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 |
|---|---|---|---|---|---|---|---|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
33.5KNew |
$1.61M - $1.63M
|
33.5K
$808K
|
|
|
Apr 12, 2024
Q1 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
30+ 0.04% |
$1.44K - $1.46K
|
78.5K
$1.89M
|
|
|
Apr 11, 2024
Q1 2024
|
Pflug Koory, LLC
|
BUY
|
- |
7+ 1.46% |
$336 - $340
|
487
$11.7K
|
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
BUY
|
- |
1.34K+ 14.18% |
$64.4K - $65.2K
|
10.8K
$260K
|
|
|
Apr 01, 2024
Q1 2024
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-2Closed |
$96.1 - $97.3
|
0
$0
|
|
| Q4 2023 | |||||||
|
Jul 10, 2024
Q4 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-5.7KClosed |
$272K - $276K
|
0
$0
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
10.6KNew |
$507K - $515K
|
10.6K
$257K
|
|
|
Mar 21, 2024
Q4 2023
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
1.79KNew |
$85.4K - $86.8K
|
1.79K
$43.2K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
399New |
$19K - $19.3K
|
399
$9.62K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
169New |
$8.05K - $8.19K
|
169
$4.07K
|
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
66+ 1.58% |
$3.15K - $3.2K
|
4.24K
$102K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
188New |
$8.96K - $9.11K
|
188
$4.53K
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
153New |
$7.29K - $7.41K
|
153
$3.69K
|
|
|
Feb 14, 2024
Q4 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-165- 6.6% |
$7.86K - $7.99K
|
2.33K
$56.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-771- 9.53% |
$36.7K - $37.4K
|
7.32K
$176K
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
30+ 1.42% |
$1.43K - $1.45K
|
2.14K
$51.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
13.9KNew |
$660K - $671K
|
13.9K
$334K
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-126- 85.14% |
$6.01K - $6.1K
|
22
$530
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-25.7K- 70.7% |
$1.23M - $1.25M
|
10.7K
$257K
|
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-536- 11.44% |
$25.5K - $26K
|
4.15K
$100K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
152KNew |
$7.26M - $7.38M
|
152K
$3.67M
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
161+ 2.69% |
$7.67K - $7.8K
|
6.15K
$148K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
3.14KNew |
$150K - $152K
|
3.14K
$75.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Wbi Investments, Inc.
|
SELL
|
- |
-1.52K- 3.88% |
$72.4K - $73.6K
|
37.6K
$908K
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
1.25K+ 19.66% |
$59.4K - $60.4K
|
7.59K
$183K
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
4.42KNew |
$211K - $214K
|
4.42K
$107K
|
|
|
Feb 07, 2024
Q4 2023
|
Roof Eidam & Maycock
|
SELL
|
- |
-60.1K- 90.85% |
$2.87M - $2.91M
|
6.06K
$146K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
6.07KNew |
$289K - $294K
|
6.07K
$146K
|
|
|
Feb 07, 2024
Q4 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
5.6KNew |
$267K - $272K
|
5.6K
$135K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
95+ 31.99% |
$4.53K - $4.6K
|
392
$9.45K
|
|
|
Feb 06, 2024
Q4 2023
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
1+ 3.23% |
$47.7 - $48.5
|
32
$772
|
|
|
Feb 05, 2024
Q4 2023
|
Triumph Capital Management
|
SELL
|
- |
-310- 5.3% |
$14.8K - $15K
|
5.54K
$134K
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
871New |
$41.5K - $42.2K
|
871
$21K
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-804- 38.09% |
$38.3K - $39K
|
1.31K
$31.5K
|
|
|
Jan 31, 2024
Q4 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
6.31KNew |
$301K - $306K
|
6.31K
$152K
|
|
|
Jan 30, 2024
Q4 2023
|
Sfmg, LLC
|
SELL
|
- |
-3K- 38.56% |
$143K - $145K
|
4.78K
$115K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
46.7K+ 81.51% |
$2.23M - $2.26M
|
104K
$2.51M
|
|
|
Jan 25, 2024
Q4 2023
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-51K- 84.97% |
$2.43M - $2.47M
|
9.01K
$217K
|
|
|
Jan 24, 2024
Q4 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-72.7K- 24.34% |
$3.47M - $3.52M
|
226K
$5.45M
|
|
|
Jan 24, 2024
Q4 2023
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-1.63K- 28.73% |
$77.4K - $78.7K
|
4.03K
$97.2K
|
|
|
Jan 24, 2024
Q4 2023
|
Jacobsen Capital Management
|
BUY
|
- |
200+ 2.1% |
$9.53K - $9.69K
|
9.71K
$234K
|
|
|
Jan 24, 2024
Q4 2023
|
Clean Yield Group
|
SELL
|
- |
-14.8K- 69.48% |
$705K - $717K
|
6.5K
$157K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
34.9K+ 41.55% |
$1.66M - $1.69M
|
119K
$2.87M
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.9K- 48.56% |
$90.7K - $92.2K
|
2.02K
$48.6K
|
|
|
Jan 23, 2024
Q4 2023
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
1.75K+ 3.51% |
$83.5K - $84.9K
|
51.6K
$1.25M
|
|
|
Jan 22, 2024
Q4 2023
|
Capital Planning LLC
|
SELL
|
- |
-70.3K- 90.75% |
$3.35M - $3.41M
|
7.17K
$173K
|
|
|
Jan 19, 2024
Q4 2023
|
Advocate Group LLC
|
SELL
|
- |
-8.03K- 56.86% |
$383K - $389K
|
6.09K
$147K
|
|
|
Jan 17, 2024
Q4 2023
|
Alhambra Investment Partners LLC
|
BUY
|
- |
13.3KNew |
$635K - $646K
|
13.3K
$321K
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-100- 50.0% |
$4.77K - $4.85K
|
100
$2.41K
|
|
|
Jan 16, 2024
Q4 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-600- 3.51% |
$28.6K - $29.1K
|
16.5K
$397K
|
|