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
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-7.9K- 38.08% |
$190K - $386K
|
12.9K
$313K
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-12.3K- 22.08% |
$295K - $600K
|
43.3K
$1.06M
|
|
|
Jan 13, 2025
Q4 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-25.1K- 25.39% |
$605K - $1.23M
|
73.8K
$1.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Nova Scotia
|
SELL
|
- |
-37K- 37.0% |
$890K - $1.81M
|
63K
$1.53M
|
|
|
Feb 12, 2025
Q4 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-42K- 43.15% |
$1.01M - $2.05M
|
55.3K
$1.35M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-45.2K- 48.12% |
$1.09M - $2.21M
|
48.7K
$1.19M
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-53.7K- 99.87% |
$1.29M - $2.62M
|
69
$1.68K
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-61.9K- 68.75% |
$1.49M - $3.03M
|
28.1K
$685K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-65.6K- 71.07% |
$1.58M - $3.2M
|
26.7K
$650K
|
|
|
Feb 14, 2025
Q4 2024
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-67.7K- 72.03% |
$1.63M - $3.31M
|
26.3K
$640K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-73.6K- 13.33% |
$1.77M - $3.6M
|
478K
$11.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-76.9K- 37.82% |
$1.85M - $3.76M
|
126K
$3.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-94.9K- 4.57% |
$2.28M - $4.64M
|
1.98M
$48.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-173K- 59.48% |
$4.15M - $8.43M
|
118K
$2.86M
|
|
|
Feb 03, 2025
Q4 2024
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-196K- 9.41% |
$4.72M - $9.6M
|
1.89M
$46.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-2.61M- 99.95% |
$62.7M - $127M
|
1.41K
$34.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-8.59M- 99.28% |
$207M - $420M
|
62.6K
$1.53M
|