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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2024
Q3 2024
|
Friedenthal Financial
|
SELL
|
- |
-692- 6.26% |
$33.2K - $33.9K
|
10.4K
$250K
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-11- 0.16% |
$527 - $540
|
6.87K
$165K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
6.09K+ 251.63% |
$292K - $299K
|
8.51K
$205K
|
|
|
Oct 17, 2024
Q3 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
280+ 3.31% |
$13.4K - $13.7K
|
8.73K
$210K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
12.9K+ 2.5% |
$619K - $634K
|
531K
$12.8M
|
|
|
Oct 17, 2024
Q3 2024
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-7.52K- 35.31% |
$360K - $369K
|
13.8K
$331K
|
|
|
Oct 17, 2024
Q3 2024
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-120- 0.74% |
$5.75K - $5.89K
|
16K
$385K
|
|
|
Oct 17, 2024
Q3 2024
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
4.49K+ 4.93% |
$215K - $220K
|
95.6K
$2.3M
|
|
|
Oct 17, 2024
Q3 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
329+ 6.11% |
$15.8K - $16.1K
|
5.71K
$138K
|
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
40+ 0.73% |
$1.92K - $1.96K
|
5.51K
$133K
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-60- 0.41% |
$2.88K - $2.94K
|
14.5K
$350K
|
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
2+ 0.18% |
$95.9 - $98.1
|
1.13K
$27.3K
|
|
|
Oct 16, 2024
Q3 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
4.86KNew |
$233K - $239K
|
4.86K
$117K
|
|
|
Oct 16, 2024
Q3 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
7.43K+ 7.72% |
$356K - $364K
|
104K
$2.5M
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
3.86K+ 4.29% |
$185K - $189K
|
93.8K
$2.26M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-4.95K- 19.75% |
$237K - $243K
|
20.1K
$484K
|
|
|
Oct 16, 2024
Q3 2024
|
Flc Capital Advisors
|
BUY
|
- |
15.6K+ 2.75% |
$749K - $766K
|
583K
$14M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.14K+ 8.44% |
$54.6K - $55.9K
|
14.6K
$353K
|
|
|
Oct 16, 2024
Q3 2024
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
17+ 11.97% |
$815 - $834
|
159
$3.83K
|
|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-22- 0.24% |
$1.05K - $1.08K
|
9.18K
$221K
|
|
|
Oct 15, 2024
Q3 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-497- 7.79% |
$23.8K - $24.4K
|
5.88K
$142K
|
|
|
Oct 15, 2024
Q3 2024
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-1.07K- 6.02% |
$51.4K - $52.6K
|
16.8K
$403K
|
|
|
Oct 15, 2024
Q3 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
71+ 0.41% |
$3.4K - $3.48K
|
17.6K
$423K
|
|
|
Oct 15, 2024
Q3 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
7.44K+ 141.28% |
$357K - $365K
|
12.7K
$306K
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-179- 2.85% |
$8.58K - $8.78K
|
6.1K
$147K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
83K+ 121.73% |
$3.98M - $4.07M
|
151K
$3.64M
|
|
|
Oct 15, 2024
Q3 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-7.16K- 11.75% |
$343K - $351K
|
53.7K
$1.29M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
6.26K+ 2.59% |
$300K - $307K
|
248K
$5.98M
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-3.54K- 5.28% |
$170K - $174K
|
63.5K
$1.53M
|
|
|
Oct 15, 2024
Q3 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
1+ 2.94% |
$47.9 - $49.1
|
35
$843
|
|
|
Oct 15, 2024
Q3 2024
|
Prairiewood Capital, LLC
|
BUY
|
- |
12K+ 8.25% |
$576K - $590K
|
158K
$3.79M
|
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-11.2K- 32.05% |
$537K - $550K
|
23.8K
$572K
|
|
|
Oct 15, 2024
Q3 2024
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-395- 2.79% |
$18.9K - $19.4K
|
13.8K
$332K
|
|
|
Oct 15, 2024
Q3 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
3.26K+ 14.57% |
$156K - $160K
|
25.6K
$617K
|
|
|
Oct 15, 2024
Q3 2024
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-2.37K- 7.41% |
$113K - $116K
|
29.6K
$712K
|
|
|
Oct 15, 2024
Q3 2024
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
54.6KNew |
$2.61M - $2.68M
|
54.6K
$1.31M
|
|
|
Oct 15, 2024
Q3 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
71+ 1.66% |
$3.4K - $3.48K
|
4.34K
$104K
|
|
|
Oct 15, 2024
Q3 2024
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
4.52K+ 56.5% |
$216K - $222K
|
12.5K
$301K
|
|
|
Oct 11, 2024
Q3 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
360New |
$17.3K - $17.7K
|
360
$8.67K
|
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-486- 10.32% |
$23.3K - $23.8K
|
4.22K
$102K
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
309New |
$14.8K - $15.2K
|
309
$7.44K
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-4.34K- 25.93% |
$208K - $213K
|
12.4K
$298K
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
2.61K+ 24.12% |
$125K - $128K
|
13.4K
$323K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-4.35K- 1.75% |
$209K - $214K
|
244K
$5.89M
|
|
|
Oct 11, 2024
Q3 2024
|
Harrington Investments, Inc
|
SELL
|
- |
-456- 0.49% |
$21.9K - $22.4K
|
93.2K
$2.24M
|
|
|
Oct 11, 2024
Q3 2024
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-39- 0.16% |
$1.87K - $1.91K
|
24K
$578K
|
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
121+ 1.8% |
$5.8K - $5.94K
|
6.85K
$165K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
9.71KNew |
$466K - $477K
|
9.71K
$234K
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
70+ 0.09% |
$3.36K - $3.43K
|
82.3K
$1.98M
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-592- 8.94% |
$28.4K - $29K
|
6.03K
$145K
|