Purchases and Sales Made in Q2 2024 in Schwab Short Term Us Treasury (SCHO)
This table provides information about the institutional ownership of Schwab Short Term Us Treasury (SCHO) during Q2 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 |
---|---|---|---|---|---|---|---|
Jul 19, 2024
Q2 2024
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
23.6M+ 6167.86% |
$1.13B - $1.14B
|
24M
$578M
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
825K+ 1.11% |
$39.4M - $39.7M
|
75.4M
$1.82B
|
|
Jul 17, 2024
Q2 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
662KNew |
$31.6M - $31.9M
|
662K
$16M
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
634K+ 60.76% |
$30.3M - $30.5M
|
1.68M
$40.5M
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
471K+ 691.91% |
$22.5M - $22.7M
|
540K
$13M
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
451K+ 679.22% |
$21.5M - $21.7M
|
518K
$12.5M
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
370K+ 4.25% |
$17.7M - $17.8M
|
9.08M
$219M
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
343KNew |
$16.4M - $16.5M
|
343K
$8.26M
|
|
Aug 14, 2024
Q2 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
200KNew |
$9.55M - $9.63M
|
200K
$4.82M
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
182K+ 6.05% |
$8.69M - $8.76M
|
3.19M
$76.9M
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
164K+ 19.05% |
$7.85M - $7.92M
|
1.03M
$24.8M
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
BUY
|
- |
160K+ 568.43% |
$7.62M - $7.68M
|
188K
$4.52M
|
|
Jul 25, 2024
Q2 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
150KNew |
$7.16M - $7.21M
|
150K
$3.61M
|
|
Jul 19, 2024
Q2 2024
|
West Coast Financial LLC
|
BUY
|
- |
148K+ 23.21% |
$7.07M - $7.12M
|
786K
$18.9M
|
|
Aug 13, 2024
Q2 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
145K+ 1.94% |
$6.9M - $6.96M
|
7.6M
$183M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
132K+ 52.66% |
$6.31M - $6.36M
|
383K
$9.23M
|
|
Jul 26, 2024
Q2 2024
|
Ballast Advisors LLC
|
BUY
|
- |
130K+ 107.73% |
$6.23M - $6.28M
|
252K
$6.06M
|
|
Jul 15, 2024
Q2 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
130K+ 34.67% |
$6.19M - $6.24M
|
503K
$12.1M
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
120K+ 4.35% |
$5.71M - $5.76M
|
2.87M
$69.2M
|
|
Jul 30, 2024
Q2 2024
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
110K+ 18.12% |
$5.23M - $5.28M
|
715K
$17.2M
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
100K+ 7.97% |
$4.78M - $4.82M
|
1.35M
$32.7M
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
100KNew |
$4.78M - $4.81M
|
100K
$2.41M
|
|
Aug 13, 2024
Q2 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
91.8KNew |
$4.39M - $4.42M
|
91.8K
$2.21M
|
|
Jul 29, 2024
Q2 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
89.8K+ 44.61% |
$4.29M - $4.32M
|
291K
$7.02M
|
|
Jul 31, 2024
Q2 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
69.5K+ 10.83% |
$3.32M - $3.35M
|
711K
$17.1M
|
|
Aug 14, 2024
Q2 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
68.4K+ 3.78% |
$3.26M - $3.29M
|
1.88M
$45.2M
|
|
Jul 31, 2024
Q2 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
68K+ 155.93% |
$3.25M - $3.27M
|
112K
$2.69M
|
|
Jul 18, 2024
Q2 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
54.4K+ 9.6% |
$2.6M - $2.62M
|
621K
$15M
|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
52.1K+ 4.64% |
$2.49M - $2.51M
|
1.18M
$28.4M
|
|
Oct 21, 2024
Q2 2024
|
Wt Wealth Management
|
BUY
|
- |
50.9K+ 71.78% |
$2.43M - $2.45M
|
122K
$2.94M
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
44.4K+ 194.43% |
$2.12M - $2.14M
|
67.2K
$1.62M
|
|
Aug 14, 2024
Q2 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
42.6KNew |
$2.03M - $2.05M
|
42.6K
$1.03M
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
40.2KNew |
$1.92M - $1.94M
|
40.2K
$970K
|
|
Aug 02, 2024
Q2 2024
|
Journey Advisory Group, LLC
|
BUY
|
- |
39.3K+ 16.91% |
$1.88M - $1.89M
|
272K
$6.55M
|
|
Aug 09, 2024
Q2 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
36.9KNew |
$1.76M - $1.78M
|
36.9K
$891K
|
|
Jul 30, 2024
Q2 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
36.1K+ 5.29% |
$1.72M - $1.74M
|
718K
$17.3M
|
|
Sep 25, 2024
Q2 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
34.9K+ 6.76% |
$1.66M - $1.68M
|
550K
$13.3M
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
33.7KNew |
$1.61M - $1.62M
|
33.7K
$812K
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
33.3KNew |
$1.59M - $1.6M
|
33.3K
$803K
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
33.1K+ 8.33% |
$1.58M - $1.59M
|
431K
$10.4M
|
|
Jul 12, 2024
Q2 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
32.5K+ 44.93% |
$1.55M - $1.56M
|
105K
$2.52M
|
|
Jul 17, 2024
Q2 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
29.9K+ 10.01% |
$1.43M - $1.44M
|
329K
$7.92M
|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
29.8K+ 7.55% |
$1.42M - $1.43M
|
424K
$10.2M
|
|
Aug 14, 2024
Q2 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
28.4K+ 70.28% |
$1.35M - $1.37M
|
68.7K
$1.66M
|
|
Jul 15, 2024
Q2 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
27.2K+ 7.9% |
$1.3M - $1.31M
|
372K
$8.96M
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
27.1K+ 85.58% |
$1.29M - $1.3M
|
58.7K
$1.41M
|
|
Aug 08, 2024
Q2 2024
|
Avestar Capital, LLC
|
BUY
|
- |
26.9KNew |
$1.28M - $1.29M
|
26.9K
$649K
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
26.6K+ 14.57% |
$1.27M - $1.28M
|
209K
$5.04M
|
|
Nov 14, 2024
Q2 2024
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
26.4K+ 4.76% |
$1.26M - $1.27M
|
582K
$14M
|
|
Aug 12, 2024
Q2 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
25.2KNew |
$1.2M - $1.21M
|
25.2K
$607K
|