Latest Institutional Transactions on Schwab Short Term Us Treasury (SCHO)
This table provides information on the latest institutional transactions involving Schwab Short Term Us Treasury (SCHO) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jun 28, 2024
Q1 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
18.4KNew |
$886K - $897K
|
18.4K
$888K
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-403- 50.56% |
$19.4K - $19.6K
|
394
$19K
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
368+ 14.12% |
$17.7K - $17.9K
|
2.97K
$143K
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
567KNew |
$27.2M - $27.6M
|
567K
$27.3M
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
95.6KNew |
$4.59M - $4.65M
|
95.6K
$4.6M
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
76+ 0.44% |
$3.65K - $3.7K
|
17.4K
$838K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-1.31K- 6.62% |
$62.8K - $63.6K
|
18.4K
$887K
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
151K+ 138.3% |
$7.23M - $7.32M
|
259K
$12.5M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.65K+ 5.51% |
$79.3K - $80.2K
|
31.6K
$1.52M
|
|
|
May 20, 2024
Q1 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
8.99KNew |
$432K - $437K
|
8.99K
$432K
|
|
|
May 20, 2024
Q1 2024
|
Adams Wealth Management
|
BUY
|
- |
886+ 9.21% |
$42.6K - $43.1K
|
10.5K
$506K
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-87Closed |
$4.18K - $4.23K
|
0
$0
|
|
|
May 17, 2024
Q1 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
67.5K+ 277.27% |
$3.24M - $3.28M
|
91.9K
$4.42M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-168- 0.1% |
$8.07K - $8.17K
|
163K
$7.86M
|
|
|
May 16, 2024
Q1 2024
|
Lummis Asset Management, LP
Fort Worth, TX |
SELL
|
- |
-15- 0.04% |
$721 - $729
|
37.1K
$1.78M
|
|
|
May 15, 2024
Q1 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-46.2K- 53.12% |
$2.22M - $2.25M
|
40.8K
$1.96M
|
|
|
May 15, 2024
Q1 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
506KNew |
$24.3M - $24.6M
|
506K
$24.4M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.25K+ 15.57% |
$60.2K - $60.9K
|
9.29K
$447K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
266+ 198.51% |
$12.8K - $12.9K
|
400
$19.3K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-266- 5.52% |
$12.8K - $12.9K
|
4.55K
$219K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-4.82K- 2.5% |
$232K - $234K
|
188K
$9.03M
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-2.45K- 30.76% |
$118K - $119K
|
5.52K
$266K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
6.11K+ 2.11% |
$294K - $297K
|
296K
$14.2M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
64.8K+ 4.91% |
$3.11M - $3.15M
|
1.38M
$66.7M
|
|
|
May 15, 2024
Q1 2024
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
1.72K+ 19.08% |
$82.6K - $83.6K
|
10.7K
$516K
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.67M+ 16.9% |
$80M - $81M
|
11.5M
$555M
|
|
|
May 15, 2024
Q1 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
13.8K+ 20.94% |
$662K - $670K
|
79.5K
$3.83M
|
|
|
May 15, 2024
Q1 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
79.5K+ 6.96% |
$3.82M - $3.86M
|
1.22M
$58.8M
|
|
|
May 15, 2024
Q1 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
1.74K+ 25.83% |
$83.7K - $84.7K
|
8.49K
$408K
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
156K+ 11.48% |
$7.5M - $7.59M
|
1.52M
$73M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
189+ 590.63% |
$9.08K - $9.19K
|
221
$10.6K
|
|
|
May 15, 2024
Q1 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
4.75KNew |
$228K - $231K
|
4.75K
$228K
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
91.8K+ 73.47% |
$4.41M - $4.46M
|
217K
$10.4M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-13.9K- 13.4% |
$666K - $674K
|
89.6K
$4.31M
|
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-811- 9.87% |
$39K - $39.4K
|
7.4K
$356K
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-12.5K- 41.84% |
$601K - $609K
|
17.4K
$837K
|
|
|
May 15, 2024
Q1 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-2.19K- 7.83% |
$105K - $107K
|
25.8K
$1.24M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-153- 99.35% |
$7.35K - $7.44K
|
1
$48.1
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-3.77K- 22.42% |
$181K - $183K
|
13K
$628K
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-9.36K- 18.13% |
$450K - $455K
|
42.3K
$2.03M
|
|
|
May 15, 2024
Q1 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
3.07K+ 1.17% |
$148K - $149K
|
265K
$12.7M
|
|
|
May 15, 2024
Q1 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
1.62K+ 3.07% |
$77.6K - $78.5K
|
54.2K
$2.61M
|
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
10.3KNew |
$496K - $502K
|
10.3K
$497K
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.98KNew |
$95.3K - $96.5K
|
1.98K
$95.5K
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-231K- 95.22% |
$11.1M - $11.2M
|
11.6K
$558K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-5.46M- 6.82% |
$262M - $265M
|
74.6M
$3.59B
|
|
|
May 15, 2024
Q1 2024
|
Econ Financial Services Corp
|
SELL
|
- |
-6.3K- 30.6% |
$303K - $306K
|
14.3K
$687K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.86KNew |
$89.5K - $90.6K
|
1.86K
$89.7K
|
|
|
May 15, 2024
Q1 2024
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-2.79K- 2.92% |
$134K - $135K
|
92.6K
$4.46M
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
46KNew |
$2.21M - $2.24M
|
46K
$2.22M
|
|