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 25, 2023
Q1 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-57.7K- 85.95% |
$2.76M - $2.83M
|
9.43K
$229K
|
|
|
May 04, 2023
Q1 2023
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-36.2K- 68.5% |
$1.73M - $1.78M
|
16.7K
$404K
|
|
|
Apr 24, 2023
Q1 2023
|
Imc Chicago, LLC
|
SELL
|
- |
-31.4K- 70.92% |
$1.5M - $1.54M
|
12.9K
$312K
|
|
|
Apr 27, 2023
Q1 2023
|
Strategic Advisors LLC
|
SELL
|
- |
-25.5K- 67.54% |
$1.22M - $1.25M
|
12.2K
$297K
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-21.4K- 78.05% |
$1.02M - $1.05M
|
6.01K
$146K
|
|
|
Apr 13, 2023
Q1 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-11.2K- 62.28% |
$534K - $548K
|
6.77K
$164K
|
|
|
Apr 10, 2023
Q1 2023
|
Pacific Wealth Management
|
SELL
|
- |
-6.93K- 54.17% |
$331K - $340K
|
5.86K
$142K
|
|
|
May 15, 2023
Q1 2023
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-3.34K- 35.51% |
$160K - $164K
|
6.07K
$147K
|
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-2.87K- 35.39% |
$137K - $141K
|
5.25K
$127K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-1.5K- 83.33% |
$71.7K - $73.5K
|
300
$7.27K
|
|
|
Apr 28, 2023
Q1 2023
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-991- 0.24% |
$47.4K - $48.6K
|
408K
$9.88M
|
|
|
May 11, 2023
Q1 2023
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-172- 1.47% |
$8.22K - $8.43K
|
11.6K
$280K
|
|
|
Apr 18, 2023
Q1 2023
|
Darwin Advisors, LLC
|
SELL
|
- |
-94- 2.06% |
$4.49K - $4.61K
|
4.46K
$108K
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-60- 89.55% |
$2.87K - $2.94K
|
7
$170
|
|
|
May 09, 2023
Q1 2023
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-44- 50.57% |
$2.1K - $2.16K
|
43
$1.04K
|
|
| Q4 2022 | |||||||
|
Jan 25, 2023
Q4 2022
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-381K- 35.22% |
$18.3M - $18.5M
|
701K
$17M
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-28.2K- 6.64% |
$1.35M - $1.37M
|
397K
$9.61M
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-23.3K- 72.18% |
$1.12M - $1.13M
|
8.99K
$218K
|
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-21.2K- 15.64% |
$1.02M - $1.03M
|
114K
$2.77M
|
|
|
Feb 01, 2023
Q4 2022
|
Antonetti Capital Management LLC
|
SELL
|
- |
-1K- 19.29% |
$47.9K - $48.5K
|
4.19K
$101K
|
|
|
Feb 14, 2023
Q4 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-924- 15.61% |
$44.3K - $44.8K
|
5K
$121K
|
|
|
Jan 05, 2023
Q4 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-917- 16.98% |
$43.9K - $44.4K
|
4.48K
$109K
|
|
|
Jan 30, 2023
Q4 2022
|
Relaxing Retirement Coach
|
SELL
|
- |
-852- 11.75% |
$40.8K - $41.3K
|
6.4K
$155K
|
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-688- 53.17% |
$32.9K - $33.3K
|
606
$14.7K
|
|
|
Feb 07, 2023
Q4 2022
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-321- 5.52% |
$15.4K - $15.6K
|
5.49K
$133K
|
|
|
Feb 06, 2023
Q4 2022
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-271- 1.36% |
$13K - $13.1K
|
19.7K
$477K
|
|
|
Jan 20, 2023
Q4 2022
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-58- 0.7% |
$2.78K - $2.81K
|
8.18K
$198K
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-25- 7.94% |
$1.2K - $1.21K
|
290
$7.03K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Krane Funds Advisors LLC
New York, NY |
SELL
|
- |
-1.28M- 85.62% |
$61.6M - $63.2M
|
215K
$5.21M
|
|
|
Nov 09, 2022
Q3 2022
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-15.9K- 69.43% |
$766K - $786K
|
7.01K
$170K
|
|
|
Nov 14, 2022
Q3 2022
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-11.1K- 50.98% |
$534K - $547K
|
10.7K
$258K
|
|
|
Apr 06, 2023
Q3 2022
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-8.72KClosed |
$420K - $430K
|
0
$0
|
|
|
Oct 17, 2022
Q3 2022
|
My Legacy Advisors, LLC
|
SELL
|
- |
-6.85K- 57.97% |
$330K - $338K
|
4.96K
$120K
|
|
|
Nov 10, 2022
Q3 2022
|
Hilton Capital Management, LLC
|
SELL
|
- |
-4.66K- 52.13% |
$224K - $230K
|
4.27K
$104K
|
|
|
Nov 01, 2022
Q3 2022
|
Dagco, Inc.
|
SELL
|
- |
-3.32K- 4.7% |
$160K - $164K
|
67.3K
$1.63M
|
|
|
Nov 04, 2022
Q3 2022
|
Sierra Capital LLC
|
SELL
|
- |
-2.44K- 58.14% |
$117K - $120K
|
1.76K
$42.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
SELL
|
- |
-1.71K- 18.62% |
$82.1K - $84.2K
|
7.45K
$181K
|
|
|
Nov 10, 2022
Q3 2022
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-1.32K- 20.99% |
$63.8K - $65.4K
|
4.98K
$121K
|
|
|
Oct 21, 2022
Q3 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-967- 8.5% |
$46.6K - $47.7K
|
10.4K
$252K
|
|
|
Oct 27, 2022
Q3 2022
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-920- 4.3% |
$44.3K - $45.4K
|
20.5K
$496K
|
|
|
Nov 14, 2022
Q3 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-692- 10.81% |
$33.3K - $34.2K
|
5.71K
$138K
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-609- 2.81% |
$29.3K - $30.1K
|
21.1K
$510K
|
|
|
Oct 24, 2022
Q3 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-500- 20.08% |
$24.1K - $24.7K
|
1.99K
$48.2K
|
|
|
Oct 25, 2022
Q3 2022
|
Dock Street Asset Management Inc
|
SELL
|
- |
-445- 9.14% |
$21.4K - $22K
|
4.42K
$107K
|
|
|
Oct 31, 2022
Q3 2022
|
1900 Wealth Management LLC
|
SELL
|
- |
-400- 2.49% |
$19.3K - $19.7K
|
15.7K
$379K
|
|
|
Jan 27, 2023
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-367- 7.89% |
$17.7K - $18.1K
|
4.29K
$104K
|
|
|
Oct 07, 2022
Q3 2022
|
Austin Asset Management CO Inc
|
SELL
|
- |
-195- 2.23% |
$9.39K - $9.63K
|
8.53K
$207K
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-185- 4.34% |
$8.91K - $9.13K
|
4.07K
$98.7K
|
|
|
Oct 18, 2022
Q3 2022
|
Kaizen Financial Strategies
|
SELL
|
- |
-66- 0.36% |
$3.18K - $3.26K
|
18.3K
$444K
|
|
|
Nov 03, 2022
Q3 2022
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-6- 1.39% |
$289 - $296
|
427
$10.4K
|
|