Latest Institutional Sells of Schwab Short Term Us Treasury (SCHO)
This list provides information on the latest institutional transactions involving Schwab Short Term Us Treasury (SCHO) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-26.9M- 74.38% |
$1.29B - $1.31B
|
9.26M
$445M
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-5.46M- 6.82% |
$262M - $265M
|
74.6M
$3.59B
|
|
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
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-418K- 11.72% |
$20.1M - $20.3M
|
3.15M
$152M
|
|
May 13, 2024
Q1 2024
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-385K- 20.23% |
$18.5M - $18.7M
|
1.52M
$73M
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-231K- 95.22% |
$11.1M - $11.2M
|
11.6K
$558K
|
|
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
|
Savant Capital, LLC
|
SELL
|
- |
-168K- 85.72% |
$8.09M - $8.19M
|
28.1K
$1.35M
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-166K- 33.86% |
$8M - $8.09M
|
325K
$15.6M
|
|
May 10, 2024
Q1 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-160K- 46.43% |
$7.69M - $7.78M
|
185K
$8.88M
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-158K- 11.21% |
$7.61M - $7.71M
|
1.25M
$60.4M
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-145K- 60.95% |
$6.97M - $7.05M
|
93K
$4.47M
|
|
Apr 29, 2024
Q1 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-143K- 80.75% |
$6.89M - $6.97M
|
34.2K
$1.65M
|
|
Apr 03, 2024
Q1 2024
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-99.9K- 67.38% |
$4.8M - $4.86M
|
48.4K
$2.33M
|
|
Apr 23, 2024
Q1 2024
|
Bouchey Financial Group LTD
|
SELL
|
- |
-98.1K- 27.73% |
$4.71M - $4.77M
|
256K
$12.3M
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-97.5K- 91.62% |
$4.68M - $4.74M
|
8.91K
$429K
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-96K- 27.69% |
$4.61M - $4.67M
|
251K
$12.1M
|
|
Apr 29, 2024
Q1 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-89.8K- 30.85% |
$4.31M - $4.37M
|
201K
$9.68M
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-87K- 69.1% |
$4.18M - $4.23M
|
38.9K
$1.87M
|
|
Apr 19, 2024
Q1 2024
|
Advisor Resource Council
|
SELL
|
- |
-81.1K- 89.14% |
$3.9M - $3.94M
|
9.88K
$475K
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-76.4K- 20.96% |
$3.67M - $3.72M
|
288K
$13.9M
|
|
May 14, 2024
Q1 2024
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-74.9K- 5.1% |
$3.6M - $3.64M
|
1.39M
$67.1M
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-54.9K- 31.4% |
$2.64M - $2.67M
|
120K
$5.78M
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-54K- 25.78% |
$2.59M - $2.63M
|
155K
$7.48M
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-50.6K- 30.11% |
$2.43M - $2.46M
|
118K
$5.66M
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-50.5K- 10.45% |
$2.43M - $2.46M
|
433K
$20.8M
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-48.8K- 63.27% |
$2.34M - $2.37M
|
28.3K
$1.36M
|
|
May 15, 2024
Q1 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-46.2K- 53.12% |
$2.22M - $2.25M
|
40.8K
$1.96M
|
|
May 03, 2024
Q1 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-44.9K- 48.91% |
$2.16M - $2.18M
|
46.9K
$2.26M
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-41K- 41.58% |
$1.97M - $1.99M
|
57.6K
$2.77M
|
|
Apr 23, 2024
Q1 2024
|
Busey Wealth Management
|
SELL
|
- |
-40.5K- 6.36% |
$1.95M - $1.97M
|
597K
$28.7M
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-39.9K- 79.13% |
$1.92M - $1.94M
|
10.5K
$507K
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-37.7K- 22.66% |
$1.81M - $1.84M
|
129K
$6.2M
|
|
Apr 08, 2024
Q1 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-37.3K- 14.46% |
$1.79M - $1.81M
|
220K
$10.6M
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-36K- 10.64% |
$1.73M - $1.75M
|
303K
$14.6M
|
|
Apr 15, 2024
Q1 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-35.1K- 47.88% |
$1.69M - $1.71M
|
38.3K
$1.84M
|
|
Apr 11, 2024
Q1 2024
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-31.9K- 26.89% |
$1.53M - $1.55M
|
86.8K
$4.18M
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-29.7K- 90.11% |
$1.43M - $1.45M
|
3.26K
$157K
|
|
Apr 15, 2024
Q1 2024
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-29.1K- 26.89% |
$1.4M - $1.42M
|
79.2K
$3.81M
|
|
Apr 22, 2024
Q1 2024
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-26.6K- 40.69% |
$1.28M - $1.29M
|
38.8K
$1.87M
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-22.2K- 40.63% |
$1.07M - $1.08M
|
32.4K
$1.56M
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-20.5K- 80.72% |
$983K - $995K
|
4.89K
$235K
|
|
May 03, 2024
Q1 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-20.2K- 50.47% |
$969K - $980K
|
19.8K
$952K
|
|
Apr 26, 2024
Q1 2024
|
Members Advisory Group LLC
Williamsville, NY |
SELL
|
- |
-18.9K- 47.73% |
$910K - $921K
|
20.7K
$998K
|
|
May 01, 2024
Q1 2024
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-17.5K- 45.57% |
$843K - $853K
|
21K
$1.01M
|
|
May 09, 2024
Q1 2024
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-17.5K- 45.05% |
$841K - $852K
|
21.4K
$1.03M
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-16.9K- 55.73% |
$814K - $823K
|
13.4K
$647K
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-16K- 61.18% |
$771K - $780K
|
10.2K
$490K
|
|
Apr 29, 2024
Q1 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-15.6K- 19.97% |
$750K - $760K
|
62.6K
$3.01M
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-15.1K- 47.94% |
$728K - $737K
|
16.4K
$791K
|