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 |
---|---|---|---|---|---|---|---|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-246- 96.47% |
$11.7K - $11.8K
|
9
$441
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
SELL
|
- |
-504- 2.91% |
$24.1K - $24.3K
|
16.8K
$825K
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.99K+ 465.19% |
$95.1K - $95.8K
|
2.42K
$119K
|
|
Jul 18, 2024
Q2 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
7.42K+ 2.86% |
$354K - $357K
|
267K
$13.1M
|
|
Jul 18, 2024
Q2 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
54.4K+ 9.6% |
$2.6M - $2.62M
|
621K
$30.5M
|
|
Jul 17, 2024
Q2 2024
|
Live Oak Private Wealth LLC
|
BUY
|
- |
21+ 0.18% |
$1K - $1.01K
|
11.8K
$581K
|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
29.8K+ 7.55% |
$1.42M - $1.43M
|
424K
$20.8M
|
|
Jul 17, 2024
Q2 2024
|
Marotta Asset Management
|
SELL
|
- |
-15.6K- 5.15% |
$743K - $749K
|
286K
$14M
|
|
Jul 17, 2024
Q2 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
7.1K+ 3.71% |
$339K - $342K
|
199K
$9.75M
|
|
Jul 17, 2024
Q2 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
1+ 0.09% |
$47.8 - $48.1
|
1.13K
$55.4K
|
|
Jul 17, 2024
Q2 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
29.9K+ 10.01% |
$1.43M - $1.44M
|
329K
$16.1M
|
|
Jul 17, 2024
Q2 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
662KNew |
$31.6M - $31.9M
|
662K
$32.5M
|
|
Jul 16, 2024
Q2 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-2.33K- 15.31% |
$111K - $112K
|
12.9K
$631K
|
|
Jul 16, 2024
Q2 2024
|
Diversified Trust CO
|
BUY
|
- |
1.36K+ 3.16% |
$65.1K - $65.6K
|
44.5K
$2.18M
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
33.1K+ 8.33% |
$1.58M - $1.59M
|
431K
$21.1M
|
|
Jul 16, 2024
Q2 2024
|
Apeiron Ria LLC
|
BUY
|
- |
73+ 1.55% |
$3.49K - $3.51K
|
4.78K
$234K
|
|
Jul 16, 2024
Q2 2024
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-31.3K- 25.85% |
$1.49M - $1.51M
|
89.7K
$4.4M
|
|
Jul 16, 2024
Q2 2024
|
Friedenthal Financial
|
BUY
|
- |
696+ 6.71% |
$33.2K - $33.5K
|
11.1K
$543K
|
|
Jul 16, 2024
Q2 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
75+ 0.28% |
$3.58K - $3.61K
|
27.1K
$1.33M
|
|
Jul 16, 2024
Q2 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-930- 10.27% |
$44.4K - $44.8K
|
8.12K
$398K
|
|
Jul 16, 2024
Q2 2024
|
Adams Wealth Management
|
BUY
|
- |
2.04K+ 19.39% |
$97.3K - $98K
|
12.5K
$615K
|
|
Jul 16, 2024
Q2 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-71.1K- 41.07% |
$3.4M - $3.42M
|
102K
$5.01M
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-5.73K- 34.86% |
$274K - $276K
|
10.7K
$526K
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
115+ 0.05% |
$5.49K - $5.53K
|
242K
$11.9M
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
11.3K+ 92.19% |
$541K - $545K
|
23.6K
$1.16M
|
|
Jul 16, 2024
Q2 2024
|
Financial Architects, LLC
Woodstock, GA |
SELL
|
- |
-1.25K- 15.58% |
$59.7K - $60.2K
|
6.78K
$332K
|
|
Jul 16, 2024
Q2 2024
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-1.59K- 5.86% |
$75.9K - $76.5K
|
25.5K
$1.25M
|
|
Jul 16, 2024
Q2 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
3+ 0.05% |
$143 - $144
|
6.23K
$305K
|
|
Jul 15, 2024
Q2 2024
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-1.54K- 0.99% |
$73.6K - $74.2K
|
154K
$7.55M
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-180- 2.97% |
$8.6K - $8.66K
|
5.88K
$288K
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
5.41KNew |
$259K - $261K
|
5.41K
$266K
|
|
Jul 15, 2024
Q2 2024
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-5.09K- 32.9% |
$243K - $245K
|
10.4K
$509K
|
|
Jul 15, 2024
Q2 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-800- 12.78% |
$38.2K - $38.5K
|
5.46K
$268K
|
|
Jul 15, 2024
Q2 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
16.4K+ 2.13% |
$785K - $791K
|
787K
$38.6M
|
|
Jul 15, 2024
Q2 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-1.13K- 19.96% |
$54.1K - $54.5K
|
4.54K
$223K
|
|
Jul 15, 2024
Q2 2024
|
Guardian Financial Partners, LLC
|
BUY
|
- |
42+ 0.26% |
$2.01K - $2.02K
|
16.3K
$798K
|
|
Jul 15, 2024
Q2 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
130K+ 34.67% |
$6.19M - $6.24M
|
503K
$24.7M
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
231+ 0.75% |
$11K - $11.1K
|
31.1K
$1.53M
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
364+ 0.23% |
$17.4K - $17.5K
|
156K
$7.64M
|
|
Jul 15, 2024
Q2 2024
|
Flc Capital Advisors
|
SELL
|
- |
-153K- 21.28% |
$7.32M - $7.38M
|
567K
$27.8M
|
|
Jul 15, 2024
Q2 2024
|
D.B. Root & Company, LLC
|
SELL
|
- |
-16.3K- 34.88% |
$779K - $785K
|
30.4K
$1.49M
|
|
Jul 15, 2024
Q2 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-83- 1.73% |
$3.96K - $3.99K
|
4.71K
$231K
|
|
Jul 15, 2024
Q2 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
27.2K+ 7.9% |
$1.3M - $1.31M
|
372K
$18.2M
|
|
Jul 15, 2024
Q2 2024
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-5.55K- 8.16% |
$265K - $267K
|
62.5K
$3.07M
|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
3.03K+ 22.11% |
$145K - $146K
|
16.7K
$820K
|
|
Jul 15, 2024
Q2 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
2.9K+ 29.32% |
$138K - $139K
|
12.8K
$627K
|
|
Jul 12, 2024
Q2 2024
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
179+ 1.01% |
$8.55K - $8.62K
|
17.8K
$874K
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-514- 15.75% |
$24.5K - $24.7K
|
2.75K
$135K
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
113+ 1.67% |
$5.4K - $5.44K
|
6.88K
$338K
|
|
Jul 12, 2024
Q2 2024
|
Bouchey Financial Group LTD
|
SELL
|
- |
-36.3K- 14.19% |
$1.73M - $1.75M
|
219K
$10.8M
|