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 |
---|---|---|---|---|---|---|---|
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
Jan 14, 2020
Q4 2019
|
Corbenic Partners LLC
|
SELL
|
- |
-62KClosed |
$3.13M - $3.15M
|
0
$0
|
|
Feb 11, 2020
Q4 2019
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-43.2KClosed |
$2.18M - $2.19M
|
0
$0
|
|
Feb 12, 2020
Q4 2019
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-11.1KClosed |
$557K - $561K
|
0
$0
|
|
Jan 16, 2020
Q4 2019
|
Jentner Corp
|
SELL
|
- |
-8.34KClosed |
$420K - $423K
|
0
$0
|
|
Feb 13, 2020
Q4 2019
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-7.23KClosed |
$364K - $366K
|
0
$0
|
|
Jan 24, 2020
Q4 2019
|
Donald L. Hagan, LLC
|
SELL
|
- |
-6.42KClosed |
$323K - $326K
|
0
$0
|
|
Jan 17, 2020
Q4 2019
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-5.65KClosed |
$285K - $287K
|
0
$0
|
|
Feb 04, 2020
Q4 2019
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-4.8KClosed |
$242K - $244K
|
0
$0
|
|
Feb 12, 2020
Q4 2019
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-462Closed |
$23.3K - $23.4K
|
0
$0
|
|
Jan 29, 2020
Q4 2019
|
Hoertkorn Richard Charles
|
SELL
|
- |
-350Closed |
$17.6K - $17.7K
|
0
$0
|
|
Feb 14, 2020
Q4 2019
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-139Closed |
$7K - $7.05K
|
0
$0
|
|
Jan 22, 2020
Q4 2019
|
Barnett & Company, Inc.
|
SELL
|
- |
-85Closed |
$4.28K - $4.31K
|
0
$0
|
|
Feb 04, 2020
Q4 2019
|
Spectrum Management Group, LLC
|
SELL
|
- |
-60Closed |
$3.02K - $3.04K
|
0
$0
|
|
Feb 12, 2020
Q4 2019
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-37Closed |
$1.86K - $1.88K
|
0
$0
|
|
Q3 2019 | |||||||
Mar 16, 2021
Q3 2019
|
Axiom Investment Management LLC
New York, NY |
SELL
|
- |
-39.1KClosed |
$1.97M - $1.98M
|
0
$0
|
|
Oct 30, 2019
Q3 2019
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-4.98KClosed |
$251K - $252K
|
0
$0
|
|
Oct 30, 2019
Q3 2019
|
Essex Savings Bank
|
SELL
|
- |
-975Closed |
$49.1K - $49.3K
|
0
$0
|
|
Oct 11, 2019
Q3 2019
|
Clarus Wealth Advisors
|
SELL
|
- |
-501Closed |
$25.2K - $25.3K
|
0
$0
|
|
Nov 15, 2019
Q3 2019
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-500Closed |
$25.2K - $25.3K
|
0
$0
|
|
Oct 09, 2019
Q3 2019
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-231Closed |
$11.6K - $11.7K
|
0
$0
|
|
Dec 21, 2023
Q3 2019
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-138Closed |
$6.95K - $6.98K
|
0
$0
|
|
Nov 05, 2019
Q3 2019
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-71Closed |
$3.58K - $3.59K
|
0
$0
|
|
Nov 12, 2019
Q3 2019
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-27Closed |
$1.36K - $1.37K
|
0
$0
|
|
Q2 2019 | |||||||
Jul 01, 2019
Q2 2019
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-19.5KClosed |
N/A
|
0
$0
|
|
Jul 29, 2019
Q2 2019
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-12.5KClosed |
N/A
|
0
$0
|
|
Jul 22, 2019
Q2 2019
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-8.12KClosed |
N/A
|
0
$0
|
|
Jul 29, 2019
Q2 2019
|
Sg Americas Securities, LLC
|
SELL
|
- |
-2.95KClosed |
N/A
|
0
$0
|
|
Aug 13, 2019
Q2 2019
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-1.62KClosed |
N/A
|
0
$0
|
|
May 08, 2020
Q2 2019
|
Royal Fund Management, LLC
|
SELL
|
- |
-122Closed |
N/A
|
0
$0
|
|
Q1 2019 | |||||||
May 15, 2019
Q1 2019
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-8.08KClosed |
N/A
|
0
$0
|
|
May 10, 2019
Q1 2019
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-7.5KClosed |
N/A
|
0
$0
|
|
Apr 25, 2019
Q1 2019
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-7.19KClosed |
N/A
|
0
$0
|
|
May 13, 2019
Q1 2019
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-7.09KClosed |
N/A
|
0
$0
|
|
Apr 12, 2019
Q1 2019
|
Ritholtz Wealth Management
|
SELL
|
- |
-6.51KClosed |
N/A
|
0
$0
|
|
Apr 18, 2019
Q1 2019
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-4.53KClosed |
N/A
|
0
$0
|
|
Apr 30, 2019
Q1 2019
|
Janney Capital Management LLC
|
SELL
|
- |
-4.02KClosed |
N/A
|
0
$0
|
|
Q4 2018 | |||||||
Jan 17, 2019
Q4 2018
|
Arcadia Investment Management Corp
|
SELL
|
- |
-91.9KClosed |
N/A
|
0
$0
|
|
Jan 17, 2019
Q4 2018
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-63.1KClosed |
N/A
|
0
$0
|
|
Jan 14, 2019
Q4 2018
|
True Private Wealth Advisors
|
SELL
|
- |
-10.7KClosed |
N/A
|
0
$0
|
|
Jan 17, 2019
Q4 2018
|
Wealth Architects, LLC
|
SELL
|
- |
-6.31KClosed |
N/A
|
0
$0
|
|
Feb 13, 2019
Q4 2018
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-4.66KClosed |
N/A
|
0
$0
|
|
Feb 01, 2019
Q4 2018
|
Baldwin Brothers LLC
|
SELL
|
- |
-808Closed |
N/A
|
0
$0
|
|
Jan 17, 2019
Q4 2018
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-473Closed |
N/A
|
0
$0
|
|
Feb 12, 2019
Q4 2018
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
0Closed |
N/A
|
0
$0
|
|
Q3 2018 | |||||||
Oct 25, 2018
Q3 2018
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-7.15KClosed |
N/A
|
0
$0
|
|
Oct 26, 2018
Q3 2018
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-6.5KClosed |
N/A
|
0
$0
|
|
Nov 13, 2018
Q3 2018
|
Altium Wealth Management LLC
|
SELL
|
- |
-4.66KClosed |
N/A
|
0
$0
|
|
Nov 13, 2018
Q3 2018
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-525Closed |
N/A
|
0
$0
|
|
Nov 15, 2018
Q3 2018
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-303Closed |
N/A
|
0
$0
|
|
Nov 14, 2018
Q3 2018
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-154Closed |
N/A
|
0
$0
|