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 |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-744K- 34.77% |
$17.9M - $18.1M
|
1.4M
$34M
|
|
|
Apr 15, 2025
Q1 2025
|
Stephens Group Asset Management, LLC
|
SELL
|
- |
-397K- 50.4% |
$9.56M - $9.65M
|
390K
$9.51M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
SELL
|
- |
-331K- 42.26% |
$7.97M - $8.05M
|
452K
$11M
|
|
|
Apr 02, 2025
Q1 2025
|
Marotta Asset Management
|
SELL
|
- |
-274K- 48.77% |
$6.59M - $6.66M
|
287K
$7M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-136K- 32.52% |
$3.27M - $3.3M
|
281K
$6.85M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-58.5K- 44.5% |
$1.41M - $1.42M
|
73K
$1.78M
|
|
|
Apr 09, 2025
Q1 2025
|
Archer Investment Management, LLC
Austin, TX |
SELL
|
- |
-38.3K- 26.14% |
$922K - $932K
|
108K
$2.64M
|
|
|
Apr 16, 2025
Q1 2025
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-25K- 18.45% |
$603K - $609K
|
111K
$2.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-23.4K- 10.52% |
$563K - $569K
|
199K
$4.84M
|
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
SELL
|
- |
-15.1K- 1.81% |
$363K - $367K
|
820K
$20M
|
|
|
Apr 11, 2025
Q1 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
SELL
|
- |
-11.7K- 21.71% |
$282K - $285K
|
42.2K
$1.03M
|
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-6.56K- 29.47% |
$158K - $160K
|
15.7K
$382K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-6.43K- 22.52% |
$155K - $157K
|
22.1K
$539K
|
|
|
Apr 14, 2025
Q1 2025
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-5.99K- 5.05% |
$144K - $146K
|
112K
$2.74M
|
|
|
Apr 17, 2025
Q1 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-4.77K- 4.9% |
$115K - $116K
|
92.6K
$2.25M
|
|
|
Apr 16, 2025
Q1 2025
|
Scratch Capital LLC
Boise, ID |
SELL
|
- |
-4.48K- 25.44% |
$108K - $109K
|
13.1K
$320K
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-3.49K- 3.5% |
$84K - $84.8K
|
96K
$2.34M
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-3.11K- 18.14% |
$75K - $75.7K
|
14K
$342K
|
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
SELL
|
- |
-2.96K- 19.02% |
$71.4K - $72.1K
|
12.6K
$307K
|
|
|
Apr 17, 2025
Q1 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-1.77K- 1.81% |
$42.7K - $43.1K
|
95.8K
$2.33M
|
|
|
Apr 16, 2025
Q1 2025
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-1.6K- 2.97% |
$38.6K - $38.9K
|
52.3K
$1.27M
|
|
|
Apr 16, 2025
Q1 2025
|
Mc Broom & Associates, LLC
|
SELL
|
- |
-1.5K- 3.55% |
$36.1K - $36.5K
|
40.7K
$991K
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-1.36K- 0.8% |
$32.8K - $33.1K
|
168K
$4.09M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.26K- 86.03% |
$30.3K - $30.6K
|
204
$4.97K
|
|
|
Apr 09, 2025
Q1 2025
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-1.11K- 1.21% |
$26.8K - $27K
|
90.9K
$2.21M
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-1K- 41.95% |
$24.1K - $24.3K
|
1.38K
$33.7K
|
|
|
Apr 16, 2025
Q1 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-1K- 4.22% |
$24.1K - $24.3K
|
22.7K
$553K
|
|
|
Apr 11, 2025
Q1 2025
|
Harrington Investments, Inc
|
SELL
|
- |
-947- 0.52% |
$22.8K - $23K
|
183K
$4.45M
|
|
|
Apr 10, 2025
Q1 2025
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-767- 0.56% |
$18.5K - $18.7K
|
136K
$3.32M
|
|
|
Apr 14, 2025
Q1 2025
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-759- 1.38% |
$18.3K - $18.5K
|
54.2K
$1.32M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-520- 53.39% |
$12.5K - $12.7K
|
454
$11.1K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-468- 2.23% |
$11.3K - $11.4K
|
20.5K
$499K
|
|
|
Apr 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-426- 0.14% |
$10.3K - $10.4K
|
309K
$7.53M
|
|
|
Apr 11, 2025
Q1 2025
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-398- 19.98% |
$9.59K - $9.69K
|
1.59K
$38.8K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-136- 1.25% |
$3.28K - $3.31K
|
10.7K
$261K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-108- 8.51% |
$2.6K - $2.63K
|
1.16K
$28.3K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-108- 1.29% |
$2.6K - $2.63K
|
8.26K
$201K
|
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
SELL
|
- |
-106- 0.23% |
$2.55K - $2.58K
|
46.2K
$1.12M
|
|
|
Apr 14, 2025
Q1 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-95- 1.08% |
$2.29K - $2.31K
|
8.66K
$211K
|
|
|
Apr 09, 2025
Q1 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-82- 0.64% |
$1.98K - $2K
|
12.7K
$310K
|
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-65- 94.2% |
$1.57K - $1.58K
|
4
$97.4
|
|
|
Apr 11, 2025
Q1 2025
|
Arkfeld Wealth Strategies, L.L.C.
|
SELL
|
- |
-43- 0.12% |
$1.04K - $1.05K
|
35.4K
$862K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-8.59M- 99.28% |
$207M - $420M
|
62.6K
$1.53M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-2.61M- 99.95% |
$62.7M - $127M
|
1.41K
$34.4K
|
|
|
Feb 03, 2025
Q4 2024
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-196K- 9.41% |
$4.72M - $9.6M
|
1.89M
$46.1M
|
|
|
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
$48.3M
|
|
|
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
$11.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-67.7K- 72.03% |
$1.63M - $3.31M
|
26.3K
$640K
|
|