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
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
68.7K+ 100.53% |
$1.65M - $3.36M
|
137K
$3.34M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
66.5K+ 143.88% |
$1.6M - $3.25M
|
113K
$2.74M
|
|
|
Mar 03, 2025
Q4 2024
|
American Investment Services, Inc.
|
BUY
|
- |
62.9K+ 113.81% |
$1.51M - $3.08M
|
118K
$2.88M
|
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
60.8K+ 126.36% |
$1.46M - $2.97M
|
109K
$2.65M
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
BUY
|
- |
60.5K+ 95.31% |
$1.46M - $2.96M
|
124K
$3.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
60K+ 614.97% |
$1.44M - $2.93M
|
69.8K
$1.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
60K+ 66.21% |
$1.44M - $2.93M
|
151K
$3.67M
|
|
|
Feb 10, 2025
Q4 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
59.8K+ 93.77% |
$1.44M - $2.92M
|
124K
$3.01M
|
|
|
Jan 16, 2025
Q4 2024
|
Ahl Investment Management, Inc.
|
BUY
|
- |
56.4K+ 90.97% |
$1.36M - $2.76M
|
118K
$2.89M
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
56.2K+ 53.48% |
$1.35M - $2.75M
|
161K
$3.93M
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
55.2K+ 56.0% |
$1.33M - $2.7M
|
154K
$3.75M
|
|
|
Jan 27, 2025
Q4 2024
|
Econ Financial Services Corp
|
BUY
|
- |
54.9K+ 387.93% |
$1.32M - $2.69M
|
69.1K
$1.68M
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
54.5K+ 104.47% |
$1.31M - $2.66M
|
107K
$2.6M
|
|
|
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
$2.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
53.4K+ 862.41% |
$1.29M - $2.61M
|
59.6K
$1.45M
|
|
|
Jan 21, 2025
Q4 2024
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
53.4K+ 90.81% |
$1.28M - $2.61M
|
112K
$2.73M
|
|
|
Jan 29, 2025
Q4 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
53.1K+ 142.8% |
$1.28M - $2.6M
|
90.3K
$2.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
53.1K+ 115.6% |
$1.28M - $2.59M
|
99K
$2.41M
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
52.9K+ 199.51% |
$1.27M - $2.59M
|
79.4K
$1.93M
|
|
|
Feb 07, 2025
Q4 2024
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
52.8K+ 63.35% |
$1.27M - $2.58M
|
136K
$3.31M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
52.7K+ 112.78% |
$1.27M - $2.58M
|
99.5K
$2.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
52.3K+ 127.98% |
$1.26M - $2.56M
|
93.2K
$2.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
52.2K+ 127.25% |
$1.26M - $2.55M
|
93.2K
$2.27M
|
|
|
Feb 10, 2025
Q4 2024
|
ETF Store, Inc.
|
BUY
|
- |
51.4K+ 89.58% |
$1.24M - $2.51M
|
109K
$2.65M
|
|
|
Feb 06, 2025
Q4 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
51.4K+ 14.33% |
$1.24M - $2.51M
|
410K
$9.99M
|
|
|
Feb 12, 2025
Q4 2024
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
51.4K+ 105.64% |
$1.24M - $2.51M
|
100K
$2.44M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
51K+ 163.66% |
$1.23M - $2.49M
|
82.1K
$2M
|
|
|
Jan 29, 2025
Q4 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
50.1K+ 106.08% |
$1.21M - $2.45M
|
97.3K
$2.37M
|
|
|
Jan 28, 2025
Q4 2024
|
Rede Wealth, LLC
|
BUY
|
- |
50K+ 92.0% |
$1.2M - $2.45M
|
104K
$2.54M
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
49.8K+ 99.32% |
$1.2M - $2.44M
|
100K
$2.44M
|
|
|
Jan 13, 2025
Q4 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
49.2K+ 101.96% |
$1.18M - $2.41M
|
97.5K
$2.38M
|
|
|
Feb 06, 2025
Q4 2024
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
48.8KNew |
$1.17M - $2.38M
|
48.8K
$1.19M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
48.7K+ 102.64% |
$1.17M - $2.38M
|
96.1K
$2.34M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
48K+ 128.59% |
$1.15M - $2.34M
|
85.3K
$2.08M
|
|
|
Jan 31, 2025
Q4 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
48K+ 126.95% |
$1.15M - $2.34M
|
85.7K
$2.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
47.8K+ 88.04% |
$1.15M - $2.33M
|
102K
$2.48M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
47.7K+ 80.55% |
$1.15M - $2.33M
|
107K
$2.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
47.4K+ 103.88% |
$1.14M - $2.32M
|
93.1K
$2.27M
|
|
|
Jan 21, 2025
Q4 2024
|
Pflug Koory, LLC
|
BUY
|
- |
46.8K+ 129.7% |
$1.12M - $2.29M
|
82.8K
$2.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Valley Financial Group, Inc.
Ambler, PA |
BUY
|
- |
46.7K+ 87.15% |
$1.12M - $2.28M
|
100K
$2.44M
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
46.2K+ 108.03% |
$1.11M - $2.26M
|
89K
$2.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
46.2K+ 135.82% |
$1.11M - $2.26M
|
80.1K
$1.95M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
45.7K+ 96.1% |
$1.1M - $2.24M
|
93.3K
$2.27M
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
45.2K+ 51.86% |
$1.09M - $2.21M
|
132K
$3.22M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
44.3K+ 13.48% |
$1.07M - $2.17M
|
373K
$9.09M
|
|
|
Feb 06, 2025
Q4 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
44.3K+ 105.74% |
$1.06M - $2.16M
|
86.1K
$2.1M
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
43K+ 93.91% |
$1.03M - $2.1M
|
88.8K
$2.16M
|
|
|
Jan 21, 2025
Q4 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
42.6K+ 86.08% |
$1.02M - $2.08M
|
92K
$2.24M
|
|
|
Feb 12, 2025
Q4 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
42K+ 187.73% |
$1.01M - $2.05M
|
64.4K
$1.57M
|