Latest Institutional Transactions on Schwab Short Term Us Treasury (SCHO)

SCHO Quotes by TradingView

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
Feb 09, 2022 Q4 2021
Charter Oak Capital Management, LLC

SELL
 -
-200
Closed
$10.2K - $10.2K
0 $0
Feb 08, 2022 Q4 2021
Nvwm, LLC

SELL
 -
-277
Closed
$14.1K - $14.2K
0 $0
Feb 04, 2022 Q4 2021
Empirical Finance, LLC

SELL
 -
-4.71K
Closed
$239K - $241K
0 $0
Feb 03, 2022 Q4 2021
Taylor, Cottrill, Erickson & Associates, Inc.

SELL
 -
-26.1K
Closed
$1.32M - $1.33M
0 $0
Feb 01, 2022 Q4 2021
Qube Research & Technologies LTD

London, X0
SELL
 -
-64
Closed
$3.25K - $3.28K
0 $0
Feb 01, 2022 Q4 2021
Laurel Wealth Advisors LLC

Charlotte, NC
SELL
 -
-333
- 29.55%
$16.9K - $17.1K
794 $19.2K
Jan 31, 2022 Q4 2021
Schneider Downs Wealth Management Advisors, LP

SELL
 -
-4.42K
Closed
$225K - $226K
0 $0
Jan 31, 2022 Q4 2021
Klingman & Associates, LLC

SELL
 -
-4.77K
Closed
$243K - $244K
0 $0
Jan 31, 2022 Q4 2021
Cnb Bank

Clearfield, PA
SELL
 -
-127
Closed
$6.46K - $6.5K
0 $0
Jan 28, 2022 Q4 2021
Ironwood Financial, LLC

SELL
 -
-708
Closed
$36K - $36.3K
0 $0
Jan 26, 2022 Q4 2021
Aprio Wealth Management, LLC

SELL
 -
-6.05K
Closed
$308K - $310K
0 $0
Jan 25, 2022 Q4 2021
Next Capital Advisers, Inc.

SELL
 -
-4.58K
Closed
$233K - $235K
0 $0
Jan 21, 2022 Q4 2021
Pfg Advisors

SELL
 -
-3.92K
Closed
$199K - $201K
0 $0
Jan 20, 2022 Q4 2021
Simpli Fi, Inc.

SELL
 -
-7.54K
Closed
$383K - $386K
0 $0
Jan 11, 2022 Q4 2021
Bedel Financial Consulting, Inc.

SELL
 -
-83
Closed
$4.22K - $4.25K
0 $0
Jan 10, 2022 Q4 2021
Shakespeare Wealth Management, Inc.

Pewaukee, WI
SELL
 -
-8.08K
Closed
$411K - $414K
0 $0
Jan 07, 2022 Q4 2021
Lester Murray Antman Dba Simply Rich

SELL
 -
-4.2K
Closed
$213K - $215K
0 $0
Q3 2021
May 31, 2023 Q3 2021
Abacus Wealth Partners, LLC

Santa Monica, CA
SELL
 -
-5.05K
Closed
$259K - $259K
0 $0
Nov 15, 2021 Q3 2021
Mfa Wealth Advisors, LLC

Pittsburgh, PA
BUY
 -
22.4K
New
$1.15M - $1.15M
22.4K $543K
Nov 15, 2021 Q3 2021
Bragg Financial Advisors, Inc

Charlotte, NC
SELL
 -
-4.39K
Closed
$224K - $225K
0 $0
Nov 12, 2021 Q3 2021
Ten Capital Wealth Advisors, LLC

Spokane, WA
SELL
 -
-232
Closed
$11.9K - $11.9K
0 $0
Nov 09, 2021 Q3 2021
Jfs Wealth Advisors, LLC

SELL
 -
-300
Closed
$15.4K - $15.4K
0 $0
Nov 08, 2021 Q3 2021
Arjuna Capital

SELL
 -
-39
Closed
$2K - $2K
0 $0
Nov 05, 2021 Q3 2021
Proquility Private Wealth Partners, LLC

Las Vegas, NV
SELL
 -
-12.5K
Closed
$641K - $642K
0 $0
Nov 02, 2021 Q3 2021
Financial Management Professionals, Inc.

