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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2025
Q4 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1.06K+ 101.82% |
$25.6K - $51.9K
|
2.11K
$51K
|
|
|
Feb 11, 2025
Q4 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
1.02KNew |
$24.5K - $49.9K
|
1.02K
$24.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
1KNew |
$24.1K - $48.9K
|
1K
$24.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
998+ 5.75% |
$24K - $48.8K
|
18.4K
$445K
|
|
|
Jan 29, 2025
Q4 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
992+ 100.0% |
$23.9K - $48.5K
|
1.98K
$48.1K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
942+ 4.11% |
$22.7K - $46K
|
23.9K
$578K
|
|
|
Jan 17, 2025
Q4 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
876+ 78.49% |
$21.1K - $42.8K
|
1.99K
$48.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
864+ 213.33% |
$20.8K - $42.2K
|
1.27K
$30.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
864New |
$20.8K - $42.2K
|
864
$20.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Hendershot Investments Inc.
|
BUY
|
- |
825+ 185.39% |
$19.8K - $40.3K
|
1.27K
$30.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
806New |
$19.4K - $39.4K
|
806
$19.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
802+ 100.0% |
$19.3K - $39.2K
|
1.6K
$38.9K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
759+ 353.02% |
$18.3K - $37.1K
|
974
$23.6K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
721New |
$17.3K - $35.2K
|
721
$17.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
676+ 48.99% |
$16.3K - $33K
|
2.06K
$49.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
663+ 87.7% |
$16K - $32.4K
|
1.42K
$34.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
654+ 100.0% |
$15.7K - $32K
|
1.31K
$31.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
612+ 100.0% |
$14.7K - $29.9K
|
1.22K
$29.7K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
609+ 344.07% |
$14.7K - $29.8K
|
786
$19.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
591+ 100.17% |
$14.2K - $28.9K
|
1.18K
$28.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
573+ 169.53% |
$13.8K - $28K
|
911
$22.1K
|
|
|
Feb 11, 2025
Q4 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
545+ 99.82% |
$13.1K - $26.6K
|
1.09K
$26.4K
|
|
|
Jan 27, 2025
Q4 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
544New |
$13.1K - $26.6K
|
544
$13.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
536+ 100.0% |
$12.9K - $26.2K
|
1.07K
$26K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
486+ 60.45% |
$11.7K - $23.8K
|
1.29K
$31.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
476+ 643.24% |
$11.5K - $23.3K
|
550
$13.3K
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
475+ 100.0% |
$11.4K - $23.2K
|
950
$23K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
470New |
$11.3K - $23K
|
470
$11.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
436New |
$10.5K - $21.3K
|
436
$10.6K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
428New |
$10.3K - $20.9K
|
428
$10.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
422+ 100.0% |
$10.2K - $20.6K
|
844
$20.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
417+ 92.46% |
$10K - $20.4K
|
868
$21K
|
|
|
Feb 12, 2025
Q4 2024
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
405+ 100.0% |
$9.74K - $19.8K
|
810
$19.6K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
392+ 100.0% |
$9.43K - $19.2K
|
784
$19K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
388+ 100.0% |
$9.34K - $19K
|
776
$18.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
376+ 100.0% |
$9.05K - $18.4K
|
752
$18.2K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
374+ 100.0% |
$9K - $18.3K
|
748
$18.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
363+ 100.0% |
$8.73K - $17.7K
|
726
$17.6K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
349+ 4.1% |
$8.4K - $17.1K
|
8.86K
$215K
|
|
|
Feb 14, 2025
Q4 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
346New |
$8.32K - $16.9K
|
346
$8.39K
|
|
|
Feb 13, 2025
Q4 2024
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
328+ 103.8% |
$7.89K - $16K
|
644
$15.6K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
318+ 102.91% |
$7.65K - $15.5K
|
627
$15.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
300New |
$7.22K - $14.7K
|
300
$7.27K
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
296+ 80.43% |
$7.12K - $14.5K
|
664
$16.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
BUY
|
- |
286+ 102.51% |
$6.88K - $14K
|
565
$13.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
282New |
$6.78K - $13.8K
|
282
$6.84K
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
269+ 100.0% |
$6.47K - $13.1K
|
538
$13K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
268New |
$6.45K - $13.1K
|
268
$6.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
267+ 102.69% |
$6.42K - $13.1K
|
527
$12.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
256+ 96.6% |
$6.16K - $12.5K
|
521
$12.6K
|