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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
30+ 1.42% |
$1.43K - $1.45K
|
2.14K
$52.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
13.9KNew |
$660K - $671K
|
13.9K
$337K
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-126- 85.14% |
$6.01K - $6.1K
|
22
$535
|
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-536- 11.44% |
$25.5K - $26K
|
4.15K
$101K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
152KNew |
$7.26M - $7.38M
|
152K
$3.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
161+ 2.69% |
$7.67K - $7.8K
|
6.15K
$149K
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
1.25K+ 19.66% |
$59.4K - $60.4K
|
7.59K
$184K
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
4.42KNew |
$211K - $214K
|
4.42K
$108K
|
|
|
Feb 07, 2024
Q4 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
5.6KNew |
$267K - $272K
|
5.6K
$136K
|
|
|
Feb 05, 2024
Q4 2023
|
Triumph Capital Management
|
SELL
|
- |
-310- 5.3% |
$14.8K - $15K
|
5.54K
$135K
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-804- 38.09% |
$38.3K - $39K
|
1.31K
$31.8K
|
|
|
Jan 31, 2024
Q4 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
6.31KNew |
$301K - $306K
|
6.31K
$153K
|
|
|
Jan 30, 2024
Q4 2023
|
Sfmg, LLC
|
SELL
|
- |
-3K- 38.56% |
$143K - $145K
|
4.78K
$116K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
46.7K+ 81.51% |
$2.23M - $2.26M
|
104K
$2.53M
|
|
|
Jan 25, 2024
Q4 2023
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-51K- 84.97% |
$2.43M - $2.47M
|
9.01K
$219K
|
|
|
Jan 24, 2024
Q4 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-72.7K- 24.34% |
$3.47M - $3.52M
|
226K
$5.5M
|
|
|
Jan 24, 2024
Q4 2023
|
Jacobsen Capital Management
|
BUY
|
- |
200+ 2.1% |
$9.53K - $9.69K
|
9.71K
$236K
|
|
|
Jan 24, 2024
Q4 2023
|
Clean Yield Group
|
SELL
|
- |
-14.8K- 69.48% |
$705K - $717K
|
6.5K
$158K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
34.9K+ 41.55% |
$1.66M - $1.69M
|
119K
$2.89M
|
|
|
Jan 23, 2024
Q4 2023
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
1.75K+ 3.51% |
$83.5K - $84.9K
|
51.6K
$1.26M
|
|
|
Jan 19, 2024
Q4 2023
|
Advocate Group LLC
|
SELL
|
- |
-8.03K- 56.86% |
$383K - $389K
|
6.09K
$148K
|
|
|
Jan 17, 2024
Q4 2023
|
Alhambra Investment Partners LLC
|
BUY
|
- |
13.3KNew |
$635K - $646K
|
13.3K
$324K
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-100- 50.0% |
$4.77K - $4.85K
|
100
$2.43K
|
|
|
Jan 12, 2024
Q4 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
447New |
$21.3K - $21.7K
|
447
$10.9K
|
|
|
Jan 12, 2024
Q4 2023
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
SELL
|
- |
-4.21K- 2.01% |
$201K - $204K
|
205K
$4.98M
|
|
|
Jan 09, 2024
Q4 2023
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-369- 4.33% |
$17.6K - $17.9K
|
8.16K
$198K
|
|
|
Jan 09, 2024
Q4 2023
|
Resource Planning Group
|
SELL
|
- |
-20K- 19.69% |
$955K - $971K
|
81.7K
$1.99M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
470+ 8.62% |
$22.4K - $22.8K
|
5.93K
$144K
|
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-233K- 37.05% |
$11.1M - $11.3M
|
396K
$9.63M
|
|
|
Jan 02, 2024
Q4 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-5.99K- 52.42% |
$286K - $290K
|
5.44K
$132K
|
|
| Q3 2023 | |||||||
|
Jan 15, 2025
Q3 2023
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-5.37KClosed |
$256K - $259K
|
0
$0
|
|
|
Mar 11, 2024
Q3 2023
|
Nepc LLC
Boston, MA |
SELL
|
- |
-6.26KClosed |
$299K - $302K
|
0
$0
|
|
|
Nov 15, 2023
Q3 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
491KNew |
$23.5M - $23.7M
|
491K
$11.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Biltmore Family Office, LLC
|
BUY
|
- |
290New |
$13.9K - $14K
|
290
$7.05K
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
582New |
$27.8K - $28.1K
|
582
$14.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-647- 8.26% |
$30.9K - $31.2K
|
7.19K
$175K
|
|
|
Nov 13, 2023
Q3 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
921KNew |
$44M - $44.4M
|
921K
$22.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
1.77KNew |
$84.6K - $85.3K
|
1.77K
$43K
|
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.87K- 24.55% |
$89.4K - $90.2K
|
5.75K
$140K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-27.3K- 98.1% |
$1.3M - $1.32M
|
529
$12.9K
|
|
|
Nov 09, 2023
Q3 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
159New |
$7.6K - $7.66K
|
159
$3.87K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
6.06K+ 79.21% |
$290K - $292K
|
13.7K
$333K
|
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
35New |
$1.67K - $1.69K
|
35
$851
|
|
|
Nov 07, 2023
Q3 2023
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
10.1KNew |
$484K - $488K
|
10.1K
$246K
|
|
|
Nov 07, 2023
Q3 2023
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-762- 4.32% |
$36.4K - $36.7K
|
16.9K
$410K
|
|
|
Nov 03, 2023
Q3 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-648- 92.7% |
$31K - $31.2K
|
51
$1.24K
|
|
|
Nov 03, 2023
Q3 2023
|
Lutz Financial Services LLC
|
SELL
|
- |
-281- 5.69% |
$13.4K - $13.5K
|
4.66K
$113K
|
|
|
Nov 01, 2023
Q3 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-19- 0.23% |
$908 - $916
|
8.17K
$199K
|
|
|
Nov 01, 2023
Q3 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-150- 38.46% |
$7.17K - $7.23K
|
240
$5.83K
|
|
|
Oct 27, 2023
Q3 2023
|
B&D White Capital Company, LLC
|
SELL
|
- |
-96- 2.18% |
$4.59K - $4.63K
|
4.3K
$105K
|
|