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 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
300New |
$7.22K - $14.7K
|
300
$7.31K
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
296+ 80.43% |
$7.12K - $14.5K
|
664
$16.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
BUY
|
- |
286+ 102.51% |
$6.88K - $14K
|
565
$13.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
282New |
$6.78K - $13.8K
|
282
$6.87K
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
269+ 100.0% |
$6.47K - $13.1K
|
538
$13.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
268New |
$6.45K - $13.1K
|
268
$6.53K
|
|
|
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
$12.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
216New |
$5.2K - $10.6K
|
216
$5.26K
|
|
|
Feb 10, 2025
Q4 2024
|
Security National Bank
|
BUY
|
- |
216New |
$5.2K - $10.6K
|
216
$5.26K
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
201+ 100.0% |
$4.84K - $9.82K
|
402
$9.79K
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
200+ 100.0% |
$4.81K - $9.78K
|
400
$9.74K
|
|
|
Jan 14, 2025
Q4 2024
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
193+ 121.38% |
$4.64K - $9.43K
|
352
$8.57K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
152+ 98.7% |
$3.66K - $7.43K
|
306
$7.45K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
151+ 100.0% |
$3.63K - $7.38K
|
302
$7.36K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
147New |
$3.54K - $7.19K
|
147
$3.58K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
133New |
$3.2K - $6.5K
|
133
$3.24K
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
BUY
|
- |
111+ 100.0% |
$2.67K - $5.43K
|
222
$5.41K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
103+ 99.04% |
$2.48K - $5.03K
|
207
$5.04K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
102+ 85.0% |
$2.45K - $4.99K
|
222
$5.41K
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
93+ 100.0% |
$2.24K - $4.55K
|
186
$4.53K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
92+ 100.0% |
$2.21K - $4.5K
|
184
$4.48K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
84+ 101.2% |
$2.02K - $4.11K
|
167
$4.07K
|
|
|
Feb 12, 2025
Q4 2024
|
Quantum Capital Management, LLC
Northfield, NJ |
BUY
|
- |
78+ 100.0% |
$1.88K - $3.81K
|
156
$3.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
65+ 100.0% |
$1.56K - $3.18K
|
130
$3.17K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
60+ 100.0% |
$1.44K - $2.93K
|
120
$2.92K
|
|
|
Apr 11, 2025
Q4 2024
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
50New |
$1.2K - $2.44K
|
50
$1.22K
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
40+ 100.0% |
$962 - $1.96K
|
80
$1.95K
|
|
|
Jan 30, 2025
Q4 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
35+ 100.0% |
$842 - $1.71K
|
70
$1.71K
|
|
|
Jan 28, 2025
Q4 2024
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
33+ 103.13% |
$794 - $1.61K
|
65
$1.58K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
32+ 100.0% |
$770 - $1.56K
|
64
$1.56K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
30+ 4.45% |
$722 - $1.47K
|
704
$17.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
29New |
$698 - $1.42K
|
29
$706
|
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
11+ 91.67% |
$265 - $538
|
23
$560
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
10+ 2.36% |
$241 - $489
|
433
$10.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
5New |
$120 - $244
|
5
$122
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
3New |
$72.2 - $147
|
3
$73.1
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
2New |
$48.1 - $97.8
|
2
$48.7
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-25- 1.17% |
$602 - $1.22K
|
2.11K
$51.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-284- 36.88% |
$6.83K - $13.9K
|
486
$11.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-304- 0.14% |
$7.31K - $14.9K
|
222K
$5.41M
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1.96K- 18.15% |
$47K - $95.6K
|
8.82K
$215K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-3.91K- 28.38% |
$94K - $191K
|
9.86K
$240K
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-4.62K- 8.32% |
$111K - $226K
|
51K
$1.24M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-5.18K- 58.46% |
$125K - $253K
|
3.68K
$89.6K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-5.23K- 8.17% |
$126K - $256K
|
58.8K
$1.43M
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-5.66K- 24.87% |
$136K - $277K
|
17.1K
$416K
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-6.23K- 84.11% |
$150K - $304K
|
1.18K
$28.6K
|
|
|
Feb 04, 2025
Q4 2024
|
Wt Wealth Management
|
SELL
|
- |
-7.32K- 1.44% |
$176K - $358K
|
499K
$12.2M
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-7.49K- 30.9% |
$180K - $366K
|
16.8K
$408K
|