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 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
|
|
Q4 2017 | |||||||
Jan 03, 2024
Q4 2017
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1K+ 42.11% |
N/A
|
3.38K
$166K
|
|
Feb 14, 2018
Q4 2017
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-4.42KClosed |
N/A
|
0
$0
|
|
Feb 08, 2018
Q4 2017
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-10Closed |
N/A
|
0
$0
|
|
Feb 05, 2018
Q4 2017
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-18.8KClosed |
N/A
|
0
$0
|
|
Q3 2017 | |||||||
Aug 30, 2024
Q3 2017
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-1.63K- 82.31% |
N/A
|
351
$17.2K
|
|
Nov 14, 2017
Q3 2017
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-226Closed |
N/A
|
0
$0
|
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
N/A
|
1
$49.1
|
|
Q2 2016 | |||||||
Oct 03, 2017
Q2 2016
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
7KNew |
N/A
|
7K
$343K
|