Latest Institutional Sells of Schwab Short Term Us Treasury (SCHO)

SCHO Quotes by TradingView

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
Feb 10, 2021 Q4 2020
King Luther Capital Management Corp

Fort Worth, TX
SELL
 -
-79K
Closed
$4.06M - $4.07M
0 $0
Feb 16, 2021 Q4 2020
Centric Wealth Management

SELL
 -
-24.9K
Closed
$1.28M - $1.28M
0 $0
Feb 10, 2021 Q4 2020
Mackenzie Financial Corp

Toronto Ontario, A6
SELL
 -
-19.5K
Closed
$1M - $1M
0 $0
Jan 21, 2021 Q4 2020
Stonehearth Capital Management, LLC

SELL
 -
-16.6K
Closed
$851K - $853K
0 $0
Jan 28, 2021 Q4 2020
Smith, Salley & Associates

SELL
 -
-6.13K
Closed
$315K - $316K
0 $0
Feb 08, 2021 Q4 2020
Beaumont Financial Partners, LLC

SELL
 -
-6.01K
Closed
$309K - $309K
0 $0
Apr 05, 2024 Q4 2020
Financial Synergies Wealth Advisors, Inc.

Houston, TX
SELL
 -
-4.46K
Closed
$229K - $230K
0 $0
Jan 12, 2021 Q4 2020
Apcm Wealth Management For Individuals

SELL
 -
-4.36K
Closed
$224K - $224K
0 $0
Feb 04, 2021 Q4 2020
Avantax Planning Partners, Inc.

SELL
 -
-4.18K
Closed
$215K - $215K
0 $0
Feb 03, 2021 Q4 2020
Trust CO Of Vermont

SELL
 -
-1.79K
Closed
$91.8K - $92K
0 $0
Feb 11, 2021 Q4 2020
Slow Capital, Inc.

SELL
 -
-1.59K
Closed
$81.7K - $81.9K
0 $0
Feb 08, 2021 Q4 2020
Flagship Harbor Advisors, LLC

SELL
 -
-1.31K
Closed
$67.4K - $67.5K
0 $0
Feb 04, 2021 Q4 2020
Human Investing LLC

SELL
 -
-386
Closed
$19.8K - $19.9K
0 $0
Q3 2020
Nov 12, 2020 Q3 2020
Advisor Os, LLC

SELL
 -
-19.5K
Closed
$1.01M - $1.01M
0 $0
Nov 16, 2020 Q3 2020
Virtue Capital Management, LLC

Brentwood, TN
SELL
 -
-10.4K
Closed
$535K - $537K
0 $0
Nov 10, 2020 Q3 2020
Paradigm Financial Partners, LLC

SELL
 -
-8.12K
Closed
$418K - $419K
0 $0
Nov 17, 2020 Q3 2020
Garde Capital, Inc.

Seattle, WA
SELL
 -
-7.11K
Closed
$366K - $367K
0 $0
Nov 12, 2020 Q3 2020
F Dx Advisors, Inc.

SELL
 -
-6.25K
Closed
$322K - $323K
0 $0
Nov 06, 2020 Q3 2020
Advisory Alpha, LLC

SELL
 -
-5.06K
Closed
$260K - $261K
0 $0
Oct 06, 2020 Q3 2020
First Hawaiian Bank

SELL
 -
-4.4K
Closed
$227K - $227K
0 $0
Nov 25, 2020 Q3 2020
Bay Colony Advisory Group, Inc D

SELL
 -
-3.94K
Closed
$203K - $203K
0 $0
Nov 16, 2020 Q3 2020
Cito Capital Group, LLC

Miami, FL
SELL
 -
-2K
- 21.05%
$103K - $103K
7.5K $181K
Oct 29, 2020 Q3 2020
Taylor Hoffman Wealth Management

Richmond, VA
SELL
 -
-714
Closed
$36.8K - $36.9K
0 $0
Nov 12, 2020 Q3 2020
Clearbridge Investments, LLC

New York, NY
SELL
 -
-318
Closed
$16.4K - $16.4K
0 $0
Nov 02, 2020 Q3 2020
Townsend Asset Management Corp

SELL
 -
-80
Closed
$4.12K - $4.13K
0 $0
Oct 19, 2020 Q3 2020
First Command Advisory Services, Inc.

