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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2021
Q1 2021
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-776Closed |
$39.8K - $39.9K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-4.17KClosed |
$214K - $214K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-96Closed |
$4.92K - $4.94K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Edge Capital Group, LLC
|
SELL
|
- |
-15KClosed |
$769K - $771K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-49Closed |
$2.51K - $2.52K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-16.9KClosed |
$865K - $867K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-4.25KClosed |
$218K - $219K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Windsor Group LTD
|
SELL
|
- |
-21.5KClosed |
$1.1M - $1.11M
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-7KClosed |
$359K - $360K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Webster Bank, N. A.
|
BUY
|
- |
111New |
$5.69K - $5.71K
|
111
$2.67K
|
|
|
May 07, 2021
Q1 2021
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-190Closed |
$9.74K - $9.77K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-4.12KClosed |
$211K - $212K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-1.33KClosed |
$68K - $68.2K
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-29Closed |
$1.49K - $1.49K
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Danda Trouve Investment Management, Inc.
|
SELL
|
- |
-1Closed |
$51.3 - $51.4
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Gratus Capital LLC
|
SELL
|
- |
-54.9KClosed |
$2.82M - $2.82M
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Firestone Capital Management
|
SELL
|
- |
-342Closed |
$17.5K - $17.6K
|
0
$0
|
|
|
Apr 19, 2021
Q1 2021
|
Sym Financial Corp
|
SELL
|
- |
-7.13KClosed |
$366K - $367K
|
0
$0
|
|
|
Apr 15, 2021
Q1 2021
|
Burt Wealth Advisors
|
SELL
|
- |
-320Closed |
$16.4K - $16.5K
|
0
$0
|
|
|
Apr 15, 2021
Q1 2021
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
SELL
|
- |
-253KClosed |
$13M - $13M
|
0
$0
|
|
|
Apr 14, 2021
Q1 2021
|
Westside Investment Management, Inc.
|
BUY
|
- |
151New |
$7.74K - $7.76K
|
151
$3.64K
|
|
|
Apr 12, 2021
Q1 2021
|
First Premier Bank
|
SELL
|
- |
-60.9KClosed |
$3.12M - $3.13M
|
0
$0
|
|
|
Apr 12, 2021
Q1 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-180Closed |
$9.23K - $9.25K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Apr 05, 2024
Q4 2020
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-4.46KClosed |
$229K - $230K
|
0
$0
|
|
|
May 10, 2021
Q4 2020
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
4.43KNew |
$227K - $228K
|
4.43K
$107K
|
|
|
Feb 16, 2021
Q4 2020
|
Centric Wealth Management
|
SELL
|
- |
-24.9KClosed |
$1.28M - $1.28M
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
498KNew |
$25.6M - $25.6M
|
498K
$12M
|
|
|
Feb 16, 2021
Q4 2020
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
3.9KNew |
$201K - $201K
|
3.9K
$94K
|
|
|
Feb 11, 2021
Q4 2020
|
Slow Capital, Inc.
|
SELL
|
- |
-1.59KClosed |
$81.7K - $81.9K
|
0
$0
|
|
|
Feb 10, 2021
Q4 2020
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-199KClosed |
$10.2M - $10.2M
|
0
$0
|
|
|
Feb 10, 2021
Q4 2020
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-19.5KClosed |
$1M - $1M
|
0
$0
|
|
|
Feb 10, 2021
Q4 2020
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-79KClosed |
$4.06M - $4.07M
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.31KClosed |
$67.4K - $67.5K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-6.01KClosed |
$309K - $309K
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-4.18KClosed |
$215K - $215K
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Human Investing LLC
|
SELL
|
- |
-386Closed |
$19.8K - $19.9K
|
0
$0
|
|
|
Feb 03, 2021
Q4 2020
|
Trust CO Of Vermont
|
SELL
|
- |
-1.79KClosed |
$91.8K - $92K
|
0
$0
|
|
|
Feb 02, 2021
Q4 2020
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-1.78KClosed |
$91.2K - $91.4K
|
0
$0
|
|
|
Jan 28, 2021
Q4 2020
|
Smith, Salley & Associates
|
SELL
|
- |
-6.13KClosed |
$315K - $316K
|
0
$0
|
|
|
Jan 26, 2021
Q4 2020
|
Columbus Macro, LLC
|
SELL
|
- |
-114KClosed |
$5.85M - $5.86M
|
0
$0
|
|
|
Jan 21, 2021
Q4 2020
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-16.6KClosed |
$851K - $853K
|
0
$0
|
|
|
Jan 12, 2021
Q4 2020
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-4.36KClosed |
$224K - $224K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 25, 2020
Q3 2020
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-3.94KClosed |
$203K - $203K
|
0
$0
|
|
|
Nov 17, 2020
Q3 2020
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-7.11KClosed |
$366K - $367K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-10.4KClosed |
$535K - $537K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Cito Capital Group, LLC
Miami, FL |
SELL
|
- |
-2K- 21.05% |
$103K - $103K
|
7.5K
$181K
|
|
|
Nov 13, 2020
Q3 2020
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
300New |
$15.4K - $15.5K
|
300
$7.23K
|
|
|
Nov 12, 2020
Q3 2020
|
Advisor Os, LLC
|
SELL
|
- |
-19.5KClosed |
$1.01M - $1.01M
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
F Dx Advisors, Inc.
|
SELL
|
- |
-6.25KClosed |
$322K - $323K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-318Closed |
$16.4K - $16.4K
|
0
$0
|
|