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 |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2022
Q3 2022
|
Hilton Capital Management, LLC
|
SELL
|
- |
-4.66K- 52.13% |
$224K - $230K
|
4.27K
$104K
|
|
|
Nov 10, 2022
Q3 2022
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-1.32K- 20.99% |
$63.8K - $65.4K
|
4.98K
$121K
|
|
|
Nov 09, 2022
Q3 2022
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-15.9K- 69.43% |
$766K - $786K
|
7.01K
$170K
|
|
|
Nov 04, 2022
Q3 2022
|
Sierra Capital LLC
|
SELL
|
- |
-2.44K- 58.14% |
$117K - $120K
|
1.76K
$42.7K
|
|
|
Nov 04, 2022
Q3 2022
|
Lake Hills Wealth Management, LLC
|
BUY
|
CALL |
9.42KNew |
$454K - $465K
|
9.42K
$229K
|
|
|
Nov 04, 2022
Q3 2022
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
60.5KNew |
$2.91M - $2.99M
|
60.5K
$1.47M
|
|
|
Nov 04, 2022
Q3 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
73.1KNew |
$3.52M - $3.61M
|
73.1K
$1.78M
|
|
|
Nov 03, 2022
Q3 2022
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-6- 1.39% |
$289 - $296
|
427
$10.4K
|
|
|
Nov 02, 2022
Q3 2022
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
BUY
|
- |
400New |
$19.3K - $19.7K
|
400
$9.72K
|
|
|
Nov 01, 2022
Q3 2022
|
Dagco, Inc.
|
SELL
|
- |
-3.32K- 4.7% |
$160K - $164K
|
67.3K
$1.64M
|
|
|
Oct 31, 2022
Q3 2022
|
1900 Wealth Management LLC
|
SELL
|
- |
-400- 2.49% |
$19.3K - $19.7K
|
15.7K
$380K
|
|
|
Oct 28, 2022
Q3 2022
|
Reliant Wealth Planning
|
BUY
|
- |
24.7K+ 3.39% |
$1.19M - $1.22M
|
752K
$18.3M
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
29New |
$1.4K - $1.43K
|
29
$705
|
|
|
Oct 27, 2022
Q3 2022
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-920- 4.3% |
$44.3K - $45.4K
|
20.5K
$497K
|
|
|
Oct 25, 2022
Q3 2022
|
Dock Street Asset Management Inc
|
SELL
|
- |
-445- 9.14% |
$21.4K - $22K
|
4.42K
$107K
|
|
|
Oct 24, 2022
Q3 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-500- 20.08% |
$24.1K - $24.7K
|
1.99K
$48.4K
|
|
|
Oct 24, 2022
Q3 2022
|
Mc Adam, LLC
|
BUY
|
- |
4.29KNew |
$207K - $212K
|
4.29K
$104K
|
|
|
Oct 21, 2022
Q3 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-967- 8.5% |
$46.6K - $47.7K
|
10.4K
$253K
|
|
|
Oct 18, 2022
Q3 2022
|
Kaizen Financial Strategies
|
SELL
|
- |
-66- 0.36% |
$3.18K - $3.26K
|
18.3K
$445K
|
|
|
Oct 17, 2022
Q3 2022
|
My Legacy Advisors, LLC
|
SELL
|
- |
-6.85K- 57.97% |
$330K - $338K
|
4.96K
$121K
|
|
|
Oct 12, 2022
Q3 2022
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
5.08K+ 3.27% |
$245K - $251K
|
160K
$3.9M
|
|
|
Oct 07, 2022
Q3 2022
|
Austin Asset Management CO Inc
|
SELL
|
- |
-195- 2.23% |
$9.39K - $9.63K
|
8.53K
$207K
|
|
|
Oct 03, 2022
Q3 2022
|
M&R Capital Management Inc
|
BUY
|
- |
136+ 316.28% |
$6.55K - $6.71K
|
179
$4.35K
|
|
| Q2 2022 | |||||||
|
Nov 17, 2022
Q2 2022
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
1.28K+ 2.08% |
$62.2K - $63.3K
|
62.6K
$1.52M
|
|
|
Aug 15, 2022
Q2 2022
|
Unio Capital LLC
|
SELL
|
- |
-14.5K- 46.19% |
$708K - $721K
|
16.9K
$411K
|
|
|
Aug 15, 2022
Q2 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
196New |
$9.55K - $9.72K
|
196
$4.76K
|
|
|
Aug 15, 2022
Q2 2022
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs, FL |
SELL
|
- |
-42.9KClosed |
$2.09M - $2.13M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
254KNew |
$12.4M - $12.6M
|
254K
$6.17M
|
|
|
Aug 15, 2022
Q2 2022
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-50- 3.54% |
$2.44K - $2.48K
|
1.36K
$33.1K
|
|
|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-4.37KClosed |
$213K - $217K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-4.9KClosed |
$239K - $243K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-1.2MClosed |
$58.4M - $59.5M
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-3.6K- 54.66% |
$176K - $179K
|
2.99K
$72.7K
|
|
|
Aug 11, 2022
Q2 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-218Closed |
$10.6K - $10.8K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-14.9KClosed |
$727K - $740K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
BUY
|
- |
6.36KNew |
$310K - $316K
|
6.36K
$155K
|
|
|
Aug 11, 2022
Q2 2022
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-4.86KClosed |
$237K - $241K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Ulrich Consultants & Investment Group, LLC
Albuquerque, NM |
BUY
|
- |
327KNew |
$15.9M - $16.2M
|
327K
$7.95M
|
|
|
Aug 10, 2022
Q2 2022
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-9.68KClosed |
$472K - $480K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
5.63KNew |
$274K - $279K
|
5.63K
$137K
|
|
|
Aug 10, 2022
Q2 2022
|
Goldstein Munger & Associates
San Ramon, CA |
SELL
|
- |
-4.3KClosed |
$210K - $213K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-1.79K- 19.88% |
$87K - $88.5K
|
7.19K
$175K
|
|
|
Aug 09, 2022
Q2 2022
|
Ntb Financial Corp
Centennial, CO |
SELL
|
- |
-4.19K- 12.27% |
$204K - $208K
|
30K
$729K
|
|
|
Aug 09, 2022
Q2 2022
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-138Closed |
$6.72K - $6.84K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
127New |
$6.19K - $6.3K
|
127
$3.09K
|
|
|
Aug 08, 2022
Q2 2022
|
Quent Capital, LLC
|
SELL
|
- |
-64Closed |
$3.12K - $3.17K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-149Closed |
$7.26K - $7.39K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
1.62KNew |
$78.9K - $80.3K
|
1.62K
$39.4K
|
|
|
Aug 05, 2022
Q2 2022
|
Staley Capital Advisers Inc
|
SELL
|
- |
-300- 1.22% |
$14.6K - $14.9K
|
24.3K
$590K
|
|
|
Aug 05, 2022
Q2 2022
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-141KClosed |
$6.85M - $6.98M
|
0
$0
|
|