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 |
|---|---|---|---|---|---|---|---|
|
Feb 18, 2025
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-100- 0.41% |
$4.79K - $4.91K
|
24.5K
$594K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-65- 0.61% |
$3.12K - $3.19K
|
10.7K
$258K
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Advisory Group, LLC
|
SELL
|
- |
-35- 0.01% |
$1.68K - $1.72K
|
272K
$6.59M
|
|
| Q2 2024 | |||||||
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-301K- 9.54% |
$14.4M - $14.5M
|
2.85M
$69.1M
|
|
|
Jul 16, 2024
Q2 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-71.1K- 41.07% |
$3.4M - $3.42M
|
102K
$2.47M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-53.3K- 99.77% |
$2.54M - $2.56M
|
123
$2.98K
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-31K- 82.44% |
$1.48M - $1.49M
|
6.6K
$160K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-14.7K- 14.01% |
$700K - $706K
|
90K
$2.18M
|
|
|
Aug 13, 2024
Q2 2024
|
Pillar Wealth Advisors, LLC
|
SELL
|
- |
-10.6K- 33.61% |
$507K - $511K
|
21K
$508K
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-6.13K- 59.37% |
$292K - $295K
|
4.19K
$102K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-2.89K- 64.71% |
$138K - $139K
|
1.57K
$38.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-1.38K- 18.21% |
$65.8K - $66.3K
|
6.19K
$150K
|
|
|
Jul 10, 2024
Q2 2024
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
SELL
|
- |
-1.3K- 13.73% |
$62.3K - $62.8K
|
8.19K
$199K
|
|
|
Jul 19, 2024
Q2 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-561- 81.07% |
$26.8K - $27K
|
131
$3.18K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-319- 80.96% |
$15.2K - $15.4K
|
75
$1.82K
|
|
|
Aug 13, 2024
Q2 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-280- 1.81% |
$13.4K - $13.5K
|
15.2K
$368K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-279- 76.65% |
$13.3K - $13.4K
|
85
$2.06K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-246- 96.47% |
$11.7K - $11.8K
|
9
$218
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-180- 2.97% |
$8.6K - $8.66K
|
5.88K
$143K
|
|
|
Jul 31, 2024
Q2 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-126- 2.46% |
$6.02K - $6.06K
|
5K
$121K
|
|
|
Aug 12, 2024
Q2 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-112- 2.36% |
$5.35K - $5.39K
|
4.64K
$112K
|
|
|
Jul 11, 2024
Q2 2024
|
Carlson Capital Management
|
SELL
|
- |
-3- 0.06% |
$143 - $144
|
4.82K
$117K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-9.53K- 35.84% |
$458K - $464K
|
17.1K
$414K
|
|
|
Apr 18, 2024
Q1 2024
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-8.59K- 30.05% |
$413K - $418K
|
20K
$485K
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-3.77K- 22.42% |
$181K - $183K
|
13K
$316K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-3.42K- 6.85% |
$164K - $166K
|
46.5K
$1.13M
|
|
|
Apr 22, 2024
Q1 2024
|
Solitude Financial Services
|
SELL
|
- |
-3.09K- 11.8% |
$148K - $150K
|
23.1K
$560K
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-2.45K- 30.76% |
$118K - $119K
|
5.52K
$134K
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
SELL
|
- |
-1.82K- 13.47% |
$87.3K - $88.4K
|
11.7K
$283K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-1.52K- 8.71% |
$72.9K - $73.8K
|
15.9K
$386K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-1.31K- 6.62% |
$62.8K - $63.6K
|
18.4K
$447K
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-756- 50.0% |
$36.3K - $36.8K
|
756
$18.3K
|
|
|
Apr 23, 2024
Q1 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-254- 32.11% |
$12.2K - $12.4K
|
537
$13K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-118- 9.21% |
$5.67K - $5.74K
|
1.16K
$28.2K
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-87Closed |
$4.18K - $4.23K
|
0
$0
|
|
|
May 13, 2024
Q1 2024
|
Bayshore Asset Management, LLC
|
SELL
|
- |
-5- 0.1% |
$240 - $243
|
5.12K
$124K
|
|
|
Apr 01, 2024
Q1 2024
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-2Closed |
$96.1 - $97.3
|
0
$0
|
|
| Q4 2023 | |||||||
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-233K- 37.05% |
$11.1M - $11.3M
|
396K
$9.6M
|
|
|
Jan 24, 2024
Q4 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-72.7K- 24.34% |
$3.47M - $3.52M
|
226K
$5.48M
|
|
|
Jan 25, 2024
Q4 2023
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-51K- 84.97% |
$2.43M - $2.47M
|
9.01K
$219K
|
|
|
Jan 09, 2024
Q4 2023
|
Resource Planning Group
|
SELL
|
- |
-20K- 19.69% |
$955K - $971K
|
81.7K
$1.98M
|
|
|
Jan 24, 2024
Q4 2023
|
Clean Yield Group
|
SELL
|
- |
-14.8K- 69.48% |
$705K - $717K
|
6.5K
$158K
|
|
|
Jan 19, 2024
Q4 2023
|
Advocate Group LLC
|
SELL
|
- |
-8.03K- 56.86% |
$383K - $389K
|
6.09K
$148K
|
|
|
Jan 02, 2024
Q4 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-5.99K- 52.42% |
$286K - $290K
|
5.44K
$132K
|
|
|
Jul 10, 2024
Q4 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-5.7KClosed |
$272K - $276K
|
0
$0
|
|
|
Jan 12, 2024
Q4 2023
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
SELL
|
- |
-4.21K- 2.01% |
$201K - $204K
|
205K
$4.97M
|
|
|
Jan 30, 2024
Q4 2023
|
Sfmg, LLC
|
SELL
|
- |
-3K- 38.56% |
$143K - $145K
|
4.78K
$116K
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.9K- 48.56% |
$90.7K - $92.2K
|
2.02K
$48.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Wbi Investments, Inc.
|
SELL
|
- |
-1.52K- 3.88% |
$72.4K - $73.6K
|
37.6K
$913K
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-804- 38.09% |
$38.3K - $39K
|
1.31K
$31.7K
|
|