18.5K
$448K
|
|
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
1KNew |
$47.8K - $48.1K
|
1K
$24.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
442+ 0.58% |
$21.1K - $21.3K
|
76.5K
$1.85M
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
441+ 110.25% |
$21.1K - $21.2K
|
841
$20.4K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
310New |
$14.8K - $14.9K
|
310
$7.51K
|
|
|
Jul 22, 2024
Q2 2024
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
310+ 1.66% |
$14.8K - $14.9K
|
19K
$461K
|
|
|
Aug 14, 2024
Q2 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
292+ 2.49% |
$13.9K - $14.1K
|
12K
$291K
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
269New |
$12.8K - $12.9K
|
269
$6.52K
|
|
|
Jul 23, 2024
Q2 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
208+ 3.65% |
$9.93K - $10K
|
5.91K
$143K
|
|
|
Jul 19, 2024
Q2 2024
|
Financial Consulate, Inc
|
BUY
|
- |
101+ 1.07% |
$4.82K - $4.86K
|
9.58K
$232K
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
95New |
$4.54K - $4.57K
|
95
$2.3K
|
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
54New |
$2.58K - $2.6K
|
54
$1.31K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
30+ 14.02% |
$1.43K - $1.44K
|
244
$5.91K
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
7+ 350.0% |
$334 - $337
|
9
$218
|
|