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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2024
Q2 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
7.01K+ 3.8% |
$335K - $337K
|
192K
$4.63M
|
|
|
Jul 31, 2024
Q2 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
6.96KNew |
$332K - $335K
|
6.96K
$168K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
6.95K+ 39.92% |
$332K - $334K
|
24.4K
$588K
|
|
|
Aug 02, 2024
Q2 2024
|
Win Advisors, Inc
|
BUY
|
- |
6.43K+ 68.67% |
$307K - $309K
|
15.8K
$381K
|
|
|
Aug 05, 2024
Q2 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
6.33K+ 3.27% |
$302K - $304K
|
200K
$4.83M
|
|
|
Aug 13, 2024
Q2 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
6.25K+ 17.05% |
$299K - $301K
|
42.9K
$1.04M
|
|
|
Aug 14, 2024
Q2 2024
|
American Investment Services, Inc.
|
BUY
|
- |
6.07K+ 13.15% |
$290K - $292K
|
52.2K
$1.26M
|
|
|
Jul 10, 2024
Q2 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
5.93K+ 134.75% |
$283K - $285K
|
10.3K
$250K
|
|
|
Aug 28, 2024
Q2 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
5.69KNew |
$272K - $274K
|
5.69K
$138K
|
|
|
Jul 26, 2024
Q2 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
5.63KNew |
$269K - $271K
|
5.63K
$136K
|
|
|
Aug 08, 2024
Q2 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
5.55KNew |
$265K - $267K
|
5.55K
$134K
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
5.41KNew |
$259K - $261K
|
5.41K
$131K
|
|
|
Jul 22, 2024
Q2 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
5.3KNew |
$253K - $255K
|
5.3K
$128K
|
|
|
Jul 30, 2024
Q2 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
5.15K+ 6.76% |
$246K - $248K
|
81.3K
$1.96M
|
|
|
Jul 23, 2024
Q2 2024
|
Rmr Wealth Builders
|
BUY
|
- |
5.01K+ 6.09% |
$239K - $241K
|
87.3K
$2.11M
|
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
4.98K+ 15.36% |
$238K - $240K
|
37.4K
$903K
|
|
|
Aug 01, 2024
Q2 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
4.88K+ 4.07% |
$233K - $235K
|
125K
$3.01M
|
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
4.83KNew |
$230K - $232K
|
4.83K
$117K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
4.75K+ 1.46% |
$227K - $229K
|
330K
$7.97M
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
4.71KNew |
$225K - $227K
|
4.71K
$114K
|
|
|
Jul 24, 2024
Q2 2024
|
Diversified, LLC
|
BUY
|
- |
4.69KNew |
$224K - $226K
|
4.69K
$113K
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
4.55KNew |
$217K - $219K
|
4.55K
$110K
|
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
4.49KNew |
$214K - $216K
|
4.49K
$108K
|
|
|
Aug 09, 2024
Q2 2024
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
4.48K+ 16.54% |
$214K - $216K
|
31.6K
$763K
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
4.4KNew |
$210K - $212K
|
4.4K
$106K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
4.36K+ 17.69% |
$208K - $210K
|
29K
$701K
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
4.32KNew |
$206K - $208K
|
4.32K
$104K
|
|
|
Aug 07, 2024
Q2 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
4.02K+ 59.57% |
$192K - $194K
|
10.8K
$260K
|
|
|
Aug 12, 2024
Q2 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
3.98K+ 85.79% |
$190K - $192K
|
8.62K
$208K
|
|
|
Aug 09, 2024
Q2 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
3.82K+ 25.78% |
$183K - $184K
|
18.7K
$451K
|
|
|
Jul 22, 2024
Q2 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
3.75K+ 4.06% |
$179K - $181K
|
96.2K
$2.32M
|
|
|
Aug 12, 2024
Q2 2024
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
3.6K+ 45.51% |
$172K - $173K
|
11.5K
$278K
|
|
|
Aug 09, 2024
Q2 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.56K+ 9.09% |
$170K - $171K
|
42.7K
$1.03M
|
|
|
Aug 12, 2024
Q2 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
3.27K+ 0.62% |
$156K - $157K
|
535K
$12.9M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.21K+ 14.7% |
$153K - $154K
|
25K
$605K
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
3.09K+ 0.71% |
$148K - $149K
|
436K
$10.5M
|
|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
3.03K+ 22.11% |
$145K - $146K
|
16.7K
$404K
|
|
|
Jul 15, 2024
Q2 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
2.9K+ 29.32% |
$138K - $139K
|
12.8K
$309K
|
|
|
Jul 11, 2024
Q2 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
2.75K+ 34.08% |
$131K - $132K
|
10.8K
$261K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
2.62K+ 24.87% |
$125K - $126K
|
13.2K
$318K
|
|
|
Aug 13, 2024
Q2 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
2.61K+ 5.88% |
$125K - $126K
|
46.9K
$1.13M
|
|
|
Aug 01, 2024
Q2 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
2.43K+ 5.48% |
$116K - $117K
|
46.7K
$1.13M
|
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
2.39K+ 1.31% |
$114K - $115K
|
186K
$4.48M
|
|
|
Jul 19, 2024
Q2 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
2.39K+ 43.36% |
$114K - $115K
|
7.91K
$191K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.38K+ 1.85% |
$114K - $115K
|
131K
$3.17M
|
|
|
Aug 01, 2024
Q2 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
2.37K+ 4.37% |
$113K - $114K
|
56.6K
$1.37M
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.3K+ 3.27% |
$110K - $111K
|
72.4K
$1.75M
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
BUY
|
- |
2.29K+ 101.87% |
$109K - $110K
|
4.54K
$110K
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.18K+ 5.5% |
$104K - $105K
|
41.8K
$1.01M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2.11K+ 4.46% |
$101K - $101K
|
49.3K
$1.19M
|