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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2022
Q2 2022
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-12.7KClosed |
$619K - $630K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
4.66KNew |
$227K - $231K
|
4.66K
$113K
|
|
|
Aug 04, 2022
Q2 2022
|
Plancorp, LLC
|
BUY
|
- |
148+ 3.08% |
$7.21K - $7.34K
|
4.95K
$120K
|
|
|
Aug 03, 2022
Q2 2022
|
Ddd Partners, LLC
|
SELL
|
- |
-191K- 97.75% |
$9.29M - $9.45M
|
4.39K
$107K
|
|
|
Aug 02, 2022
Q2 2022
|
Hudock, Inc.
|
BUY
|
- |
140New |
$6.82K - $6.94K
|
140
$3.4K
|
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
SELL
|
- |
-8.9KClosed |
$434K - $441K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-9.99KClosed |
$487K - $495K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-419KClosed |
$20.4M - $20.8M
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Total Wealth Planning, LLC
|
SELL
|
- |
-473- 6.34% |
$23K - $23.5K
|
6.99K
$170K
|
|
|
Jul 29, 2022
Q2 2022
|
Kingfisher Capital LLC
|
SELL
|
- |
-4.24KClosed |
$207K - $210K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Andrews, Lucia Wealth Management LLC
|
SELL
|
- |
-19.5K- 71.68% |
$949K - $966K
|
7.69K
$187K
|
|
|
Jul 28, 2022
Q2 2022
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-128K- 95.26% |
$6.24M - $6.35M
|
6.38K
$155K
|
|
|
Jul 27, 2022
Q2 2022
|
Allen Capital Group, LLC
|
SELL
|
- |
-4.84KClosed |
$236K - $240K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
41.1KNew |
$2M - $2.04M
|
41.1K
$1M
|
|
|
Jul 26, 2022
Q2 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-200Closed |
$9.75K - $9.92K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Parisi Gray Wealth Management
|
SELL
|
- |
-90.1KClosed |
$4.39M - $4.47M
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Walker Asset Management, LLC
|
BUY
|
- |
144KNew |
$7.04M - $7.16M
|
144K
$3.51M
|
|
|
Jul 22, 2022
Q2 2022
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
5.57KNew |
$271K - $276K
|
5.57K
$135K
|
|
|
Jul 22, 2022
Q2 2022
|
Lincoln Capital Corp
|
SELL
|
- |
-83.8KClosed |
$4.08M - $4.16M
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Investors Research Corp
|
SELL
|
- |
-356- 43.36% |
$17.3K - $17.7K
|
465
$11.3K
|
|
|
Jul 19, 2022
Q2 2022
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
6.11KNew |
$298K - $303K
|
6.11K
$149K
|
|
|
Jul 19, 2022
Q2 2022
|
Lake Point Wealth Management
|
BUY
|
- |
20New |
$975 - $992
|
20
$486
|
|
|
Jul 18, 2022
Q2 2022
|
First National Corp
|
SELL
|
- |
-11.5KClosed |
$558K - $568K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-800- 12.7% |
$39K - $39.7K
|
5.5K
$134K
|
|
|
Jul 15, 2022
Q2 2022
|
Five Oceans Advisors
|
BUY
|
- |
17.3KNew |
$841K - $856K
|
17.3K
$419K
|
|
|
Jul 15, 2022
Q2 2022
|
Oak Asset Management, LLC
|
BUY
|
- |
424KNew |
$20.7M - $21.1M
|
424K
$10.3M
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
141New |
$6.87K - $6.99K
|
141
$3.43K
|
|
|
Jul 13, 2022
Q2 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
190New |
$9.26K - $9.42K
|
190
$4.62K
|
|
|
Jul 13, 2022
Q2 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-45- 28.85% |
$2.19K - $2.23K
|
111
$2.7K
|
|
|
Jul 13, 2022
Q2 2022
|
Life Steps Financial, Inc.
|
SELL
|
- |
-86KClosed |
$4.19M - $4.26M
|
0
$0
|
|
|
Jul 06, 2022
Q2 2022
|
Sterling Investment Management, LLC
|
BUY
|
- |
137K+ 56.66% |
$6.69M - $6.81M
|
380K
$9.23M
|
|
| Q1 2022 | |||||||
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-2.36KClosed |
$117K - $120K
|
0
$0
|
|
|
May 17, 2022
Q1 2022
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-4.28KClosed |
$212K - $218K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-663Closed |
$32.8K - $33.7K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-52.9KClosed |
$2.62M - $2.69M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-204Closed |
$10.1K - $10.4K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-52Closed |
$2.57K - $2.64K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-13.4KClosed |
$664K - $683K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-4KClosed |
$198K - $203K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-4.17KClosed |
$206K - $212K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-7.08KClosed |
$350K - $360K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-14.8KClosed |
$730K - $750K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-3.25KClosed |
$161K - $165K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-6.02KClosed |
$298K - $306K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Parsons Capital Management Inc
|
SELL
|
- |
-34.4KClosed |
$1.7M - $1.75M
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Riverwater Partners LLC
|
SELL
|
- |
-4.89KClosed |
$242K - $248K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-51- 56.04% |
$2.52K - $2.59K
|
40
$972
|
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO
|
SELL
|
- |
-100Closed |
$4.95K - $5.08K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Nova Point Capital, LLC
|
SELL
|
- |
-4.83KClosed |
$239K - $246K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Menlo Advisors LLC
|
SELL
|
- |
-63.4KClosed |
$3.14M - $3.22M
|
0
$0
|
|