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 |
|---|---|---|---|---|---|---|---|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-370K- 4.07% |
$17.7M - $18.2M
|
8.71M
$210M
|
|
|
Dec 19, 2024
Q3 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
14K+ 15.48% |
$673K - $689K
|
105K
$2.52M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.92K- 1.72% |
$140K - $143K
|
167K
$4.03M
|
|
|
Dec 06, 2024
Q3 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
350+ 8.03% |
$16.8K - $17.2K
|
4.71K
$113K
|
|
|
Dec 03, 2024
Q3 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-2.07K- 9.66% |
$99.3K - $102K
|
19.4K
$467K
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
51KNew |
$2.45M - $2.5M
|
51K
$1.23M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
756New |
$36.2K - $37.1K
|
756
$18.2K
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-175- 8.08% |
$8.39K - $8.59K
|
1.99K
$47.9K
|
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
17K+ 244.21% |
$814K - $833K
|
23.9K
$577K
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-42.2K- 99.09% |
$2.02M - $2.07M
|
388
$9.34K
|
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-2.65K- 8.86% |
$127K - $130K
|
27.2K
$655K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-168K- 51.94% |
$8.05M - $8.24M
|
156K
$3.74M
|
|
|
Nov 15, 2024
Q3 2024
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
94.5K+ 100.43% |
$4.53M - $4.63M
|
189K
$4.54M
|
|
|
Nov 15, 2024
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-1.2K- 4.66% |
$57.7K - $59K
|
24.6K
$592K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
252+ 147.37% |
$12.1K - $12.4K
|
423
$10.2K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.91K+ 38.14% |
$139K - $143K
|
10.5K
$254K
|
|
|
Nov 15, 2024
Q3 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
1.11K+ 0.2% |
$53.3K - $54.6K
|
552K
$13.3M
|
|
|
Nov 15, 2024
Q3 2024
|
Dean Investment Associates, LLC
Beavercreek, OH |
BUY
|
- |
3.64K+ 2.09% |
$175K - $179K
|
178K
$4.29M
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
9.76KNew |
$468K - $479K
|
9.76K
$235K
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
4.3K+ 1.25% |
$206K - $211K
|
347K
$8.36M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-28.6K- 71.08% |
$1.37M - $1.4M
|
11.6K
$280K
|
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-3.05K- 1.59% |
$146K - $150K
|
188K
$4.54M
|
|
|
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
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
5.52K+ 121.49% |
$265K - $271K
|
10.1K
$243K
|
|
|
Nov 14, 2024
Q3 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-17- 0.28% |
$815 - $834
|
6K
$144K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
5.97K+ 2.66% |
$286K - $293K
|
230K
$5.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
430New |
$20.6K - $21.1K
|
430
$10.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-4.28K- 37.33% |
$205K - $210K
|
7.19K
$173K
|
|
|
Nov 14, 2024
Q3 2024
|
American Investment Services, Inc.
|
BUY
|
- |
3.05K+ 5.84% |
$146K - $150K
|
55.3K
$1.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
1.03K+ 5.52% |
$49.3K - $50.5K
|
19.7K
$474K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
16.7K+ 5.07% |
$801K - $820K
|
347K
$8.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
10.1K+ 140.1% |
$485K - $497K
|
17.4K
$418K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-12K- 20.84% |
$576K - $590K
|
45.7K
$1.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
412+ 9.03% |
$19.7K - $20.2K
|
4.98K
$120K
|
|
|
Nov 14, 2024
Q3 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
68+ 0.94% |
$3.26K - $3.34K
|
7.29K
$175K
|
|
|
Nov 14, 2024
Q3 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
8.61K+ 2.68% |
$413K - $423K
|
331K
$7.96M
|
|
|
Nov 14, 2024
Q3 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-247- 4.6% |
$11.8K - $12.1K
|
5.13K
$123K
|
|
|
Nov 14, 2024
Q3 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
SELL
|
- |
-2.53K- 12.96% |
$121K - $124K
|
17K
$409K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
52.4K+ 771.37% |
$2.51M - $2.57M
|
59.2K
$1.43M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
14.7K+ 34104.65% |
$703K - $719K
|
14.7K
$354K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.47K+ 2244.72% |
$214K - $219K
|
4.67K
$112K
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
5K+ 103.5% |
$239K - $245K
|
9.82K
$236K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.28K+ 1.41% |
$61.5K - $63K
|
92.1K
$2.22M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-281K- 69.43% |
$13.5M - $13.8M
|
124K
$2.98M
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-3.71K- 30.88% |
$178K - $182K
|
8.3K
$200K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.18K- 4.73% |
$153K - $156K
|
64K
$1.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-4.12K- 31.46% |
$197K - $202K
|
8.97K
$216K
|
|
|
Nov 14, 2024
Q3 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
21.4KNew |
$1.03M - $1.05M
|
21.4K
$516K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.56M+ 14.7% |
$74.9M - $76.7M
|
12.2M
$294M
|