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 |
---|---|---|---|---|---|---|---|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-600- 4.52% |
$28.8K - $29.3K
|
12.7K
$609K
|
|
Jul 11, 2023
Q2 2023
|
Legacy Bridge, LLC
|
SELL
|
- |
-500- 17.86% |
$24K - $24.4K
|
2.3K
$111K
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
SELL
|
- |
-373- 12.14% |
$17.9K - $18.2K
|
2.7K
$130K
|
|
Jun 25, 2024
Q2 2023
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-214- 1.23% |
$10.3K - $10.5K
|
17.3K
$830K
|
|
Jul 10, 2023
Q2 2023
|
Appleton Partners Inc
|
SELL
|
- |
-161- 3.0% |
$7.74K - $7.87K
|
5.2K
$250K
|
|
Aug 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-150- 1.89% |
$7.21K - $7.33K
|
7.79K
$375K
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-120- 75.0% |
$5.77K - $5.87K
|
40
$1.93K
|
|
Aug 11, 2023
Q2 2023
|
Lansing Street Advisors
|
SELL
|
- |
-93- 2.66% |
$4.47K - $4.55K
|
3.4K
$164K
|
|
Jul 17, 2023
Q2 2023
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
SELL
|
- |
-50- 0.98% |
$2.4K - $2.44K
|
5.04K
$243K
|
|
Aug 11, 2023
Q2 2023
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-42- 0.94% |
$2.02K - $2.05K
|
4.42K
$213K
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-6- 5.45% |
$288 - $293
|
104
$5.01K
|
|
Q1 2023 | |||||||
Apr 19, 2023
Q1 2023
|
Manchester Financial Inc
|
SELL
|
- |
-386K- 62.96% |
$18.4M - $18.9M
|
227K
$10.9M
|
|
May 11, 2023
Q1 2023
|
Edgehill Endowment Partners, LLC
|
SELL
|
- |
-75.2K- 5.64% |
$3.59M - $3.68M
|
1.26M
$60.6M
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-69.5K- 25.75% |
$3.32M - $3.4M
|
200K
$9.64M
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-57.7K- 85.95% |
$2.76M - $2.83M
|
9.43K
$454K
|
|
May 04, 2023
Q1 2023
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-36.2K- 68.5% |
$1.73M - $1.78M
|
16.7K
$802K
|
|
Apr 24, 2023
Q1 2023
|
Imc Chicago, LLC
|
SELL
|
- |
-31.4K- 70.92% |
$1.5M - $1.54M
|
12.9K
$619K
|
|
Apr 27, 2023
Q1 2023
|
Strategic Advisors LLC
|
SELL
|
- |
-25.5K- 67.54% |
$1.22M - $1.25M
|
12.2K
$589K
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-21.4K- 78.05% |
$1.02M - $1.05M
|
6.01K
$289K
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-21.2K- 99.33% |
$1.01M - $1.04M
|
143
$6.88K
|
|
Apr 13, 2023
Q1 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-11.2K- 62.28% |
$534K - $548K
|
6.77K
$326K
|
|
Apr 10, 2023
Q1 2023
|
Pacific Wealth Management
|
SELL
|
- |
-6.93K- 54.17% |
$331K - $340K
|
5.86K
$282K
|
|
May 15, 2023
Q1 2023
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-3.34K- 35.51% |
$160K - $164K
|
6.07K
$292K
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-2.87K- 35.39% |
$137K - $141K
|
5.25K
$252K
|
|
Apr 04, 2023
Q1 2023
|
Modus Advisors, LLC
|
SELL
|
- |
-2.27K- 25.72% |
$108K - $111K
|
6.55K
$315K
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-1.5K- 83.33% |
$71.7K - $73.5K
|
300
$14.4K
|
|
Apr 28, 2023
Q1 2023
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-991- 0.24% |
$47.4K - $48.6K
|
408K
$19.6M
|
|
May 11, 2023
Q1 2023
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-172- 1.47% |
$8.22K - $8.43K
|
11.6K
$556K
|
|
Apr 18, 2023
Q1 2023
|
Darwin Advisors, LLC
|
SELL
|
- |
-94- 2.06% |
$4.49K - $4.61K
|
4.46K
$215K
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-60- 89.55% |
$2.87K - $2.94K
|
7
$337
|
|
May 05, 2023
Q1 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-54- 91.53% |
$2.58K - $2.65K
|
5
$241
|
|
May 09, 2023
Q1 2023
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-44- 50.57% |
$2.1K - $2.16K
|
43
$2.07K
|
|
Q4 2022 | |||||||
Feb 09, 2023
Q4 2022
|
Quantum Capital Management, LLC
Northfield, NJ |
SELL
|
- |
-1.06M- 99.99% |
$50.9M - $51.5M
|
78
$3.75K
|
|
Jan 25, 2023
Q4 2022
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-381K- 35.22% |
$18.3M - $18.5M
|
701K
$33.8M
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-28.2K- 6.64% |
$1.35M - $1.37M
|
397K
$19.1M
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-23.3K- 72.18% |
$1.12M - $1.13M
|
8.99K
$433K
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-21.2K- 15.64% |
$1.02M - $1.03M
|
114K
$5.51M
|
|
Feb 14, 2023
Q4 2022
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-9.43K- 42.25% |
$452K - $457K
|
12.9K
$620K
|
|
Jan 26, 2023
Q4 2022
|
First Merchants Corp
|
SELL
|
- |
-4.89K- 41.83% |
$234K - $237K
|
6.8K
$327K
|
|
Feb 01, 2023
Q4 2022
|
Antonetti Capital Management LLC
|
SELL
|
- |
-1K- 19.29% |
$47.9K - $48.5K
|
4.19K
$201K
|
|
Feb 14, 2023
Q4 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-924- 15.61% |
$44.3K - $44.8K
|
5K
$240K
|
|
Jan 05, 2023
Q4 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-917- 16.98% |
$43.9K - $44.4K
|
4.48K
$216K
|
|
Jan 23, 2023
Q4 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-901- 96.99% |
$43.2K - $43.7K
|
28
$1.35K
|
|
Jan 30, 2023
Q4 2022
|
Relaxing Retirement Coach
|
SELL
|
- |
-852- 11.75% |
$40.8K - $41.3K
|
6.4K
$308K
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-688- 53.17% |
$33K - $33.3K
|
606
$29.2K
|
|
Feb 07, 2023
Q4 2022
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-321- 5.52% |
$15.4K - $15.6K
|
5.49K
$264K
|
|
Feb 06, 2023
Q4 2022
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-271- 1.36% |
$13K - $13.1K
|
19.7K
$947K
|
|
Jan 20, 2023
Q4 2022
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-58- 0.7% |
$2.78K - $2.81K
|
8.18K
$394K
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-25- 7.94% |
$1.2K - $1.21K
|
290
$14K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Krane Funds Advisors LLC
New York, NY |
SELL
|
- |
-1.28M- 85.62% |
N/A
|
215K
$10.3M
|