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 30, 2024
Q2 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-123- 1.36% |
$5.87K - $5.92K
|
8.95K
$216K
|
|
|
Jul 11, 2024
Q2 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-123- 1.68% |
$5.87K - $5.92K
|
7.2K
$174K
|
|
|
Jul 31, 2024
Q2 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-126- 2.46% |
$6.02K - $6.06K
|
5K
$121K
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-136- 0.41% |
$6.49K - $6.55K
|
33.3K
$804K
|
|
|
Aug 13, 2024
Q2 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-138- 2.12% |
$6.59K - $6.64K
|
6.38K
$154K
|
|
|
Aug 09, 2024
Q2 2024
|
Redw Wealth LLC
|
SELL
|
- |
-143- 1.32% |
$6.83K - $6.88K
|
10.7K
$258K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-147- 62.03% |
$7.02K - $7.08K
|
90
$2.17K
|
|
|
Jul 25, 2024
Q2 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-150- 2.22% |
$7.16K - $7.22K
|
6.62K
$160K
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-153- 99.35% |
$7.31K - $7.36K
|
1
$24.2
|
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
SELL
|
- |
-157- 8.37% |
$7.5K - $7.56K
|
1.72K
$41.5K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-180- 2.97% |
$8.6K - $8.66K
|
5.88K
$142K
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-195- 11.85% |
$9.31K - $9.39K
|
1.45K
$35.1K
|
|
|
Jul 25, 2024
Q2 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-197- 1.3% |
$9.41K - $9.48K
|
14.9K
$360K
|
|
|
Aug 01, 2024
Q2 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-210- 3.38% |
$10K - $10.1K
|
6K
$145K
|
|
|
Aug 12, 2024
Q2 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-231- 4.12% |
$11K - $11.1K
|
5.37K
$130K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-246- 96.47% |
$11.7K - $11.8K
|
9
$217
|
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-257- 1.57% |
$12.3K - $12.4K
|
16.1K
$390K
|
|
|
Jul 19, 2024
Q2 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-258- 3.08% |
$12.3K - $12.4K
|
8.13K
$196K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-279- 76.65% |
$13.3K - $13.4K
|
85
$2.05K
|
|
|
Aug 13, 2024
Q2 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-280- 1.81% |
$13.4K - $13.5K
|
15.2K
$366K
|
|
|
Jul 19, 2024
Q2 2024
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-300- 3.61% |
$14.3K - $14.4K
|
8.01K
$193K
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-308- 4.44% |
$14.7K - $14.8K
|
6.62K
$160K
|
|
|
Aug 13, 2024
Q2 2024
|
Lindenwold Advisors
|
SELL
|
- |
-316- 0.81% |
$15.1K - $15.2K
|
38.5K
$930K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-319- 80.96% |
$15.2K - $15.4K
|
75
$1.81K
|
|
|
Jul 18, 2024
Q2 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-329- 0.36% |
$15.7K - $15.8K
|
91.1K
$2.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-331- 2.51% |
$15.8K - $15.9K
|
12.9K
$311K
|
|
|
Aug 12, 2024
Q2 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-375- 4.42% |
$17.9K - $18K
|
8.11K
$196K
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-384- 4.11% |
$18.3K - $18.5K
|
8.96K
$216K
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-384- 4.11% |
$18.3K - $18.5K
|
8.96K
$216K
|
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-392- 2.62% |
$18.7K - $18.9K
|
14.6K
$352K
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-397- 37.07% |
$19K - $19.1K
|
674
$16.3K
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-412- 2.42% |
$19.7K - $19.8K
|
16.6K
$402K
|
|
|
Jul 12, 2024
Q2 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-433- 9.21% |
$20.7K - $20.8K
|
4.27K
$103K
|
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-461- 26.16% |
$22K - $22.2K
|
1.3K
$31.4K
|
|
|
Aug 06, 2024
Q2 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-481- 1.02% |
$23K - $23.2K
|
46.4K
$1.12M
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
SELL
|
- |
-504- 2.91% |
$24.1K - $24.3K
|
16.8K
$406K
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-514- 15.75% |
$24.5K - $24.7K
|
2.75K
$66.4K
|
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-543- 4.91% |
$25.9K - $26.1K
|
10.5K
$254K
|
|
|
Aug 07, 2024
Q2 2024
|
Nelson Capital Management, LLC
|
SELL
|
- |
-548- 3.42% |
$26.2K - $26.4K
|
15.5K
$374K
|
|
|
Jul 19, 2024
Q2 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-561- 81.07% |
$26.8K - $27K
|
131
$3.16K
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-577- 87.42% |
$27.6K - $27.8K
|
83
$2.01K
|
|
|
Aug 06, 2024
Q2 2024
|
Mc Broom & Associates, LLC
|
SELL
|
- |
-611- 2.82% |
$29.2K - $29.4K
|
21.1K
$509K
|
|
|
Jul 11, 2024
Q2 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-643- 4.14% |
$30.7K - $30.9K
|
14.9K
$360K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-700- 53.35% |
$33.4K - $33.7K
|
612
$14.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-769- 15.28% |
$36.7K - $37K
|
4.26K
$103K
|
|
|
Aug 13, 2024
Q2 2024
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-785- 5.25% |
$37.5K - $37.8K
|
14.2K
$342K
|
|
|
Jul 15, 2024
Q2 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-800- 12.78% |
$38.2K - $38.5K
|
5.46K
$132K
|
|
|
Jul 18, 2024
Q2 2024
|
Veery Capital, LLC
|
SELL
|
- |
-880- 6.63% |
$42K - $42.4K
|
12.4K
$300K
|
|
|
Jul 26, 2024
Q2 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-901- 5.87% |
$43K - $43.4K
|
14.4K
$349K
|
|
|
Jul 16, 2024
Q2 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-930- 10.27% |
$44.4K - $44.8K
|
8.12K
$196K
|