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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-14.8KClosed |
$730K - $750K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-3.25KClosed |
$161K - $165K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-6.02KClosed |
$298K - $306K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
North Rock Partners, LLC
|
SELL
|
- |
-6.22KClosed |
$308K - $316K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Parsons Capital Management Inc
|
SELL
|
- |
-34.4KClosed |
$1.7M - $1.75M
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Riverwater Partners LLC
|
SELL
|
- |
-4.89KClosed |
$242K - $248K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-51- 56.04% |
$2.52K - $2.59K
|
40
$973
|
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO
|
SELL
|
- |
-100Closed |
$4.95K - $5.08K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Nova Point Capital, LLC
|
SELL
|
- |
-4.83KClosed |
$239K - $246K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Menlo Advisors LLC
|
SELL
|
- |
-63.4KClosed |
$3.14M - $3.22M
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
67+ 5.65% |
$3.31K - $3.4K
|
1.25K
$30.5K
|
|
|
Apr 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-281Closed |
$13.9K - $14.3K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-77Closed |
$3.81K - $3.91K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Provident Wealth Management, LLC
|
BUY
|
- |
20New |
$989 - $1.02K
|
20
$487
|
|
|
Apr 20, 2022
Q1 2022
|
West Oak Capital, LLC
|
SELL
|
- |
-208KClosed |
$10.3M - $10.6M
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Procyon Advisors, LLC
|
SELL
|
- |
-5.5KClosed |
$272K - $280K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
West Financial Advisors, LLC
|
SELL
|
- |
-817Closed |
$40.4K - $41.5K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Arlington Partners LLC
|
SELL
|
- |
-3.08KClosed |
$152K - $156K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Glassman Wealth Services
|
SELL
|
- |
-612Closed |
$30.3K - $31.1K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Eidelman Virant Capital
|
SELL
|
- |
-11.9KClosed |
$590K - $606K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-8.27KClosed |
$409K - $420K
|
0
$0
|
|
|
Apr 08, 2022
Q1 2022
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-294Closed |
$14.5K - $14.9K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 22, 2022
Q4 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-114Closed |
$5.79K - $5.84K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.8KClosed |
$244K - $246K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-5.52KClosed |
$281K - $283K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-1- 2.44% |
$50.8 - $51.2
|
40
$973
|
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-5Closed |
$254 - $256
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-29.3KClosed |
$1.49M - $1.5M
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
American National Bank
|
BUY
|
- |
80New |
$4.07K - $4.1K
|
80
$1.95K
|
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-200Closed |
$10.2K - $10.2K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Nvwm, LLC
|
SELL
|
- |
-277Closed |
$14.1K - $14.2K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Empirical Finance, LLC
|
SELL
|
- |
-4.71KClosed |
$239K - $241K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-26.1KClosed |
$1.32M - $1.33M
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-64Closed |
$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
$19.3K
|
|
|
Jan 31, 2022
Q4 2021
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-4.42KClosed |
$225K - $226K
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Klingman & Associates, LLC
|
SELL
|
- |
-4.77KClosed |
$243K - $244K
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-127Closed |
$6.46K - $6.5K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-708Closed |
$36K - $36.3K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-4.39KClosed |
$223K - $225K
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-6.05KClosed |
$308K - $310K
|
0
$0
|
|
|
Jan 25, 2022
Q4 2021
|
Next Capital Advisers, Inc.
|
SELL
|
- |
-4.58KClosed |
$233K - $235K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Pfg Advisors
|
SELL
|
- |
-3.92KClosed |
$199K - $201K
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Simpli Fi, Inc.
|
SELL
|
- |
-7.54KClosed |
$383K - $386K
|
0
$0
|
|
|
Jan 11, 2022
Q4 2021
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-83Closed |
$4.22K - $4.25K
|
0
$0
|
|
|
Jan 10, 2022
Q4 2021
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-8.08KClosed |
$411K - $414K
|
0
$0
|
|
|
Jan 07, 2022
Q4 2021
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-4.2KClosed |
$213K - $215K
|
0
$0
|
|
| Q3 2021 | |||||||
|
May 31, 2023
Q3 2021
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-5.05KClosed |
$259K - $259K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
22.4KNew |
$1.15M - $1.15M
|
22.4K
$546K
|
|
|
Nov 12, 2021
Q3 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-232Closed |
$11.9K - $11.9K
|
0
$0
|
|