Purchases and Sales Made in Q3 2024 in Schwab Short Term Us Treasury (SCHO)
This table provides information about the institutional ownership of Schwab Short Term Us Treasury (SCHO) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
8.65MNew |
$415M - $424M
|
8.65M
$209M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.81M+ 3.72% |
$135M - $138M
|
78.2M
$1.89B
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.59M+ 15996.55% |
$124M - $127M
|
2.61M
$62.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.56M+ 14.7% |
$74.9M - $76.7M
|
12.2M
$294M
|
|
|
Nov 12, 2024
Q3 2024
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
910K+ 77.32% |
$43.6M - $44.6M
|
2.09M
$50.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
873K+ 72.4% |
$41.8M - $42.8M
|
2.08M
$50.1M
|
|
|
Nov 12, 2024
Q3 2024
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
572KNew |
$27.4M - $28.1M
|
572K
$13.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
547K+ 29.16% |
$26.2M - $26.8M
|
2.42M
$58.4M
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
530K+ 2410.78% |
$25.4M - $26M
|
552K
$13.3M
|
|
|
Oct 21, 2024
Q3 2024
|
Wt Wealth Management
|
BUY
|
- |
385K+ 316.24% |
$18.5M - $18.9M
|
507K
$12.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
359KNew |
$17.2M - $17.6M
|
359K
$8.65M
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
303K+ 29.52% |
$14.5M - $14.9M
|
1.33M
$32.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
290KNew |
$13.9M - $14.2M
|
290K
$6.99M
|
|
|
Nov 12, 2024
Q3 2024
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
253K+ 189.85% |
$12.1M - $12.4M
|
386K
$9.32M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
220K+ 51.16% |
$10.6M - $10.8M
|
651K
$15.7M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
173K+ 110.46% |
$8.27M - $8.47M
|
329K
$7.93M
|
|
|
Nov 12, 2024
Q3 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
155K+ 2.03% |
$7.41M - $7.59M
|
7.75M
$187M
|
|
|
Oct 18, 2024
Q3 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
154KNew |
$7.38M - $7.56M
|
154K
$3.71M
|
|
|
Oct 09, 2024
Q3 2024
|
West Coast Financial LLC
|
BUY
|
- |
151K+ 19.26% |
$7.26M - $7.43M
|
937K
$22.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
150K+ 52.5% |
$7.2M - $7.37M
|
436K
$10.5M
|
|
|
Oct 09, 2024
Q3 2024
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
130KNew |
$6.24M - $6.38M
|
130K
$3.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
128K+ 4.45% |
$6.12M - $6.26M
|
3M
$72.3M
|
|
|
Nov 05, 2024
Q3 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
115K+ 106.82% |
$5.51M - $5.63M
|
222K
$5.36M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
108K+ 40.12% |
$5.19M - $5.31M
|
378K
$9.11M
|
|
|
Nov 15, 2024
Q3 2024
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
94.5K+ 100.43% |
$4.53M - $4.63M
|
189K
$4.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
92.2KNew |
$4.42M - $4.53M
|
92.2K
$2.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
84.6KNew |
$4.05M - $4.15M
|
84.6K
$2.04M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
83K+ 121.73% |
$3.98M - $4.07M
|
151K
$3.64M
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
78.3K+ 6.65% |
$3.75M - $3.84M
|
1.25M
$30.2M
|
|
|
Oct 09, 2024
Q3 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
69.5K+ 10.51% |
$3.33M - $3.41M
|
731K
$17.6M
|
|
|
Oct 09, 2024
Q3 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
62K+ 18.86% |
$2.97M - $3.04M
|
391K
$9.42M
|
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
BUY
|
- |
57.8KNew |
$2.77M - $2.83M
|
57.8K
$1.39M
|
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
57.3K+ 9.23% |
$2.75M - $2.81M
|
678K
$16.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
54.6KNew |
$2.61M - $2.68M
|
54.6K
$1.32M
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
54.2KNew |
$2.6M - $2.66M
|
54.2K
$1.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
52.4K+ 771.37% |
$2.51M - $2.57M
|
59.2K
$1.43M
|
|
|
Oct 07, 2024
Q3 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
51.4K+ 33.93% |
$2.46M - $2.52M
|
203K
$4.89M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
51KNew |
$2.45M - $2.5M
|
51K
$1.23M
|
|
|
Oct 22, 2024
Q3 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
47.2KNew |
$2.26M - $2.32M
|
47.2K
$1.14M
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
44.7K+ 1623.67% |
$2.14M - $2.19M
|
47.4K
$1.14M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
40.4K+ 2.41% |
$1.93M - $1.98M
|
1.72M
$41.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
38.4K+ 9.06% |
$1.84M - $1.89M
|
463K
$11.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
38.1K+ 110.4% |
$1.83M - $1.87M
|
72.7K
$1.75M
|
|
|
Oct 18, 2024
Q3 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
37.7K+ 14.68% |
$1.81M - $1.85M
|
295K
$7.11M
|
|
|
Nov 01, 2024
Q3 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
37.2KNew |
$1.78M - $1.82M
|
37.2K
$897K
|
|
|
Nov 01, 2024
Q3 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
36.5K+ 18.36% |
$1.75M - $1.79M
|
235K
$5.67M
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
34K+ 4.78% |
$1.63M - $1.67M
|
745K
$18M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
34KNew |
$1.63M - $1.67M
|
34K
$819K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
32.7K+ 368.19% |
$1.57M - $1.6M
|
41.5K
$1M
|
|
|
Nov 04, 2024
Q3 2024
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
28.8K+ 4.04% |
$1.38M - $1.41M
|
743K
$17.9M
|