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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Rhs Financial, LLC
|
BUY
|
- |
8.25KNew |
$396K - $405K
|
8.25K
$199K
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
7.86KNew |
$377K - $386K
|
7.86K
$190K
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
7.7KNew |
$369K - $378K
|
7.7K
$186K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
7.7KNew |
$369K - $378K
|
7.7K
$186K
|
|
|
Oct 21, 2024
Q3 2024
|
Rmr Wealth Builders
|
BUY
|
- |
7.51K+ 8.61% |
$360K - $369K
|
94.8K
$2.29M
|
|
|
Oct 15, 2024
Q3 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
7.44K+ 141.28% |
$357K - $365K
|
12.7K
$306K
|
|
|
Oct 16, 2024
Q3 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
7.43K+ 7.72% |
$356K - $364K
|
104K
$2.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
7.16K+ 2.86% |
$343K - $351K
|
257K
$6.21M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
7.15K+ 36.67% |
$343K - $351K
|
26.6K
$642K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
7.03K+ 139.69% |
$337K - $345K
|
12.1K
$291K
|
|
|
Nov 13, 2024
Q3 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
6.76K+ 7.46% |
$324K - $332K
|
97.3K
$2.35M
|
|
|
Nov 06, 2024
Q3 2024
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
6.69KNew |
$321K - $328K
|
6.69K
$161K
|
|
|
Oct 21, 2024
Q3 2024
|
Sky Investment Group LLC
|
BUY
|
- |
6.37KNew |
$305K - $313K
|
6.37K
$154K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
6.26K+ 2.59% |
$300K - $307K
|
248K
$5.99M
|
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
6.2K+ 78.37% |
$297K - $304K
|
14.1K
$340K
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
6.15K+ 14.52% |
$295K - $302K
|
48.5K
$1.17M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
6.09K+ 251.63% |
$292K - $299K
|
8.51K
$205K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.06K+ 6.43% |
$291K - $297K
|
100K
$2.42M
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
6.03K+ 2.26% |
$289K - $296K
|
273K
$6.58M
|
|
|
Oct 30, 2024
Q3 2024
|
Ballast Advisors LLC
|
BUY
|
- |
5.99K+ 2.38% |
$287K - $294K
|
258K
$6.21M
|
|
|
Oct 21, 2024
Q3 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
5.97KNew |
$286K - $293K
|
5.97K
$144K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
5.97K+ 2.66% |
$286K - $293K
|
230K
$5.55M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.94K+ 3.02% |
$285K - $292K
|
202K
$4.88M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
5.84K+ 1.08% |
$280K - $286K
|
545K
$13.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
5.66K+ 63.96% |
$271K - $278K
|
14.5K
$350K
|
|
|
Oct 18, 2024
Q3 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
5.65KNew |
$271K - $277K
|
5.65K
$136K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
5.52K+ 121.49% |
$265K - $271K
|
10.1K
$243K
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
5.5K+ 54.23% |
$264K - $270K
|
15.6K
$377K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
5.43K+ 39.57% |
$260K - $266K
|
19.1K
$462K
|
|
|
Nov 08, 2024
Q3 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
5.41K+ 13.92% |
$259K - $265K
|
44.2K
$1.07M
|
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
5.18K+ 11.03% |
$248K - $254K
|
52.1K
$1.26M
|
|
|
Oct 17, 2024
Q3 2024
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
5.15KNew |
$247K - $252K
|
5.15K
$124K
|
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
5.06K+ 13.42% |
$243K - $248K
|
42.8K
$1.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
5K+ 103.5% |
$239K - $245K
|
9.82K
$237K
|
|
|
Oct 16, 2024
Q3 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
4.86KNew |
$233K - $239K
|
4.86K
$117K
|
|
|
Nov 08, 2024
Q3 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
4.8K+ 46.51% |
$230K - $236K
|
15.1K
$365K
|
|
|
Nov 14, 2024
Q3 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
4.7KNew |
$225K - $231K
|
4.7K
$113K
|
|
|
Nov 12, 2024
Q3 2024
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
4.69K+ 6.0% |
$225K - $230K
|
82.9K
$2M
|
|
|
Oct 15, 2024
Q3 2024
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
4.52K+ 56.5% |
$216K - $222K
|
12.5K
$302K
|
|
|
Oct 17, 2024
Q3 2024
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
4.49K+ 4.93% |
$215K - $220K
|
95.6K
$2.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.47K+ 2244.72% |
$214K - $219K
|
4.67K
$112K
|
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
4.4K+ 24.0% |
$211K - $216K
|
22.8K
$549K
|
|
|
Oct 28, 2024
Q3 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
4.38K+ 4.99% |
$210K - $215K
|
92.3K
$2.22M
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
4.35K+ 6.45% |
$209K - $214K
|
71.8K
$1.73M
|
|
|
Nov 13, 2024
Q3 2024
|
Rock Point Advisors, LLC
Burlington, VT |
BUY
|
- |
4.32KNew |
$207K - $212K
|
4.32K
$104K
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
4.3K+ 1.25% |
$206K - $211K
|
347K
$8.37M
|
|
|
Nov 05, 2024
Q3 2024
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
4.2KNew |
$201K - $206K
|
4.2K
$101K
|
|
|
Oct 02, 2024
Q3 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
4.14K+ 4.1% |
$198K - $203K
|
105K
$2.53M
|
|
|
Oct 31, 2024
Q3 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
3.99K+ 13.12% |
$191K - $196K
|
34.4K
$830K
|
|
|
Oct 02, 2024
Q3 2024
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
3.88K+ 6.01% |
$186K - $190K
|
68.4K
$1.65M
|