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 24, 2025
Q4 2024
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
376+ 100.0% |
$9.05K - $18.4K
|
752
$18.2K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
349+ 4.1% |
$8.4K - $17.1K
|
8.86K
$214K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
318+ 102.91% |
$7.65K - $15.5K
|
627
$15.1K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
267+ 102.69% |
$6.42K - $13.1K
|
527
$12.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
216New |
$5.2K - $10.6K
|
216
$5.22K
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
201+ 100.0% |
$4.84K - $9.82K
|
402
$9.71K
|
|
|
Jan 14, 2025
Q4 2024
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
193+ 121.38% |
$4.64K - $9.43K
|
352
$8.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
151+ 100.0% |
$3.63K - $7.38K
|
302
$7.3K
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
BUY
|
- |
111+ 100.0% |
$2.67K - $5.43K
|
222
$5.36K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
103+ 99.04% |
$2.48K - $5.03K
|
207
$5K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
84+ 101.2% |
$2.02K - $4.11K
|
167
$4.03K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
60+ 100.0% |
$1.44K - $2.93K
|
120
$2.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
35+ 100.0% |
$842 - $1.71K
|
70
$1.69K
|
|
|
Jan 28, 2025
Q4 2024
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
33+ 103.13% |
$794 - $1.61K
|
65
$1.57K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
32+ 100.0% |
$770 - $1.56K
|
64
$1.55K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
30+ 4.45% |
$722 - $1.47K
|
704
$17K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
29New |
$698 - $1.42K
|
29
$701
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-25- 1.17% |
$602 - $1.22K
|
2.11K
$51.1K
|
|
|
Feb 06, 2025
Q4 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-304- 0.14% |
$7.31K - $14.9K
|
222K
$5.37M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-3.91K- 28.38% |
$94K - $191K
|
9.86K
$238K
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-4.62K- 8.32% |
$111K - $226K
|
51K
$1.23M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-5.18K- 58.46% |
$125K - $253K
|
3.68K
$88.9K
|
|
|
Feb 04, 2025
Q4 2024
|
Wt Wealth Management
|
SELL
|
- |
-7.32K- 1.44% |
$176K - $358K
|
499K
$12.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-12.3K- 22.08% |
$295K - $600K
|
43.3K
$1.05M
|
|
|
Jan 13, 2025
Q4 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-25.1K- 25.39% |
$605K - $1.23M
|
73.8K
$1.78M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-45.2K- 48.12% |
$1.09M - $2.21M
|
48.7K
$1.18M
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-53.7K- 99.87% |
$1.29M - $2.62M
|
69
$1.67K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-73.6K- 13.33% |
$1.77M - $3.6M
|
478K
$11.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-173K- 59.48% |
$4.15M - $8.43M
|
118K
$2.84M
|
|
|
Feb 03, 2025
Q4 2024
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-196K- 9.41% |
$4.72M - $9.6M
|
1.89M
$45.7M
|