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 |
---|---|---|---|---|---|---|---|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
20.5K+ 248.87% |
$987K - $998K
|
28.8K
$1.39M
|
|
May 10, 2024
Q1 2024
|
Somerset Group LLC
Wayzata, MN |
SELL
|
- |
-1.06K- 7.94% |
$51.1K - $51.7K
|
12.3K
$594K
|
|
May 10, 2024
Q1 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.38K+ 3.65% |
$66.3K - $67.1K
|
39.1K
$1.88M
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-29.7K- 90.11% |
$1.43M - $1.45M
|
3.26K
$157K
|
|
May 10, 2024
Q1 2024
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
632+ 0.76% |
$30.4K - $30.7K
|
83.6K
$4.02M
|
|
May 10, 2024
Q1 2024
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-1.77K- 0.55% |
$84.9K - $85.9K
|
322K
$15.5M
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
53.4KNew |
$2.57M - $2.6M
|
53.4K
$2.57M
|
|
May 10, 2024
Q1 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
43.6KNew |
$2.1M - $2.12M
|
43.6K
$2.1M
|
|
May 10, 2024
Q1 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
1.84K+ 4.79% |
$88.6K - $89.7K
|
40.4K
$1.94M
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
2New |
$96.1 - $97.3
|
2
$96.3
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
214K+ 25.77% |
$10.3M - $10.4M
|
1.04M
$50.2M
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
4.89K+ 20.99% |
$235K - $238K
|
28.2K
$1.36M
|
|
May 10, 2024
Q1 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
SELL
|
- |
-170- 0.88% |
$8.17K - $8.27K
|
19.2K
$926K
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-4.09K- 15.54% |
$196K - $199K
|
22.2K
$1.07M
|
|
May 10, 2024
Q1 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-1.42K- 0.8% |
$68.4K - $69.2K
|
177K
$8.54M
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-26.9M- 74.38% |
$1.29B - $1.31B
|
9.26M
$446M
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
410+ 3.49% |
$19.7K - $19.9K
|
12.1K
$585K
|
|
May 10, 2024
Q1 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
7.41K+ 100.6% |
$356K - $360K
|
14.8K
$711K
|
|
May 10, 2024
Q1 2024
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-397- 4.78% |
$19.1K - $19.3K
|
7.91K
$381K
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-36K- 10.64% |
$1.73M - $1.75M
|
303K
$14.6M
|
|
May 10, 2024
Q1 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
58+ 0.24% |
$2.79K - $2.82K
|
24.1K
$1.16M
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
8.14K+ 2.06% |
$391K - $396K
|
404K
$19.4M
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
167New |
$8.02K - $8.12K
|
167
$8.04K
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-14.8K- 5.36% |
$713K - $721K
|
262K
$12.6M
|
|
May 10, 2024
Q1 2024
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
4.09K+ 99.63% |
$197K - $199K
|
8.2K
$395K
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-4.73K- 41.07% |
$227K - $230K
|
6.79K
$327K
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.99K+ 8.18% |
$143K - $145K
|
39.5K
$1.9M
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
4.52K+ 38.1% |
$217K - $220K
|
16.4K
$789K
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.15K- 4.25% |
$55.3K - $56K
|
26K
$1.25M
|
|
May 09, 2024
Q1 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
82.5K+ 5.11% |
$3.97M - $4.01M
|
1.7M
$81.6M
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
BUY
|
- |
72New |
$3.46K - $3.5K
|
72
$3.47K
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
6.44K+ 7.21% |
$309K - $313K
|
95.7K
$4.6M
|
|
May 09, 2024
Q1 2024
|
Act Two Investors LLC
Santa Cruz, CA |
BUY
|
- |
3.57K+ 3.0% |
$172K - $174K
|
123K
$5.91M
|
|
May 09, 2024
Q1 2024
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-827- 2.38% |
$39.7K - $40.2K
|
33.9K
$1.63M
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
857+ 2.21% |
$41.2K - $41.7K
|
39.7K
$1.91M
|
|
May 09, 2024
Q1 2024
|
Journey Advisory Group, LLC
|
BUY
|
- |
26.6K+ 12.91% |
$1.28M - $1.29M
|
232K
$11.2M
|
|
May 09, 2024
Q1 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
6.98K+ 6.18% |
$335K - $339K
|
120K
$5.77M
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-10.5K- 12.1% |
$503K - $509K
|
76.1K
$3.66M
|
|
May 09, 2024
Q1 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
350+ 6.95% |
$16.8K - $17K
|
5.39K
$259K
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
845+ 14.26% |
$40.6K - $41.1K
|
6.77K
$326K
|
|
May 09, 2024
Q1 2024
|
Motco
|
BUY
|
- |
635New |
$30.5K - $30.9K
|
635
$30.6K
|
|
May 09, 2024
Q1 2024
|
Lindenwold Advisors
|
BUY
|
- |
979+ 2.59% |
$47K - $47.6K
|
38.8K
$1.87M
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
10.2KNew |
$491K - $497K
|
10.2K
$492K
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
SELL
|
- |
-27- 0.43% |
$1.3K - $1.31K
|
6.24K
$300K
|
|
May 09, 2024
Q1 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-63- 1.33% |
$3.03K - $3.06K
|
4.67K
$225K
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-4.43K- 39.61% |
$213K - $215K
|
6.75K
$325K
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
5.35K+ 41.75% |
$257K - $260K
|
18.2K
$874K
|
|
May 09, 2024
Q1 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
1.25K+ 2.9% |
$59.9K - $60.6K
|
44.3K
$2.13M
|
|
May 09, 2024
Q1 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
1.97K+ 6.88% |
$94.7K - $95.8K
|
30.6K
$1.47M
|
|
May 09, 2024
Q1 2024
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-17.5K- 45.05% |
$841K - $852K
|
21.4K
$1.03M
|