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 |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2020
Q3 2020
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-8.12KClosed |
$418K - $419K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
F Dx Advisors, Inc.
|
SELL
|
- |
-6.25KClosed |
$322K - $323K
|
0
$0
|
|
|
Oct 06, 2020
Q3 2020
|
First Hawaiian Bank
|
SELL
|
- |
-4.4KClosed |
$227K - $227K
|
0
$0
|
|
|
Oct 29, 2020
Q3 2020
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-714Closed |
$36.8K - $36.9K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-318Closed |
$16.4K - $16.4K
|
0
$0
|
|
|
Nov 02, 2020
Q3 2020
|
Townsend Asset Management Corp
|
SELL
|
- |
-80Closed |
$4.12K - $4.13K
|
0
$0
|
|
|
Oct 19, 2020
Q3 2020
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-4Closed |
$206 - $207
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 13, 2020
Q2 2020
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-754KClosed |
$38.8M - $39M
|
0
$0
|
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-44.1K- 73.53% |
$2.27M - $2.28M
|
15.9K
$386K
|
|
|
Jul 27, 2020
Q2 2020
|
Regions Financial Corp
|
SELL
|
- |
-42.5KClosed |
$2.19M - $2.2M
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Esl Trust Services, LLC
|
SELL
|
- |
-38KClosed |
$1.96M - $1.97M
|
0
$0
|
|
|
Jul 20, 2020
Q2 2020
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-12.5KClosed |
$645K - $647K
|
0
$0
|
|
|
Jul 29, 2020
Q2 2020
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-7.84KClosed |
$404K - $405K
|
0
$0
|
|
|
Jul 15, 2020
Q2 2020
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-7.35KClosed |
$379K - $380K
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-6.78KClosed |
$350K - $351K
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-6.26KClosed |
$322K - $324K
|
0
$0
|
|
|
Jul 30, 2020
Q2 2020
|
3 Edge Asset Management, LP
|
SELL
|
- |
-5.37KClosed |
$277K - $278K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Retirement Planning Group
|
SELL
|
- |
-5.35KClosed |
$276K - $277K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-585Closed |
$30.1K - $30.3K
|
0
$0
|
|
|
Jul 27, 2020
Q2 2020
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-531Closed |
$27.4K - $27.5K
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-450Closed |
$23.2K - $23.3K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Apr 14, 2020
Q1 2020
|
Gpm Growth Investors, Inc.
|
SELL
|
- |
-88.5KClosed |
$4.47M - $4.58M
|
0
$0
|
|
|
Apr 16, 2020
Q1 2020
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-38.3KClosed |
$1.93M - $1.98M
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-21.1KClosed |
$1.07M - $1.09M
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-7KClosed |
$353K - $362K
|
0
$0
|
|
|
Apr 21, 2020
Q1 2020
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-4.7KClosed |
$237K - $243K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-4.01KClosed |
$203K - $208K
|
0
$0
|
|
|
Apr 15, 2020
Q1 2020
|
Foresight Wealth Management, LLC
|
SELL
|
- |
-660Closed |
$33.3K - $34.1K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-207Closed |
$10.4K - $10.7K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Jan 09, 2020
Q4 2019
|
Mcia Inc
|
SELL
|
- |
-144KClosed |
$7.25M - $7.3M
|
0
$0
|
|
|
Jan 14, 2020
Q4 2019
|
Corbenic Partners LLC
|
SELL
|
- |
-62KClosed |
$3.13M - $3.15M
|
0
$0
|
|
|
Feb 11, 2020
Q4 2019
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-43.2KClosed |
$2.18M - $2.19M
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-11.1KClosed |
$557K - $561K
|
0
$0
|
|
|
Jan 16, 2020
Q4 2019
|
Jentner Corp
|
SELL
|
- |
-8.34KClosed |
$420K - $423K
|
0
$0
|
|
|
Feb 13, 2020
Q4 2019
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-7.23KClosed |
$364K - $366K
|
0
$0
|
|
|
Jan 24, 2020
Q4 2019
|
Donald L. Hagan, LLC
|
SELL
|
- |
-6.42KClosed |
$323K - $326K
|
0
$0
|
|
|
Jan 17, 2020
Q4 2019
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-5.65KClosed |
$285K - $287K
|
0
$0
|
|
|
Feb 04, 2020
Q4 2019
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-4.8KClosed |
$242K - $244K
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-462Closed |
$23.3K - $23.4K
|
0
$0
|
|
|
Jan 29, 2020
Q4 2019
|
Hoertkorn Richard Charles
|
SELL
|
- |
-350Closed |
$17.6K - $17.7K
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-139Closed |
$7K - $7.05K
|
0
$0
|
|
|
Jan 22, 2020
Q4 2019
|
Barnett & Company, Inc.
|
SELL
|
- |
-85Closed |
$4.28K - $4.31K
|
0
$0
|
|
|
Feb 04, 2020
Q4 2019
|
Spectrum Management Group, LLC
|
SELL
|
- |
-60Closed |
$3.02K - $3.04K
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-37Closed |
$1.86K - $1.88K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Mar 16, 2021
Q3 2019
|
Axiom Investment Management LLC
New York, NY |
SELL
|
- |
-39.1KClosed |
$1.97M - $1.98M
|
0
$0
|
|
|
Oct 30, 2019
Q3 2019
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-4.98KClosed |
$251K - $252K
|
0
$0
|
|
|
Oct 30, 2019
Q3 2019
|
Essex Savings Bank
|
SELL
|
- |
-975Closed |
$49.1K - $49.3K
|
0
$0
|
|
|
Oct 11, 2019
Q3 2019
|
Clarus Wealth Advisors
|
SELL
|
- |
-501Closed |
$25.2K - $25.3K
|
0
$0
|
|
|
Nov 15, 2019
Q3 2019
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-500Closed |
$25.2K - $25.3K
|
0
$0
|
|
|
Oct 09, 2019
Q3 2019
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-231Closed |
$11.6K - $11.7K
|
0
$0
|
|