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 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
3.86K+ 4.29% |
$185K - $189K
|
93.8K
$2.26M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.74K+ 5.16% |
$179K - $183K
|
76.1K
$1.84M
|
|
|
Nov 13, 2024
Q3 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
3.69K+ 45.51% |
$177K - $181K
|
11.8K
$285K
|
|
|
Nov 15, 2024
Q3 2024
|
Dean Investment Associates, LLC
Beavercreek, OH |
BUY
|
- |
3.64K+ 2.09% |
$175K - $179K
|
178K
$4.29M
|
|
|
Oct 18, 2024
Q3 2024
|
Rede Wealth, LLC
|
BUY
|
- |
3.56K+ 7.0% |
$171K - $175K
|
54.4K
$1.31M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3.49KNew |
$167K - $171K
|
3.49K
$84K
|
|
|
Oct 28, 2024
Q3 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
3.45K+ 3.29% |
$165K - $169K
|
108K
$2.61M
|
|
|
Nov 06, 2024
Q3 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
3.27K+ 15.56% |
$157K - $160K
|
24.3K
$585K
|
|
|
Oct 15, 2024
Q3 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
3.26K+ 14.57% |
$156K - $160K
|
25.6K
$618K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.22K+ 5.48% |
$154K - $158K
|
61.9K
$1.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.21K+ 7.53% |
$154K - $158K
|
45.9K
$1.11M
|
|
|
Nov 14, 2024
Q3 2024
|
American Investment Services, Inc.
|
BUY
|
- |
3.05K+ 5.84% |
$146K - $150K
|
55.3K
$1.33M
|
|
|
Oct 22, 2024
Q3 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
3.05K+ 97.6% |
$146K - $150K
|
6.18K
$149K
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
3.02K+ 3.47% |
$145K - $148K
|
90K
$2.17M
|
|
|
Nov 12, 2024
Q3 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
3K+ 3.3% |
$144K - $147K
|
94K
$2.27M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.91K+ 38.14% |
$139K - $143K
|
10.5K
$254K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
2.85KNew |
$137K - $140K
|
2.85K
$68.8K
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
2.82K+ 1.52% |
$135K - $138K
|
188K
$4.54M
|
|
|
Oct 02, 2024
Q3 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
2.74K+ 1.74% |
$131K - $134K
|
160K
$3.86M
|
|
|
Oct 17, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
2.72K+ 48.12% |
$130K - $133K
|
8.37K
$202K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.68K+ 2.39% |
$129K - $132K
|
115K
$2.77M
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
2.61K+ 24.12% |
$125K - $128K
|
13.4K
$324K
|
|
|
Nov 13, 2024
Q3 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
2.5K+ 9.51% |
$120K - $123K
|
28.8K
$694K
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
2.39KNew |
$114K - $117K
|
2.39K
$57.6K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.26K+ 1.72% |
$108K - $111K
|
133K
$3.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
2.16K+ 5.58% |
$104K - $106K
|
40.9K
$986K
|
|
|
Oct 25, 2024
Q3 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2.11K+ 7539.29% |
$101K - $104K
|
2.14K
$51.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1.94K+ 2.0% |
$92.8K - $95K
|
98.6K
$2.38M
|
|
|
Nov 06, 2024
Q3 2024
|
Bank Of Marin
Novato, CA |
BUY
|
- |
1.89K+ 5.32% |
$90.6K - $92.8K
|
37.5K
$903K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.84K+ 145.33% |
$88K - $90.1K
|
3.1K
$74.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
1.81K+ 1.45% |
$86.9K - $89K
|
127K
$3.05M
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1.76K+ 6.64% |
$84.4K - $86.3K
|
28.3K
$682K
|
|
|
Nov 12, 2024
Q3 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
1.73K+ 5.34% |
$82.8K - $84.7K
|
34.1K
$821K
|
|
|
Nov 14, 2024
Q3 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
1.67K+ 3.6% |
$80.2K - $82.1K
|
48.1K
$1.16M
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
1.5KNew |
$71.9K - $73.6K
|
1.5K
$36.2K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.38KNew |
$66.1K - $67.7K
|
1.38K
$33.3K
|
|
|
Nov 13, 2024
Q3 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
1.36K+ 6.46% |
$65.1K - $66.6K
|
22.4K
$539K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
1.36K+ 0.24% |
$64.9K - $66.5K
|
565K
$13.6M
|
|
|
Oct 09, 2024
Q3 2024
|
Successful Portfolios LLC
|
BUY
|
- |
1.31K+ 1.26% |
$62.9K - $64.4K
|
106K
$2.55M
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Broom & Associates, LLC
|
BUY
|
- |
1.29K+ 6.12% |
$61.8K - $63.3K
|
22.4K
$539K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.28K+ 1.41% |
$61.5K - $63K
|
92.1K
$2.22M
|
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
BUY
|
- |
1.23K+ 2.75% |
$58.8K - $60.2K
|
45.8K
$1.1M
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
1.21KNew |
$58K - $59.4K
|
1.21K
$29.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.21K+ 0.51% |
$57.9K - $59.2K
|
236K
$5.68M
|
|
|
Oct 08, 2024
Q3 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
1.19KNew |
$56.8K - $58.2K
|
1.19K
$28.6K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.15K+ 2.89% |
$55.1K - $56.4K
|
40.9K
$986K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.14K+ 8.44% |
$54.6K - $55.9K
|
14.6K
$353K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1.12K+ 22.59% |
$53.8K - $55.1K
|
6.1K
$147K
|
|
|
Nov 15, 2024
Q3 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
1.11K+ 0.2% |
$53.3K - $54.6K
|
552K
$13.3M
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1.04KNew |
$50K - $51.2K
|
1.04K
$25.1K
|