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 11, 2024
Q3 2024
|
Harrington Investments, Inc
|
SELL
|
- |
-456- 0.49% |
$21.9K - $22.4K
|
93.2K
$2.25M
|
|
|
Oct 04, 2024
Q3 2024
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-483- 1.65% |
$23.2K - $23.7K
|
28.7K
$693K
|
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-486- 10.32% |
$23.3K - $23.8K
|
4.22K
$102K
|
|
|
Oct 30, 2024
Q3 2024
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-488- 0.78% |
$23.4K - $23.9K
|
62K
$1.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-497- 7.79% |
$23.8K - $24.4K
|
5.88K
$142K
|
|
|
Oct 25, 2024
Q3 2024
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-499- 2.63% |
$23.9K - $24.5K
|
18.4K
$445K
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
SELL
|
- |
-526- 30.62% |
$25.2K - $25.8K
|
1.19K
$28.7K
|
|
|
Nov 08, 2024
Q3 2024
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-531- 6.0% |
$25.5K - $26.1K
|
8.32K
$201K
|
|
|
Nov 04, 2024
Q3 2024
|
Nelson Capital Management, LLC
|
SELL
|
- |
-540- 3.49% |
$25.9K - $26.5K
|
14.9K
$360K
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-587- 4.1% |
$28.1K - $28.8K
|
13.7K
$331K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-592- 8.94% |
$28.4K - $29K
|
6.03K
$145K
|
|
|
Oct 17, 2024
Q3 2024
|
Friedenthal Financial
|
SELL
|
- |
-692- 6.26% |
$33.2K - $33.9K
|
10.4K
$250K
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-695- 8.55% |
$33.3K - $34.1K
|
7.44K
$179K
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-750- 7.77% |
$35.9K - $36.8K
|
8.91K
$215K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-752- 16.55% |
$36K - $36.9K
|
3.79K
$91.4K
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-765- 7.67% |
$36.7K - $37.5K
|
9.21K
$222K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-808- 7.02% |
$38.7K - $39.6K
|
10.7K
$258K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-811- 27.0% |
$38.9K - $39.8K
|
2.19K
$52.9K
|
|
|
Oct 31, 2024
Q3 2024
|
Win Advisors, Inc
|
SELL
|
- |
-864- 5.47% |
$41.4K - $42.4K
|
14.9K
$360K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-918- 4.49% |
$44K - $45K
|
19.6K
$471K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-969- 81.84% |
$46.4K - $47.5K
|
215
$5.18K
|
|
|
Oct 07, 2024
Q3 2024
|
Anderson Hoagland & CO
|
SELL
|
- |
-993- 3.21% |
$47.6K - $48.7K
|
29.9K
$721K
|
|
|
Nov 04, 2024
Q3 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-1K- 7.78% |
$47.9K - $49.1K
|
11.9K
$286K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-1.06K- 7.33% |
$50.7K - $51.9K
|
13.4K
$322K
|
|
|
Oct 15, 2024
Q3 2024
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-1.07K- 6.02% |
$51.4K - $52.6K
|
16.8K
$404K
|
|
|
Oct 28, 2024
Q3 2024
|
Iron Financial, LLC
|
SELL
|
- |
-1.08K- 9.37% |
$51.9K - $53.1K
|
10.5K
$253K
|
|
|
Oct 10, 2024
Q3 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-1.12K- 16.91% |
$53.6K - $54.8K
|
5.49K
$132K
|
|
|
Oct 29, 2024
Q3 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-1.13K- 4.36% |
$54K - $55.2K
|
24.7K
$595K
|
|
|
Nov 07, 2024
Q3 2024
|
ETF Store, Inc.
|
SELL
|
- |
-1.14K- 1.95% |
$54.8K - $56.1K
|
57.4K
$1.38M
|
|
|
Oct 21, 2024
Q3 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-1.19K- 21.04% |
$56.9K - $58.3K
|
4.46K
$108K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-1.2K- 40.32% |
$57.4K - $58.8K
|
1.77K
$42.7K
|
|
|
Oct 09, 2024
Q3 2024
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-1.2K- 2.37% |
$57.6K - $58.9K
|
49.4K
$1.19M
|
|
|
Nov 15, 2024
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-1.2K- 4.66% |
$57.7K - $59K
|
24.6K
$593K
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-1.23K- 5.56% |
$58.7K - $60.1K
|
20.8K
$502K
|
|
|
Oct 31, 2024
Q3 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-1.24K- 8.55% |
$59.2K - $60.6K
|
13.2K
$319K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.26K- 3.86% |
$60.4K - $61.8K
|
31.4K
$757K
|
|
|
Nov 06, 2024
Q3 2024
|
Lummis Asset Management, LP
Fort Worth, TX |
SELL
|
- |
-1.37K- 3.66% |
$65.7K - $67.3K
|
36.1K
$871K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.38K- 7.53% |
$65.9K - $67.5K
|
16.9K
$407K
|
|
|
Nov 04, 2024
Q3 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
SELL
|
- |
-1.38K- 11.37% |
$66K - $67.6K
|
10.7K
$259K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-1.41K- 10.73% |
$67.7K - $69.3K
|
11.7K
$283K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.47K- 3.5% |
$70.3K - $71.9K
|
40.4K
$973K
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.48K- 5.29% |
$71K - $72.7K
|
26.5K
$639K
|
|
|
Oct 28, 2024
Q3 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
SELL
|
- |
-1.51K- 17.77% |
$72.2K - $73.9K
|
6.97K
$168K
|
|
|
Oct 21, 2024
Q3 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-1.51K- 8.71% |
$72.4K - $74.1K
|
15.8K
$381K
|
|
|
Oct 31, 2024
Q3 2024
|
Guardian Financial Partners, LLC
|
SELL
|
- |
-1.51K- 9.29% |
$72.5K - $74.2K
|
14.8K
$356K
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-1.58K- 21.91% |
$75.8K - $77.6K
|
5.64K
$136K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-1.64K- 16.41% |
$78.6K - $80.4K
|
8.35K
$201K
|
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-1.64K- 22.77% |
$78.6K - $80.5K
|
5.56K
$134K
|
|
|
Nov 07, 2024
Q3 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-1.68K- 2.57% |
$80.5K - $82.4K
|
63.8K
$1.54M
|
|
|
Nov 12, 2024
Q3 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-1.7K- 28.29% |
$81.5K - $83.4K
|
4.31K
$104K
|