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 05, 2019
Q3 2019
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-71Closed |
$3.58K - $3.59K
|
0
$0
|
|
|
Oct 30, 2019
Q3 2019
|
Essex Savings Bank
|
SELL
|
- |
-975Closed |
$49.1K - $49.3K
|
0
$0
|
|
|
Oct 30, 2019
Q3 2019
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-4.98KClosed |
$251K - $252K
|
0
$0
|
|
|
Oct 29, 2019
Q3 2019
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
24New |
$1.21K - $1.21K
|
24
$578
|
|
|
Oct 11, 2019
Q3 2019
|
Clarus Wealth Advisors
|
SELL
|
- |
-501Closed |
$25.2K - $25.3K
|
0
$0
|
|
|
Oct 09, 2019
Q3 2019
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-231Closed |
$11.6K - $11.7K
|
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
|
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 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
|
|
|
Jan 14, 2019
Q4 2018
|
True Private Wealth Advisors
|
SELL
|
- |
-10.7KClosed |
N/A
|
0
$0
|
|
| Q3 2018 | |||||||
|
Dec 06, 2018
Q3 2018
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-9Closed |
N/A
|
0
$0
|
|
|
Nov 15, 2018
Q3 2018
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-303Closed |
N/A
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-154Closed |
N/A
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Altium Wealth Management LLC
|
SELL
|
- |
-4.66KClosed |
N/A
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-525Closed |
N/A
|
0
$0
|
|
|
Oct 26, 2018
Q3 2018
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-6.5KClosed |
N/A
|
0
$0
|
|
|
Oct 25, 2018
Q3 2018
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-7.15KClosed |
N/A
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 14, 2018
Q2 2018
|
Rench Wealth Management, Inc.
Denton, TX |
SELL
|
- |
-81.7KClosed |
N/A
|
0
$0
|
|
|
Aug 14, 2018
Q2 2018
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
SELL
|
- |
-59.1KClosed |
N/A
|
0
$0
|
|
|
Aug 08, 2018
Q2 2018
|
Mirador Capital Partners LP
|
SELL
|
- |
-5.4KClosed |
N/A
|
0
$0
|
|
|
Jul 31, 2018
Q2 2018
|
Burleson & Company, LLC
|
SELL
|
- |
-9.73KClosed |
N/A
|
0
$0
|
|
|
Jul 30, 2018
Q2 2018
|
Diversified Investment Strategies, LLC
|
SELL
|
- |
-4.8KClosed |
N/A
|
0
$0
|
|
|
Jul 25, 2018
Q2 2018
|
Santori & Peters, Inc.
|
SELL
|
- |
-11.6KClosed |
N/A
|
0
$0
|
|
| Q1 2018 | |||||||
|
May 14, 2018
Q1 2018
|
Scharf Investments, LLC
|
SELL
|
- |
-135KClosed |
N/A
|
0
$0
|
|
|
May 14, 2018
Q1 2018
|
Pacific Sun Financial Corp
|
SELL
|
- |
-15.1KClosed |
N/A
|
0
$0
|
|
|
May 02, 2018
Q1 2018
|
Capital Advantage, Inc.
|
SELL
|
- |
-5.18KClosed |
N/A
|
0
$0
|
|
|
Apr 27, 2018
Q1 2018
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-4KClosed |
N/A
|
0
$0
|
|
|
Apr 25, 2018
Q1 2018
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-4.31KClosed |
N/A
|
0
$0
|
|
|
Apr 19, 2018
Q1 2018
|
Wall Capital Group, Inc.
|
SELL
|
- |
-999Closed |
N/A
|
0
$0
|
|
|
Apr 17, 2018
Q1 2018
|
Forte Capital LLC
|
SELL
|
- |
-8KClosed |
N/A
|
0
$0
|
|
|
Apr 10, 2018
Q1 2018
|
Norway Savings Bank
|
SELL
|
- |
-1.6KClosed |
N/A
|
0
$0
|
|
|
Apr 09, 2018
Q1 2018
|
Founders Capital Management
|
SELL
|
- |
-35.4KClosed |
N/A
|
0
$0
|
|
|
Apr 09, 2018
Q1 2018
|
Eagle Capital Management, LLC
|
SELL
|
- |
-134KClosed |
N/A
|
0
$0
|
|