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 |
---|---|---|---|---|---|---|---|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
113+ 1.67% |
$5.4K - $5.44K
|
6.88K
$338K
|
|
Jul 12, 2024
Q2 2024
|
Bouchey Financial Group LTD
|
SELL
|
- |
-36.3K- 14.19% |
$1.73M - $1.75M
|
219K
$10.8M
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-15.7K- 32.41% |
$750K - $756K
|
32.8K
$1.61M
|
|
Jul 12, 2024
Q2 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-433- 9.21% |
$20.7K - $20.8K
|
4.27K
$209K
|
|
Jul 12, 2024
Q2 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-3.73K- 19.95% |
$178K - $180K
|
15K
$735K
|
|
Jul 12, 2024
Q2 2024
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
15.4K+ 17.77% |
$736K - $742K
|
102K
$5.01M
|
|
Jul 12, 2024
Q2 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-2.14K- 2.0% |
$102K - $103K
|
104K
$5.12M
|
|
Jul 12, 2024
Q2 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
846+ 4.04% |
$40.4K - $40.7K
|
21.8K
$1.07M
|
|
Jul 12, 2024
Q2 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
32.5K+ 44.93% |
$1.55M - $1.56M
|
105K
$5.14M
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1.83K+ 7.4% |
$87.3K - $88K
|
26.5K
$1.3M
|
|
Jul 12, 2024
Q2 2024
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-3.92K- 17.14% |
$187K - $189K
|
18.9K
$929K
|
|
Jul 11, 2024
Q2 2024
|
Twele Capital Management, Inc.
|
BUY
|
- |
73+ 0.38% |
$3.49K - $3.51K
|
19.2K
$943K
|
|
Jul 11, 2024
Q2 2024
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-27.1K- 56.01% |
$1.29M - $1.3M
|
21.3K
$1.04M
|
|
Jul 11, 2024
Q2 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-643- 4.14% |
$30.7K - $30.9K
|
14.9K
$730K
|
|
Jul 11, 2024
Q2 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-3.84K- 5.42% |
$183K - $185K
|
67K
$3.29M
|
|
Jul 11, 2024
Q2 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
1.98K+ 3.37% |
$94.7K - $95.5K
|
60.9K
$2.99M
|
|
Jul 11, 2024
Q2 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
2.75K+ 34.08% |
$131K - $132K
|
10.8K
$531K
|
|
Jul 11, 2024
Q2 2024
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-1.61K- 3.07% |
$76.6K - $77.2K
|
50.6K
$2.48M
|
|
Jul 11, 2024
Q2 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
694+ 15.18% |
$33.1K - $33.4K
|
5.27K
$258K
|
|
Jul 11, 2024
Q2 2024
|
Carlson Capital Management
|
SELL
|
- |
-3- 0.06% |
$143 - $144
|
4.82K
$236K
|
|
Jul 11, 2024
Q2 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
7New |
$334 - $337
|
7
$343
|
|
Jul 11, 2024
Q2 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
8.04K+ 13.52% |
$384K - $387K
|
67.5K
$3.31M
|
|
Jul 11, 2024
Q2 2024
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-4.29K- 11.72% |
$205K - $206K
|
32.3K
$1.58M
|
|
Jul 11, 2024
Q2 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
591+ 0.72% |
$28.2K - $28.4K
|
82.2K
$4.03M
|
|
Jul 11, 2024
Q2 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-123- 1.68% |
$5.87K - $5.92K
|
7.2K
$353K
|
|
Jul 10, 2024
Q2 2024
|
Apella Capital, LLC
|
BUY
|
- |
84+ 0.02% |
$4.01K - $4.04K
|
461K
$22.6M
|
|
Jul 10, 2024
Q2 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
SELL
|
- |
-3.92K- 18.28% |
$187K - $189K
|
17.5K
$859K
|
|
Jul 10, 2024
Q2 2024
|
Anderson Hoagland & CO
|
BUY
|
- |
107+ 0.35% |
$5.11K - $5.15K
|
30.9K
$1.52M
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
SELL
|
- |
-8.19K- 19.16% |
$391K - $394K
|
34.6K
$1.69M
|
|
Jul 10, 2024
Q2 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
5.93K+ 134.75% |
$283K - $285K
|
10.3K
$507K
|
|
Jul 10, 2024
Q2 2024
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-14.7K- 18.53% |
$700K - $706K
|
64.5K
$3.16M
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-14.7K- 14.01% |
$700K - $706K
|
90K
$4.41M
|
|
Jul 10, 2024
Q2 2024
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
15.7K+ 3.34% |
$750K - $756K
|
487K
$23.9M
|
|
Jul 10, 2024
Q2 2024
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
SELL
|
- |
-1.3K- 13.73% |
$62.3K - $62.8K
|
8.19K
$402K
|
|
Jul 10, 2024
Q2 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-16- 0.19% |
$764 - $770
|
8.36K
$410K
|
|
Jul 10, 2024
Q2 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
8.45KNew |
$403K - $407K
|
8.45K
$414K
|
|
Jul 10, 2024
Q2 2024
|
Madden Securities Corp
|
BUY
|
- |
7.14KNew |
$341K - $344K
|
7.14K
$350K
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
4.71KNew |
$225K - $227K
|
4.71K
$231K
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-2.12K- 19.0% |
$101K - $102K
|
9.02K
$442K
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-308- 4.44% |
$14.7K - $14.8K
|
6.62K
$325K
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
272+ 2.02% |
$13K - $13.1K
|
13.7K
$673K
|
|
Jul 08, 2024
Q2 2024
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-2.07K- 6.62% |
$98.8K - $99.6K
|
29.2K
$1.43M
|
|
Jul 08, 2024
Q2 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
189+ 2.94% |
$9.02K - $9.1K
|
6.61K
$324K
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
1.92K+ 23.76% |
$91.4K - $92.2K
|
9.97K
$489K
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-127K- 18.22% |
$6.06M - $6.11M
|
569K
$27.9M
|
|
Q1 2024 | |||||||
Aug 30, 2024
Q1 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
74New |
$3.56K - $3.6K
|
74
$3.63K
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.41K+ 3.45% |
$67.6K - $68.4K
|
42.2K
$2.07M
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
156K+ 11.48% |
$7.5M - $7.59M
|
1.52M
$74.4M
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
4.15K+ 55.75% |
$199K - $202K
|
11.6K
$569K
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
61New |
$2.93K - $2.97K
|
61
$2.99K
|