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 13, 2024
Q3 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
25.8K+ 12.92% |
$1.24M - $1.27M
|
226K
$5.44M
|
|
|
Oct 09, 2024
Q3 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
24.8K+ 4.93% |
$1.19M - $1.22M
|
528K
$12.7M
|
|
|
Nov 05, 2024
Q3 2024
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
24.3KNew |
$1.16M - $1.19M
|
24.3K
$585K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
23.8K+ 25.46% |
$1.14M - $1.17M
|
117K
$2.83M
|
|
|
Oct 31, 2024
Q3 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
23.2KNew |
$1.11M - $1.14M
|
23.2K
$558K
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
22.9KNew |
$1.1M - $1.12M
|
22.9K
$553K
|
|
|
Nov 08, 2024
Q3 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
22.9K+ 11.96% |
$1.1M - $1.12M
|
215K
$5.17M
|
|
|
Nov 12, 2024
Q3 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
22.7K+ 90.05% |
$1.09M - $1.11M
|
47.9K
$1.15M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
21.5K+ 9.3% |
$1.03M - $1.05M
|
253K
$6.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
21.4KNew |
$1.03M - $1.05M
|
21.4K
$516K
|
|
|
Nov 14, 2024
Q3 2024
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
21.2K+ 9.5% |
$1.02M - $1.04M
|
245K
$5.9M
|
|
|
Nov 07, 2024
Q3 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
21.1K+ 14.1% |
$1.01M - $1.04M
|
171K
$4.12M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
20.5K+ 121.89% |
$982K - $1.01M
|
37.3K
$899K
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
19.8K+ 11.45% |
$948K - $970K
|
193K
$4.64M
|
|
|
Nov 08, 2024
Q3 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
18.9K+ 51.61% |
$905K - $926K
|
55.5K
$1.34M
|
|
|
Nov 13, 2024
Q3 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
18.6K+ 50.46% |
$893K - $915K
|
55.6K
$1.34M
|
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
BUY
|
- |
18.2K+ 6.34% |
$873K - $894K
|
306K
$7.37M
|
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
17.3K+ 93.76% |
$831K - $851K
|
35.8K
$864K
|
|
|
Oct 21, 2024
Q3 2024
|
Courage Miller Partners, LLC
|
BUY
|
- |
17.1K+ 4.95% |
$821K - $841K
|
363K
$8.76M
|
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
17K+ 244.21% |
$814K - $833K
|
23.9K
$577K
|
|
|
Nov 06, 2024
Q3 2024
|
Veery Capital, LLC
|
BUY
|
- |
17K+ 136.88% |
$814K - $833K
|
29.4K
$708K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
16.7K+ 5.07% |
$801K - $820K
|
347K
$8.36M
|
|
|
Oct 16, 2024
Q3 2024
|
Flc Capital Advisors
|
BUY
|
- |
15.6K+ 2.75% |
$749K - $766K
|
583K
$14M
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
15.5KNew |
$742K - $760K
|
15.5K
$373K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
15.4K+ 4.08% |
$736K - $754K
|
392K
$9.45M
|
|
|
Nov 12, 2024
Q3 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
14.8K+ 8.69% |
$707K - $724K
|
185K
$4.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
14.7K+ 34104.65% |
$703K - $719K
|
14.7K
$355K
|
|
|
Oct 07, 2024
Q3 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
14.5K+ 44.74% |
$693K - $709K
|
46.8K
$1.13M
|
|
|
Dec 19, 2024
Q3 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
14K+ 15.48% |
$673K - $689K
|
105K
$2.52M
|
|
|
Nov 12, 2024
Q3 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
13.4K+ 12.84% |
$640K - $655K
|
117K
$2.83M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
13.3K+ 11.34% |
$640K - $655K
|
131K
$3.16M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
12.9K+ 114.48% |
$620K - $635K
|
24.2K
$585K
|
|
|
Oct 24, 2024
Q3 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
12.9K+ 8.19% |
$620K - $635K
|
171K
$4.12M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
12.9K+ 2.5% |
$619K - $634K
|
531K
$12.8M
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
12.6K+ 10.52% |
$603K - $617K
|
132K
$3.19M
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
12.1K+ 139.14% |
$579K - $592K
|
20.8K
$500K
|
|
|
Oct 15, 2024
Q3 2024
|
Prairiewood Capital, LLC
|
BUY
|
- |
12K+ 8.25% |
$576K - $590K
|
158K
$3.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
11.8KNew |
$567K - $580K
|
11.8K
$285K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
11.6K+ 19.44% |
$558K - $571K
|
71.6K
$1.73M
|
|
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
10.1K+ 140.1% |
$485K - $497K
|
17.4K
$418K
|
|
|
Oct 22, 2024
Q3 2024
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
9.88K+ 2.58% |
$473K - $485K
|
393K
$9.47M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
9.78K+ 25.86% |
$469K - $480K
|
47.6K
$1.15M
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
9.76KNew |
$468K - $479K
|
9.76K
$235K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
9.71KNew |
$466K - $477K
|
9.71K
$234K
|
|
|
Nov 12, 2024
Q3 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
9.58K+ 104.87% |
$459K - $470K
|
18.7K
$451K
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
9.29K+ 1.18% |
$445K - $456K
|
796K
$19.2M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
8.77K+ 23.94% |
$421K - $430K
|
45.4K
$1.1M
|
|
|
Oct 08, 2024
Q3 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
8.76K+ 2.34% |
$420K - $430K
|
383K
$9.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
8.61K+ 2.68% |
$413K - $423K
|
331K
$7.97M
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
8.6K+ 26.74% |
$412K - $422K
|
40.8K
$983K
|