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 |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
7.66K+ 99.58% |
$184K - $375K
|
15.4K
$374K
|
|
|
Feb 13, 2025
Q4 2024
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
7.5K+ 100.0% |
$180K - $367K
|
15K
$365K
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
7.46K+ 91.81% |
$179K - $365K
|
15.6K
$380K
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
7.3K+ 136.17% |
$176K - $357K
|
12.7K
$308K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
7.1K+ 13.91% |
$171K - $347K
|
58.1K
$1.42M
|
|
|
Feb 11, 2025
Q4 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
7.06K+ 97.15% |
$170K - $345K
|
14.3K
$349K
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
7.06K+ 25.95% |
$170K - $345K
|
34.2K
$834K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Architects, LLC
Woodstock, GA |
BUY
|
- |
7.04K+ 109.24% |
$169K - $344K
|
13.5K
$328K
|
|
|
Jan 13, 2025
Q4 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
6.82K+ 113.81% |
$164K - $334K
|
12.8K
$312K
|
|
|
Jan 24, 2025
Q4 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
6.74K+ 107.59% |
$162K - $329K
|
13K
$317K
|
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
6.69K+ 102.75% |
$161K - $327K
|
13.2K
$321K
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
6.67K+ 80.41% |
$161K - $326K
|
15K
$365K
|
|
|
Jan 23, 2025
Q4 2024
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
6.62K+ 100.0% |
$159K - $323K
|
13.2K
$322K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
6.41K+ 74.87% |
$154K - $313K
|
15K
$364K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
6.41K+ 74.87% |
$154K - $313K
|
15K
$364K
|
|
|
Jan 06, 2025
Q4 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
6.24K+ 136.3% |
$150K - $305K
|
10.8K
$264K
|
|
|
Jan 29, 2025
Q4 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
6.18K+ 100.0% |
$149K - $302K
|
12.4K
$301K
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
6.01KNew |
$145K - $294K
|
6.01K
$146K
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
5.99K+ 100.0% |
$144K - $293K
|
12K
$292K
|
|
|
Jan 13, 2025
Q4 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
5.97K+ 95.03% |
$144K - $292K
|
12.2K
$298K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
5.94K+ 50.59% |
$143K - $290K
|
17.7K
$431K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
5.93K+ 31.79% |
$143K - $290K
|
24.6K
$599K
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
5.92K+ 43.09% |
$142K - $289K
|
19.7K
$479K
|
|
|
Feb 04, 2025
Q4 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
5.88K+ 99.44% |
$141K - $287K
|
11.8K
$287K
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
5.87K+ 54.59% |
$141K - $287K
|
16.6K
$405K
|
|
|
Jan 29, 2025
Q4 2024
|
Papp L Roy & Associates
|
BUY
|
- |
5.78K+ 103.6% |
$139K - $283K
|
11.4K
$277K
|
|
|
Feb 06, 2025
Q4 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
5.76K+ 100.75% |
$139K - $281K
|
11.5K
$279K
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
5.62K+ 100.0% |
$135K - $275K
|
11.2K
$274K
|
|
|
Feb 10, 2025
Q4 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
5.61K+ 101.91% |
$135K - $274K
|
11.1K
$271K
|
|
|
Jan 23, 2025
Q4 2024
|
Blossom Wealth Management
|
BUY
|
- |
5.55K+ 45.71% |
$133K - $271K
|
17.7K
$431K
|
|
|
Jan 30, 2025
Q4 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
5.53K+ 15.42% |
$133K - $270K
|
41.4K
$1.01M
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
5.49KNew |
$132K - $268K
|
5.49K
$134K
|
|
|
Jan 22, 2025
Q4 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
5.49K+ 60.78% |
$132K - $268K
|
14.5K
$353K
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
5.46K+ 112.28% |
$131K - $267K
|
10.3K
$251K
|
|
|
Feb 07, 2025
Q4 2024
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
5.44K+ 101.89% |
$131K - $266K
|
10.8K
$262K
|
|
|
Feb 06, 2025
Q4 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
5.42K+ 104.21% |
$130K - $265K
|
10.6K
$259K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
5.41K+ 44.85% |
$130K - $264K
|
17.5K
$425K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
5.38K+ 103.5% |
$130K - $263K
|
10.6K
$258K
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
5.3K+ 110.92% |
$128K - $259K
|
10.1K
$246K
|
|
|
Feb 07, 2025
Q4 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
5.23K+ 100.0% |
$126K - $255K
|
10.5K
$255K
|
|
|
Jan 23, 2025
Q4 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
4.99K+ 99.3% |
$120K - $244K
|
10K
$244K
|
|
|
Feb 06, 2025
Q4 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
BUY
|
- |
4.93K+ 102.28% |
$119K - $241K
|
9.75K
$237K
|
|
|
Feb 03, 2025
Q4 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
4.87K+ 82.83% |
$117K - $238K
|
10.8K
$262K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
4.82K+ 79.92% |
$116K - $236K
|
10.8K
$264K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.76K+ 24.35% |
$115K - $233K
|
24.3K
$592K
|
|
|
Jan 30, 2025
Q4 2024
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
4.73K+ 101.05% |
$114K - $231K
|
9.41K
$229K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
4.73K+ 40.62% |
$114K - $231K
|
16.4K
$398K
|
|
|
Feb 14, 2025
Q4 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
4.71K+ 100.0% |
$113K - $230K
|
9.41K
$229K
|
|
|
Feb 14, 2025
Q4 2024
|
Diligent Investors, LLC
|
BUY
|
- |
4.68K+ 107.34% |
$113K - $229K
|
9.04K
$220K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
4.65K+ 1031.26% |
$112K - $227K
|
5.1K
$124K
|