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 07, 2024
Q3 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-1.68K- 2.57% |
$80.5K - $82.4K
|
63.8K
$1.54M
|
|
|
Nov 07, 2024
Q3 2024
|
Lindenwold Advisors
|
SELL
|
- |
-10.2K- 26.58% |
$491K - $502K
|
28.3K
$681K
|
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
992New |
$47.5K - $48.7K
|
992
$23.9K
|
|
|
Nov 06, 2024
Q3 2024
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-12.4K- 73.55% |
$594K - $608K
|
4.46K
$107K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
451New |
$21.6K - $22.1K
|
451
$10.9K
|
|
|
Nov 06, 2024
Q3 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
3.27K+ 15.56% |
$157K - $160K
|
24.3K
$584K
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
260New |
$12.5K - $12.8K
|
260
$6.26K
|
|
|
Nov 06, 2024
Q3 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
359+ 4.49% |
$17.2K - $17.6K
|
8.36K
$201K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-5.05K- 21.3% |
$242K - $248K
|
18.7K
$449K
|
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
5.18K+ 11.03% |
$248K - $254K
|
52.1K
$1.26M
|
|
|
Nov 06, 2024
Q3 2024
|
Lummis Asset Management, LP
Fort Worth, TX |
SELL
|
- |
-1.37K- 3.66% |
$65.7K - $67.3K
|
36.1K
$869K
|
|
|
Nov 06, 2024
Q3 2024
|
Bank Of Marin
Novato, CA |
BUY
|
- |
1.89K+ 5.32% |
$90.6K - $92.8K
|
37.5K
$902K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-452- 1.36% |
$21.7K - $22.2K
|
32.9K
$792K
|
|
|
Nov 06, 2024
Q3 2024
|
Veery Capital, LLC
|
BUY
|
- |
17K+ 136.88% |
$814K - $833K
|
29.4K
$707K
|
|
|
Nov 06, 2024
Q3 2024
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
6.69KNew |
$321K - $328K
|
6.69K
$161K
|
|
|
Nov 06, 2024
Q3 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-143K- 38.46% |
$6.85M - $7.01M
|
229K
$5.51M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-439K- 13.77% |
$21.1M - $21.6M
|
2.75M
$66.2M
|
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
BUY
|
- |
18.2K+ 6.34% |
$873K - $894K
|
306K
$7.36M
|
|
|
Nov 05, 2024
Q3 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-5.31K- 39.69% |
$255K - $261K
|
8.07K
$194K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
7.15K+ 36.67% |
$343K - $351K
|
26.6K
$642K
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
430+ 1.89% |
$20.6K - $21.1K
|
23.1K
$557K
|
|
|
Nov 05, 2024
Q3 2024
|
Hc Advisors, LLC
|
BUY
|
- |
600+ 8.46% |
$28.8K - $29.4K
|
7.69K
$185K
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1.93K- 13.87% |
$92.6K - $94.7K
|
12K
$289K
|
|
|
Nov 05, 2024
Q3 2024
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
920+ 10.89% |
$44.1K - $45.1K
|
9.37K
$226K
|
|
|
Nov 05, 2024
Q3 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-2.62K- 14.08% |
$126K - $128K
|
16K
$385K
|
|
|
Nov 05, 2024
Q3 2024
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-2- 0.05% |
$95.9 - $98.1
|
4.26K
$103K
|
|
|
Nov 05, 2024
Q3 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
115K+ 106.82% |
$5.51M - $5.63M
|
222K
$5.36M
|
|
|
Nov 05, 2024
Q3 2024
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
4.2KNew |
$201K - $206K
|
4.2K
$101K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
414+ 1061.54% |
$19.8K - $20.3K
|
453
$10.9K
|
|
|
Nov 05, 2024
Q3 2024
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
24.3KNew |
$1.16M - $1.19M
|
24.3K
$584K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-400- 4.47% |
$19.2K - $19.6K
|
8.56K
$206K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
32.7K+ 368.19% |
$1.57M - $1.6M
|
41.5K
$1M
|
|
|
Nov 04, 2024
Q3 2024
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-4.83K- 10.35% |
$232K - $237K
|
41.9K
$1.01M
|
|
|
Nov 04, 2024
Q3 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-2.37K- 2.39% |
$114K - $116K
|
97K
$2.34M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-15.7K- 8.39% |
$755K - $772K
|
172K
$4.14M
|
|
|
Nov 04, 2024
Q3 2024
|
Nelson Capital Management, LLC
|
SELL
|
- |
-540- 3.49% |
$25.9K - $26.5K
|
14.9K
$360K
|
|
|
Nov 04, 2024
Q3 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
536New |
$25.7K - $26.3K
|
536
$12.9K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-8.18K- 3.92% |
$392K - $401K
|
201K
$4.83M
|
|
|
Nov 04, 2024
Q3 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-1K- 7.78% |
$47.9K - $49.1K
|
11.9K
$286K
|
|
|
Nov 04, 2024
Q3 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
SELL
|
- |
-9- 0.19% |
$431 - $442
|
4.71K
$113K
|
|
|
Nov 04, 2024
Q3 2024
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
28.8K+ 4.04% |
$1.38M - $1.41M
|
743K
$17.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.38KNew |
$66.1K - $67.7K
|
1.38K
$33.2K
|
|
|
Nov 04, 2024
Q3 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
SELL
|
- |
-1.38K- 11.37% |
$66K - $67.6K
|
10.7K
$259K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-121- 9.3% |
$5.8K - $5.94K
|
1.18K
$28.4K
|
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-8.73K- 67.84% |
$419K - $428K
|
4.14K
$99.7K
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
38.4K+ 9.06% |
$1.84M - $1.89M
|
463K
$11.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
37.2KNew |
$1.78M - $1.82M
|
37.2K
$895K
|
|
|
Nov 01, 2024
Q3 2024
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
23+ 0.49% |
$1.1K - $1.13K
|
4.68K
$113K
|
|
|
Nov 01, 2024
Q3 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
36.5K+ 18.36% |
$1.75M - $1.79M
|
235K
$5.66M
|
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-2.64K- 3.25% |
$127K - $130K
|
78.6K
$1.89M
|