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 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
10.5K+ 100.92% |
$253K - $514K
|
20.9K
$508K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
10.1K+ 102.39% |
$242K - $492K
|
19.9K
$482K
|
|
|
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
$524K
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
9.71KNew |
$234K - $475K
|
9.71K
$235K
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
9.66K+ 162.78% |
$232K - $472K
|
15.6K
$378K
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
9.57KNew |
$230K - $468K
|
9.57K
$232K
|
|
|
Jan 16, 2025
Q4 2024
|
Bremer Bank National Association
|
BUY
|
- |
9.53K+ 100.0% |
$229K - $466K
|
19.1K
$462K
|
|
|
Feb 13, 2025
Q4 2024
|
Generation Capital Management LLC
Pittsford, NY |
BUY
|
- |
9.51KNew |
$229K - $465K
|
9.51K
$231K
|
|
|
Feb 11, 2025
Q4 2024
|
Somerset Group LLC
Wayzata, MN |
BUY
|
- |
9.45K+ 93.57% |
$227K - $462K
|
19.6K
$474K
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
9.43KNew |
$227K - $461K
|
9.43K
$228K
|
|
|
Jan 17, 2025
Q4 2024
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
9.41K+ 107.22% |
$226K - $460K
|
18.2K
$441K
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
9.3K+ 101.3% |
$224K - $455K
|
18.5K
$448K
|
|
|
Feb 04, 2025
Q4 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
9.23KNew |
$222K - $451K
|
9.23K
$224K
|
|
|
Jan 15, 2025
Q4 2024
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
9.22K+ 179.13% |
$222K - $450K
|
14.4K
$348K
|
|
|
Jan 24, 2025
Q4 2024
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
9.12K+ 105.53% |
$220K - $446K
|
17.8K
$431K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
9.09K+ 108.85% |
$219K - $444K
|
17.4K
$423K
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
9.09KNew |
$219K - $444K
|
9.09K
$220K
|
|
|
Jan 29, 2025
Q4 2024
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
9.05K+ 101.57% |
$218K - $442K
|
18K
$435K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
9.05K+ 103.66% |
$218K - $442K
|
17.8K
$431K
|
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
9.04K+ 68.44% |
$218K - $442K
|
22.3K
$539K
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
9.02K+ 100.0% |
$217K - $441K
|
18K
$437K
|
|
|
Jan 27, 2025
Q4 2024
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
8.92KNew |
$215K - $436K
|
8.92K
$216K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
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
$416K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
8.73K+ 98.54% |
$210K - $427K
|
17.6K
$426K
|
|
|
Feb 04, 2025
Q4 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
8.71KNew |
$209K - $426K
|
8.71K
$211K
|
|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
8.5K+ 105.35% |
$205K - $415K
|
16.6K
$402K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8.47K+ 90.54% |
$204K - $414K
|
17.8K
$432K
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
8.41KNew |
$202K - $411K
|
8.41K
$204K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
8.37KNew |
$201K - $409K
|
8.37K
$203K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
8.37KNew |
$201K - $409K
|
8.37K
$203K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
8.36K+ 121.64% |
$201K - $409K
|
15.2K
$369K
|
|
|
Jan 22, 2025
Q4 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
8.22K+ 100.0% |
$198K - $402K
|
16.4K
$399K
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
8.07K+ 93.75% |
$194K - $394K
|
16.7K
$404K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
7.98K+ 74.51% |
$192K - $390K
|
18.7K
$453K
|
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
BUY
|
- |
7.98K+ 96.64% |
$192K - $390K
|
16.2K
$393K
|
|
|
Feb 19, 2025
Q4 2024
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
7.98K+ 95.83% |
$192K - $390K
|
16.3K
$395K
|
|
|
Jan 22, 2025
Q4 2024
|
Iron Financial, LLC
|
BUY
|
- |
7.94K+ 75.82% |
$191K - $388K
|
18.4K
$446K
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
7.91K+ 115.52% |
$190K - $387K
|
14.8K
$358K
|
|
|
Feb 05, 2025
Q4 2024
|
Hc Advisors, LLC
|
BUY
|
- |
7.91K+ 102.79% |
$190K - $387K
|
15.6K
$378K
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
7.86K+ 100.0% |
$189K - $384K
|
15.7K
$381K
|
|
|
Jan 24, 2025
Q4 2024
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
7.79K+ 99.81% |
$187K - $381K
|
15.6K
$378K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
7.71K+ 83.67% |
$185K - $377K
|
16.9K
$410K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
7.66K+ 99.58% |
$184K - $375K
|
15.4K
$372K
|
|
|
Feb 13, 2025
Q4 2024
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
7.5K+ 100.0% |
$180K - $367K
|
15K
$364K
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
7.46K+ 91.81% |
$179K - $365K
|
15.6K
$378K
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
7.3K+ 136.17% |
$176K - $357K
|
12.7K
$307K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
7.1K+ 13.91% |
$171K - $347K
|
58.1K
$1.41M
|
|
|
Feb 11, 2025
Q4 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
7.06K+ 97.15% |
$170K - $345K
|
14.3K
$347K
|