Purchases and Sales Made in Q1 2024 in Schwab Short Term Us Treasury (SCHO)
This table provides information about the institutional ownership of Schwab Short Term Us Treasury (SCHO) during Q1 2024. The information is specifically focused on institutions that hold shares of SCHWAB SHORT-TERM US TREASURY .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.67M+ 16.9% |
$80M - $81M
|
11.5M
$279M
|
|
|
May 07, 2024
Q1 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
827K+ 12.48% |
$39.7M - $40.2M
|
7.45M
$181M
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
567KNew |
$27.2M - $27.6M
|
567K
$13.7M
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
543K+ 6.23% |
$26.1M - $26.4M
|
9.26M
$224M
|
|
|
May 15, 2024
Q1 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
506KNew |
$24.3M - $24.6M
|
506K
$12.3M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
449K+ 191.28% |
$21.6M - $21.8M
|
683K
$16.6M
|
|
|
Apr 10, 2024
Q1 2024
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
383KNew |
$18.4M - $18.6M
|
383K
$9.27M
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
367K+ 74.03% |
$17.7M - $17.9M
|
864K
$20.9M
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
BUY
|
- |
359K+ 71.12% |
$17.2M - $17.4M
|
863K
$20.9M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
353K+ 14.7% |
$16.9M - $17.1M
|
2.75M
$66.7M
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
330K+ 90.0% |
$15.8M - $16M
|
696K
$16.9M
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
291K+ 19.2% |
$14M - $14.2M
|
1.81M
$43.8M
|
|
|
May 03, 2024
Q1 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
282KNew |
$13.5M - $13.7M
|
282K
$6.83M
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
231K+ 410.5% |
$11.1M - $11.2M
|
287K
$6.96M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
214K+ 25.77% |
$10.3M - $10.4M
|
1.04M
$25.3M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
206K+ 378.77% |
$9.92M - $10M
|
261K
$6.32M
|
|
|
Apr 12, 2024
Q1 2024
|
West Coast Financial LLC
|
BUY
|
- |
195K+ 44.03% |
$9.37M - $9.48M
|
638K
$15.5M
|
|
|
Apr 16, 2024
Q1 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
181K+ 39.41% |
$8.72M - $8.82M
|
642K
$15.6M
|
|
|
May 14, 2024
Q1 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
173KNew |
$8.32M - $8.42M
|
173K
$4.2M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
172K+ 6.08% |
$8.29M - $8.39M
|
3.01M
$72.9M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
156K+ 11.48% |
$7.5M - $7.59M
|
1.52M
$36.7M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
156K+ 11.48% |
$7.5M - $7.59M
|
1.52M
$36.7M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
151K+ 138.3% |
$7.23M - $7.32M
|
259K
$6.29M
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
143KNew |
$6.87M - $6.95M
|
143K
$3.47M
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
143K+ 23.05% |
$6.85M - $6.94M
|
761K
$18.5M
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
140K+ 149.38% |
$6.72M - $6.8M
|
234K
$5.66M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
122K+ 8.71% |
$5.84M - $5.91M
|
1.52M
$36.7M
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
105KNew |
$5.03M - $5.09M
|
105K
$2.54M
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
95.6KNew |
$4.59M - $4.65M
|
95.6K
$2.32M
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
91.8K+ 73.47% |
$4.41M - $4.46M
|
217K
$5.25M
|
|
|
May 14, 2024
Q1 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
88K+ 499.1% |
$4.23M - $4.28M
|
106K
$2.56M
|
|
|
Apr 23, 2024
Q1 2024
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
85.8K+ 1516.19% |
$4.12M - $4.17M
|
91.5K
$2.22M
|
|
|
May 09, 2024
Q1 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
82.5K+ 5.11% |
$3.97M - $4.01M
|
1.7M
$41.1M
|
|
|
May 13, 2024
Q1 2024
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
82.1K+ 66.44% |
$3.95M - $3.99M
|
206K
$4.99M
|
|
|
May 15, 2024
Q1 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
79.5K+ 6.96% |
$3.82M - $3.86M
|
1.22M
$29.6M
|
|
|
May 17, 2024
Q1 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
67.5K+ 277.27% |
$3.24M - $3.28M
|
91.9K
$2.23M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
64.8K+ 4.91% |
$3.11M - $3.15M
|
1.38M
$33.6M
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
63K+ 17260.27% |
$3.03M - $3.06M
|
63.4K
$1.54M
|
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
BUY
|
- |
54.8K+ 36.83% |
$2.63M - $2.66M
|
204K
$4.93M
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
53.4KNew |
$2.57M - $2.6M
|
53.4K
$1.29M
|
|
|
Oct 21, 2024
Q1 2024
|
Wt Wealth Management
|
BUY
|
- |
48.7K+ 219.5% |
$2.34M - $2.37M
|
70.9K
$1.72M
|
|
|
Nov 14, 2024
Q1 2024
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
48.3K+ 9.51% |
$2.32M - $2.35M
|
556K
$13.5M
|
|
|
May 01, 2024
Q1 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
47.3K+ 25.53% |
$2.27M - $2.3M
|
233K
$5.64M
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
46.4K+ 4.3% |
$2.23M - $2.26M
|
1.12M
$27.2M
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
46KNew |
$2.21M - $2.24M
|
46K
$1.12M
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
45.5K+ 8.7% |
$2.19M - $2.21M
|
569K
$13.8M
|
|
|
Apr 17, 2024
Q1 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
45.1K+ 13.72% |
$2.17M - $2.19M
|
374K
$9.06M
|
|
|
Apr 15, 2024
Q1 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
44K+ 14.66% |
$2.12M - $2.14M
|
345K
$8.35M
|
|
|
May 10, 2024
Q1 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
43.6KNew |
$2.1M - $2.12M
|
43.6K
$1.06M
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
38.6KNew |
$1.85M - $1.88M
|
38.6K
$935K
|