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 25, 2024
Q2 2023
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-214- 1.23% |
$10.3K - $10.5K
|
17.3K
$416K
|
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
900New |
$43.3K - $44K
|
900
$21.7K
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
32New |
$1.54K - $1.56K
|
32
$772
|
|
|
Sep 01, 2023
Q2 2023
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-8.54KClosed |
$410K - $418K
|
0
$0
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
161+ 25.16% |
$7.74K - $7.87K
|
801
$19.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
458New |
$22K - $22.4K
|
458
$11K
|
|
|
Aug 14, 2023
Q2 2023
|
Cambridge Associates LLC
Boston, MA |
SELL
|
- |
-49.3K- 99.18% |
$2.37M - $2.41M
|
406
$9.79K
|
|
|
Aug 14, 2023
Q2 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
1.55MNew |
$74.5M - $75.8M
|
1.55M
$37.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
4.57KNew |
$220K - $223K
|
4.57K
$110K
|
|
|
Aug 14, 2023
Q2 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-2.02K- 28.97% |
$96.9K - $98.6K
|
4.95K
$119K
|
|
|
Aug 11, 2023
Q2 2023
|
Lansing Street Advisors
|
SELL
|
- |
-93- 2.66% |
$4.47K - $4.55K
|
3.4K
$81.9K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
1.29K+ 5.83% |
$61.9K - $62.9K
|
23.4K
$563K
|
|
|
Aug 11, 2023
Q2 2023
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-42- 0.94% |
$2.02K - $2.05K
|
4.42K
$107K
|
|
|
Aug 11, 2023
Q2 2023
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-16.3K- 5.44% |
$785K - $798K
|
284K
$6.84M
|
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-600- 4.52% |
$28.8K - $29.3K
|
12.7K
$305K
|
|
|
Aug 10, 2023
Q2 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
115+ 2.32% |
$5.53K - $5.62K
|
5.08K
$122K
|
|
|
Aug 09, 2023
Q2 2023
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-2.31K- 5.31% |
$111K - $113K
|
41.2K
$994K
|
|
|
Aug 09, 2023
Q2 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
5.32KNew |
$256K - $260K
|
5.32K
$128K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
102New |
$4.9K - $4.99K
|
102
$2.46K
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-120- 75.0% |
$5.77K - $5.87K
|
40
$964
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
7.62K+ 26.95% |
$366K - $372K
|
35.9K
$865K
|
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-614- 1.37% |
$29.5K - $30K
|
44.3K
$1.07M
|
|
|
Aug 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-150- 1.89% |
$7.21K - $7.33K
|
7.79K
$188K
|
|
|
Aug 08, 2023
Q2 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
39.4KNew |
$1.89M - $1.93M
|
39.4K
$949K
|
|
|
Aug 08, 2023
Q2 2023
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
155+ 0.57% |
$7.45K - $7.58K
|
27.1K
$654K
|
|
|
Aug 07, 2023
Q2 2023
|
Donoghue Forlines LLC
|
SELL
|
- |
-104K- 52.56% |
$4.99M - $5.08M
|
93.7K
$2.26M
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
1.36KNew |
$65.2K - $66.3K
|
1.36K
$32.7K
|
|
|
Aug 07, 2023
Q2 2023
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
81+ 0.66% |
$3.89K - $3.96K
|
12.3K
$297K
|
|
|
Aug 07, 2023
Q2 2023
|
Reston Wealth Management LLC
|
BUY
|
- |
4.92KNew |
$237K - $241K
|
4.92K
$119K
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
5.34KNew |
$256K - $261K
|
5.34K
$129K
|
|
|
Aug 07, 2023
Q2 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-6.21K- 43.91% |
$299K - $304K
|
7.94K
$191K
|
|
|
Aug 03, 2023
Q2 2023
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-1.38K- 2.51% |
$66.1K - $67.3K
|
53.5K
$1.29M
|
|
|
Aug 03, 2023
Q2 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
7.05KNew |
$339K - $345K
|
7.05K
$170K
|
|
|
Aug 02, 2023
Q2 2023
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
4.42KNew |
$212K - $216K
|
4.42K
$107K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
57New |
$2.74K - $2.79K
|
57
$1.37K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
616+ 30.29% |
$29.6K - $30.1K
|
2.65K
$63.9K
|
|
|
Jul 28, 2023
Q2 2023
|
Alaska Permanent Capital Management
|
BUY
|
- |
3.95KNew |
$190K - $193K
|
3.95K
$95.2K
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
SELL
|
- |
-373- 12.14% |
$17.9K - $18.2K
|
2.7K
$65.1K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
1+ 1.18% |
$48.1 - $48.9
|
86
$2.07K
|
|
|
Jul 26, 2023
Q2 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-1.77K- 79.7% |
$85.1K - $86.6K
|
451
$10.9K
|
|
|
Jul 26, 2023
Q2 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-953- 15.94% |
$45.8K - $46.6K
|
5.03K
$121K
|
|
|
Jul 25, 2023
Q2 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-1.89K- 27.74% |
$90.6K - $92.2K
|
4.91K
$118K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
12New |
$577 - $587
|
12
$289
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
196New |
$9.42K - $9.58K
|
196
$4.73K
|
|
|
Jul 17, 2023
Q2 2023
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
SELL
|
- |
-50- 0.98% |
$2.4K - $2.44K
|
5.04K
$122K
|
|
|
Jul 14, 2023
Q2 2023
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-24.1K- 67.13% |
$1.16M - $1.18M
|
11.8K
$284K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
1.4K+ 235.92% |
$67.2K - $68.4K
|
1.99K
$48K
|
|
|
Jul 13, 2023
Q2 2023
|
Riversedge Advisors, LLC
|
SELL
|
- |
-29K- 64.57% |
$1.39M - $1.42M
|
15.9K
$383K
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-6- 5.45% |
$288 - $293
|
104
$2.51K
|
|
|
Jul 11, 2023
Q2 2023
|
Legacy Bridge, LLC
|
SELL
|
- |
-500- 17.86% |
$24K - $24.4K
|
2.3K
$55.5K
|