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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-5.86K- 50.89% |
$281K - $287K
|
5.65K
$138K
|
|
|
Nov 12, 2024
Q3 2024
|
Members Advisory Group LLC
Williamsville, NY |
SELL
|
- |
-3.05K- 22.04% |
$146K - $150K
|
10.8K
$263K
|
|
|
Nov 07, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-2.85K- 34.05% |
$137K - $140K
|
5.52K
$134K
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-2.51K- 6.73% |
$120K - $123K
|
34.8K
$847K
|
|
|
Dec 03, 2024
Q3 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-2.07K- 9.66% |
$99.3K - $102K
|
19.4K
$472K
|
|
|
Nov 12, 2024
Q3 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-1.7K- 28.29% |
$81.5K - $83.4K
|
4.31K
$105K
|
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-1.64K- 22.77% |
$78.6K - $80.5K
|
5.56K
$135K
|
|
|
Oct 28, 2024
Q3 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
SELL
|
- |
-1.51K- 17.77% |
$72.2K - $73.9K
|
6.97K
$170K
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-1.23K- 5.56% |
$58.7K - $60.1K
|
20.8K
$507K
|
|
|
Oct 10, 2024
Q3 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-1.12K- 16.91% |
$53.6K - $54.8K
|
5.49K
$134K
|
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-486- 10.32% |
$23.3K - $23.8K
|
4.22K
$103K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-295- 6.45% |
$14.1K - $14.5K
|
4.28K
$104K
|
|
|
Feb 18, 2025
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-100- 0.41% |
$4.79K - $4.91K
|
24.5K
$597K
|
|
| Q2 2024 | |||||||
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-301K- 9.54% |
$14.4M - $14.5M
|
2.85M
$69.4M
|
|
|
Jul 16, 2024
Q2 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-71.1K- 41.07% |
$3.4M - $3.42M
|
102K
$2.49M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-53.3K- 99.77% |
$2.54M - $2.56M
|
123
$3K
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-31K- 82.44% |
$1.48M - $1.49M
|
6.6K
$161K
|
|
|
Aug 13, 2024
Q2 2024
|
Pillar Wealth Advisors, LLC
|
SELL
|
- |
-10.6K- 33.61% |
$507K - $511K
|
21K
$510K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-2.89K- 64.71% |
$138K - $139K
|
1.57K
$38.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-1.38K- 18.21% |
$65.8K - $66.3K
|
6.19K
$151K
|
|
|
Jul 19, 2024
Q2 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-561- 81.07% |
$26.8K - $27K
|
131
$3.19K
|
|
|
Aug 13, 2024
Q2 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-280- 1.81% |
$13.4K - $13.5K
|
15.2K
$369K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-246- 96.47% |
$11.7K - $11.8K
|
9
$219
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-180- 2.97% |
$8.6K - $8.66K
|
5.88K
$143K
|
|
|
Jul 31, 2024
Q2 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-126- 2.46% |
$6.02K - $6.06K
|
5K
$122K
|
|
|
Aug 12, 2024
Q2 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-112- 2.36% |
$5.35K - $5.39K
|
4.64K
$113K
|
|
|
Jul 11, 2024
Q2 2024
|
Carlson Capital Management
|
SELL
|
- |
-3- 0.06% |
$143 - $144
|
4.82K
$117K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-9.53K- 35.84% |
$458K - $464K
|
17.1K
$416K
|
|
|
May 29, 2025
Q1 2024
|
Plum Street Advisors, LLC
New Orleans, LA |
SELL
|
- |
-5.93KClosed |
$285K - $288K
|
0
$0
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-3.42K- 6.85% |
$164K - $166K
|
46.5K
$1.13M
|
|
|
Apr 22, 2024
Q1 2024
|
Solitude Financial Services
|
SELL
|
- |
-3.09K- 11.8% |
$148K - $150K
|
23.1K
$563K
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-2.45K- 30.76% |
$118K - $119K
|
5.52K
$134K
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
SELL
|
- |
-1.82K- 13.47% |
$87.3K - $88.4K
|
11.7K
$284K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-1.52K- 8.71% |
$72.9K - $73.8K
|
15.9K
$387K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-1.31K- 6.62% |
$62.8K - $63.6K
|
18.4K
$449K
|
|
|
Apr 23, 2024
Q1 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-254- 32.11% |
$12.2K - $12.4K
|
537
$13.1K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-118- 9.21% |
$5.67K - $5.74K
|
1.16K
$28.3K
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-87Closed |
$4.18K - $4.23K
|
0
$0
|
|
|
May 13, 2024
Q1 2024
|
Bayshore Asset Management, LLC
|
SELL
|
- |
-5- 0.1% |
$240 - $243
|
5.12K
$125K
|
|
|
Apr 01, 2024
Q1 2024
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-2Closed |
$96.1 - $97.3
|
0
$0
|
|
| Q4 2023 | |||||||
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-233K- 37.05% |
$11.1M - $11.3M
|
396K
$9.64M
|
|
|
Jan 24, 2024
Q4 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-72.7K- 24.34% |
$3.47M - $3.52M
|
226K
$5.51M
|
|
|
Jan 25, 2024
Q4 2023
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-51K- 84.97% |
$2.43M - $2.47M
|
9.01K
$219K
|
|
|
Jan 09, 2024
Q4 2023
|
Resource Planning Group
|
SELL
|
- |
-20K- 19.69% |
$955K - $971K
|
81.7K
$1.99M
|
|
|
Jan 24, 2024
Q4 2023
|
Clean Yield Group
|
SELL
|
- |
-14.8K- 69.48% |
$705K - $717K
|
6.5K
$158K
|
|
|
Jan 19, 2024
Q4 2023
|
Advocate Group LLC
|
SELL
|
- |
-8.03K- 56.86% |
$383K - $389K
|
6.09K
$148K
|
|
|
Jan 02, 2024
Q4 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-5.99K- 52.42% |
$286K - $290K
|
5.44K
$132K
|
|
|
Jul 10, 2024
Q4 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-5.7KClosed |
$272K - $276K
|
0
$0
|
|
|
Jan 12, 2024
Q4 2023
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
SELL
|
- |
-4.21K- 2.01% |
$201K - $204K
|
205K
$4.99M
|
|
|
Jan 30, 2024
Q4 2023
|
Sfmg, LLC
|
SELL
|
- |
-3K- 38.56% |
$143K - $145K
|
4.78K
$116K
|
|