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 17, 2024
Q3 2024
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
247+ 2.38% |
$11.8K - $12.1K
|
10.6K
$256K
|
|
|
Oct 24, 2024
Q3 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
210+ 3.73% |
$10.1K - $10.3K
|
5.84K
$141K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
206+ 0.55% |
$9.87K - $10.1K
|
37.6K
$906K
|
|
|
Oct 09, 2024
Q3 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
169+ 1.14% |
$8.1K - $8.29K
|
15K
$363K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
156+ 2.58% |
$7.48K - $7.65K
|
6.19K
$149K
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
153+ 0.77% |
$7.33K - $7.51K
|
20K
$483K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
153+ 15300.0% |
$7.33K - $7.51K
|
154
$3.71K
|
|
|
Oct 03, 2024
Q3 2024
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
149+ 0.67% |
$7.14K - $7.31K
|
22.2K
$536K
|
|
|
Oct 21, 2024
Q3 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
139+ 1.07% |
$6.66K - $6.82K
|
13.1K
$316K
|
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
127+ 0.85% |
$6.09K - $6.23K
|
15.1K
$364K
|
|
|
Oct 21, 2024
Q3 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
124+ 1.39% |
$5.94K - $6.08K
|
9.03K
$218K
|
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
121+ 1.8% |
$5.8K - $5.94K
|
6.85K
$165K
|
|
|
Oct 30, 2024
Q3 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
110+ 1.07% |
$5.27K - $5.4K
|
10.4K
$250K
|
|
|
Oct 07, 2024
Q3 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
103+ 0.3% |
$4.94K - $5.05K
|
33.9K
$818K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
102+ 1.18% |
$4.89K - $5K
|
8.74K
$211K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
93New |
$4.46K - $4.56K
|
93
$2.24K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
92New |
$4.41K - $4.51K
|
92
$2.22K
|
|
|
Oct 10, 2024
Q3 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
92+ 2.05% |
$4.41K - $4.51K
|
4.58K
$110K
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
90+ 23.38% |
$4.31K - $4.42K
|
475
$11.5K
|
|
|
Oct 30, 2024
Q3 2024
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
83+ 0.62% |
$3.98K - $4.07K
|
13.5K
$326K
|
|
|
Oct 15, 2024
Q3 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
71+ 0.41% |
$3.4K - $3.48K
|
17.6K
$424K
|
|
|
Oct 15, 2024
Q3 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
71+ 1.66% |
$3.4K - $3.48K
|
4.34K
$105K
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
70+ 0.09% |
$3.36K - $3.43K
|
82.3K
$1.98M
|
|
|
Oct 29, 2024
Q3 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
70+ 1.09% |
$3.36K - $3.43K
|
6.51K
$157K
|
|
|
Nov 14, 2024
Q3 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
68+ 0.94% |
$3.26K - $3.34K
|
7.29K
$176K
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
61+ 3.07% |
$2.92K - $2.99K
|
2.05K
$49.3K
|
|
|
Oct 22, 2024
Q3 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
45+ 1.95% |
$2.16K - $2.21K
|
2.35K
$56.7K
|
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
44+ 14.97% |
$2.11K - $2.16K
|
338
$8.15K
|
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
40+ 0.73% |
$1.92K - $1.96K
|
5.51K
$133K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
40+ 0.24% |
$1.92K - $1.96K
|
16.7K
$402K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
31+ 2.14% |
$1.49K - $1.52K
|
1.48K
$35.7K
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
BUY
|
- |
31+ 21.23% |
$1.49K - $1.52K
|
177
$4.27K
|
|
|
Nov 01, 2024
Q3 2024
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
28+ 0.53% |
$1.34K - $1.37K
|
5.34K
$129K
|
|
|
Nov 01, 2024
Q3 2024
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
23+ 0.49% |
$1.1K - $1.13K
|
4.68K
$113K
|
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
22+ 0.14% |
$1.05K - $1.08K
|
16.2K
$390K
|
|
|
Oct 30, 2024
Q3 2024
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
19+ 0.13% |
$911 - $932
|
14.2K
$342K
|
|
|
Oct 16, 2024
Q3 2024
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
17+ 11.97% |
$815 - $834
|
159
$3.83K
|
|
|
Oct 24, 2024
Q3 2024
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
15+ 0.17% |
$719 - $736
|
8.65K
$208K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
13New |
$623 - $638
|
13
$313
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
BUY
|
- |
12+ 0.26% |
$575 - $589
|
4.7K
$113K
|
|
|
Oct 31, 2024
Q3 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
6+ 0.12% |
$288 - $294
|
5.2K
$125K
|
|
|
Oct 30, 2024
Q3 2024
|
Callahan Advisors, LLC
|
BUY
|
- |
4+ 0.09% |
$192 - $196
|
4.43K
$107K
|
|
|
Oct 29, 2024
Q3 2024
|
Redw Wealth LLC
|
BUY
|
- |
3+ 0.03% |
$144 - $147
|
10.7K
$258K
|
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
2+ 0.18% |
$95.9 - $98.1
|
1.13K
$27.3K
|
|
|
Oct 24, 2024
Q3 2024
|
Papp L Roy & Associates
|
BUY
|
- |
2+ 0.04% |
$95.9 - $98.1
|
5.58K
$135K
|
|
|
Oct 15, 2024
Q3 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
1+ 2.94% |
$47.9 - $49.1
|
35
$844
|
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
1+ 1.08% |
$47.9 - $49.1
|
94
$2.27K
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1+ 0.27% |
$47.9 - $49.1
|
368
$8.87K
|
|
|
Nov 14, 2024
Q3 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 28, 2024
Q3 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-1- -0.0% |
$47.9 - $49.1
|
98.9K
$2.39M
|