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 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
16.3K+ 97.51% |
$391K - $794K
|
32.9K
$795K
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
16.2K+ 92.2% |
$391K - $794K
|
33.8K
$818K
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
16.1K+ 127.92% |
$388K - $789K
|
28.8K
$695K
|
|
|
Jan 15, 2025
Q4 2024
|
Lummis Asset Management, LP
Fort Worth, TX |
BUY
|
- |
15.7K+ 43.39% |
$377K - $766K
|
51.8K
$1.25M
|
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
15.6K+ 98.54% |
$375K - $761K
|
31.4K
$758K
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
15.5K+ 102.42% |
$372K - $756K
|
30.6K
$739K
|
|
|
Jan 29, 2025
Q4 2024
|
Madden Securities Corp
|
BUY
|
- |
15.3K+ 214.7% |
$369K - $750K
|
22.5K
$543K
|
|
|
Jan 08, 2025
Q4 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
15.2KNew |
$366K - $744K
|
15.2K
$368K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
14.5K+ 99.19% |
$350K - $710K
|
29.2K
$705K
|
|
|
Feb 04, 2025
Q4 2024
|
Nelson Capital Management, LLC
|
BUY
|
- |
14.4K+ 96.43% |
$347K - $705K
|
29.4K
$709K
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
14.1K+ 235.39% |
$338K - $687K
|
20K
$484K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
14K+ 96.73% |
$338K - $687K
|
28.6K
$690K
|
|
|
Jan 15, 2025
Q4 2024
|
Joule Financial, LLC
|
BUY
|
- |
13.7KNew |
$330K - $669K
|
13.7K
$331K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
13.6K+ 101.54% |
$326K - $663K
|
26.9K
$650K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
12.8K+ 227.17% |
$308K - $626K
|
18.4K
$446K
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
BUY
|
- |
12.8KNew |
$308K - $626K
|
12.8K
$309K
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
12.7K+ 80.41% |
$306K - $622K
|
28.5K
$690K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
12.7K+ 145.52% |
$306K - $622K
|
21.5K
$518K
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
12.6K+ 93.91% |
$303K - $616K
|
26K
$629K
|
|
|
Jan 16, 2025
Q4 2024
|
Seven Post Investment Office LP
San Francisco, CA |
BUY
|
- |
12.6K+ 100.44% |
$303K - $615K
|
25.1K
$607K
|
|
|
Jan 31, 2025
Q4 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
12.5K+ 151.04% |
$300K - $609K
|
20.7K
$501K
|
|
|
Jan 15, 2025
Q4 2024
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
12.2KNew |
$294K - $598K
|
12.2K
$296K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
12.1K+ 82.5% |
$292K - $593K
|
26.8K
$649K
|
|
|
Jan 16, 2025
Q4 2024
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
12.1K+ 113.58% |
$290K - $590K
|
22.7K
$548K
|
|
|
Jan 13, 2025
Q4 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
11.9K+ 100.0% |
$285K - $580K
|
23.7K
$573K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
11.7K+ 119.94% |
$280K - $569K
|
21.4K
$516K
|
|
|
Jan 28, 2025
Q4 2024
|
Live Oak Private Wealth LLC
|
BUY
|
- |
11.5K+ 97.17% |
$276K - $560K
|
23.3K
$562K
|
|
|
Jan 23, 2025
Q4 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
11.1K+ 87.65% |
$268K - $544K
|
23.8K
$576K
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Planning LLC
|
BUY
|
- |
10.8KNew |
$260K - $528K
|
10.8K
$261K
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
BUY
|
- |
10.6K+ 102.53% |
$256K - $520K
|
21K
$507K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
10.6K+ 14.59% |
$255K - $518K
|
83.3K
$2.01M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
10.5K+ 160.49% |
$254K - $515K
|
17.1K
$413K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
10.5K+ 100.92% |
$253K - $514K
|
20.9K
$506K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
10.1K+ 102.39% |
$242K - $492K
|
19.9K
$480K
|
|
|
Feb 05, 2025
Q4 2024
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
10KNew |
$242K - $491K
|
10K
$243K
|
|
|
Jan 24, 2025
Q4 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
9.75K+ 82.22% |
$235K - $477K
|
21.6K
$522K
|
|
|
Jan 16, 2025
Q4 2024
|
Bremer Bank National Association
|
BUY
|
- |
9.53K+ 100.0% |
$229K - $466K
|
19.1K
$460K
|
|
|
Jan 17, 2025
Q4 2024
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
9.41K+ 107.22% |
$226K - $460K
|
18.2K
$439K
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
9.3K+ 101.3% |
$224K - $455K
|
18.5K
$446K
|
|
|
Feb 04, 2025
Q4 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
9.23KNew |
$222K - $451K
|
9.23K
$223K
|
|
|
Jan 15, 2025
Q4 2024
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
9.22K+ 179.13% |
$222K - $450K
|
14.4K
$347K
|
|
|
Jan 24, 2025
Q4 2024
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
9.12K+ 105.53% |
$220K - $446K
|
17.8K
$429K
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
9.09KNew |
$219K - $444K
|
9.09K
$219K
|
|
|
Jan 29, 2025
Q4 2024
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
9.05K+ 101.57% |
$218K - $442K
|
18K
$434K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
9.05K+ 103.66% |
$218K - $442K
|
17.8K
$429K
|
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
9.04K+ 68.44% |
$218K - $442K
|
22.3K
$538K
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
9.02K+ 100.0% |
$217K - $441K
|
18K
$436K
|
|
|
Jan 27, 2025
Q4 2024
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
8.92KNew |
$215K - $436K
|
8.92K
$216K
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
8.89K+ 107.59% |
$214K - $434K
|
17.1K
$414K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
8.73K+ 98.54% |
$210K - $427K
|
17.6K
$425K
|