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 |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2021
Q2 2021
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-8.46KClosed |
$433K - $434K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-6.08KClosed |
$311K - $312K
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Foster Group, Inc.
|
SELL
|
- |
-5.93KClosed |
$304K - $305K
|
0
$0
|
|
|
Jul 23, 2021
Q2 2021
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-5.52KClosed |
$282K - $283K
|
0
$0
|
|
|
Aug 03, 2021
Q2 2021
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-4.77KClosed |
$244K - $245K
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-4.41KClosed |
$226K - $226K
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-4.13KClosed |
$211K - $212K
|
0
$0
|
|
|
Aug 03, 2021
Q2 2021
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-594Closed |
$30.4K - $30.5K
|
0
$0
|
|
|
Jul 14, 2021
Q2 2021
|
Trust CO
|
SELL
|
- |
-374Closed |
$19.1K - $19.2K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 20, 2021
Q1 2021
|
Tru Independence LLC
|
SELL
|
- |
-921KClosed |
$47.2M - $47.4M
|
0
$0
|
|
|
Apr 15, 2021
Q1 2021
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
SELL
|
- |
-253KClosed |
$13M - $13M
|
0
$0
|
|
|
Apr 12, 2021
Q1 2021
|
First Premier Bank
|
SELL
|
- |
-60.9KClosed |
$3.12M - $3.13M
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Gratus Capital LLC
|
SELL
|
- |
-54.9KClosed |
$2.82M - $2.82M
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Windsor Group LTD
|
SELL
|
- |
-21.5KClosed |
$1.1M - $1.11M
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-16.9KClosed |
$865K - $867K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Edge Capital Group, LLC
|
SELL
|
- |
-15KClosed |
$769K - $771K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Delta Investment Management, LLC
|
SELL
|
- |
-14.9KClosed |
$766K - $768K
|
0
$0
|
|
|
Apr 19, 2021
Q1 2021
|
Sym Financial Corp
|
SELL
|
- |
-7.13KClosed |
$366K - $367K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-7KClosed |
$359K - $360K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-4.17KClosed |
$214K - $214K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-4.12KClosed |
$211K - $212K
|
0
$0
|
|
|
May 25, 2021
Q1 2021
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-3.56KClosed |
$182K - $183K
|
0
$0
|
|
|
May 19, 2021
Q1 2021
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-3.56KClosed |
$182K - $183K
|
0
$0
|
|
|
Jun 15, 2021
Q1 2021
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-1.74KClosed |
$89.3K - $89.5K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-1.33KClosed |
$68K - $68.2K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-776Closed |
$39.8K - $39.9K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
First Horizon Corp
Memphis, TN |
SELL
|
- |
-500Closed |
$25.6K - $25.7K
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Firestone Capital Management
|
SELL
|
- |
-342Closed |
$17.5K - $17.6K
|
0
$0
|
|
|
Apr 15, 2021
Q1 2021
|
Burt Wealth Advisors
|
SELL
|
- |
-320Closed |
$16.4K - $16.5K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-190Closed |
$9.74K - $9.77K
|
0
$0
|
|
|
Apr 12, 2021
Q1 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-180Closed |
$9.23K - $9.25K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-96Closed |
$4.92K - $4.94K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-49Closed |
$2.51K - $2.52K
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-29Closed |
$1.49K - $1.49K
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Danda Trouve Investment Management, Inc.
|
SELL
|
- |
-1Closed |
$51.3 - $51.4
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 10, 2021
Q4 2020
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-199KClosed |
$10.2M - $10.2M
|
0
$0
|
|
|
Feb 10, 2021
Q4 2020
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-79KClosed |
$4.06M - $4.07M
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Centric Wealth Management
|
SELL
|
- |
-24.9KClosed |
$1.28M - $1.28M
|
0
$0
|
|
|
Feb 10, 2021
Q4 2020
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-19.5KClosed |
$1M - $1M
|
0
$0
|
|
|
Jan 21, 2021
Q4 2020
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-16.6KClosed |
$851K - $853K
|
0
$0
|
|
|
Jan 28, 2021
Q4 2020
|
Smith, Salley & Associates
|
SELL
|
- |
-6.13KClosed |
$315K - $316K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-6.01KClosed |
$309K - $309K
|
0
$0
|
|
|
Apr 05, 2024
Q4 2020
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-4.46KClosed |
$229K - $230K
|
0
$0
|
|
|
Jan 12, 2021
Q4 2020
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-4.36KClosed |
$224K - $224K
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-4.18KClosed |
$215K - $215K
|
0
$0
|
|
|
Feb 02, 2021
Q4 2020
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-1.78KClosed |
$91.2K - $91.4K
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Slow Capital, Inc.
|
SELL
|
- |
-1.59KClosed |
$81.7K - $81.9K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.31KClosed |
$67.4K - $67.5K
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Human Investing LLC
|
SELL
|
- |
-386Closed |
$19.8K - $19.9K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 16, 2020
Q3 2020
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-10.4KClosed |
$535K - $537K
|
0
$0
|
|