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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-1.2MClosed |
$58.4M - $59.5M
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-419KClosed |
$20.4M - $20.8M
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Ddd Partners, LLC
|
SELL
|
- |
-191K- 97.75% |
$9.29M - $9.45M
|
4.39K
$106K
|
|
|
Aug 05, 2022
Q2 2022
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-141KClosed |
$6.85M - $6.98M
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-128K- 95.26% |
$6.24M - $6.35M
|
6.38K
$155K
|
|
|
Jul 25, 2022
Q2 2022
|
Parisi Gray Wealth Management
|
SELL
|
- |
-90.1KClosed |
$4.39M - $4.47M
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Life Steps Financial, Inc.
|
SELL
|
- |
-86KClosed |
$4.19M - $4.26M
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Lincoln Capital Corp
|
SELL
|
- |
-83.8KClosed |
$4.08M - $4.16M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs, FL |
SELL
|
- |
-42.9KClosed |
$2.09M - $2.13M
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Andrews, Lucia Wealth Management LLC
|
SELL
|
- |
-19.5K- 71.68% |
$949K - $966K
|
7.69K
$187K
|
|
|
Aug 11, 2022
Q2 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-14.9KClosed |
$727K - $740K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Unio Capital LLC
|
SELL
|
- |
-14.5K- 46.19% |
$708K - $721K
|
16.9K
$410K
|
|
|
Aug 04, 2022
Q2 2022
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-12.7KClosed |
$619K - $630K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
First National Corp
|
SELL
|
- |
-11.5KClosed |
$558K - $568K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-9.99KClosed |
$487K - $495K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-9.68KClosed |
$472K - $480K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
SELL
|
- |
-8.9KClosed |
$434K - $441K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-4.9KClosed |
$239K - $243K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-4.86KClosed |
$237K - $241K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Allen Capital Group, LLC
|
SELL
|
- |
-4.84KClosed |
$236K - $240K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-4.37KClosed |
$213K - $217K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Goldstein Munger & Associates
San Ramon, CA |
SELL
|
- |
-4.3KClosed |
$210K - $213K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Kingfisher Capital LLC
|
SELL
|
- |
-4.24KClosed |
$207K - $210K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Ntb Financial Corp
Centennial, CO |
SELL
|
- |
-4.19K- 12.27% |
$204K - $208K
|
30K
$727K
|
|
|
Aug 11, 2022
Q2 2022
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-3.6K- 54.66% |
$176K - $179K
|
2.99K
$72.5K
|
|
|
Aug 10, 2022
Q2 2022
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-1.79K- 19.88% |
$87K - $88.5K
|
7.19K
$174K
|
|
|
Jul 15, 2022
Q2 2022
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-800- 12.7% |
$39K - $39.7K
|
5.5K
$133K
|
|
|
Aug 01, 2022
Q2 2022
|
Total Wealth Planning, LLC
|
SELL
|
- |
-473- 6.34% |
$23K - $23.5K
|
6.99K
$169K
|
|
|
Jul 21, 2022
Q2 2022
|
Investors Research Corp
|
SELL
|
- |
-356- 43.36% |
$17.3K - $17.7K
|
465
$11.3K
|
|
|
Aug 05, 2022
Q2 2022
|
Staley Capital Advisers Inc
|
SELL
|
- |
-300- 1.22% |
$14.6K - $14.9K
|
24.3K
$588K
|
|
|
Aug 11, 2022
Q2 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-218Closed |
$10.6K - $10.8K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-200Closed |
$9.75K - $9.92K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-149Closed |
$7.26K - $7.39K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-138Closed |
$6.72K - $6.84K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Quent Capital, LLC
|
SELL
|
- |
-64Closed |
$3.12K - $3.17K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-50- 3.54% |
$2.44K - $2.48K
|
1.36K
$33K
|
|
|
Jul 13, 2022
Q2 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-45- 28.85% |
$2.19K - $2.23K
|
111
$2.69K
|
|
| Q1 2022 | |||||||
|
Apr 20, 2022
Q1 2022
|
West Oak Capital, LLC
|
SELL
|
- |
-208KClosed |
$10.3M - $10.6M
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Menlo Advisors LLC
|
SELL
|
- |
-63.4KClosed |
$3.14M - $3.22M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-52.9KClosed |
$2.62M - $2.69M
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Parsons Capital Management Inc
|
SELL
|
- |
-34.4KClosed |
$1.7M - $1.75M
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-14.8KClosed |
$730K - $750K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-13.4KClosed |
$664K - $683K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Eidelman Virant Capital
|
SELL
|
- |
-11.9KClosed |
$590K - $606K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-8.27KClosed |
$409K - $420K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-7.08KClosed |
$350K - $360K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
North Rock Partners, LLC
|
SELL
|
- |
-6.22KClosed |
$308K - $316K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-6.02KClosed |
$298K - $306K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Procyon Advisors, LLC
|
SELL
|
- |
-5.5KClosed |
$272K - $280K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Riverwater Partners LLC
|
SELL
|
- |
-4.89KClosed |
$242K - $248K
|
0
$0
|
|