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 17, 2019
Q4 2018
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-63.1KClosed |
N/A
|
0
$0
|
|
|
Jan 14, 2019
Q4 2018
|
True Private Wealth Advisors
|
SELL
|
- |
-10.7KClosed |
N/A
|
0
$0
|
|
| Q3 2018 | |||||||
|
Dec 06, 2018
Q3 2018
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-9Closed |
N/A
|
0
$0
|
|
|
Nov 15, 2018
Q3 2018
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-303Closed |
N/A
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-154Closed |
N/A
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Altium Wealth Management LLC
|
SELL
|
- |
-4.66KClosed |
N/A
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-525Closed |
N/A
|
0
$0
|
|
|
Oct 26, 2018
Q3 2018
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-6.5KClosed |
N/A
|
0
$0
|
|
|
Oct 25, 2018
Q3 2018
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-7.15KClosed |
N/A
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 14, 2018
Q2 2018
|
Rench Wealth Management, Inc.
Denton, TX |
SELL
|
- |
-81.7KClosed |
N/A
|
0
$0
|
|
|
Aug 14, 2018
Q2 2018
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
SELL
|
- |
-59.1KClosed |
N/A
|
0
$0
|
|
|
Aug 08, 2018
Q2 2018
|
Mirador Capital Partners LP
|
SELL
|
- |
-5.4KClosed |
N/A
|
0
$0
|
|
|
Jul 31, 2018
Q2 2018
|
Burleson & Company, LLC
|
SELL
|
- |
-9.73KClosed |
N/A
|
0
$0
|
|
|
Jul 30, 2018
Q2 2018
|
Diversified Investment Strategies, LLC
|
SELL
|
- |
-4.8KClosed |
N/A
|
0
$0
|
|
|
Jul 25, 2018
Q2 2018
|
Santori & Peters, Inc.
|
SELL
|
- |
-11.6KClosed |
N/A
|
0
$0
|
|
| Q1 2018 | |||||||
|
May 14, 2018
Q1 2018
|
Scharf Investments, LLC
|
SELL
|
- |
-135KClosed |
N/A
|
0
$0
|
|
|
May 14, 2018
Q1 2018
|
Pacific Sun Financial Corp
|
SELL
|
- |
-15.1KClosed |
N/A
|
0
$0
|
|
|
May 02, 2018
Q1 2018
|
Capital Advantage, Inc.
|
SELL
|
- |
-5.18KClosed |
N/A
|
0
$0
|
|
|
Apr 27, 2018
Q1 2018
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-4KClosed |
N/A
|
0
$0
|
|
|
Apr 25, 2018
Q1 2018
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-4.31KClosed |
N/A
|
0
$0
|
|
|
Apr 19, 2018
Q1 2018
|
Wall Capital Group, Inc.
|
SELL
|
- |
-999Closed |
N/A
|
0
$0
|
|
|
Apr 17, 2018
Q1 2018
|
Forte Capital LLC
|
SELL
|
- |
-8KClosed |
N/A
|
0
$0
|
|
|
Apr 10, 2018
Q1 2018
|
Norway Savings Bank
|
SELL
|
- |
-1.6KClosed |
N/A
|
0
$0
|
|
|
Apr 09, 2018
Q1 2018
|
Founders Capital Management
|
SELL
|
- |
-35.4KClosed |
N/A
|
0
$0
|
|
|
Apr 09, 2018
Q1 2018
|
Eagle Capital Management, LLC
|
SELL
|
- |
-134KClosed |
N/A
|
0
$0
|
|
| Q4 2017 | |||||||
|
Feb 08, 2018
Q4 2017
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-10Closed |
N/A
|
0
$0
|
|
|
Feb 05, 2018
Q4 2017
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-18.8KClosed |
N/A
|
0
$0
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-226Closed |
N/A
|
0
$0
|
|
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
N/A
|
1
$24.3
|
|
| Q2 2016 | |||||||
|
Oct 03, 2017
Q2 2016
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
7KNew |
N/A
|
7K
$170K
|
|