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 |
---|---|---|---|---|---|---|---|
Apr 14, 2020
Q1 2020
|
Gpm Growth Investors, Inc.
|
SELL
|
- |
-88.5KClosed |
N/A
|
0
$0
|
|
Q4 2019 | |||||||
Feb 14, 2020
Q4 2019
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-139Closed |
N/A
|
0
$0
|
|
Feb 13, 2020
Q4 2019
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-7.23KClosed |
N/A
|
0
$0
|
|
Feb 12, 2020
Q4 2019
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-11.1KClosed |
N/A
|
0
$0
|
|
Feb 12, 2020
Q4 2019
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-37Closed |
N/A
|
0
$0
|
|
Feb 12, 2020
Q4 2019
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-5.86KClosed |
N/A
|
0
$0
|
|
Feb 12, 2020
Q4 2019
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-462Closed |
N/A
|
0
$0
|
|
Feb 11, 2020
Q4 2019
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-43.2KClosed |
N/A
|
0
$0
|
|
Feb 04, 2020
Q4 2019
|
Spectrum Management Group, LLC
|
SELL
|
- |
-60Closed |
N/A
|
0
$0
|
|
Feb 04, 2020
Q4 2019
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-4.8KClosed |
N/A
|
0
$0
|
|
Jan 29, 2020
Q4 2019
|
Hoertkorn Richard Charles
|
SELL
|
- |
-350Closed |
N/A
|
0
$0
|
|
Jan 24, 2020
Q4 2019
|
Donald L. Hagan, LLC
|
SELL
|
- |
-6.42KClosed |
N/A
|
0
$0
|
|
Jan 22, 2020
Q4 2019
|
Barnett & Company, Inc.
|
SELL
|
- |
-85Closed |
N/A
|
0
$0
|
|
Jan 17, 2020
Q4 2019
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-5.65KClosed |
N/A
|
0
$0
|
|
Jan 16, 2020
Q4 2019
|
Jentner Corp
|
SELL
|
- |
-8.34KClosed |
N/A
|
0
$0
|
|
Jan 14, 2020
Q4 2019
|
Corbenic Partners LLC
|
SELL
|
- |
-62KClosed |
N/A
|
0
$0
|
|
Jan 13, 2020
Q4 2019
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
692New |
N/A
|
692
$33.3K
|
|
Jan 09, 2020
Q4 2019
|
Mcia Inc
|
SELL
|
- |
-144KClosed |
N/A
|
0
$0
|
|
Q3 2019 | |||||||
Dec 21, 2023
Q3 2019
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-138Closed |
N/A
|
0
$0
|
|
Mar 16, 2021
Q3 2019
|
Axiom Investment Management LLC
New York, NY |
SELL
|
- |
-39.1KClosed |
N/A
|
0
$0
|
|
Nov 15, 2019
Q3 2019
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-500Closed |
N/A
|
0
$0
|
|
Nov 12, 2019
Q3 2019
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-27Closed |
N/A
|
0
$0
|
|
Nov 05, 2019
Q3 2019
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-71Closed |
N/A
|
0
$0
|
|
Oct 30, 2019
Q3 2019
|
Essex Savings Bank
|
SELL
|
- |
-975Closed |
N/A
|
0
$0
|
|
Oct 30, 2019
Q3 2019
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-4.98KClosed |
N/A
|
0
$0
|
|
Oct 29, 2019
Q3 2019
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
24New |
N/A
|
24
$1.16K
|
|
Oct 11, 2019
Q3 2019
|
Clarus Wealth Advisors
|
SELL
|
- |
-501Closed |
N/A
|
0
$0
|
|
Oct 09, 2019
Q3 2019
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-231Closed |
N/A
|
0
$0
|
|
Q2 2019 | |||||||
May 08, 2020
Q2 2019
|
Royal Fund Management, LLC
|
SELL
|
- |
-122Closed |
N/A
|
0
$0
|
|
Aug 13, 2019
Q2 2019
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-1.62KClosed |
N/A
|
0
$0
|
|
Jul 29, 2019
Q2 2019
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-12.5KClosed |
N/A
|
0
$0
|
|
Jul 29, 2019
Q2 2019
|
Sg Americas Securities, LLC
|
SELL
|
- |
-2.95KClosed |
N/A
|
0
$0
|
|
Jul 22, 2019
Q2 2019
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-8.12KClosed |
N/A
|
0
$0
|
|
Jul 01, 2019
Q2 2019
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-19.5KClosed |
N/A
|
0
$0
|
|
Q1 2019 | |||||||
May 15, 2019
Q1 2019
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-7.39KClosed |
N/A
|
0
$0
|
|
May 15, 2019
Q1 2019
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-8.08KClosed |
N/A
|
0
$0
|
|
May 13, 2019
Q1 2019
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-7.09KClosed |
N/A
|
0
$0
|
|
May 10, 2019
Q1 2019
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-7.5KClosed |
N/A
|
0
$0
|
|
Apr 30, 2019
Q1 2019
|
Janney Capital Management LLC
|
SELL
|
- |
-4.02KClosed |
N/A
|
0
$0
|
|
Apr 25, 2019
Q1 2019
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-7.19KClosed |
N/A
|
0
$0
|
|
Apr 18, 2019
Q1 2019
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-4.53KClosed |
N/A
|
0
$0
|
|
Apr 17, 2019
Q1 2019
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-35Closed |
N/A
|
0
$0
|
|
Apr 12, 2019
Q1 2019
|
Ritholtz Wealth Management
|
SELL
|
- |
-6.51KClosed |
N/A
|
0
$0
|
|
Q4 2018 | |||||||
Feb 13, 2019
Q4 2018
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-4.66KClosed |
N/A
|
0
$0
|
|
Feb 12, 2019
Q4 2018
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
0Closed |
N/A
|
0
$0
|
|
Feb 01, 2019
Q4 2018
|
Baldwin Brothers LLC
|
SELL
|
- |
-808Closed |
N/A
|
0
$0
|
|
Jan 17, 2019
Q4 2018
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-473Closed |
N/A
|
0
$0
|
|
Jan 17, 2019
Q4 2018
|
Arcadia Investment Management Corp
|
SELL
|
- |
-91.9KClosed |
N/A
|
0
$0
|
|
Jan 17, 2019
Q4 2018
|
Wealth Architects, LLC
|
SELL
|
- |
-6.31KClosed |
N/A
|
0
$0
|
|
Jan 17, 2019
Q4 2018
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-63.1KClosed |
N/A
|
0
$0
|