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 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
6+ 0.27% |
$288 - $292
|
2.25K
$108K
|
|
May 08, 2024
Q1 2024
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-597K- 81.73% |
$28.7M - $29M
|
133K
$6.42M
|
|
May 08, 2024
Q1 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-104- 0.25% |
$5K - $5.06K
|
41.7K
$2.01M
|
|
May 08, 2024
Q1 2024
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
24+ 0.49% |
$1.15K - $1.17K
|
4.89K
$235K
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
957+ 9.93% |
$46K - $46.5K
|
10.6K
$510K
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-1.99K- 30.11% |
$95.8K - $97K
|
4.63K
$223K
|
|
May 08, 2024
Q1 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
169+ 1.08% |
$8.12K - $8.22K
|
15.8K
$762K
|
|
May 08, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
21KNew |
$1.01M - $1.02M
|
21K
$1.01M
|
|
May 08, 2024
Q1 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
2.07K+ 0.81% |
$99.4K - $101K
|
257K
$12.4M
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.12K+ 5.69% |
$102K - $103K
|
39.4K
$1.9M
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
663+ 0.64% |
$31.9K - $32.2K
|
105K
$5.04M
|
|
May 08, 2024
Q1 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-4K- 46.31% |
$192K - $195K
|
4.64K
$223K
|
|
May 08, 2024
Q1 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
75+ 0.75% |
$3.6K - $3.65K
|
10.1K
$487K
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
20.8K+ 75.39% |
$1M - $1.01M
|
48.5K
$2.33M
|
|
May 08, 2024
Q1 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-1.86K- 2.39% |
$89.6K - $90.6K
|
76.1K
$3.66M
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-517- 84.89% |
$24.8K - $25.1K
|
92
$4.43K
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-9.45K- 34.86% |
$454K - $460K
|
17.7K
$850K
|
|
May 08, 2024
Q1 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
1.66K+ 14.44% |
$79.9K - $80.8K
|
13.2K
$634K
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-418K- 11.72% |
$20.1M - $20.3M
|
3.15M
$152M
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
4.8KNew |
$231K - $234K
|
4.8K
$231K
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
88+ 0.66% |
$4.23K - $4.28K
|
13.5K
$649K
|
|
May 07, 2024
Q1 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-7.1K- 1.03% |
$341K - $345K
|
682K
$32.8M
|
|
May 07, 2024
Q1 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
9.58KNew |
$460K - $466K
|
9.58K
$461K
|
|
May 07, 2024
Q1 2024
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-100- 15.48% |
$4.81K - $4.86K
|
546
$26.3K
|
|
May 07, 2024
Q1 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
4.81KNew |
$231K - $234K
|
4.81K
$232K
|
|
May 07, 2024
Q1 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
827K+ 12.48% |
$39.7M - $40.2M
|
7.45M
$359M
|
|
May 07, 2024
Q1 2024
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-1.1K- 1.01% |
$53K - $53.6K
|
108K
$5.21M
|
|
May 07, 2024
Q1 2024
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
7.98KNew |
$383K - $388K
|
7.98K
$384K
|
|
May 07, 2024
Q1 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
1.59K+ 7.71% |
$76.4K - $77.3K
|
22.2K
$1.07M
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-9.62K- 7.75% |
$462K - $468K
|
115K
$5.51M
|
|
May 06, 2024
Q1 2024
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-645- 6.69% |
$31K - $31.4K
|
8.99K
$433K
|
|
May 06, 2024
Q1 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-13.4K- 6.39% |
$643K - $651K
|
196K
$9.43M
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
231K+ 410.5% |
$11.1M - $11.2M
|
287K
$13.8M
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
34.8K+ 9.65% |
$1.67M - $1.69M
|
395K
$19M
|
|
May 06, 2024
Q1 2024
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-154- 0.2% |
$7.4K - $7.49K
|
78K
$3.75M
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
3.2K+ 35.23% |
$154K - $156K
|
12.3K
$592K
|
|
May 06, 2024
Q1 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
1.62K+ 1.65% |
$78K - $78.9K
|
100K
$4.82M
|
|
May 06, 2024
Q1 2024
|
Nelson Capital Management, LLC
|
SELL
|
- |
-1.41K- 8.06% |
$67.5K - $68.3K
|
16K
$772K
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
29.2K+ 75.11% |
$1.4M - $1.42M
|
68.1K
$3.28M
|
|
May 06, 2024
Q1 2024
|
Pillar Wealth Advisors, LLC
|
SELL
|
- |
-1.71K- 5.14% |
$82.2K - $83.2K
|
31.6K
$1.52M
|
|
May 06, 2024
Q1 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
BUY
|
- |
1.46K+ 24.99% |
$70.2K - $71K
|
7.3K
$351K
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-571- 1.68% |
$27.4K - $27.8K
|
33.4K
$1.61M
|
|
May 03, 2024
Q1 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
4.82KNew |
$232K - $234K
|
4.82K
$232K
|
|
May 03, 2024
Q1 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-20.2K- 50.47% |
$969K - $980K
|
19.8K
$952K
|
|
May 03, 2024
Q1 2024
|
Rede Wealth, LLC
|
BUY
|
- |
6.96K+ 26.53% |
$334K - $338K
|
33.2K
$1.6M
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-79- 10.84% |
$3.8K - $3.84K
|
650
$31.3K
|
|
May 03, 2024
Q1 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-44.9K- 48.91% |
$2.16M - $2.18M
|
46.9K
$2.26M
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-118- 9.21% |
$5.67K - $5.74K
|
1.16K
$56K
|
|
May 03, 2024
Q1 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-3.96K- 5.38% |
$190K - $192K
|
69.5K
$3.35M
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
45.5K+ 8.7% |
$2.19M - $2.21M
|
569K
$27.4M
|