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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
12.6K+ 10.52% |
$603K - $617K
|
132K
$3.18M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
23.8K+ 25.46% |
$1.14M - $1.17M
|
117K
$2.83M
|
|
|
Oct 28, 2024
Q3 2024
|
Adams Wealth Management
|
BUY
|
- |
868+ 6.92% |
$41.6K - $42.6K
|
13.4K
$323K
|
|
|
Oct 28, 2024
Q3 2024
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
868+ 6.92% |
$41.6K - $42.6K
|
13.4K
$323K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
467+ 3.9% |
$22.4K - $22.9K
|
12.4K
$299K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.15K+ 2.89% |
$55.1K - $56.4K
|
40.9K
$984K
|
|
|
Oct 28, 2024
Q3 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
3.45K+ 3.29% |
$165K - $169K
|
108K
$2.61M
|
|
|
Oct 28, 2024
Q3 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
SELL
|
- |
-1.51K- 17.77% |
$72.2K - $73.9K
|
6.97K
$168K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-55.6K- 38.82% |
$2.66M - $2.73M
|
87.6K
$2.11M
|
|
|
Oct 28, 2024
Q3 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-51.9K- 91.1% |
$2.49M - $2.54M
|
5.06K
$122K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-19.1K- 7.03% |
$916K - $937K
|
253K
$6.08M
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-752- 16.55% |
$36K - $36.9K
|
3.79K
$91.3K
|
|
|
Oct 25, 2024
Q3 2024
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-499- 2.63% |
$23.9K - $24.5K
|
18.4K
$444K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
8.77K+ 23.94% |
$421K - $430K
|
45.4K
$1.09M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3.49KNew |
$167K - $171K
|
3.49K
$83.9K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
173K+ 110.46% |
$8.27M - $8.47M
|
329K
$7.92M
|
|
|
Oct 25, 2024
Q3 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-6.33K- 17.82% |
$303K - $310K
|
29.2K
$703K
|
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
5.06K+ 13.42% |
$243K - $248K
|
42.8K
$1.03M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-2.15K- 6.45% |
$103K - $105K
|
31.1K
$750K
|
|
|
Oct 25, 2024
Q3 2024
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-16.3K- 16.74% |
$783K - $801K
|
81.2K
$1.96M
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
90+ 23.38% |
$4.31K - $4.42K
|
475
$11.4K
|
|
|
Oct 25, 2024
Q3 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2.11K+ 7539.29% |
$101K - $104K
|
2.14K
$51.5K
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
8.6K+ 26.74% |
$412K - $422K
|
40.8K
$981K
|
|
|
Oct 25, 2024
Q3 2024
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
SELL
|
- |
-155- 35.71% |
$7.43K - $7.6K
|
279
$6.72K
|
|
|
Oct 25, 2024
Q3 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
304New |
$14.6K - $14.9K
|
304
$7.32K
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
530K+ 2410.78% |
$25.4M - $26M
|
552K
$13.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Bouchey Financial Group LTD
|
SELL
|
- |
-24.3K- 11.06% |
$1.16M - $1.19M
|
195K
$4.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
1.36K+ 0.24% |
$64.9K - $66.5K
|
565K
$13.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
78.3K+ 6.65% |
$3.75M - $3.84M
|
1.25M
$30.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
290KNew |
$13.9M - $14.2M
|
290K
$6.98M
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-5.86K- 48.36% |
$281K - $288K
|
6.26K
$151K
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-91- 0.87% |
$4.36K - $4.46K
|
10.4K
$251K
|
|
|
Oct 24, 2024
Q3 2024
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
15+ 0.17% |
$719 - $736
|
8.65K
$208K
|
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
57.3K+ 9.23% |
$2.75M - $2.81M
|
678K
$16.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
12.9K+ 8.19% |
$620K - $635K
|
171K
$4.11M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
40+ 0.24% |
$1.92K - $1.96K
|
16.7K
$401K
|
|
|
Oct 24, 2024
Q3 2024
|
Papp L Roy & Associates
|
BUY
|
- |
2+ 0.04% |
$95.9 - $98.1
|
5.58K
$134K
|
|
|
Oct 24, 2024
Q3 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-2.13K- 10.9% |
$102K - $104K
|
17.4K
$419K
|
|
|
Oct 24, 2024
Q3 2024
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-43.5K- 42.52% |
$2.08M - $2.13M
|
58.8K
$1.41M
|
|
|
Oct 24, 2024
Q3 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
210+ 3.73% |
$10.1K - $10.3K
|
5.84K
$141K
|
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-3.99K- 14.83% |
$191K - $196K
|
22.9K
$552K
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
SELL
|
- |
-16.4K- 8.22% |
$788K - $807K
|
184K
$4.42M
|
|
|
Oct 23, 2024
Q3 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-101- 0.84% |
$4.84K - $4.96K
|
11.9K
$286K
|
|
|
Oct 23, 2024
Q3 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
295New |
$14.1K - $14.5K
|
295
$7.1K
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
44.7K+ 1623.67% |
$2.14M - $2.19M
|
47.4K
$1.14M
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Architects, LLC
Woodstock, GA |
SELL
|
- |
-335- 4.94% |
$16.1K - $16.4K
|
6.44K
$155K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-4.28K- 4.52% |
$205K - $210K
|
90.6K
$2.18M
|
|
|
Oct 23, 2024
Q3 2024
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
488+ 5.89% |
$23.4K - $23.9K
|
8.78K
$211K
|
|
|
Oct 23, 2024
Q3 2024
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-85.2K- 94.92% |
$4.08M - $4.18M
|
4.56K
$110K
|
|
|
Oct 23, 2024
Q3 2024
|
Busey Wealth Management
|
SELL
|
- |
-24.2K- 4.49% |
$1.16M - $1.19M
|
514K
$12.4M
|