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
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
149K+ 112.7% |
$3.58M - $7.28M
|
281K
$6.85M
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
BUY
|
- |
148K+ 156.55% |
$3.57M - $7.25M
|
243K
$5.92M
|
|
|
Jan 24, 2025
Q4 2024
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
146KNew |
$3.52M - $7.16M
|
146K
$3.57M
|
|
|
Jan 17, 2025
Q4 2024
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
146K+ 94.7% |
$3.5M - $7.12M
|
299K
$7.29M
|
|
|
Feb 13, 2025
Q4 2024
|
Dean Investment Associates, LLC
Beavercreek, OH |
BUY
|
- |
142K+ 79.89% |
$3.42M - $6.95M
|
320K
$7.8M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
138K+ 82.14% |
$3.31M - $6.72M
|
305K
$7.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
137K+ 149.16% |
$3.3M - $6.71M
|
229K
$5.59M
|
|
|
Feb 11, 2025
Q4 2024
|
Journey Beyond Wealth, LLC
Roswell, GA |
BUY
|
- |
135KNew |
$3.26M - $6.62M
|
135K
$3.3M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
133K+ 107.41% |
$3.2M - $6.5M
|
257K
$6.25M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
132K+ 84.73% |
$3.17M - $6.44M
|
287K
$7M
|
|
|
Jan 22, 2025
Q4 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
127K+ 122.8% |
$3.06M - $6.22M
|
231K
$5.63M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
126K+ 107.49% |
$3.04M - $6.17M
|
244K
$5.93M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
125K+ 95.64% |
$3.02M - $6.13M
|
256K
$6.25M
|
|
|
Feb 10, 2025
Q4 2024
|
North Forty Two & Co.
Lake Oswego, OR |
BUY
|
- |
122KNew |
$2.93M - $5.95M
|
122K
$2.97M
|
|
|
Feb 10, 2025
Q4 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
122K+ 112.34% |
$2.93M - $5.95M
|
230K
$5.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
117K+ 116.65% |
$2.82M - $5.72M
|
217K
$5.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
117K+ 92.29% |
$2.81M - $5.71M
|
243K
$5.93M
|
|
|
Feb 21, 2025
Q4 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
116K+ 243.14% |
$2.8M - $5.69M
|
164K
$4M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
110K+ 82.31% |
$2.64M - $5.37M
|
243K
$5.93M
|
|
|
Jan 27, 2025
Q4 2024
|
Meritage Portfolio Management
|
BUY
|
- |
107K+ 110.48% |
$2.58M - $5.24M
|
204K
$4.97M
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
107KNew |
$2.58M - $5.24M
|
107K
$2.61M
|
|
|
Mar 04, 2025
Q4 2024
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
BUY
|
- |
103KNew |
$2.48M - $5.03M
|
103K
$2.51M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
100K+ 114.41% |
$2.41M - $4.9M
|
188K
$4.58M
|
|
|
Jan 17, 2025
Q4 2024
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
98K+ 102.52% |
$2.36M - $4.79M
|
194K
$4.72M
|
|
|
Jan 16, 2025
Q4 2024
|
Successful Portfolios LLC
|
BUY
|
- |
97.5K+ 92.2% |
$2.35M - $4.77M
|
203K
$4.95M
|
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
96.6K+ 104.74% |
$2.32M - $4.72M
|
189K
$4.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
96.6K+ 82.33% |
$2.32M - $4.72M
|
214K
$5.21M
|
|
|
Feb 04, 2025
Q4 2024
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
93.9K+ 662.33% |
$2.26M - $4.59M
|
108K
$2.63M
|
|
|
Jan 16, 2025
Q4 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
92.4K+ 91.26% |
$2.22M - $4.52M
|
194K
$4.72M
|
|
|
Feb 10, 2025
Q4 2024
|
Harrington Investments, Inc
|
BUY
|
- |
90.4K+ 97.06% |
$2.18M - $4.42M
|
184K
$4.47M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
90K+ 216.64% |
$2.17M - $4.4M
|
132K
$3.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
86.8K+ 105.43% |
$2.09M - $4.24M
|
169K
$4.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
85.2KNew |
$2.05M - $4.17M
|
85.2K
$2.08M
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
83.6K+ 91.31% |
$2.01M - $4.08M
|
175K
$4.26M
|
|
|
Feb 12, 2025
Q4 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
83.3K+ 190.0% |
$2M - $4.07M
|
127K
$3.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
83.3K+ 95.4% |
$2M - $4.07M
|
171K
$4.16M
|
|
|
Feb 10, 2025
Q4 2024
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
81.3K+ 98.12% |
$1.96M - $3.98M
|
164K
$4M
|
|
|
Feb 04, 2025
Q4 2024
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
81.2K+ 148.82% |
$1.95M - $3.97M
|
136K
$3.31M
|
|
|
Feb 10, 2025
Q4 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
80.7K+ 145.44% |
$1.94M - $3.94M
|
136K
$3.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
80.4K+ 48.73% |
$1.93M - $3.93M
|
245K
$5.98M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
79.7K+ 104.71% |
$1.92M - $3.9M
|
156K
$3.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
78.5K+ 102.54% |
$1.89M - $3.84M
|
155K
$3.78M
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
78.5K+ 161.75% |
$1.89M - $3.84M
|
127K
$3.09M
|
|
|
Feb 11, 2025
Q4 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
75.8K+ 72.37% |
$1.82M - $3.7M
|
180K
$4.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
75.3K+ 105.23% |
$1.81M - $3.68M
|
147K
$3.58M
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
74.6KNew |
$1.79M - $3.65M
|
74.6K
$1.82M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
73.6K+ 118.94% |
$1.77M - $3.6M
|
135K
$3.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Sellwood Investment Partners LLC
Portland, OR |
BUY
|
- |
71.3KNew |
$1.71M - $3.48M
|
71.3K
$1.74M
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
70.7K+ 89.87% |
$1.7M - $3.45M
|
149K
$3.64M
|
|
|
Feb 04, 2025
Q4 2024
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
70.6K+ 522.27% |
$1.7M - $3.45M
|
84.1K
$2.05M
|