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 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-62- 59.05% |
$2.98K - $3.02K
|
43
$2.07K
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
SELL
|
- |
-1.32K- 3.0% |
$63.5K - $64.2K
|
42.7K
$2.06M
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-54.9K- 31.4% |
$2.64M - $2.67M
|
120K
$5.78M
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
100New |
$4.81K - $4.86K
|
100
$4.81K
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-215K- 53.97% |
$10.3M - $10.4M
|
183K
$8.81M
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
5+ 0.23% |
$240 - $243
|
2.18K
$105K
|
|
May 03, 2024
Q1 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
452+ 5.24% |
$21.7K - $22K
|
9.08K
$437K
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-8.12K- 49.19% |
$390K - $395K
|
8.39K
$404K
|
|
May 03, 2024
Q1 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-191- 3.25% |
$9.18K - $9.29K
|
5.68K
$273K
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-15.1K- 47.94% |
$728K - $737K
|
16.4K
$792K
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
SELL
|
- |
-168K- 85.72% |
$8.09M - $8.19M
|
28.1K
$1.35M
|
|
May 03, 2024
Q1 2024
|
Flc Capital Advisors
|
SELL
|
- |
-3.51K- 0.48% |
$169K - $171K
|
720K
$34.7M
|
|
May 03, 2024
Q1 2024
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-593- 3.4% |
$28.5K - $28.8K
|
16.8K
$810K
|
|
May 03, 2024
Q1 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
282KNew |
$13.5M - $13.7M
|
282K
$13.6M
|
|
May 02, 2024
Q1 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
3.83K+ 140.26% |
$184K - $186K
|
6.56K
$316K
|
|
May 02, 2024
Q1 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
5.56K+ 20.24% |
$267K - $271K
|
33K
$1.59M
|
|
May 02, 2024
Q1 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
1.95K+ 2.15% |
$93.6K - $94.7K
|
92.5K
$4.45M
|
|
May 02, 2024
Q1 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
2.38K+ 3.53% |
$115K - $116K
|
69.9K
$3.36M
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
15.3K+ 27.87% |
$734K - $743K
|
70.1K
$3.37M
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
8.23KNew |
$395K - $400K
|
8.23K
$396K
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
14K+ 11.4% |
$672K - $680K
|
137K
$6.57M
|
|
May 02, 2024
Q1 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
874+ 1.08% |
$42K - $42.5K
|
81.7K
$3.93M
|
|
May 02, 2024
Q1 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-675- 0.92% |
$32.4K - $32.8K
|
72.5K
$3.49M
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
BUY
|
- |
359K+ 71.12% |
$17.2M - $17.4M
|
863K
$41.5M
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-16K- 61.18% |
$771K - $780K
|
10.2K
$490K
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
147+ 163.33% |
$7.06K - $7.15K
|
237
$11.4K
|
|
May 01, 2024
Q1 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-2.53K- 3.36% |
$122K - $123K
|
72.8K
$3.51M
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
2.79K+ 34.73% |
$134K - $135K
|
10.8K
$520K
|
|
May 01, 2024
Q1 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
2.7K+ 12.31% |
$130K - $131K
|
24.6K
$1.19M
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
3New |
$144 - $146
|
3
$144
|
|
May 01, 2024
Q1 2024
|
Ballast Advisors LLC
|
BUY
|
- |
7.12K+ 6.24% |
$342K - $346K
|
121K
$5.83M
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.84K- 81.15% |
$88.5K - $89.6K
|
428
$20.6K
|
|
May 01, 2024
Q1 2024
|
Redw Wealth LLC
|
SELL
|
- |
-334- 2.99% |
$16K - $16.2K
|
10.8K
$522K
|
|
May 01, 2024
Q1 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
47.3K+ 25.53% |
$2.27M - $2.3M
|
233K
$11.2M
|
|
May 01, 2024
Q1 2024
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-17.5K- 45.57% |
$843K - $853K
|
21K
$1.01M
|
|
May 01, 2024
Q1 2024
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
14.3K+ 319.84% |
$685K - $694K
|
18.7K
$901K
|
|
May 01, 2024
Q1 2024
|
Bnp Paribas
New York, NY |
BUY
|
- |
11KNew |
$531K - $537K
|
11K
$531K
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-4- 0.04% |
$192 - $195
|
11.1K
$532K
|
|
Apr 30, 2024
Q1 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-5.72K- 27.14% |
$275K - $278K
|
15.3K
$739K
|
|
Apr 30, 2024
Q1 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
1.04K+ 13.49% |
$49.9K - $50.5K
|
8.73K
$420K
|
|
Apr 30, 2024
Q1 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
530+ 3.71% |
$25.5K - $25.8K
|
14.8K
$714K
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-420- 87.5% |
$20.2K - $20.4K
|
60
$2.89K
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-1.52K- 8.71% |
$72.9K - $73.8K
|
15.9K
$766K
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
24.6K+ 7.16% |
$1.18M - $1.19M
|
368K
$17.7M
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-41K- 41.58% |
$1.97M - $1.99M
|
57.6K
$2.77M
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-2.38K- 7.14% |
$114K - $115K
|
30.9K
$1.49M
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.67K- 13.55% |
$128K - $130K
|
17K
$820K
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-201- 50.0% |
$9.66K - $9.77K
|
201
$9.67K
|
|
Apr 30, 2024
Q1 2024
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
734+ 3.8% |
$35.3K - $35.7K
|
20K
$965K
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-5.19K- 44.98% |
$249K - $252K
|
6.35K
$306K
|