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 15, 2024
Q1 2024
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-2.79K- 2.92% |
$134K - $135K
|
92.6K
$4.46M
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.67K- 13.55% |
$128K - $130K
|
17K
$820K
|
|
May 01, 2024
Q1 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-2.53K- 3.36% |
$122K - $123K
|
72.8K
$3.51M
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-2.45K- 30.76% |
$118K - $119K
|
5.52K
$266K
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.42K- 12.16% |
$116K - $118K
|
17.5K
$842K
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-2.38K- 7.14% |
$114K - $115K
|
30.9K
$1.49M
|
|
May 13, 2024
Q1 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-2.27K- 11.86% |
$109K - $110K
|
16.9K
$811K
|
|
May 15, 2024
Q1 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-2.19K- 7.83% |
$105K - $107K
|
25.8K
$1.24M
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-2.14K- 3.11% |
$103K - $104K
|
66.4K
$3.2M
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-1.99K- 30.11% |
$95.8K - $97K
|
4.63K
$223K
|
|
May 08, 2024
Q1 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-1.86K- 2.39% |
$89.6K - $90.6K
|
76.1K
$3.66M
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.84K- 81.15% |
$88.5K - $89.6K
|
428
$20.6K
|
|
Apr 16, 2024
Q1 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-1.82K- 10.69% |
$87.4K - $88.4K
|
15.2K
$731K
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
SELL
|
- |
-1.82K- 13.47% |
$87.3K - $88.4K
|
11.7K
$562K
|
|
May 13, 2024
Q1 2024
|
Hc Advisors, LLC
|
SELL
|
- |
-1.79K- 3.67% |
$86.1K - $87.1K
|
47K
$2.26M
|
|
Apr 08, 2024
Q1 2024
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
SELL
|
- |
-1.79K- 15.85% |
$85.9K - $87K
|
9.49K
$457K
|
|
May 10, 2024
Q1 2024
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-1.77K- 0.55% |
$84.9K - $85.9K
|
322K
$15.5M
|
|
Apr 10, 2024
Q1 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
SELL
|
- |
-1.76K- 27.76% |
$84.4K - $85.4K
|
4.57K
$220K
|
|
May 06, 2024
Q1 2024
|
Pillar Wealth Advisors, LLC
|
SELL
|
- |
-1.71K- 5.14% |
$82.2K - $83.2K
|
31.6K
$1.52M
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-1.7K- 11.42% |
$81.8K - $82.8K
|
13.2K
$635K
|
|
Apr 15, 2024
Q1 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-1.7K- 21.47% |
$81.8K - $82.8K
|
6.22K
$300K
|
|
Apr 26, 2024
Q1 2024
|
Harrington Investments, Inc
|
SELL
|
- |
-1.56K- 1.64% |
$75K - $75.9K
|
93.6K
$4.51M
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-1.52K- 8.71% |
$72.9K - $73.8K
|
15.9K
$766K
|
|
Apr 17, 2024
Q1 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-1.44K- 17.52% |
$69K - $69.9K
|
6.77K
$326K
|
|
May 10, 2024
Q1 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-1.42K- 0.8% |
$68.4K - $69.2K
|
177K
$8.54M
|
|
May 06, 2024
Q1 2024
|
Nelson Capital Management, LLC
|
SELL
|
- |
-1.41K- 8.06% |
$67.5K - $68.3K
|
16K
$772K
|
|
Apr 19, 2024
Q1 2024
|
Veery Capital, LLC
|
SELL
|
- |
-1.34K- 9.19% |
$64.6K - $65.4K
|
13.3K
$639K
|
|
Apr 25, 2024
Q1 2024
|
Seven Post Investment Office LP
San Francisco, CA |
SELL
|
- |
-1.33K- 9.85% |
$64.1K - $64.8K
|
12.2K
$587K
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.33K- 8.15% |
$63.9K - $64.6K
|
15K
$721K
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
SELL
|
- |
-1.32K- 3.0% |
$63.5K - $64.2K
|
42.7K
$2.06M
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-1.31K- 6.62% |
$62.8K - $63.6K
|
18.4K
$887K
|
|
Apr 18, 2024
Q1 2024
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-1.29K- 53.27% |
$61.8K - $62.6K
|
1.13K
$54.3K
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-1.26K- 6.03% |
$60.6K - $61.3K
|
19.7K
$946K
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.15K- 4.25% |
$55.3K - $56K
|
26K
$1.25M
|
|
Apr 19, 2024
Q1 2024
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-1.14K- 4.04% |
$54.8K - $55.5K
|
27.1K
$1.3M
|
|
May 07, 2024
Q1 2024
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-1.1K- 1.01% |
$53K - $53.6K
|
108K
$5.21M
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.09K- 4.54% |
$52.1K - $52.8K
|
22.8K
$1.1M
|
|
May 10, 2024
Q1 2024
|
Somerset Group LLC
Wayzata, MN |
SELL
|
- |
-1.06K- 7.94% |
$51.1K - $51.7K
|
12.3K
$594K
|
|
Apr 23, 2024
Q1 2024
|
Iron Financial, LLC
|
SELL
|
- |
-969- 7.2% |
$46.6K - $47.1K
|
12.5K
$602K
|
|
Apr 22, 2024
Q1 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-849- 3.35% |
$40.8K - $41.3K
|
24.5K
$1.18M
|
|
May 14, 2024
Q1 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-848- 2.26% |
$40.7K - $41.2K
|
36.7K
$1.77M
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-831- 8.17% |
$39.9K - $40.4K
|
9.34K
$449K
|
|
Apr 16, 2024
Q1 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-831- 8.17% |
$39.9K - $40.4K
|
9.34K
$449K
|
|
May 09, 2024
Q1 2024
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-827- 2.38% |
$39.7K - $40.2K
|
33.9K
$1.63M
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-811- 9.87% |
$39K - $39.4K
|
7.4K
$356K
|
|
Apr 05, 2024
Q1 2024
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-772- 1.46% |
$37.1K - $37.5K
|
52.2K
$2.51M
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-743- 23.29% |
$35.7K - $36.1K
|
2.45K
$118K
|
|
May 10, 2024
Q1 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-714- 1.59% |
$34.3K - $34.7K
|
44.3K
$2.13M
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-677- 12.95% |
$32.5K - $32.9K
|
4.55K
$219K
|
|
May 02, 2024
Q1 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-675- 0.92% |
$32.4K - $32.8K
|
72.5K
$3.49M
|