SELL
 -
-70
Closed
$3.58K - $3.59K
0 $0
Oct 29, 2021 Q3 2021
Truvestments Capital LLC

Sarasota, FL
SELL
 -
-826
Closed
$42.3K - $42.4K
0 $0
Oct 27, 2021 Q3 2021
Center For Financial Planning, Inc.

Southfied, MI
SELL
 -
-64
Closed
$3.28K - $3.28K
0 $0
Oct 22, 2021 Q3 2021
Parallel Advisors, LLC

BUY
 CALL
2.97K
New
$152K - $152K
2.97K $71.8K
Oct 21, 2021 Q3 2021
Hanson & Doremus Investment Management

BUY
 -
1.89K
New
$96.7K - $96.9K
1.89K $45.7K
Oct 21, 2021 Q3 2021
Ellis Investment Partners, LLC

SELL
 -
-814
Closed
$41.7K - $41.8K
0 $0
Oct 21, 2021 Q3 2021
Lloyd Advisory Services, Llc.

Suwanee, GA
SELL
 -
-7
Closed
$358 - $359
0 $0
Oct 20, 2021 Q3 2021
Onyx Bridge Wealth Group LLC

SELL
 -
-4.49K
Closed
$230K - $230K
0 $0
Oct 15, 2021 Q3 2021
Paradigm, Strategies In Wealth Management, LLC

SELL
 -
-2.87K
Closed
$147K - $147K
0 $0
Oct 14, 2021 Q3 2021
Red Door Wealth Management, LLC

SELL
 -
-1.07K
Closed
$54.5K - $54.6K
0 $0
Oct 12, 2021 Q3 2021
Pinnacle Bancorp, Inc.

SELL
 -
-76
- 9.51%
$3.89K - $3.9K
723 $17.5K
Oct 08, 2021 Q3 2021
Timber Creek Capital Management LLC

SELL
 -
-40
Closed
$2.05K - $2.05K
0 $0
Oct 07, 2021 Q3 2021
Investment Research & Advisory Group, Inc.

SELL
 -
-5.2K
Closed
$266K - $267K
0 $0
Oct 05, 2021 Q3 2021
Savior LLC

SELL
 -
-6.56K
- 90.97%
$336K - $336K
651 $15.8K
Q2 2021
Aug 09, 2021 Q2 2021
Foster Group, Inc.

SELL
 -
-5.93K
Closed
$304K - $305K
0 $0
Aug 09, 2021 Q2 2021
Gries Financial LLC

Cleveland, OH
SELL
 -
-4.13K
Closed
$211K - $212K
0 $0
Aug 09, 2021 Q2 2021
Capstone Triton Financial Group, LLC

Oklahoma City, OK
SELL
 -
-4.41K
Closed
$226K - $226K
0 $0
Aug 06, 2021 Q2 2021
Parkside Financial Bank & Trust

SELL
 -
-262
- 35.65%
$13.4K - $13.4K
473 $11.4K
Aug 05, 2021 Q2 2021
Costello Asset Management, Inc

SELL
 -
-92
- 49.46%
$4.71K - $4.72K
94 $2.27K
Aug 05, 2021 Q2 2021
Sowell Financial Services LLC

North Little Rock, AR
SELL
 -
-6.08K
Closed
$311K - $312K
0 $0
Aug 03, 2021 Q2 2021
Sage Financial Management Group, Inc.

SELL
 -
-594
Closed
$30.4K - $30.5K
0 $0
Aug 03, 2021 Q2 2021
Capital Wealth Planning, LLC

SELL
 -
-4.77K
Closed
$244K - $245K
0 $0
Jul 29, 2021 Q2 2021
Green Square Capital Advisors LLC

SELL
 -
-8.46K
Closed
$433K - $434K
0 $0
Jul 29, 2021 Q2 2021
Oak Family Advisors, LLC

SELL
 -
-12K
Closed
$614K - $616K
0 $0
Jul 27, 2021 Q2 2021
Capital Investment Advisory Services, LLC

SELL
 -
-235
Closed
$12K - $12.1K
0 $0

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