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 |
---|---|---|---|---|---|---|---|
Jul 18, 2024
Q2 2024
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-83- 0.92% |
$3.96K - $3.99K
|
8.9K
$437K
|
|
Jul 15, 2024
Q2 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-83- 1.73% |
$3.96K - $3.99K
|
4.71K
$231K
|
|
Jul 02, 2024
Q2 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-82- 5.93% |
$3.92K - $3.95K
|
1.3K
$63.8K
|
|
Jul 30, 2024
Q2 2024
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-76- 1.61% |
$3.63K - $3.66K
|
4.66K
$229K
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-72- 1.13% |
$3.44K - $3.47K
|
6.28K
$308K
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-62- 0.7% |
$2.96K - $2.98K
|
8.85K
$434K
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-39- 0.28% |
$1.86K - $1.88K
|
13.9K
$683K
|
|
Jul 24, 2024
Q2 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-39- 0.62% |
$1.86K - $1.88K
|
6.26K
$307K
|
|
Aug 12, 2024
Q2 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-33- 0.1% |
$1.58K - $1.59K
|
32.5K
$1.59M
|
|
Aug 14, 2024
Q2 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-24- 0.4% |
$1.15K - $1.16K
|
6.01K
$295K
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-22- 9.95% |
$1.05K - $1.06K
|
199
$9.76K
|
|
Jul 10, 2024
Q2 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-16- 0.19% |
$764 - $770
|
8.36K
$410K
|
|
Aug 08, 2024
Q2 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-4- 2.82% |
$191 - $193
|
138
$6.77K
|
|
Jul 11, 2024
Q2 2024
|
Carlson Capital Management
|
SELL
|
- |
-3- 0.06% |
$143 - $144
|
4.82K
$236K
|
|
Q1 2024 | |||||||
May 08, 2024
Q1 2024
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-597K- 81.73% |
$28.7M - $29M
|
133K
$6.54M
|
|
Apr 19, 2024
Q1 2024
|
Advisor Resource Council
|
SELL
|
- |
-81.1K- 89.14% |
$3.9M - $3.94M
|
9.88K
$485K
|
|
Aug 13, 2024
Q1 2024
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-74.9K- 5.1% |
$3.6M - $3.64M
|
1.39M
$68.4M
|
|
May 14, 2024
Q1 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-9.53K- 35.84% |
$458K - $464K
|
17.1K
$837K
|
|
Apr 18, 2024
Q1 2024
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-8.59K- 30.05% |
$413K - $418K
|
20K
$981K
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-3.77K- 22.42% |
$181K - $183K
|
13K
$640K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-3.42K- 6.85% |
$164K - $166K
|
46.5K
$2.28M
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-3.15K- 88.19% |
$151K - $153K
|
422
$20.7K
|
|
Apr 22, 2024
Q1 2024
|
Solitude Financial Services
|
SELL
|
- |
-3.09K- 11.8% |
$148K - $150K
|
23.1K
$1.13M
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-2.45K- 30.76% |
$118K - $119K
|
5.52K
$271K
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-1.99K- 30.11% |
$95.8K - $97K
|
4.63K
$227K
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
SELL
|
- |
-1.82K- 13.47% |
$87.3K - $88.4K
|
11.7K
$572K
|
|
Apr 26, 2024
Q1 2024
|
Harrington Investments, Inc
|
SELL
|
- |
-1.56K- 1.64% |
$75K - $75.9K
|
93.6K
$4.59M
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-1.52K- 8.71% |
$72.9K - $73.8K
|
15.9K
$780K
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-1.31K- 6.62% |
$62.8K - $63.6K
|
18.4K
$904K
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-811- 9.87% |
$39K - $39.4K
|
7.4K
$363K
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-743- 23.29% |
$35.7K - $36.1K
|
2.45K
$120K
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-677- 12.95% |
$32.5K - $32.9K
|
4.55K
$223K
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-420- 87.5% |
$20.2K - $20.4K
|
60
$2.94K
|
|
Apr 23, 2024
Q1 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-254- 32.11% |
$12.2K - $12.4K
|
537
$26.3K
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-201- 50.0% |
$9.66K - $9.77K
|
201
$9.86K
|
|
May 14, 2024
Q1 2024
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-184- 36.8% |
$8.84K - $8.95K
|
316
$15.5K
|
|
Apr 22, 2024
Q1 2024
|
Hendershot Investments Inc.
|
SELL
|
- |
-170- 27.64% |
$8.17K - $8.27K
|
445
$21.8K
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-118- 9.21% |
$5.67K - $5.74K
|
1.16K
$57K
|
|
May 07, 2024
Q1 2024
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-100- 15.48% |
$4.81K - $4.86K
|
546
$26.8K
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-87Closed |
$4.18K - $4.23K
|
0
$0
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-79- 10.84% |
$3.8K - $3.84K
|
650
$31.9K
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-62- 59.05% |
$2.98K - $3.02K
|
43
$2.11K
|
|
May 13, 2024
Q1 2024
|
Bayshore Asset Management, LLC
|
SELL
|
- |
-5- 0.1% |
$240 - $243
|
5.12K
$251K
|
|
Apr 01, 2024
Q1 2024
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-2Closed |
$96.1 - $97.3
|
0
$0
|
|
Apr 18, 2024
Q1 2024
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-1- 0.02% |
$48.1 - $48.6
|
4.25K
$208K
|
|
Q4 2023 | |||||||
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-233K- 37.05% |
$11.1M - $11.3M
|
396K
$19.4M
|
|
Jan 24, 2024
Q4 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-72.7K- 24.34% |
$3.47M - $3.52M
|
226K
$11.1M
|
|
Jan 22, 2024
Q4 2023
|
Capital Planning LLC
|
SELL
|
- |
-70.3K- 90.75% |
$3.35M - $3.41M
|
7.17K
$351K
|
|
Feb 07, 2024
Q4 2023
|
Roof Eidam & Maycock
|
SELL
|
- |
-60.1K- 90.85% |
$2.87M - $2.91M
|
6.06K
$297K
|
|
Jan 25, 2024
Q4 2023
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-51K- 84.97% |
$2.43M - $2.47M
|
9.01K
$442K
|