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 14, 2024
Q4 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-165- 6.6% |
$7.86K - $7.99K
|
2.33K
$112K
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-126- 85.14% |
$6.01K - $6.1K
|
22
$1.06K
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-100- 50.0% |
$4.77K - $4.85K
|
100
$4.81K
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-64- 1.42% |
$3.05K - $3.1K
|
4.44K
$214K
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-60- 1.29% |
$2.86K - $2.91K
|
4.58K
$220K
|
|
Q3 2023 | |||||||
Oct 19, 2023
Q3 2023
|
Mason & Associates Inc
|
SELL
|
- |
-49.5K- 20.39% |
$2.37M - $2.39M
|
193K
$9.31M
|
|
Nov 14, 2023
Q3 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-33.6K- 82.08% |
$1.61M - $1.62M
|
7.35K
$354K
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-27.3K- 98.1% |
$1.3M - $1.32M
|
529
$25.5K
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-21.5KClosed |
$1.03M - $1.04M
|
0
$0
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-13.8K- 70.29% |
$658K - $664K
|
5.83K
$280K
|
|
Mar 11, 2024
Q3 2023
|
Nepc LLC
Boston, MA |
SELL
|
- |
-6.26KClosed |
$299K - $302K
|
0
$0
|
|
Oct 23, 2023
Q3 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-4.66K- 50.02% |
$223K - $224K
|
4.65K
$224K
|
|
Nov 28, 2023
Q3 2023
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-4.55K- 76.09% |
$217K - $219K
|
1.43K
$68.8K
|
|
Oct 26, 2023
Q3 2023
|
Cabot Wealth Management Inc
|
SELL
|
- |
-4.4K- 49.22% |
$210K - $212K
|
4.54K
$219K
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-3.83K- 31.76% |
$183K - $185K
|
8.24K
$396K
|
|
Oct 05, 2023
Q3 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-3.46K- 31.04% |
$165K - $167K
|
7.68K
$370K
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-3.19K- 37.12% |
$152K - $154K
|
5.4K
$260K
|
|
Oct 11, 2023
Q3 2023
|
Walker Financial Services, Inc.
Bowling Green, KY |
SELL
|
- |
-3.06K- 28.41% |
$146K - $147K
|
7.71K
$371K
|
|
Oct 31, 2023
Q3 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-2.6K- 9.15% |
$124K - $125K
|
25.8K
$1.24M
|
|
Oct 10, 2023
Q3 2023
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-2.49K- 43.63% |
$119K - $120K
|
3.21K
$154K
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-2.07K- 9.28% |
$98.9K - $99.8K
|
20.2K
$974K
|
|
Oct 25, 2023
Q3 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-2.06K- 32.98% |
$98.3K - $99.1K
|
4.18K
$201K
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.87K- 24.55% |
$89.4K - $90.2K
|
5.75K
$277K
|
|
Feb 21, 2024
Q3 2023
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-772- 8.29% |
$36.9K - $37.2K
|
8.54K
$411K
|
|
Nov 07, 2023
Q3 2023
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-762- 4.32% |
$36.4K - $36.7K
|
16.9K
$812K
|
|
Nov 03, 2023
Q3 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-648- 92.7% |
$31K - $31.2K
|
51
$2.45K
|
|
Nov 13, 2023
Q3 2023
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-647- 8.26% |
$30.9K - $31.2K
|
7.19K
$346K
|
|
Oct 19, 2023
Q3 2023
|
Bridge Advisory, LLC
|
SELL
|
- |
-599- 5.51% |
$28.6K - $28.9K
|
10.3K
$495K
|
|
Nov 03, 2023
Q3 2023
|
Lutz Financial Services LLC
|
SELL
|
- |
-281- 5.69% |
$13.4K - $13.5K
|
4.66K
$224K
|
|
Nov 01, 2023
Q3 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-150- 38.46% |
$7.17K - $7.23K
|
240
$11.6K
|
|
Oct 27, 2023
Q3 2023
|
B&D White Capital Company, LLC
|
SELL
|
- |
-96- 2.18% |
$4.59K - $4.63K
|
4.3K
$207K
|
|
Oct 24, 2023
Q3 2023
|
Acas, LLC
|
SELL
|
- |
-54- 1.24% |
$2.58K - $2.6K
|
4.32K
$208K
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-35- 2.53% |
$1.67K - $1.69K
|
1.35K
$64.9K
|
|
Nov 01, 2023
Q3 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-19- 0.23% |
$908 - $916
|
8.17K
$393K
|
|
Q2 2023 | |||||||
Aug 07, 2023
Q2 2023
|
Donoghue Forlines LLC
|
SELL
|
- |
-104K- 52.56% |
$4.99M - $5.08M
|
93.7K
$4.51M
|
|
Aug 14, 2023
Q2 2023
|
Cambridge Associates LLC
Boston, MA |
SELL
|
- |
-49.3K- 99.18% |
$2.37M - $2.41M
|
406
$19.5K
|
|
Jul 13, 2023
Q2 2023
|
Riversedge Advisors, LLC
|
SELL
|
- |
-29K- 64.57% |
$1.39M - $1.42M
|
15.9K
$765K
|
|
Jul 14, 2023
Q2 2023
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-24.1K- 67.13% |
$1.16M - $1.18M
|
11.8K
$568K
|
|
Aug 11, 2023
Q2 2023
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-16.3K- 5.44% |
$785K - $798K
|
284K
$13.6M
|
|
Sep 01, 2023
Q2 2023
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-8.54KClosed |
$410K - $418K
|
0
$0
|
|
Aug 07, 2023
Q2 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-6.21K- 43.91% |
$299K - $304K
|
7.94K
$382K
|
|
Aug 08, 2023
Q2 2023
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-5.18K- 98.46% |
$249K - $253K
|
81
$3.9K
|
|
Aug 09, 2023
Q2 2023
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-2.31K- 5.31% |
$111K - $113K
|
41.2K
$1.98M
|
|
Aug 14, 2023
Q2 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-2.02K- 28.97% |
$96.9K - $98.6K
|
4.95K
$238K
|
|
Jul 25, 2023
Q2 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-1.89K- 27.74% |
$90.6K - $92.2K
|
4.91K
$236K
|
|
Jul 26, 2023
Q2 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-1.77K- 79.7% |
$85.1K - $86.6K
|
451
$21.7K
|
|
Aug 03, 2023
Q2 2023
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-1.38K- 2.51% |
$66.1K - $67.3K
|
53.5K
$2.58M
|
|
Jul 26, 2023
Q2 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-953- 15.94% |
$45.8K - $46.6K
|
5.03K
$242K
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-662- 7.59% |
$31.8K - $32.4K
|
8.06K
$388K
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-614- 1.37% |
$29.5K - $30K
|
44.3K
$2.13M
|