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 06, 2024
Q1 2024
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-645- 6.69% |
$31K - $31.4K
|
8.99K
$433K
|
|
Apr 15, 2024
Q1 2024
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-625- 0.91% |
$30K - $30.4K
|
68.1K
$3.28M
|
|
Apr 08, 2024
Q1 2024
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-617- 1.93% |
$29.6K - $30K
|
31.3K
$1.51M
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-609- 27.01% |
$29.3K - $29.6K
|
1.65K
$79.2K
|
|
Apr 16, 2024
Q1 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
SELL
|
- |
-605- 2.19% |
$29.1K - $29.4K
|
27K
$1.3M
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-600- 12.03% |
$28.8K - $29.2K
|
4.39K
$211K
|
|
May 03, 2024
Q1 2024
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-593- 3.4% |
$28.5K - $28.8K
|
16.8K
$810K
|
|
Apr 23, 2024
Q1 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-589- 69.62% |
$28.3K - $28.6K
|
257
$12.4K
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-571- 1.68% |
$27.4K - $27.8K
|
33.4K
$1.61M
|
|
Apr 29, 2024
Q1 2024
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-538- 10.2% |
$25.9K - $26.2K
|
4.74K
$228K
|
|
May 15, 2024
Q1 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-517- 6.88% |
$24.8K - $25.1K
|
7K
$337K
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-517- 84.89% |
$24.8K - $25.1K
|
92
$4.43K
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-493- 3.48% |
$23.7K - $24K
|
13.7K
$659K
|
|
May 14, 2024
Q1 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-470- 1.3% |
$22.6K - $22.9K
|
35.8K
$1.72M
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-420- 87.5% |
$20.2K - $20.4K
|
60
$2.89K
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-410- 27.68% |
$19.7K - $19.9K
|
1.07K
$51.5K
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-408- 6.4% |
$19.6K - $19.8K
|
5.97K
$287K
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-403- 50.56% |
$19.4K - $19.6K
|
394
$19K
|
|
Apr 25, 2024
Q1 2024
|
Friedenthal Financial
|
SELL
|
- |
-398- 3.7% |
$19.1K - $19.4K
|
10.4K
$499K
|
|
May 10, 2024
Q1 2024
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-397- 4.78% |
$19.1K - $19.3K
|
7.91K
$381K
|
|
Apr 24, 2024
Q1 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-354- 5.15% |
$17K - $17.2K
|
6.52K
$314K
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-354- 6.13% |
$17K - $17.2K
|
5.42K
$261K
|
|
May 01, 2024
Q1 2024
|
Redw Wealth LLC
|
SELL
|
- |
-334- 2.99% |
$16K - $16.2K
|
10.8K
$522K
|
|
Apr 17, 2024
Q1 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-327- 2.06% |
$15.7K - $15.9K
|
15.5K
$747K
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-303- 5.13% |
$14.6K - $14.7K
|
5.6K
$270K
|
|
Apr 16, 2024
Q1 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-293- 0.41% |
$14.1K - $14.2K
|
70.9K
$3.41M
|
|
Apr 19, 2024
Q1 2024
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-282- 0.32% |
$13.6K - $13.7K
|
86.7K
$4.17M
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-271- 8.97% |
$13K - $13.2K
|
2.75K
$132K
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-266- 5.52% |
$12.8K - $12.9K
|
4.55K
$219K
|
|
Apr 23, 2024
Q1 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-254- 32.11% |
$12.2K - $12.4K
|
537
$25.8K
|
|
May 14, 2024
Q1 2024
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-235- 1.31% |
$11.3K - $11.4K
|
17.6K
$849K
|
|
Apr 24, 2024
Q1 2024
|
Callahan Advisors, LLC
|
SELL
|
- |
-223- 3.88% |
$10.7K - $10.8K
|
5.52K
$266K
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-201- 50.0% |
$9.66K - $9.77K
|
201
$9.67K
|
|
May 03, 2024
Q1 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-191- 3.25% |
$9.18K - $9.29K
|
5.68K
$273K
|
|
May 14, 2024
Q1 2024
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-184- 36.8% |
$8.84K - $8.95K
|
316
$15.2K
|
|
Apr 12, 2024
Q1 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-179- 0.95% |
$8.6K - $8.7K
|
18.7K
$900K
|
|
May 10, 2024
Q1 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
SELL
|
- |
-170- 0.88% |
$8.17K - $8.27K
|
19.2K
$926K
|
|
Apr 22, 2024
Q1 2024
|
Hendershot Investments Inc.
|
SELL
|
- |
-170- 27.64% |
$8.17K - $8.27K
|
445
$21.4K
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-168- 0.1% |
$8.07K - $8.17K
|
163K
$7.86M
|
|
Apr 10, 2024
Q1 2024
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-167- 0.45% |
$8.02K - $8.12K
|
36.6K
$1.76M
|
|
May 06, 2024
Q1 2024
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-154- 0.2% |
$7.4K - $7.49K
|
78K
$3.75M
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-153- 99.35% |
$7.35K - $7.44K
|
1
$48.1
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-118- 9.21% |
$5.67K - $5.74K
|
1.16K
$56K
|
|
Apr 16, 2024
Q1 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-117- 2.38% |
$5.62K - $5.69K
|
4.79K
$231K
|
|
May 08, 2024
Q1 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-104- 0.25% |
$5K - $5.06K
|
41.7K
$2.01M
|
|
May 07, 2024
Q1 2024
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-100- 15.48% |
$4.81K - $4.86K
|
546
$26.3K
|
|
May 14, 2024
Q1 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-95- 0.57% |
$4.56K - $4.62K
|
16.7K
$802K
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-87Closed |
$4.18K - $4.23K
|
0
$0
|
|
Apr 23, 2024
Q1 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-87- 0.73% |
$4.18K - $4.23K
|
11.8K
$569K
|
|
Apr 17, 2024
Q1 2024
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-80- 0.53% |
$3.84K - $3.89K
|
15K
$720K
|