Purchases and Sales Made in Q4 2024 in Schwab Short Term Us Treasury (SCHO)
This table provides information about the institutional ownership of Schwab Short Term Us Treasury (SCHO) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
82.1M+ 104.93% |
$1.97B - $4.01B
|
160M
$3.88B
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
12M+ 138.28% |
$290M - $589M
|
20.8M
$503M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
9.15M+ 75.06% |
$220M - $447M
|
21.3M
$517M
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
8.51M+ 109.81% |
$205M - $416M
|
16.3M
$394M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.46M+ 162.04% |
$107M - $218M
|
7.21M
$175M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.92M+ 97.46% |
$70.3M - $143M
|
5.92M
$144M
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1.67M+ 133.51% |
$40.3M - $81.9M
|
2.93M
$71M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.64M+ 95.56% |
$39.5M - $80.3M
|
3.36M
$81.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
1.6M+ 120.05% |
$38.5M - $78.1M
|
2.93M
$71M
|
|
|
Feb 14, 2025
Q4 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
1.55M+ 100.0% |
$37.3M - $75.8M
|
3.1M
$75.1M
|
|
|
Jan 14, 2025
Q4 2024
|
West Coast Financial LLC
|
BUY
|
- |
1.52M+ 162.21% |
$36.6M - $74.3M
|
2.46M
$59.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
1.28M+ 110.18% |
$30.9M - $62.7M
|
2.45M
$59.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.28M+ 94.99% |
$30.7M - $62.4M
|
2.62M
$63.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.21M+ 92.58% |
$29.1M - $59.2M
|
2.52M
$61M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.1M+ 223.92% |
$26.4M - $53.7M
|
1.59M
$38.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
1.03M+ 96.63% |
$24.8M - $50.3M
|
2.09M
$50.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Holcombe Financial, Inc.
Atlanta, GA |
BUY
|
- |
1.03MNew |
$24.7M - $50.1M
|
1.03M
$24.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
1.02MNew |
$24.5M - $49.8M
|
1.02M
$24.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
915K+ 134.85% |
$22M - $44.7M
|
1.59M
$38.6M
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
870K+ 109.21% |
$20.9M - $42.5M
|
1.67M
$40.4M
|
|
|
Feb 10, 2025
Q4 2024
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
826K+ 111.06% |
$19.9M - $40.4M
|
1.57M
$38M
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
804K+ 107.82% |
$19.3M - $39.3M
|
1.55M
$37.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
758K+ 103.62% |
$18.2M - $37M
|
1.49M
$36.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
676K+ 94.45% |
$16.3M - $33M
|
1.39M
$33.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
641KNew |
$15.4M - $31.3M
|
641K
$15.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
BUY
|
- |
625K+ 118.32% |
$15M - $30.5M
|
1.15M
$28M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
615K+ 133.07% |
$14.8M - $30.1M
|
1.08M
$26.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
600K+ 108.76% |
$14.4M - $29.3M
|
1.15M
$27.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
BUY
|
- |
597K+ 102.53% |
$14.4M - $29.2M
|
1.18M
$28.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Novem Group
Rochester, NY |
BUY
|
- |
565KNew |
$13.6M - $27.6M
|
565K
$13.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
552K+ 97.67% |
$13.3M - $27M
|
1.12M
$27.1M
|
|
|
Jan 17, 2025
Q4 2024
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
531K+ 92.78% |
$12.8M - $25.9M
|
1.1M
$26.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
530K+ 100.32% |
$12.7M - $25.9M
|
1.06M
$25.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
526K+ 102.9% |
$12.7M - $25.7M
|
1.04M
$25.2M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
478K+ 73.44% |
$11.5M - $23.4M
|
1.13M
$27.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
475K+ 87.12% |
$11.4M - $23.2M
|
1.02M
$24.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
455K+ 123.18% |
$10.9M - $22.2M
|
824K
$20M
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
444K+ 113.77% |
$10.7M - $21.7M
|
835K
$20.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
436K+ 1797.02% |
$10.5M - $21.3M
|
460K
$11.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
430K+ 109.62% |
$10.3M - $21M
|
822K
$19.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
423K+ 170.28% |
$10.2M - $20.7M
|
672K
$16.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
422K+ 111.82% |
$10.2M - $20.7M
|
800K
$19.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
419K+ 106.7% |
$10.1M - $20.5M
|
812K
$19.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
416K+ 95.39% |
$10M - $20.3M
|
853K
$20.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
411K+ 118.56% |
$9.89M - $20.1M
|
757K
$18.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
404K+ 361.84% |
$9.72M - $19.7M
|
515K
$12.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
404K+ 105.36% |
$9.71M - $19.7M
|
787K
$19.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
396K+ 101.08% |
$9.52M - $19.3M
|
787K
$19.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Courage Miller Partners, LLC
|
BUY
|
- |
390K+ 107.45% |
$9.39M - $19.1M
|
754K
$18.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
386K+ 100.0% |
$9.3M - $18.9M
|
773K
$18.7M
|