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 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-2.8K- 10.8% |
$134K - $135K
|
23.2K
$558K
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.86K- 7.25% |
$136K - $137K
|
36.5K
$881K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-2.89K- 64.71% |
$138K - $139K
|
1.57K
$37.9K
|
|
|
Jul 18, 2024
Q2 2024
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-3.05K- 8.73% |
$146K - $147K
|
31.9K
$770K
|
|
|
Jul 19, 2024
Q2 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-3.17K- 8.28% |
$151K - $152K
|
35.1K
$846K
|
|
|
Aug 05, 2024
Q2 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-3.29K- 13.31% |
$157K - $158K
|
21.4K
$517K
|
|
|
Aug 13, 2024
Q2 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-3.49K- 8.54% |
$166K - $168K
|
37.3K
$900K
|
|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
SELL
|
- |
-3.55K- 1.74% |
$169K - $171K
|
200K
$4.82M
|
|
|
Aug 05, 2024
Q2 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-3.58K- 93.09% |
$171K - $172K
|
266
$6.41K
|
|
|
Aug 09, 2024
Q2 2024
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-3.59K- 28.87% |
$172K - $173K
|
8.85K
$213K
|
|
|
Aug 13, 2024
Q2 2024
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-3.6K- 2.02% |
$172K - $173K
|
174K
$4.2M
|
|
|
Jul 12, 2024
Q2 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-3.73K- 19.95% |
$178K - $180K
|
15K
$361K
|
|
|
Jul 11, 2024
Q2 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-3.84K- 5.42% |
$183K - $185K
|
67K
$1.62M
|
|
|
Jul 12, 2024
Q2 2024
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-3.92K- 17.14% |
$187K - $189K
|
18.9K
$457K
|
|
|
Jul 10, 2024
Q2 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
SELL
|
- |
-3.92K- 18.28% |
$187K - $189K
|
17.5K
$422K
|
|
|
Jul 11, 2024
Q2 2024
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-4.29K- 11.72% |
$205K - $206K
|
32.3K
$779K
|
|
|
Aug 12, 2024
Q2 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-4.36K- 12.74% |
$208K - $210K
|
29.8K
$719K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-4.48K- 61.23% |
$214K - $216K
|
2.84K
$68.4K
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
SELL
|
- |
-4.52K- 0.8% |
$216K - $218K
|
564K
$13.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-4.52K- 19.73% |
$216K - $218K
|
18.4K
$444K
|
|
|
Aug 09, 2024
Q2 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-4.55K- 2.32% |
$217K - $219K
|
191K
$4.62M
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-4.81K- 41.44% |
$230K - $231K
|
6.79K
$164K
|
|
|
Jul 15, 2024
Q2 2024
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-5.09K- 32.9% |
$243K - $245K
|
10.4K
$250K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-5.11K- 23.98% |
$244K - $246K
|
16.2K
$391K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-5.13K- 1.56% |
$245K - $247K
|
324K
$7.8M
|
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-5.22K- 28.72% |
$249K - $251K
|
12.9K
$312K
|
|
|
Dec 19, 2024
Q2 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-5.26K- 5.49% |
$251K - $253K
|
90.7K
$2.19M
|
|
|
Jul 15, 2024
Q2 2024
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-5.55K- 8.16% |
$265K - $267K
|
62.5K
$1.51M
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-5.73K- 34.86% |
$274K - $276K
|
10.7K
$258K
|
|
|
Aug 12, 2024
Q2 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-5.84K- 13.08% |
$279K - $281K
|
38.8K
$936K
|
|
|
Aug 08, 2024
Q2 2024
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-6.08K- 27.4% |
$291K - $293K
|
16.1K
$389K
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-6.13K- 59.37% |
$292K - $295K
|
4.19K
$101K
|
|
|
Aug 12, 2024
Q2 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-6.2K- 35.09% |
$296K - $298K
|
11.5K
$276K
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-6.24K- 16.05% |
$298K - $300K
|
32.6K
$787K
|
|
|
Aug 02, 2024
Q2 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
SELL
|
- |
-6.33K- 42.73% |
$302K - $304K
|
8.48K
$204K
|
|
|
Jul 26, 2024
Q2 2024
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-6.36K- 2.48% |
$304K - $306K
|
250K
$6.04M
|
|
|
Aug 02, 2024
Q2 2024
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-6.57K- 5.08% |
$314K - $316K
|
123K
$2.96M
|
|
|
Jul 26, 2024
Q2 2024
|
Members Advisory Group LLC
Williamsville, NY |
SELL
|
- |
-6.89K- 33.21% |
$329K - $332K
|
13.9K
$334K
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-7.09K- 48.76% |
$338K - $341K
|
7.45K
$180K
|
|
|
Aug 09, 2024
Q2 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-7.2K- 29.34% |
$344K - $346K
|
17.3K
$418K
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-7.22K- 11.13% |
$345K - $348K
|
57.7K
$1.39M
|
|
|
Aug 14, 2024
Q2 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-7.38K- 10.13% |
$352K - $355K
|
65.5K
$1.58M
|
|
|
Jul 30, 2024
Q2 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-7.5K- 4.72% |
$358K - $361K
|
152K
$3.65M
|
|
|
Aug 14, 2024
Q2 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-7.56K- 51.14% |
$361K - $364K
|
7.22K
$174K
|
|
|
Aug 13, 2024
Q2 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-7.63K- 4.3% |
$364K - $367K
|
170K
$4.09M
|
|
|
Aug 01, 2024
Q2 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-7.82K- 39.52% |
$373K - $376K
|
12K
$288K
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
SELL
|
- |
-8.19K- 19.16% |
$391K - $394K
|
34.6K
$833K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-8.26K- 14.35% |
$394K - $398K
|
49.3K
$1.19M
|
|
|
Aug 08, 2024
Q2 2024
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-8.52K- 8.91% |
$407K - $410K
|
87.1K
$2.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-9.17K- 1.71% |
$438K - $441K
|
527K
$12.7M
|