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 |
---|---|---|---|---|---|---|---|
Aug 13, 2024
Q2 2024
|
Pillar Wealth Advisors, LLC
|
SELL
|
- |
-10.6K- 33.61% |
$507K - $511K
|
21K
$1.03M
|
|
Aug 14, 2024
Q2 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-10.6K- 3.99% |
$504K - $508K
|
254K
$12.5M
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-9.9K- 3.34% |
$473K - $476K
|
286K
$14M
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-9.45K- 4.05% |
$451K - $455K
|
224K
$11M
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-9.17K- 1.71% |
$438K - $441K
|
527K
$25.8M
|
|
Aug 08, 2024
Q2 2024
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-8.52K- 8.91% |
$407K - $410K
|
87.1K
$4.27M
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-8.26K- 14.35% |
$394K - $398K
|
49.3K
$2.42M
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
SELL
|
- |
-8.19K- 19.16% |
$391K - $394K
|
34.6K
$1.69M
|
|
Aug 01, 2024
Q2 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-7.82K- 39.52% |
$373K - $376K
|
12K
$587K
|
|
Aug 13, 2024
Q2 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-7.63K- 4.3% |
$364K - $367K
|
170K
$8.33M
|
|
Aug 14, 2024
Q2 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-7.56K- 51.14% |
$361K - $364K
|
7.22K
$354K
|
|
Jul 30, 2024
Q2 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-7.5K- 4.72% |
$358K - $361K
|
152K
$7.43M
|
|
Aug 14, 2024
Q2 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-7.38K- 10.13% |
$352K - $355K
|
65.5K
$3.21M
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-7.22K- 11.13% |
$345K - $348K
|
57.7K
$2.83M
|
|
Aug 09, 2024
Q2 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-7.2K- 29.34% |
$344K - $346K
|
17.3K
$850K
|
|
Jul 26, 2024
Q2 2024
|
Members Advisory Group LLC
Williamsville, NY |
SELL
|
- |
-6.89K- 33.21% |
$329K - $332K
|
13.9K
$679K
|
|
Aug 02, 2024
Q2 2024
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-6.57K- 5.08% |
$314K - $316K
|
123K
$6.02M
|
|
Jul 26, 2024
Q2 2024
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-6.36K- 2.48% |
$304K - $306K
|
250K
$12.3M
|
|
Aug 02, 2024
Q2 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
SELL
|
- |
-6.33K- 42.73% |
$302K - $304K
|
8.48K
$416K
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-6.24K- 16.05% |
$298K - $300K
|
32.6K
$1.6M
|
|
Aug 12, 2024
Q2 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-6.2K- 35.09% |
$296K - $298K
|
11.5K
$562K
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-6.13K- 59.37% |
$292K - $295K
|
4.19K
$206K
|
|
Aug 08, 2024
Q2 2024
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-6.08K- 27.4% |
$291K - $293K
|
16.1K
$791K
|
|
Aug 12, 2024
Q2 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-5.84K- 13.08% |
$279K - $281K
|
38.8K
$1.9M
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-5.73K- 34.86% |
$274K - $276K
|
10.7K
$526K
|
|
Jul 15, 2024
Q2 2024
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-5.55K- 8.16% |
$265K - $267K
|
62.5K
$3.07M
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-5.22K- 28.72% |
$249K - $251K
|
12.9K
$635K
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-5.13K- 1.56% |
$245K - $247K
|
324K
$15.9M
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-5.11K- 23.98% |
$244K - $246K
|
16.2K
$795K
|
|
Jul 15, 2024
Q2 2024
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-5.09K- 32.9% |
$243K - $245K
|
10.4K
$509K
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-4.81K- 41.44% |
$230K - $231K
|
6.79K
$333K
|
|
Aug 09, 2024
Q2 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-4.55K- 2.32% |
$217K - $219K
|
191K
$9.39M
|
|
Aug 14, 2024
Q2 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-4.52K- 19.73% |
$216K - $218K
|
18.4K
$902K
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
SELL
|
- |
-4.52K- 0.8% |
$216K - $218K
|
564K
$27.7M
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-4.48K- 61.23% |
$214K - $216K
|
2.84K
$139K
|
|
Aug 12, 2024
Q2 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-4.36K- 12.74% |
$208K - $210K
|
29.8K
$1.46M
|
|
Jul 11, 2024
Q2 2024
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-4.29K- 11.72% |
$205K - $206K
|
32.3K
$1.58M
|
|
Jul 12, 2024
Q2 2024
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-3.92K- 17.14% |
$187K - $189K
|
18.9K
$929K
|
|
Jul 10, 2024
Q2 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
SELL
|
- |
-3.92K- 18.28% |
$187K - $189K
|
17.5K
$859K
|
|
Jul 11, 2024
Q2 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-3.84K- 5.42% |
$183K - $185K
|
67K
$3.29M
|
|
Jul 12, 2024
Q2 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-3.73K- 19.95% |
$178K - $180K
|
15K
$735K
|
|
Aug 13, 2024
Q2 2024
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-3.6K- 2.02% |
$172K - $173K
|
174K
$8.55M
|
|
Aug 09, 2024
Q2 2024
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-3.59K- 28.87% |
$172K - $173K
|
8.85K
$434K
|
|
Aug 05, 2024
Q2 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-3.58K- 93.09% |
$171K - $172K
|
266
$13K
|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
SELL
|
- |
-3.55K- 1.74% |
$169K - $171K
|
200K
$9.81M
|
|
Aug 13, 2024
Q2 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-3.49K- 8.54% |
$166K - $168K
|
37.3K
$1.83M
|
|
Aug 05, 2024
Q2 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-3.29K- 13.31% |
$157K - $158K
|
21.4K
$1.05M
|
|
Jul 19, 2024
Q2 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-3.17K- 8.28% |
$151K - $152K
|
35.1K
$1.72M
|
|
Jul 18, 2024
Q2 2024
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-3.05K- 8.73% |
$146K - $147K
|
31.9K
$1.57M
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-2.89K- 64.71% |
$138K - $139K
|
1.57K
$77.2K
|