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 13, 2024
Q4 2023
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-771- 9.53% |
$36.7K - $37.4K
|
7.32K
$177K
|
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-536- 11.44% |
$25.5K - $26K
|
4.15K
$101K
|
|
|
Jan 09, 2024
Q4 2023
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-369- 4.33% |
$17.6K - $17.9K
|
8.16K
$198K
|
|
|
Feb 05, 2024
Q4 2023
|
Triumph Capital Management
|
SELL
|
- |
-310- 5.3% |
$14.8K - $15K
|
5.54K
$134K
|
|
|
Feb 14, 2024
Q4 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-165- 6.6% |
$7.86K - $7.99K
|
2.33K
$56.6K
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-126- 85.14% |
$6.01K - $6.1K
|
22
$533
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-100- 50.0% |
$4.77K - $4.85K
|
100
$2.42K
|
|
| Q3 2023 | |||||||
|
Oct 19, 2023
Q3 2023
|
Mason & Associates Inc
|
SELL
|
- |
-49.5K- 20.39% |
$2.37M - $2.39M
|
193K
$4.69M
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-27.3K- 98.1% |
$1.3M - $1.32M
|
529
$12.8K
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-13.8K- 70.29% |
$658K - $664K
|
5.83K
$141K
|
|
|
Mar 11, 2024
Q3 2023
|
Nepc LLC
Boston, MA |
SELL
|
- |
-6.26KClosed |
$299K - $302K
|
0
$0
|
|
|
Jan 15, 2025
Q3 2023
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-5.37KClosed |
$256K - $259K
|
0
$0
|
|
|
Oct 23, 2023
Q3 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-4.66K- 50.02% |
$223K - $224K
|
4.65K
$113K
|
|
|
Oct 26, 2023
Q3 2023
|
Cabot Wealth Management Inc
|
SELL
|
- |
-4.4K- 49.22% |
$210K - $212K
|
4.54K
$110K
|
|
|
Oct 05, 2023
Q3 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-3.46K- 31.04% |
$165K - $167K
|
7.68K
$186K
|
|
|
Oct 11, 2023
Q3 2023
|
Walker Financial Services, Inc.
Bowling Green, KY |
SELL
|
- |
-3.06K- 28.41% |
$146K - $147K
|
7.71K
$187K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-2.07K- 9.28% |
$98.9K - $99.8K
|
20.2K
$491K
|
|
|
Oct 25, 2023
Q3 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-2.06K- 32.98% |
$98.3K - $99.1K
|
4.18K
$101K
|
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.87K- 24.55% |
$89.4K - $90.2K
|
5.75K
$139K
|
|
|
Nov 07, 2023
Q3 2023
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-762- 4.32% |
$36.4K - $36.7K
|
16.9K
$409K
|
|
|
Nov 03, 2023
Q3 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-648- 92.7% |
$31K - $31.2K
|
51
$1.24K
|
|
|
Nov 13, 2023
Q3 2023
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-647- 8.26% |
$30.9K - $31.2K
|
7.19K
$174K
|
|
|
Oct 19, 2023
Q3 2023
|
Bridge Advisory, LLC
|
SELL
|
- |
-599- 5.51% |
$28.6K - $28.9K
|
10.3K
$249K
|
|
|
Nov 03, 2023
Q3 2023
|
Lutz Financial Services LLC
|
SELL
|
- |
-281- 5.69% |
$13.4K - $13.5K
|
4.66K
$113K
|
|
|
Nov 01, 2023
Q3 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-150- 38.46% |
$7.17K - $7.23K
|
240
$5.82K
|
|
|
Oct 27, 2023
Q3 2023
|
B&D White Capital Company, LLC
|
SELL
|
- |
-96- 2.18% |
$4.59K - $4.63K
|
4.3K
$104K
|
|
|
Oct 24, 2023
Q3 2023
|
Acas, LLC
|
SELL
|
- |
-54- 1.24% |
$2.58K - $2.6K
|
4.32K
$105K
|
|
|
Nov 01, 2023
Q3 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-19- 0.23% |
$908 - $916
|
8.17K
$198K
|
|
| Q2 2023 | |||||||
|
Aug 07, 2023
Q2 2023
|
Donoghue Forlines LLC
|
SELL
|
- |
-104K- 52.56% |
$4.99M - $5.08M
|
93.7K
$2.27M
|
|
|
Aug 14, 2023
Q2 2023
|
Cambridge Associates LLC
Boston, MA |
SELL
|
- |
-49.3K- 99.18% |
$2.37M - $2.41M
|
406
$9.84K
|
|
|
Jul 13, 2023
Q2 2023
|
Riversedge Advisors, LLC
|
SELL
|
- |
-29K- 64.57% |
$1.39M - $1.42M
|
15.9K
$385K
|
|
|
Jul 14, 2023
Q2 2023
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-24.1K- 67.13% |
$1.16M - $1.18M
|
11.8K
$286K
|
|
|
Aug 11, 2023
Q2 2023
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-16.3K- 5.44% |
$785K - $798K
|
284K
$6.87M
|
|
|
Sep 01, 2023
Q2 2023
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-8.54KClosed |
$410K - $418K
|
0
$0
|
|
|
Aug 07, 2023
Q2 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-6.21K- 43.91% |
$299K - $304K
|
7.94K
$192K
|
|
|
Aug 09, 2023
Q2 2023
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-2.31K- 5.31% |
$111K - $113K
|
41.2K
$999K
|
|
|
Aug 14, 2023
Q2 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-2.02K- 28.97% |
$96.9K - $98.6K
|
4.95K
$120K
|
|
|
Aug 03, 2023
Q2 2023
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-1.38K- 2.51% |
$66.1K - $67.3K
|
53.5K
$1.3M
|
|
|
Jul 26, 2023
Q2 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-953- 15.94% |
$45.8K - $46.6K
|
5.03K
$122K
|
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-614- 1.37% |
$29.5K - $30K
|
44.3K
$1.07M
|
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-600- 4.52% |
$28.8K - $29.3K
|
12.7K
$307K
|
|
|
Jun 25, 2024
Q2 2023
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-214- 1.23% |
$10.3K - $10.5K
|
17.3K
$418K
|
|
|
Jul 10, 2023
Q2 2023
|
Appleton Partners Inc
|
SELL
|
- |
-161- 3.0% |
$7.74K - $7.87K
|
5.2K
$126K
|
|
|
Aug 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-150- 1.89% |
$7.21K - $7.33K
|
7.79K
$189K
|
|
|
Aug 11, 2023
Q2 2023
|
Lansing Street Advisors
|
SELL
|
- |
-93- 2.66% |
$4.47K - $4.55K
|
3.4K
$82.4K
|
|
|
Jul 17, 2023
Q2 2023
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
SELL
|
- |
-50- 0.98% |
$2.4K - $2.44K
|
5.04K
$122K
|
|
|
Aug 11, 2023
Q2 2023
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-42- 0.94% |
$2.02K - $2.05K
|
4.42K
$107K
|
|
| Q1 2023 | |||||||
|
Apr 19, 2023
Q1 2023
|
Manchester Financial Inc
|
SELL
|
- |
-386K- 62.96% |
$18.4M - $18.9M
|
227K
$5.5M
|
|
|
May 11, 2023
Q1 2023
|
Edgehill Endowment Partners, LLC
|
SELL
|
- |
-75.2K- 5.64% |
$3.59M - $3.68M
|
1.26M
$30.5M
|
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-69.5K- 25.75% |
$3.32M - $3.4M
|
200K
$4.86M
|
|