Latest Institutional Transactions on Schwab Short Term Us Treasury (SCHO)
This table provides information on the latest institutional transactions involving Schwab Short Term Us Treasury (SCHO) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
8.61K+ 2.68% |
$413K - $423K
|
331K
$7.97M
|
|
|
Nov 14, 2024
Q3 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-247- 4.6% |
$11.8K - $12.1K
|
5.13K
$124K
|
|
|
Nov 14, 2024
Q3 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
SELL
|
- |
-2.53K- 12.96% |
$121K - $124K
|
17K
$409K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
52.4K+ 771.37% |
$2.51M - $2.57M
|
59.2K
$1.43M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
14.7K+ 34104.65% |
$703K - $719K
|
14.7K
$354K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.47K+ 2244.72% |
$214K - $219K
|
4.67K
$112K
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
5K+ 103.5% |
$239K - $245K
|
9.82K
$237K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.28K+ 1.41% |
$61.5K - $63K
|
92.1K
$2.22M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-281K- 69.43% |
$13.5M - $13.8M
|
124K
$2.98M
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-3.71K- 30.88% |
$178K - $182K
|
8.3K
$200K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.18K- 4.73% |
$153K - $156K
|
64K
$1.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-4.12K- 31.46% |
$197K - $202K
|
8.97K
$216K
|
|
|
Nov 14, 2024
Q3 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
21.4KNew |
$1.03M - $1.05M
|
21.4K
$516K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.56M+ 14.7% |
$74.9M - $76.7M
|
12.2M
$294M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
128K+ 4.45% |
$6.12M - $6.26M
|
3M
$72.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-232K- 17.88% |
$11.1M - $11.4M
|
1.06M
$25.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
21.2K+ 9.5% |
$1.02M - $1.04M
|
245K
$5.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
268+ 8.87% |
$12.8K - $13.1K
|
3.29K
$79.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
4.7KNew |
$225K - $231K
|
4.7K
$113K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.81M+ 3.72% |
$135M - $138M
|
78.2M
$1.88B
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-51.5K- 3.69% |
$2.47M - $2.53M
|
1.34M
$32.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
2.16K+ 5.58% |
$104K - $106K
|
40.9K
$985K
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
SELL
|
- |
-526- 30.62% |
$25.2K - $25.8K
|
1.19K
$28.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-1.41K- 10.73% |
$67.7K - $69.3K
|
11.7K
$283K
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
3.02K+ 3.47% |
$145K - $148K
|
90K
$2.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
1.67K+ 3.6% |
$80.2K - $82.1K
|
48.1K
$1.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
5.66K+ 63.96% |
$271K - $278K
|
14.5K
$350K
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
84.6KNew |
$4.05M - $4.15M
|
84.6K
$2.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
11.6K+ 19.44% |
$558K - $571K
|
71.6K
$1.72M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
34KNew |
$1.63M - $1.67M
|
34K
$819K
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
22.9KNew |
$1.1M - $1.12M
|
22.9K
$553K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.21K+ 0.51% |
$57.9K - $59.2K
|
236K
$5.68M
|
|
|
Nov 14, 2024
Q3 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
CALL |
6.8KNew |
$326K - $334K
|
6.8K
$164K
|
|
|
Nov 14, 2024
Q3 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-29.7K- 11.69% |
$1.42M - $1.46M
|
224K
$5.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
92.2KNew |
$4.42M - $4.53M
|
92.2K
$2.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
PUT |
-3.1K- 9.14% |
$149K - $152K
|
30.8K
$742K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-39.6K- 19.37% |
$1.9M - $1.94M
|
165K
$3.98M
|
|
|
Nov 14, 2024
Q3 2024
|
Valley Financial Group, Inc.
Ambler, PA |
SELL
|
- |
-185K- 77.49% |
$8.85M - $9.06M
|
53.6K
$1.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
736+ 94.85% |
$35.3K - $36.1K
|
1.51K
$36.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
SELL
|
- |
-27.7K- 40.32% |
$1.33M - $1.36M
|
41K
$989K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
92New |
$4.41K - $4.51K
|
92
$2.22K
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-18- 13.04% |
$863 - $883
|
120
$2.89K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
8.65MNew |
$415M - $424M
|
8.65M
$209M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
11.8KNew |
$567K - $580K
|
11.8K
$285K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-9.1K- 2.16% |
$436K - $447K
|
412K
$9.92M
|
|
|
Nov 13, 2024
Q3 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
366+ 1.68% |
$17.5K - $18K
|
22.2K
$534K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
93New |
$4.46K - $4.56K
|
93
$2.24K
|
|
|
Nov 13, 2024
Q3 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
2.5K+ 9.51% |
$120K - $123K
|
28.8K
$693K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-1.2K- 40.32% |
$57.4K - $58.8K
|
1.77K
$42.7K
|