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
|
Ewg Elevate Inc.
|
BUY
|
- |
16.1K+ 127.92% |
$388K - $789K
|
28.8K
$700K
|
|
|
Jan 15, 2025
Q4 2024
|
Lummis Asset Management, LP
Fort Worth, TX |
BUY
|
- |
15.7K+ 43.39% |
$377K - $766K
|
51.8K
$1.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
15.6K+ 100.98% |
$375K - $762K
|
31K
$756K
|
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
15.6K+ 98.54% |
$375K - $761K
|
31.4K
$764K
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
15.5K+ 102.42% |
$372K - $756K
|
30.6K
$745K
|
|
|
Jan 29, 2025
Q4 2024
|
Madden Securities Corp
|
BUY
|
- |
15.3K+ 214.7% |
$369K - $750K
|
22.5K
$548K
|
|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
15.3K+ 37.0% |
$368K - $748K
|
56.7K
$1.38M
|
|
|
Jan 08, 2025
Q4 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
15.2KNew |
$366K - $744K
|
15.2K
$371K
|
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
15.2KNew |
$365K - $742K
|
15.2K
$370K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
14.5K+ 99.19% |
$350K - $710K
|
29.2K
$711K
|
|
|
Feb 10, 2025
Q4 2024
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
14.5KNew |
$348K - $707K
|
14.5K
$353K
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
14.5K+ 71.2% |
$348K - $707K
|
34.8K
$847K
|
|
|
Feb 04, 2025
Q4 2024
|
Nelson Capital Management, LLC
|
BUY
|
- |
14.4K+ 96.43% |
$347K - $705K
|
29.4K
$715K
|
|
|
Feb 12, 2025
Q4 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
14.3K+ 92.66% |
$345K - $700K
|
29.8K
$726K
|
|
|
Feb 07, 2025
Q4 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
14.3K+ 61.85% |
$345K - $700K
|
37.5K
$913K
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
14.1K+ 235.39% |
$338K - $687K
|
20K
$488K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
14K+ 96.73% |
$338K - $687K
|
28.6K
$696K
|
|
|
Feb 07, 2025
Q4 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
13.7K+ 85.66% |
$330K - $670K
|
29.7K
$724K
|
|
|
Jan 15, 2025
Q4 2024
|
Joule Financial, LLC
|
BUY
|
- |
13.7KNew |
$330K - $669K
|
13.7K
$334K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
13.7K+ 109.98% |
$329K - $669K
|
26.1K
$636K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
13.6K+ 101.54% |
$326K - $663K
|
26.9K
$656K
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
13.6KNew |
$326K - $663K
|
13.6K
$330K
|
|
|
Feb 13, 2025
Q4 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
13.5K+ 114.4% |
$325K - $660K
|
25.3K
$616K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
13.5K+ 100.68% |
$325K - $660K
|
26.9K
$656K
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
13.2K+ 81.39% |
$317K - $644K
|
29.4K
$715K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
12.8K+ 227.17% |
$308K - $626K
|
18.4K
$449K
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
12.8K+ 227.17% |
$308K - $626K
|
18.4K
$449K
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
BUY
|
- |
12.8KNew |
$308K - $626K
|
12.8K
$312K
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
12.7K+ 80.41% |
$306K - $622K
|
28.5K
$695K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
12.7K+ 145.52% |
$306K - $622K
|
21.5K
$523K
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
12.6K+ 93.91% |
$303K - $616K
|
26K
$634K
|
|
|
Jan 16, 2025
Q4 2024
|
Seven Post Investment Office LP
San Francisco, CA |
BUY
|
- |
12.6K+ 100.44% |
$303K - $615K
|
25.1K
$612K
|
|
|
Jan 31, 2025
Q4 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
12.5K+ 151.04% |
$300K - $609K
|
20.7K
$505K
|
|
|
Jan 15, 2025
Q4 2024
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
12.2KNew |
$294K - $598K
|
12.2K
$298K
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
12.2K+ 101.84% |
$294K - $597K
|
24.2K
$590K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
12.1K+ 82.5% |
$292K - $593K
|
26.8K
$654K
|
|
|
Jan 16, 2025
Q4 2024
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
12.1K+ 113.58% |
$290K - $590K
|
22.7K
$553K
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
11.9K+ 100.64% |
$286K - $582K
|
23.7K
$578K
|
|
|
Jan 13, 2025
Q4 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
11.9K+ 100.0% |
$285K - $580K
|
23.7K
$578K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
11.8K+ 111.76% |
$283K - $576K
|
22.3K
$544K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
11.7K+ 119.94% |
$280K - $569K
|
21.4K
$520K
|
|
|
Jan 28, 2025
Q4 2024
|
Live Oak Private Wealth LLC
|
BUY
|
- |
11.5K+ 97.17% |
$276K - $560K
|
23.3K
$567K
|
|
|
Feb 13, 2025
Q4 2024
|
Seneschal Advisors, LLC
Tacoma, WA |
BUY
|
- |
11.2KNew |
$269K - $547K
|
11.2K
$273K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
11.2KNew |
$268K - $545K
|
11.2K
$272K
|
|
|
Jan 23, 2025
Q4 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
11.1K+ 87.65% |
$268K - $544K
|
23.8K
$581K
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
11.1K+ 104.92% |
$268K - $544K
|
21.7K
$529K
|
|
|
Feb 13, 2025
Q4 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
11K+ 150.34% |
$264K - $535K
|
18.2K
$444K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
10.9K+ 82.62% |
$262K - $533K
|
24.1K
$587K
|
|
|
Feb 11, 2025
Q4 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
10.9K+ 101.39% |
$262K - $532K
|
21.6K
$527K
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Planning LLC
|
BUY
|
- |
10.8KNew |
$260K - $528K
|
10.8K
$263K
|