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
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
78.5K+ 102.54% |
$1.89M - $3.84M
|
155K
$3.76M
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
78.5K+ 161.75% |
$1.89M - $3.84M
|
127K
$3.08M
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
70.7K+ 89.87% |
$1.7M - $3.45M
|
149K
$3.62M
|
|
|
Jan 13, 2025
Q4 2024
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
68.7K+ 100.53% |
$1.65M - $3.36M
|
137K
$3.32M
|
|
|
Jan 16, 2025
Q4 2024
|
Ahl Investment Management, Inc.
|
BUY
|
- |
56.4K+ 90.97% |
$1.36M - $2.76M
|
118K
$2.87M
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
56.2K+ 53.48% |
$1.35M - $2.75M
|
161K
$3.91M
|
|
|
Jan 27, 2025
Q4 2024
|
Econ Financial Services Corp
|
BUY
|
- |
54.9K+ 387.93% |
$1.32M - $2.69M
|
69.1K
$1.67M
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
53.9KNew |
$1.3M - $2.63M
|
53.9K
$1.31M
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
53.5K+ 131.36% |
$1.29M - $2.62M
|
94.3K
$2.28M
|
|
|
Jan 21, 2025
Q4 2024
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
53.4K+ 90.81% |
$1.28M - $2.61M
|
112K
$2.72M
|
|
|
Jan 29, 2025
Q4 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
53.1K+ 142.8% |
$1.28M - $2.6M
|
90.3K
$2.19M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
52.7K+ 112.78% |
$1.27M - $2.58M
|
99.5K
$2.41M
|
|
|
Jan 29, 2025
Q4 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
50.1K+ 106.08% |
$1.21M - $2.45M
|
97.3K
$2.36M
|
|
|
Jan 28, 2025
Q4 2024
|
Rede Wealth, LLC
|
BUY
|
- |
50K+ 92.0% |
$1.2M - $2.45M
|
104K
$2.53M
|
|
|
Jan 13, 2025
Q4 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
49.2K+ 101.96% |
$1.18M - $2.41M
|
97.5K
$2.36M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
48.7K+ 102.64% |
$1.17M - $2.38M
|
96.1K
$2.33M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
48K+ 128.59% |
$1.15M - $2.34M
|
85.3K
$2.07M
|
|
|
Jan 21, 2025
Q4 2024
|
Pflug Koory, LLC
|
BUY
|
- |
46.8K+ 129.7% |
$1.12M - $2.29M
|
82.8K
$2.01M
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
46.2K+ 108.03% |
$1.11M - $2.26M
|
89K
$2.16M
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
45.2K+ 51.86% |
$1.09M - $2.21M
|
132K
$3.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
44.3K+ 13.48% |
$1.07M - $2.17M
|
373K
$9.04M
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
43K+ 93.91% |
$1.03M - $2.1M
|
88.8K
$2.15M
|
|
|
Jan 21, 2025
Q4 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
42.6K+ 86.08% |
$1.02M - $2.08M
|
92K
$2.23M
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
40K+ 121.5% |
$963K - $1.96M
|
72.9K
$1.77M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
36.4KNew |
$875K - $1.78M
|
36.4K
$881K
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
36.1K+ 810.34% |
$869K - $1.77M
|
40.6K
$983K
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
35.6K+ 49.59% |
$857K - $1.74M
|
107K
$2.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
33.9K+ 123.35% |
$815K - $1.66M
|
61.3K
$1.49M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
33.4KNew |
$805K - $1.63M
|
33.4K
$810K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
32.6KNew |
$785K - $1.59M
|
32.6K
$790K
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
31.8K+ 108.88% |
$764K - $1.55M
|
60.9K
$1.48M
|
|
|
Jan 30, 2025
Q4 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
31.6K+ 208.81% |
$760K - $1.54M
|
46.7K
$1.13M
|
|
|
Jan 24, 2025
Q4 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
30.9K+ 120.51% |
$743K - $1.51M
|
56.5K
$1.37M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
30K+ 65.96% |
$721K - $1.46M
|
75.4K
$1.83M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
29.6K+ 88.32% |
$713K - $1.45M
|
63.2K
$1.53M
|
|
|
Jan 17, 2025
Q4 2024
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
29.3K+ 437.89% |
$705K - $1.43M
|
36K
$872K
|
|
|
Jan 14, 2025
Q4 2024
|
Guardian Financial Partners, LLC
|
BUY
|
- |
28.2K+ 190.92% |
$678K - $1.38M
|
42.9K
$1.04M
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
26.9K+ 100.0% |
$647K - $1.31M
|
53.8K
$1.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
26.3K+ 91.43% |
$632K - $1.28M
|
55K
$1.33M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
26.2K+ 98.44% |
$630K - $1.28M
|
52.8K
$1.28M
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
25.9K+ 76.42% |
$623K - $1.27M
|
59.8K
$1.45M
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
25.3KNew |
$608K - $1.24M
|
25.3K
$612K
|
|
|
Jan 23, 2025
Q4 2024
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
25.1K+ 98.35% |
$604K - $1.23M
|
50.6K
$1.23M
|
|
|
Jan 17, 2025
Q4 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
24.5K+ 71.13% |
$589K - $1.2M
|
58.9K
$1.43M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
24.4K+ 82.38% |
$586K - $1.19M
|
53.9K
$1.31M
|
|
|
Jan 13, 2025
Q4 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
24K+ 100.0% |
$578K - $1.17M
|
48K
$1.16M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
22.5K+ 94.81% |
$542K - $1.1M
|
46.3K
$1.12M
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
22.1KNew |
$532K - $1.08M
|
22.1K
$536K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
22K+ 156.05% |
$530K - $1.08M
|
36.1K
$875K
|
|
|
Jan 21, 2025
Q4 2024
|
Anderson Hoagland & CO
|
BUY
|
- |
20.8K+ 69.43% |
$500K - $1.02M
|
50.7K
$1.23M
|