SELL
 -
-4
Closed
$206 - $207
0 $0
Q2 2020
Aug 13, 2020 Q2 2020
Financial Advisory Group

Houston, TX
SELL
 -
-754K
Closed
$38.8M - $39M
0 $0
Mar 24, 2023 Q2 2020
American Portfolios Advisors

Holbrook, NY
SELL
 -
-44.1K
- 73.53%
$2.27M - $2.28M
15.9K $382K
Jul 27, 2020 Q2 2020
Regions Financial Corp

SELL
 -
-42.5K
Closed
$2.19M - $2.2M
0 $0
Aug 11, 2020 Q2 2020
Esl Trust Services, LLC

SELL
 -
-38K
Closed
$1.96M - $1.97M
0 $0
Jul 20, 2020 Q2 2020
Buckingham Capital Management, Inc.

SELL
 -
-12.5K
Closed
$645K - $647K
0 $0
Jul 29, 2020 Q2 2020
Kelman Lazarov, Inc.

Memphis, TN
SELL
 -
-7.84K
Closed
$404K - $405K
0 $0
Jul 15, 2020 Q2 2020
Hurlow Wealth Management Group, Inc.

SELL
 -
-7.35K
Closed
$379K - $380K
0 $0
Aug 10, 2020 Q2 2020
Sky Oak Wealth, LLC

SELL
 -
-6.78K
Closed
$350K - $351K
0 $0
Aug 12, 2020 Q2 2020
Pinnacle Family Advisors, LLC

Springfield, MO
SELL
 -
-6.26K
Closed
$322K - $324K
0 $0
Jul 30, 2020 Q2 2020
3 Edge Asset Management, LP

SELL
 -
-5.37K
Closed
$277K - $278K
0 $0
Aug 06, 2020 Q2 2020
Retirement Planning Group

SELL
 -
-5.35K
Closed
$276K - $277K
0 $0
Aug 06, 2020 Q2 2020
Epg Wealth Management LLC

Atlanta, GA
SELL
 -
-585
Closed
$30.1K - $30.3K
0 $0
Jul 27, 2020 Q2 2020
Berkshire Money Management, Inc.

SELL
 -
-531
Closed
$27.4K - $27.5K
0 $0
Aug 11, 2020 Q2 2020
Jackson Hole Capital Partners, LLC

SELL
 -
-450
Closed
$23.2K - $23.3K
0 $0
Aug 13, 2020 Q2 2020
O'Shaughnessy Asset Management, LLC

Stamford, CT
SELL
 -
-65
Closed
$3.35K - $3.36K
0 $0
Q1 2020
Apr 14, 2020 Q1 2020
Gpm Growth Investors, Inc.

SELL
 -
-88.5K
Closed
$4.47M - $4.58M
0 $0
Apr 16, 2020 Q1 2020
Mayfair Advisory Group, LLC

Birmingham, AL
SELL
 -
-38.3K
Closed
$1.93M - $1.98M
0 $0
May 08, 2020 Q1 2020
Fiduciary Planning LLC

Coral Springs, FL
SELL
 -
-21.1K
Closed
$1.07M - $1.09M
0 $0
May 13, 2020 Q1 2020
Drw Securities, LLC

Chicago, IL
SELL
 -
-7K
Closed
$353K - $362K
0 $0
Apr 21, 2020 Q1 2020
Pathway Financial Advisors LLC

SELL
 -
-4.7K
Closed
$237K - $243K
0 $0
Apr 29, 2020 Q1 2020
Greenleaf Trust

Kalamazoo, MI
SELL
 -
-4.01K
Closed
$203K - $208K
0 $0
May 13, 2020 Q1 2020
Brinker Capital Investments, LLC

SELL
 -
-690
Closed
$34.8K - $35.7K
0 $0
Apr 15, 2020 Q1 2020
Foresight Wealth Management, LLC

SELL
 -
-660
Closed
$33.3K - $34.1K
0 $0

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