Latest Institutional Sells of Schwab Short Term Us Treasury (SCHO)
This list provides information on the latest institutional transactions involving Schwab Short Term Us Treasury (SCHO) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-8.59M- 99.28% |
$207M - $420M
|
62.6K
$1.52M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-2.61M- 99.95% |
$62.7M - $127M
|
1.41K
$34.3K
|
|
|
Feb 03, 2025
Q4 2024
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-196K- 9.41% |
$4.72M - $9.6M
|
1.89M
$46M
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-173K- 59.48% |
$4.15M - $8.43M
|
118K
$2.86M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-94.9K- 4.57% |
$2.28M - $4.64M
|
1.98M
$48.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-76.9K- 37.82% |
$1.85M - $3.76M
|
126K
$3.08M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-73.6K- 13.33% |
$1.77M - $3.6M
|
478K
$11.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-67.7K- 72.03% |
$1.63M - $3.31M
|
26.3K
$639K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-65.6K- 71.07% |
$1.58M - $3.2M
|
26.7K
$649K
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-61.9K- 68.75% |
$1.49M - $3.03M
|
28.1K
$684K
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-53.7K- 99.87% |
$1.29M - $2.62M
|
69
$1.68K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-45.2K- 48.12% |
$1.09M - $2.21M
|
48.7K
$1.18M
|
|
|
Feb 12, 2025
Q4 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-42K- 43.15% |
$1.01M - $2.05M
|
55.3K
$1.35M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Nova Scotia
|
SELL
|
- |
-37K- 37.0% |
$890K - $1.81M
|
63K
$1.53M
|
|
|
Jan 13, 2025
Q4 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-25.1K- 25.39% |
$605K - $1.23M
|
73.8K
$1.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-12.3K- 22.08% |
$295K - $600K
|
43.3K
$1.05M
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-7.9K- 38.08% |
$190K - $386K
|
12.9K
$313K
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-7.49K- 30.9% |
$180K - $366K
|
16.8K
$407K
|
|
|
Feb 04, 2025
Q4 2024
|
Wt Wealth Management
|
SELL
|
- |
-7.32K- 1.44% |
$176K - $358K
|
499K
$12.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-6.23K- 84.11% |
$150K - $304K
|
1.18K
$28.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-5.66K- 24.87% |
$136K - $277K
|
17.1K
$416K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-5.23K- 8.17% |
$126K - $256K
|
58.8K
$1.43M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-5.18K- 58.46% |
$125K - $253K
|
3.68K
$89.4K
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-4.62K- 8.32% |
$111K - $226K
|
51K
$1.24M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-3.91K- 28.38% |
$94K - $191K
|
9.86K
$240K
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1.96K- 18.15% |
$47K - $95.6K
|
8.82K
$214K
|
|
|
Feb 06, 2025
Q4 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-304- 0.14% |
$7.31K - $14.9K
|
222K
$5.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-284- 36.88% |
$6.83K - $13.9K
|
486
$11.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-25- 1.17% |
$602 - $1.22K
|
2.11K
$51.4K
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-197K- 51.42% |
$9.44M - $9.66M
|
186K
$4.52M
|
|
|
Oct 23, 2024
Q3 2024
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-85.2K- 94.92% |
$4.08M - $4.18M
|
4.56K
$111K
|
|
|
Oct 23, 2024
Q3 2024
|
Busey Wealth Management
|
SELL
|
- |
-24.2K- 4.49% |
$1.16M - $1.19M
|
514K
$12.5M
|
|
|
Oct 25, 2024
Q3 2024
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-16.3K- 16.74% |
$783K - $801K
|
81.2K
$1.98M
|
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-8.73K- 67.84% |
$419K - $428K
|
4.14K
$101K
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-5.86K- 48.36% |
$281K - $288K
|
6.26K
$152K
|
|
|
Nov 12, 2024
Q3 2024
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-5.86K- 50.89% |
$281K - $287K
|
5.65K
$137K
|
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-4.28K- 37.33% |
$205K - $210K
|
7.19K
$175K
|
|
|
Nov 12, 2024
Q3 2024
|
Members Advisory Group LLC
Williamsville, NY |
SELL
|
- |
-3.05K- 22.04% |
$146K - $150K
|
10.8K
$263K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.92K- 1.87% |
$140K - $143K
|
153K
$3.72M
|
|
|
Nov 07, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-2.85K- 34.05% |
$137K - $140K
|
5.52K
$134K
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-2.51K- 6.73% |
$120K - $123K
|
34.8K
$846K
|
|
|
Dec 03, 2024
Q3 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-2.07K- 9.66% |
$99.3K - $102K
|
19.4K
$471K
|
|
|
Nov 12, 2024
Q3 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-1.7K- 28.29% |
$81.5K - $83.4K
|
4.31K
$105K
|
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-1.64K- 22.77% |
$78.6K - $80.5K
|
5.56K
$135K
|
|
|
Oct 28, 2024
Q3 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
SELL
|
- |
-1.51K- 17.77% |
$72.2K - $73.9K
|
6.97K
$170K
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-1.23K- 5.56% |
$58.7K - $60.1K
|
20.8K
$506K
|
|
|
Oct 10, 2024
Q3 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-1.12K- 16.91% |
$53.6K - $54.8K
|
5.49K
$134K
|
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-486- 10.32% |
$23.3K - $23.8K
|
4.22K
$103K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-295- 6.45% |
$14.1K - $14.5K
|
4.28K
$104K
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-179- 2.85% |
$8.58K - $8.78K
|
6.1K
$148K
|
|