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
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-1- 0.38% |
$47.9 - $49.1
|
265
$6.39K
|
|
|
Nov 05, 2024
Q3 2024
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-2- 0.05% |
$95.9 - $98.1
|
4.26K
$103K
|
|
|
Oct 18, 2024
Q3 2024
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-3- 0.01% |
$144 - $147
|
25.5K
$615K
|
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-3- 0.03% |
$144 - $147
|
10.8K
$260K
|
|
|
Nov 04, 2024
Q3 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
SELL
|
- |
-9- 0.19% |
$431 - $442
|
4.71K
$113K
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-11- 0.16% |
$527 - $540
|
6.87K
$166K
|
|
|
Nov 14, 2024
Q3 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-17- 0.28% |
$815 - $834
|
6K
$145K
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-18- 13.04% |
$863 - $883
|
120
$2.89K
|
|
|
Nov 12, 2024
Q3 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-18- 0.3% |
$863 - $883
|
5.99K
$144K
|
|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-22- 0.24% |
$1.05K - $1.08K
|
9.18K
$221K
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Advisory Group, LLC
|
SELL
|
- |
-35- 0.01% |
$1.68K - $1.72K
|
272K
$6.55M
|
|
|
Oct 22, 2024
Q3 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-35- 0.3% |
$1.68K - $1.72K
|
11.8K
$284K
|
|
|
Oct 11, 2024
Q3 2024
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-39- 0.16% |
$1.87K - $1.91K
|
24K
$579K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-49- 0.36% |
$2.35K - $2.4K
|
13.4K
$323K
|
|
|
Oct 30, 2024
Q3 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-56- 0.67% |
$2.68K - $2.75K
|
8.25K
$199K
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-60- 0.41% |
$2.88K - $2.94K
|
14.5K
$350K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-65- 0.61% |
$3.12K - $3.19K
|
10.7K
$257K
|
|
|
Oct 22, 2024
Q3 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-80- 1.57% |
$3.83K - $3.92K
|
5.02K
$121K
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-91- 0.87% |
$4.36K - $4.46K
|
10.4K
$251K
|
|
|
Oct 21, 2024
Q3 2024
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-93- 1.12% |
$4.46K - $4.56K
|
8.22K
$198K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-93- 20.39% |
$4.46K - $4.56K
|
363
$8.75K
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-97- 1.08% |
$4.65K - $4.76K
|
8.86K
$214K
|
|
|
Oct 23, 2024
Q3 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-101- 0.84% |
$4.84K - $4.96K
|
11.9K
$286K
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-104- 13.72% |
$4.98K - $5.1K
|
654
$15.8K
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-105- 1.26% |
$5.03K - $5.15K
|
8.26K
$199K
|
|
|
Oct 17, 2024
Q3 2024
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-120- 0.74% |
$5.75K - $5.89K
|
16K
$386K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-121- 9.3% |
$5.8K - $5.94K
|
1.18K
$28.4K
|
|
|
Oct 25, 2024
Q3 2024
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
SELL
|
- |
-155- 35.71% |
$7.43K - $7.6K
|
279
$6.73K
|
|
|
Oct 07, 2024
Q3 2024
|
Ewg Elevate Inc.
|
SELL
|
- |
-167- 1.31% |
$8K - $8.19K
|
12.6K
$304K
|
|
|
Oct 31, 2024
Q3 2024
|
Weitzel Financial Services, Inc.
|
SELL
|
- |
-174- 1.11% |
$8.34K - $8.54K
|
15.4K
$372K
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-175- 8.08% |
$8.39K - $8.59K
|
1.99K
$48K
|
|
|
Oct 18, 2024
Q3 2024
|
Econ Financial Services Corp
|
SELL
|
- |
-177- 1.23% |
$8.48K - $8.68K
|
14.2K
$341K
|
|
|
Oct 07, 2024
Q3 2024
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-178- 0.12% |
$8.53K - $8.73K
|
154K
$3.71M
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-179- 2.85% |
$8.58K - $8.78K
|
6.1K
$147K
|
|
|
Oct 31, 2024
Q3 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-182- 4.01% |
$8.72K - $8.93K
|
4.36K
$105K
|
|
|
Oct 01, 2024
Q3 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-185- 14.22% |
$8.87K - $9.08K
|
1.12K
$26.9K
|
|
|
Oct 07, 2024
Q3 2024
|
Twele Capital Management, Inc.
|
SELL
|
- |
-207- 1.08% |
$9.92K - $10.2K
|
19K
$458K
|
|
|
Oct 18, 2024
Q3 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
SELL
|
- |
-245- 3.26% |
$11.7K - $12K
|
7.26K
$175K
|
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-247- 4.6% |
$11.8K - $12.1K
|
5.13K
$124K
|
|
|
Nov 12, 2024
Q3 2024
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-271Closed |
$13K - $13.3K
|
0
$0
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-295- 6.45% |
$14.1K - $14.5K
|
4.28K
$103K
|
|
|
Nov 07, 2024
Q3 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-314- 0.65% |
$15.1K - $15.4K
|
48.3K
$1.16M
|
|
|
Oct 30, 2024
Q3 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-325- 5.95% |
$15.6K - $15.9K
|
5.14K
$124K
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Architects, LLC
Woodstock, GA |
SELL
|
- |
-335- 4.94% |
$16.1K - $16.4K
|
6.44K
$155K
|
|
|
Oct 15, 2024
Q3 2024
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-395- 2.79% |
$18.9K - $19.4K
|
13.8K
$332K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-400- 4.47% |
$19.2K - $19.6K
|
8.56K
$206K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-400- 4.47% |
$19.2K - $19.6K
|
8.56K
$206K
|
|
|
Oct 31, 2024
Q3 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-415- 7.93% |
$19.9K - $20.4K
|
4.82K
$116K
|
|
|
Nov 12, 2024
Q3 2024
|
Somerset Group LLC
Wayzata, MN |
SELL
|
- |
-451- 4.27% |
$21.6K - $22.1K
|
10.1K
$244K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-452- 1.36% |
$21.7K - $22.2K
|
32.9K
$793K
|