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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2023
Q3 2023
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-762- 4.32% |
$36.4K - $36.7K
|
16.9K
$407K
|
|
|
Nov 03, 2023
Q3 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-648- 92.7% |
$31K - $31.2K
|
51
$1.23K
|
|
|
Nov 13, 2023
Q3 2023
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-647- 8.26% |
$30.9K - $31.2K
|
7.19K
$173K
|
|
|
Oct 19, 2023
Q3 2023
|
Bridge Advisory, LLC
|
SELL
|
- |
-599- 5.51% |
$28.6K - $28.9K
|
10.3K
$248K
|
|
|
Nov 03, 2023
Q3 2023
|
Lutz Financial Services LLC
|
SELL
|
- |
-281- 5.69% |
$13.4K - $13.5K
|
4.66K
$112K
|
|
|
Nov 01, 2023
Q3 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-150- 38.46% |
$7.17K - $7.23K
|
240
$5.78K
|
|
|
Oct 27, 2023
Q3 2023
|
B&D White Capital Company, LLC
|
SELL
|
- |
-96- 2.18% |
$4.59K - $4.63K
|
4.3K
$104K
|
|
|
Oct 24, 2023
Q3 2023
|
Acas, LLC
|
SELL
|
- |
-54- 1.24% |
$2.58K - $2.6K
|
4.32K
$104K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-35- 2.53% |
$1.67K - $1.69K
|
1.35K
$32.5K
|
|
|
Nov 01, 2023
Q3 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-19- 0.23% |
$908 - $916
|
8.17K
$197K
|
|
| Q2 2023 | |||||||
|
Aug 07, 2023
Q2 2023
|
Donoghue Forlines LLC
|
SELL
|
- |
-104K- 52.56% |
$4.99M - $5.08M
|
93.7K
$2.26M
|
|
|
Aug 14, 2023
Q2 2023
|
Cambridge Associates LLC
Boston, MA |
SELL
|
- |
-49.3K- 99.18% |
$2.37M - $2.41M
|
406
$9.78K
|
|
|
Jul 13, 2023
Q2 2023
|
Riversedge Advisors, LLC
|
SELL
|
- |
-29K- 64.57% |
$1.39M - $1.42M
|
15.9K
$383K
|
|
|
Jul 14, 2023
Q2 2023
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-24.1K- 67.13% |
$1.16M - $1.18M
|
11.8K
$284K
|
|
|
Aug 11, 2023
Q2 2023
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-16.3K- 5.44% |
$785K - $798K
|
284K
$6.83M
|
|
|
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
$191K
|
|
|
Aug 09, 2023
Q2 2023
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-2.31K- 5.31% |
$111K - $113K
|
41.2K
$993K
|
|
|
Aug 14, 2023
Q2 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-2.02K- 28.97% |
$96.9K - $98.6K
|
4.95K
$119K
|
|
|
Jul 25, 2023
Q2 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-1.89K- 27.74% |
$90.6K - $92.2K
|
4.91K
$118K
|
|
|
Jul 26, 2023
Q2 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-1.77K- 79.7% |
$85.1K - $86.6K
|
451
$10.9K
|
|
|
Aug 03, 2023
Q2 2023
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-1.38K- 2.51% |
$66.1K - $67.3K
|
53.5K
$1.29M
|
|
|
Jul 26, 2023
Q2 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-953- 15.94% |
$45.8K - $46.6K
|
5.03K
$121K
|
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-614- 1.37% |
$29.5K - $30K
|
44.3K
$1.07M
|
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-600- 4.52% |
$28.8K - $29.3K
|
12.7K
$305K
|
|
|
Jul 11, 2023
Q2 2023
|
Legacy Bridge, LLC
|
SELL
|
- |
-500- 17.86% |
$24K - $24.4K
|
2.3K
$55.4K
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
SELL
|
- |
-373- 12.14% |
$17.9K - $18.2K
|
2.7K
$65K
|
|
|
Jun 25, 2024
Q2 2023
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-214- 1.23% |
$10.3K - $10.5K
|
17.3K
$416K
|
|
|
Jul 10, 2023
Q2 2023
|
Appleton Partners Inc
|
SELL
|
- |
-161- 3.0% |
$7.74K - $7.87K
|
5.2K
$125K
|
|
|
Aug 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-150- 1.89% |
$7.21K - $7.33K
|
7.79K
$188K
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-120- 75.0% |
$5.77K - $5.87K
|
40
$964
|
|
|
Aug 11, 2023
Q2 2023
|
Lansing Street Advisors
|
SELL
|
- |
-93- 2.66% |
$4.47K - $4.55K
|
3.4K
$81.9K
|
|
|
Jul 17, 2023
Q2 2023
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
SELL
|
- |
-50- 0.98% |
$2.4K - $2.44K
|
5.04K
$121K
|
|
|
Aug 11, 2023
Q2 2023
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-42- 0.94% |
$2.02K - $2.05K
|
4.42K
$107K
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-6- 5.45% |
$288 - $293
|
104
$2.51K
|
|
| Q1 2023 | |||||||
|
Apr 19, 2023
Q1 2023
|
Manchester Financial Inc
|
SELL
|
- |
-386K- 62.96% |
$18.4M - $18.9M
|
227K
$5.46M
|
|
|
May 11, 2023
Q1 2023
|
Edgehill Endowment Partners, LLC
|
SELL
|
- |
-75.2K- 5.64% |
$3.59M - $3.68M
|
1.26M
$30.3M
|
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-69.5K- 25.75% |
$3.32M - $3.4M
|
200K
$4.83M
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-57.7K- 85.95% |
$2.76M - $2.83M
|
9.43K
$227K
|
|
|
May 04, 2023
Q1 2023
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-36.2K- 68.5% |
$1.73M - $1.78M
|
16.7K
$401K
|
|
|
Apr 24, 2023
Q1 2023
|
Imc Chicago, LLC
|
SELL
|
- |
-31.4K- 70.92% |
$1.5M - $1.54M
|
12.9K
$310K
|
|
|
Apr 27, 2023
Q1 2023
|
Strategic Advisors LLC
|
SELL
|
- |
-25.5K- 67.54% |
$1.22M - $1.25M
|
12.2K
$295K
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-21.4K- 78.05% |
$1.02M - $1.05M
|
6.01K
$145K
|
|
|
Apr 13, 2023
Q1 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-11.2K- 62.28% |
$534K - $548K
|
6.77K
$163K
|
|
|
Apr 10, 2023
Q1 2023
|
Pacific Wealth Management
|
SELL
|
- |
-6.93K- 54.17% |
$331K - $340K
|
5.86K
$141K
|
|
|
May 15, 2023
Q1 2023
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-3.34K- 35.51% |
$160K - $164K
|
6.07K
$146K
|
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-2.87K- 35.39% |
$137K - $141K
|
5.25K
$126K
|
|
|
Apr 04, 2023
Q1 2023
|
Modus Advisors, LLC
|
SELL
|
- |
-2.27K- 25.72% |
$108K - $111K
|
6.55K
$158K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-1.5K- 83.33% |
$71.7K - $73.5K
|
300
$7.23K
|
|
|
Apr 28, 2023
Q1 2023
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-991- 0.24% |
$47.4K - $48.6K
|
408K
$9.82M
|
|