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 |
|---|---|---|---|---|---|---|---|
|
Dec 21, 2023
Q3 2019
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-138Closed |
$6.95K - $6.98K
|
0
$0
|
|
|
Nov 05, 2019
Q3 2019
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-71Closed |
$3.58K - $3.59K
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-27Closed |
$1.36K - $1.37K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Jul 01, 2019
Q2 2019
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-19.5KClosed |
N/A
|
0
$0
|
|
|
Jul 29, 2019
Q2 2019
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-12.5KClosed |
N/A
|
0
$0
|
|
|
Jul 22, 2019
Q2 2019
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-8.12KClosed |
N/A
|
0
$0
|
|
|
Jul 29, 2019
Q2 2019
|
Sg Americas Securities, LLC
|
SELL
|
- |
-2.95KClosed |
N/A
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-1.62KClosed |
N/A
|
0
$0
|
|
|
May 08, 2020
Q2 2019
|
Royal Fund Management, LLC
|
SELL
|
- |
-122Closed |
N/A
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 15, 2019
Q1 2019
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-8.08KClosed |
N/A
|
0
$0
|
|
|
May 10, 2019
Q1 2019
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-7.5KClosed |
N/A
|
0
$0
|
|
|
Apr 25, 2019
Q1 2019
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-7.19KClosed |
N/A
|
0
$0
|
|
|
May 13, 2019
Q1 2019
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-7.09KClosed |
N/A
|
0
$0
|
|
|
Apr 12, 2019
Q1 2019
|
Ritholtz Wealth Management
|
SELL
|
- |
-6.51KClosed |
N/A
|
0
$0
|
|
|
Apr 18, 2019
Q1 2019
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-4.53KClosed |
N/A
|
0
$0
|
|
|
Apr 30, 2019
Q1 2019
|
Janney Capital Management LLC
|
SELL
|
- |
-4.02KClosed |
N/A
|
0
$0
|
|
| Q4 2018 | |||||||
|
Jan 17, 2019
Q4 2018
|
Arcadia Investment Management Corp
|
SELL
|
- |
-91.9KClosed |
N/A
|
0
$0
|
|
|
Jan 17, 2019
Q4 2018
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-63.1KClosed |
N/A
|
0
$0
|
|
|
Jan 14, 2019
Q4 2018
|
True Private Wealth Advisors
|
SELL
|
- |
-10.7KClosed |
N/A
|
0
$0
|
|
|
Jan 17, 2019
Q4 2018
|
Wealth Architects, LLC
|
SELL
|
- |
-6.31KClosed |
N/A
|
0
$0
|
|
|
Feb 13, 2019
Q4 2018
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-4.66KClosed |
N/A
|
0
$0
|
|
|
Feb 01, 2019
Q4 2018
|
Baldwin Brothers LLC
|
SELL
|
- |
-808Closed |
N/A
|
0
$0
|
|
|
Jan 17, 2019
Q4 2018
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-473Closed |
N/A
|
0
$0
|
|
|
Feb 12, 2019
Q4 2018
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
0Closed |
N/A
|
0
$0
|
|
| Q3 2018 | |||||||
|
Oct 25, 2018
Q3 2018
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-7.15KClosed |
N/A
|
0
$0
|
|
|
Oct 26, 2018
Q3 2018
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-6.5KClosed |
N/A
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Altium Wealth Management LLC
|
SELL
|
- |
-4.66KClosed |
N/A
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-525Closed |
N/A
|
0
$0
|
|
|
Nov 15, 2018
Q3 2018
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-303Closed |
N/A
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-154Closed |
N/A
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 14, 2018
Q2 2018
|
Rench Wealth Management, Inc.
Denton, TX |
SELL
|
- |
-81.7KClosed |
N/A
|
0
$0
|
|
|
Aug 14, 2018
Q2 2018
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
SELL
|
- |
-59.1KClosed |
N/A
|
0
$0
|
|
|
Jul 25, 2018
Q2 2018
|
Santori & Peters, Inc.
|
SELL
|
- |
-11.6KClosed |
N/A
|
0
$0
|
|
|
Jul 31, 2018
Q2 2018
|
Burleson & Company, LLC
|
SELL
|
- |
-9.73KClosed |
N/A
|
0
$0
|
|
|
Aug 08, 2018
Q2 2018
|
Mirador Capital Partners LP
|
SELL
|
- |
-5.4KClosed |
N/A
|
0
$0
|
|
|
Jul 30, 2018
Q2 2018
|
Diversified Investment Strategies, LLC
|
SELL
|
- |
-4.8KClosed |
N/A
|
0
$0
|
|
| Q1 2018 | |||||||
|
May 14, 2018
Q1 2018
|
Scharf Investments, LLC
|
SELL
|
- |
-135KClosed |
N/A
|
0
$0
|
|
|
Apr 09, 2018
Q1 2018
|
Eagle Capital Management, LLC
|
SELL
|
- |
-134KClosed |
N/A
|
0
$0
|
|
|
Apr 09, 2018
Q1 2018
|
Founders Capital Management
|
SELL
|
- |
-35.4KClosed |
N/A
|
0
$0
|
|
|
May 14, 2018
Q1 2018
|
Pacific Sun Financial Corp
|
SELL
|
- |
-15.1KClosed |
N/A
|
0
$0
|
|
|
Apr 17, 2018
Q1 2018
|
Forte Capital LLC
|
SELL
|
- |
-8KClosed |
N/A
|
0
$0
|
|
|
May 02, 2018
Q1 2018
|
Capital Advantage, Inc.
|
SELL
|
- |
-5.18KClosed |
N/A
|
0
$0
|
|
|
Apr 25, 2018
Q1 2018
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-4.31KClosed |
N/A
|
0
$0
|
|
|
Apr 27, 2018
Q1 2018
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-4KClosed |
N/A
|
0
$0
|
|
|
Apr 10, 2018
Q1 2018
|
Norway Savings Bank
|
SELL
|
- |
-1.6KClosed |
N/A
|
0
$0
|
|
|
Apr 19, 2018
Q1 2018
|
Wall Capital Group, Inc.
|
SELL
|
- |
-999Closed |
N/A
|
0
$0
|
|
| Q4 2017 | |||||||
|
Feb 05, 2018
Q4 2017
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-18.8KClosed |
N/A
|
0
$0
|
|
|
Feb 08, 2018
Q4 2017
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-10Closed |
N/A
|
0
$0
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-226Closed |
N/A
|
0
$0
|
|