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 10, 2023
Q2 2023
|
Appleton Partners Inc
|
SELL
|
- |
-161- 3.0% |
$7.74K - $7.87K
|
5.2K
$125K
|
|
| Q1 2023 | |||||||
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
149+ 12.87% |
$7.12K - $7.3K
|
1.31K
$31.5K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
1.08K+ 1932.14% |
$51.7K - $53K
|
1.14K
$27.4K
|
|
|
May 15, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
555New |
$26.5K - $27.2K
|
555
$13.4K
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
4.68KNew |
$224K - $229K
|
4.68K
$113K
|
|
|
May 15, 2023
Q1 2023
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-3.34K- 35.51% |
$160K - $164K
|
6.07K
$146K
|
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
BUY
|
- |
312New |
$14.9K - $15.3K
|
312
$7.52K
|
|
|
May 12, 2023
Q1 2023
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
93+ 2.08% |
$4.45K - $4.56K
|
4.56K
$110K
|
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-2.87K- 35.39% |
$137K - $141K
|
5.25K
$126K
|
|
|
May 11, 2023
Q1 2023
|
Edgehill Endowment Partners, LLC
|
SELL
|
- |
-75.2K- 5.64% |
$3.59M - $3.68M
|
1.26M
$30.4M
|
|
|
May 11, 2023
Q1 2023
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
55New |
$2.63K - $2.7K
|
55
$1.33K
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-60- 89.55% |
$2.87K - $2.94K
|
7
$169
|
|
|
May 11, 2023
Q1 2023
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-172- 1.47% |
$8.22K - $8.43K
|
11.6K
$279K
|
|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
84.6KNew |
$4.04M - $4.15M
|
84.6K
$2.04M
|
|
|
May 10, 2023
Q1 2023
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
510New |
$24.4K - $25K
|
510
$12.3K
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-21.4K- 78.05% |
$1.02M - $1.05M
|
6.01K
$145K
|
|
|
May 09, 2023
Q1 2023
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-44- 50.57% |
$2.1K - $2.16K
|
43
$1.04K
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
1New |
$47.8 - $49
|
1
$24.1
|
|
|
May 08, 2023
Q1 2023
|
Bailard, Inc.
|
BUY
|
- |
4.71KNew |
$225K - $231K
|
4.71K
$114K
|
|
|
May 04, 2023
Q1 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
284New |
$13.6K - $13.9K
|
284
$6.85K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
37New |
$1.77K - $1.81K
|
37
$892
|
|
|
May 04, 2023
Q1 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
1.02KNew |
$48.9K - $50.2K
|
1.02K
$24.7K
|
|
|
May 04, 2023
Q1 2023
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-36.2K- 68.5% |
$1.73M - $1.78M
|
16.7K
$402K
|
|
|
May 04, 2023
Q1 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
5.13KNew |
$245K - $251K
|
5.13K
$124K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-1.5K- 83.33% |
$71.7K - $73.5K
|
300
$7.23K
|
|
|
May 03, 2023
Q1 2023
|
Private Wealth Partners, LLC
|
BUY
|
- |
4.85KNew |
$232K - $238K
|
4.85K
$117K
|
|
|
May 02, 2023
Q1 2023
|
Morling Financial Advisors, LLC
|
BUY
|
- |
1KNew |
$48K - $49.2K
|
1K
$24.2K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
730+ 58.78% |
$34.9K - $35.8K
|
1.97K
$47.5K
|
|
|
Apr 28, 2023
Q1 2023
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-991- 0.24% |
$47.4K - $48.6K
|
408K
$9.83M
|
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-69.5K- 25.75% |
$3.32M - $3.4M
|
200K
$4.83M
|
|
|
Apr 27, 2023
Q1 2023
|
Strategic Advisors LLC
|
SELL
|
- |
-25.5K- 67.54% |
$1.22M - $1.25M
|
12.2K
$295K
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-57.7K- 85.95% |
$2.76M - $2.83M
|
9.43K
$227K
|
|
|
Apr 24, 2023
Q1 2023
|
Imc Chicago, LLC
|
SELL
|
- |
-31.4K- 70.92% |
$1.5M - $1.54M
|
12.9K
$310K
|
|
|
Apr 20, 2023
Q1 2023
|
Tompkins Financial Corp
|
BUY
|
- |
30New |
$1.43K - $1.47K
|
30
$723
|
|
|
Apr 19, 2023
Q1 2023
|
Manchester Financial Inc
|
SELL
|
- |
-386K- 62.96% |
$18.4M - $18.9M
|
227K
$5.47M
|
|
|
Apr 18, 2023
Q1 2023
|
Darwin Advisors, LLC
|
SELL
|
- |
-94- 2.06% |
$4.49K - $4.61K
|
4.46K
$108K
|
|
|
Apr 18, 2023
Q1 2023
|
Domani Wealth, LLC
|
BUY
|
- |
1+ 0.0% |
$47.8 - $49
|
20.9K
$504K
|
|
|
Apr 17, 2023
Q1 2023
|
Northland Capital Management LLC
|
BUY
|
- |
9.22KNew |
$441K - $452K
|
9.22K
$222K
|
|
|
Apr 17, 2023
Q1 2023
|
Wealth Cmt
|
BUY
|
- |
265+ 0.97% |
$12.7K - $13K
|
27.7K
$667K
|
|
|
Apr 14, 2023
Q1 2023
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
11.1K+ 2.76% |
$532K - $546K
|
415K
$10M
|
|
|
Apr 13, 2023
Q1 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-11.2K- 62.28% |
$534K - $548K
|
6.77K
$163K
|
|
|
Apr 10, 2023
Q1 2023
|
Pacific Wealth Management
|
SELL
|
- |
-6.93K- 54.17% |
$331K - $340K
|
5.86K
$141K
|
|
|
Apr 10, 2023
Q1 2023
|
Wealth Management Resources, Inc.
|
BUY
|
- |
6.29KNew |
$301K - $308K
|
6.29K
$152K
|
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
9.66K+ 7.23% |
$462K - $473K
|
143K
$3.45M
|
|
|
Apr 04, 2023
Q1 2023
|
Modus Advisors, LLC
|
SELL
|
- |
-2.27K- 25.72% |
$108K - $111K
|
6.55K
$158K
|
|
| Q4 2022 | |||||||
|
Feb 27, 2023
Q4 2022
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
63New |
$3.02K - $3.05K
|
63
$1.52K
|
|
|
Feb 21, 2023
Q4 2022
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
140New |
$6.7K - $6.79K
|
140
$3.38K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
8New |
$383 - $388
|
8
$193
|
|
|
Feb 16, 2023
Q4 2022
|
American Trust
Lexington, KY |
BUY
|
- |
9.61KNew |
$460K - $466K
|
9.61K
$232K
|
|
|
Feb 14, 2023
Q4 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-924- 15.61% |
$44.3K - $44.8K
|
5K
$120K
|
|