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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2021
Q3 2021
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-814Closed |
$41.7K - $41.8K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-300Closed |
$15.4K - $15.4K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-232Closed |
$11.9K - $11.9K
|
0
$0
|
|
|
Oct 12, 2021
Q3 2021
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-76- 9.51% |
$3.89K - $3.9K
|
723
$17.5K
|
|
|
Nov 02, 2021
Q3 2021
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-70Closed |
$3.58K - $3.59K
|
0
$0
|
|
|
Oct 27, 2021
Q3 2021
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-64Closed |
$3.28K - $3.28K
|
0
$0
|
|
|
Oct 08, 2021
Q3 2021
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-40Closed |
$2.05K - $2.05K
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Arjuna Capital
|
SELL
|
- |
-39Closed |
$2K - $2K
|
0
$0
|
|
|
Oct 21, 2021
Q3 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-7Closed |
$358 - $359
|
0
$0
|
|
| Q2 2021 | |||||||
|
Jul 21, 2021
Q2 2021
|
Lathrop Investment Management Corp
|
SELL
|
- |
-71.7KClosed |
$3.67M - $3.68M
|
0
$0
|
|
|
Jul 29, 2021
Q2 2021
|
Oak Family Advisors, LLC
|
SELL
|
- |
-12KClosed |
$614K - $616K
|
0
$0
|
|
|
Jul 29, 2021
Q2 2021
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-8.46KClosed |
$433K - $434K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-6.08KClosed |
$311K - $312K
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Foster Group, Inc.
|
SELL
|
- |
-5.93KClosed |
$304K - $305K
|
0
$0
|
|
|
Jul 23, 2021
Q2 2021
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-5.52KClosed |
$282K - $283K
|
0
$0
|
|
|
Aug 03, 2021
Q2 2021
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-4.77KClosed |
$244K - $245K
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-4.41KClosed |
$226K - $226K
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-4.13KClosed |
$211K - $212K
|
0
$0
|
|
|
Aug 03, 2021
Q2 2021
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-594Closed |
$30.4K - $30.5K
|
0
$0
|
|
|
Jul 14, 2021
Q2 2021
|
Trust CO
|
SELL
|
- |
-374Closed |
$19.1K - $19.2K
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-262- 35.65% |
$13.4K - $13.4K
|
473
$11.5K
|
|
|
Jul 15, 2021
Q2 2021
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-256Closed |
$13.1K - $13.1K
|
0
$0
|
|
|
Jul 27, 2021
Q2 2021
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-235Closed |
$12K - $12.1K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-100Closed |
$5.12K - $5.13K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Costello Asset Management, Inc
|
SELL
|
- |
-92- 49.46% |
$4.71K - $4.72K
|
94
$2.28K
|
|
| Q1 2021 | |||||||
|
May 20, 2021
Q1 2021
|
Tru Independence LLC
|
SELL
|
- |
-921KClosed |
$47.2M - $47.4M
|
0
$0
|
|
|
Apr 15, 2021
Q1 2021
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
SELL
|
- |
-253KClosed |
$13M - $13M
|
0
$0
|
|
|
Apr 12, 2021
Q1 2021
|
First Premier Bank
|
SELL
|
- |
-60.9KClosed |
$3.12M - $3.13M
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Gratus Capital LLC
|
SELL
|
- |
-54.9KClosed |
$2.82M - $2.82M
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Windsor Group LTD
|
SELL
|
- |
-21.5KClosed |
$1.1M - $1.11M
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-16.9KClosed |
$865K - $867K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Edge Capital Group, LLC
|
SELL
|
- |
-15KClosed |
$769K - $771K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Delta Investment Management, LLC
|
SELL
|
- |
-14.9KClosed |
$766K - $768K
|
0
$0
|
|
|
Apr 19, 2021
Q1 2021
|
Sym Financial Corp
|
SELL
|
- |
-7.13KClosed |
$366K - $367K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-7KClosed |
$359K - $360K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-4.96KClosed |
$254K - $255K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-4.17KClosed |
$214K - $214K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-4.12KClosed |
$211K - $212K
|
0
$0
|
|
|
May 25, 2021
Q1 2021
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-3.56KClosed |
$182K - $183K
|
0
$0
|
|
|
May 19, 2021
Q1 2021
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-3.56KClosed |
$182K - $183K
|
0
$0
|
|
|
Jun 15, 2021
Q1 2021
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-1.74KClosed |
$89.3K - $89.5K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-1.33KClosed |
$68K - $68.2K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-776Closed |
$39.8K - $39.9K
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Firestone Capital Management
|
SELL
|
- |
-342Closed |
$17.5K - $17.6K
|
0
$0
|
|
|
Apr 15, 2021
Q1 2021
|
Burt Wealth Advisors
|
SELL
|
- |
-320Closed |
$16.4K - $16.5K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-190Closed |
$9.74K - $9.77K
|
0
$0
|
|
|
Apr 12, 2021
Q1 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-180Closed |
$9.23K - $9.25K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-96Closed |
$4.92K - $4.94K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-49Closed |
$2.51K - $2.52K
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-29Closed |
$1.49K - $1.49K
|
0
$0
|
|