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 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1.94K+ 2.0% |
$92.8K - $95K
|
98.6K
$2.37M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-25.6K- 11.17% |
$1.23M - $1.26M
|
203K
$4.9M
|
|
|
Nov 13, 2024
Q3 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
1.36K+ 6.46% |
$65.1K - $66.6K
|
22.4K
$539K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.94K+ 3.02% |
$285K - $292K
|
202K
$4.87M
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
500+ 555.56% |
$24K - $24.5K
|
590
$14.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
61+ 3.07% |
$2.92K - $2.99K
|
2.05K
$49.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-3.05K- 24.61% |
$146K - $150K
|
9.35K
$225K
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
21.5K+ 9.3% |
$1.03M - $1.05M
|
253K
$6.08M
|
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
1+ 1.08% |
$47.9 - $49.1
|
94
$2.26K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
108K+ 40.12% |
$5.19M - $5.31M
|
378K
$9.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
484+ 17.07% |
$23.2K - $23.7K
|
3.32K
$79.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
13.3K+ 11.34% |
$640K - $655K
|
131K
$3.16M
|
|
|
Nov 13, 2024
Q3 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-6.41K- 11.33% |
$307K - $315K
|
50.2K
$1.21M
|
|
|
Nov 13, 2024
Q3 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
6.76K+ 7.46% |
$324K - $332K
|
97.3K
$2.34M
|
|
|
Nov 13, 2024
Q3 2024
|
Bnp Paribas
New York, NY |
BUY
|
- |
528+ 4.08% |
$25.3K - $25.9K
|
13.5K
$324K
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
SELL
|
- |
-204K- 27.83% |
$9.76M - $9.99M
|
528K
$12.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.26K- 3.86% |
$60.4K - $61.8K
|
31.4K
$756K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
873K+ 72.4% |
$41.8M - $42.8M
|
2.08M
$50.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
206+ 0.55% |
$9.87K - $10.1K
|
37.6K
$905K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-295- 6.45% |
$14.1K - $14.5K
|
4.28K
$103K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
12.9K+ 114.48% |
$620K - $635K
|
24.2K
$584K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-65- 0.61% |
$3.12K - $3.19K
|
10.7K
$256K
|
|
|
Nov 12, 2024
Q3 2024
|
Clear Investment Research, LLC
|
SELL
|
- |
-2.47K- 6.09% |
$119K - $121K
|
38.1K
$918K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-1.64K- 16.41% |
$78.6K - $80.4K
|
8.35K
$201K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
9.78K+ 25.86% |
$469K - $480K
|
47.6K
$1.15M
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
7.7KNew |
$369K - $378K
|
7.7K
$185K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
336+ 2.61% |
$16.1K - $16.5K
|
13.2K
$318K
|
|
|
Nov 12, 2024
Q3 2024
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
910K+ 77.32% |
$43.6M - $44.6M
|
2.09M
$50.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
155K+ 2.03% |
$7.41M - $7.59M
|
7.75M
$187M
|
|
|
Nov 12, 2024
Q3 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-22.9K- 4.28% |
$1.1M - $1.12M
|
512K
$12.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1+ 0.27% |
$47.9 - $49.1
|
368
$8.86K
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
7.16K+ 2.86% |
$343K - $351K
|
257K
$6.2M
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
SELL
|
- |
-7.59K- 95.3% |
$364K - $372K
|
374
$9.01K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
150K+ 52.5% |
$7.2M - $7.37M
|
436K
$10.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
253K+ 189.85% |
$12.1M - $12.4M
|
386K
$9.31M
|
|
|
Nov 12, 2024
Q3 2024
|
Members Advisory Group LLC
Williamsville, NY |
SELL
|
- |
-3.05K- 22.04% |
$146K - $150K
|
10.8K
$260K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.38K- 7.53% |
$65.9K - $67.5K
|
16.9K
$407K
|
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-3- 0.03% |
$144 - $147
|
10.8K
$259K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
7.7KNew |
$369K - $378K
|
7.7K
$185K
|
|
|
Nov 12, 2024
Q3 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
1.73K+ 5.34% |
$82.8K - $84.7K
|
34.1K
$820K
|
|
|
Nov 12, 2024
Q3 2024
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
4.69K+ 6.0% |
$225K - $230K
|
82.9K
$2M
|
|
|
Nov 12, 2024
Q3 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
3K+ 3.3% |
$144K - $147K
|
94K
$2.26M
|
|
|
Nov 12, 2024
Q3 2024
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-271Closed |
$13K - $13.3K
|
0
$0
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-5.38K- 33.37% |
$258K - $264K
|
10.8K
$259K
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
153+ 0.77% |
$7.33K - $7.51K
|
20K
$482K
|
|
|
Nov 12, 2024
Q3 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-556K- 32.31% |
$26.6M - $27.3M
|
1.16M
$28M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
156+ 2.58% |
$7.48K - $7.65K
|
6.19K
$149K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
153+ 15300.0% |
$7.33K - $7.51K
|
154
$3.71K
|
|
|
Nov 12, 2024
Q3 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
14.8K+ 8.69% |
$707K - $724K
|
185K
$4.45M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.98K- 8.54% |
$94.8K - $97K
|
21.2K
$510K
|