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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2021
Q4 2020
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-16.6KClosed |
$851K - $853K
|
0
$0
|
|
|
Jan 12, 2021
Q4 2020
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-4.36KClosed |
$224K - $224K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 25, 2020
Q3 2020
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-3.94KClosed |
$203K - $203K
|
0
$0
|
|
|
Nov 17, 2020
Q3 2020
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-7.11KClosed |
$366K - $367K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-10.4KClosed |
$535K - $537K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Cito Capital Group, LLC
Miami, FL |
SELL
|
- |
-2K- 21.05% |
$103K - $103K
|
7.5K
$182K
|
|
|
Nov 13, 2020
Q3 2020
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
300New |
$15.4K - $15.5K
|
300
$7.26K
|
|
|
Nov 12, 2020
Q3 2020
|
Advisor Os, LLC
|
SELL
|
- |
-19.5KClosed |
$1.01M - $1.01M
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
F Dx Advisors, Inc.
|
SELL
|
- |
-6.25KClosed |
$322K - $323K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-318Closed |
$16.4K - $16.4K
|
0
$0
|
|
|
Nov 10, 2020
Q3 2020
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-8.12KClosed |
$418K - $419K
|
0
$0
|
|
|
Nov 06, 2020
Q3 2020
|
Advisory Alpha, LLC
|
SELL
|
- |
-5.06KClosed |
$260K - $261K
|
0
$0
|
|
|
Nov 02, 2020
Q3 2020
|
Townsend Asset Management Corp
|
SELL
|
- |
-80Closed |
$4.12K - $4.13K
|
0
$0
|
|
|
Oct 29, 2020
Q3 2020
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-714Closed |
$36.8K - $36.9K
|
0
$0
|
|
|
Oct 19, 2020
Q3 2020
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-4Closed |
$206 - $207
|
0
$0
|
|
|
Oct 06, 2020
Q3 2020
|
First Hawaiian Bank
|
SELL
|
- |
-4.4KClosed |
$227K - $227K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-44.1K- 73.53% |
$2.27M - $2.28M
|
15.9K
$384K
|
|
|
Aug 13, 2020
Q2 2020
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-754KClosed |
$38.8M - $39M
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-65Closed |
$3.35K - $3.36K
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-6.26KClosed |
$322K - $324K
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Esl Trust Services, LLC
|
SELL
|
- |
-38KClosed |
$1.96M - $1.97M
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-450Closed |
$23.2K - $23.3K
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-6.78KClosed |
$350K - $351K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Retirement Planning Group
|
SELL
|
- |
-5.35KClosed |
$276K - $277K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-585Closed |
$30.1K - $30.3K
|
0
$0
|
|
|
Jul 30, 2020
Q2 2020
|
3 Edge Asset Management, LP
|
SELL
|
- |
-5.37KClosed |
$277K - $278K
|
0
$0
|
|
|
Jul 29, 2020
Q2 2020
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-7.84KClosed |
$404K - $405K
|
0
$0
|
|
|
Jul 27, 2020
Q2 2020
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-531Closed |
$27.4K - $27.5K
|
0
$0
|
|
|
Jul 27, 2020
Q2 2020
|
Regions Financial Corp
|
SELL
|
- |
-42.5KClosed |
$2.19M - $2.2M
|
0
$0
|
|
|
Jul 20, 2020
Q2 2020
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-12.5KClosed |
$645K - $647K
|
0
$0
|
|
|
Jul 15, 2020
Q2 2020
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-7.35KClosed |
$379K - $380K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 13, 2020
Q1 2020
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-690Closed |
$34.8K - $35.7K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-7KClosed |
$353K - $362K
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-21.1KClosed |
$1.07M - $1.09M
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-207Closed |
$10.4K - $10.7K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-4.01KClosed |
$203K - $208K
|
0
$0
|
|
|
Apr 21, 2020
Q1 2020
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-4.7KClosed |
$237K - $243K
|
0
$0
|
|
|
Apr 16, 2020
Q1 2020
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-38.3KClosed |
$1.93M - $1.98M
|
0
$0
|
|
|
Apr 15, 2020
Q1 2020
|
Foresight Wealth Management, LLC
|
SELL
|
- |
-660Closed |
$33.3K - $34.1K
|
0
$0
|
|
|
Apr 14, 2020
Q1 2020
|
Gpm Growth Investors, Inc.
|
SELL
|
- |
-88.5KClosed |
$4.47M - $4.58M
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-139Closed |
$7K - $7.05K
|
0
$0
|
|
|
Feb 13, 2020
Q4 2019
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-7.23KClosed |
$364K - $366K
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-11.1KClosed |
$557K - $561K
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-37Closed |
$1.86K - $1.88K
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-462Closed |
$23.3K - $23.4K
|
0
$0
|
|
|
Feb 11, 2020
Q4 2019
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-43.2KClosed |
$2.18M - $2.19M
|
0
$0
|
|
|
Feb 04, 2020
Q4 2019
|
Spectrum Management Group, LLC
|
SELL
|
- |
-60Closed |
$3.02K - $3.04K
|
0
$0
|
|
|
Feb 04, 2020
Q4 2019
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-4.8KClosed |
$242K - $244K
|
0
$0
|
|
|
Jan 29, 2020
Q4 2019
|
Hoertkorn Richard Charles
|
SELL
|
- |
-350Closed |
$17.6K - $17.7K
|
0
$0
|
|
|
Jan 24, 2020
Q4 2019
|
Donald L. Hagan, LLC
|
SELL
|
- |
-6.42KClosed |
$323K - $326K
|
0
$0
|
|