Purchases and Sales Made in Q1 2024 in Schwab Short Term Us Treasury (SCHO)
This table provides information about the institutional ownership of Schwab Short Term Us Treasury (SCHO) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-4.43K- 39.61% |
$213K - $215K
|
6.75K
$163K
|
|
|
Apr 15, 2024
Q1 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
SELL
|
- |
-4.49K- 17.32% |
$216K - $218K
|
21.4K
$517K
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-4.73K- 41.07% |
$227K - $230K
|
6.79K
$164K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-4.82K- 2.5% |
$232K - $234K
|
188K
$4.53M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-4.83K- 9.27% |
$232K - $235K
|
47.2K
$1.14M
|
|
|
Apr 22, 2024
Q1 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-4.9K- 10.13% |
$235K - $238K
|
43.5K
$1.05M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-5.19K- 0.75% |
$249K - $252K
|
683K
$16.5M
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-5.19K- 44.98% |
$249K - $252K
|
6.35K
$153K
|
|
|
Apr 29, 2024
Q1 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-5.51K- 5.12% |
$265K - $268K
|
102K
$2.46M
|
|
|
May 13, 2024
Q1 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-5.71K- 18.69% |
$274K - $278K
|
24.8K
$599K
|
|
|
Apr 30, 2024
Q1 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-5.72K- 27.14% |
$275K - $278K
|
15.3K
$371K
|
|
|
Apr 10, 2024
Q1 2024
|
Weitzel Financial Services, Inc.
|
SELL
|
- |
-5.75K- 27.76% |
$276K - $279K
|
14.9K
$361K
|
|
|
May 15, 2024
Q1 2024
|
Econ Financial Services Corp
|
SELL
|
- |
-6.3K- 30.6% |
$303K - $306K
|
14.3K
$345K
|
|
|
Apr 25, 2024
Q1 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
SELL
|
- |
-6.4K- 15.14% |
$307K - $311K
|
35.9K
$866K
|
|
|
Apr 22, 2024
Q1 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
SELL
|
- |
-7.07K- 32.33% |
$340K - $344K
|
14.8K
$357K
|
|
|
May 07, 2024
Q1 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-7.1K- 1.03% |
$341K - $345K
|
682K
$16.5M
|
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-8.12K- 49.19% |
$390K - $395K
|
8.39K
$203K
|
|
|
May 14, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-8.21K- 19.07% |
$394K - $399K
|
34.8K
$841K
|
|
|
Apr 15, 2024
Q1 2024
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-8.35K- 5.1% |
$401K - $406K
|
155K
$3.75M
|
|
|
Apr 18, 2024
Q1 2024
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-8.59K- 30.05% |
$413K - $418K
|
20K
$483K
|
|
|
May 13, 2024
Q1 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-9.12K- 26.94% |
$438K - $444K
|
24.7K
$597K
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-9.36K- 18.13% |
$450K - $455K
|
42.3K
$1.02M
|
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-9.45K- 34.86% |
$454K - $460K
|
17.7K
$426K
|
|
|
May 14, 2024
Q1 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-9.53K- 35.84% |
$458K - $464K
|
17.1K
$412K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-9.62K- 7.75% |
$462K - $468K
|
115K
$2.77M
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-10.5K- 12.1% |
$503K - $509K
|
76.1K
$1.84M
|
|
|
May 10, 2024
Q1 2024
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-10.7K- 7.66% |
$515K - $522K
|
129K
$3.12M
|
|
|
Apr 10, 2024
Q1 2024
|
Apella Capital, LLC
|
SELL
|
- |
-10.9K- 2.31% |
$524K - $530K
|
461K
$11.1M
|
|
|
Apr 29, 2024
Q1 2024
|
ETF Store, Inc.
|
SELL
|
- |
-11.5K- 12.74% |
$554K - $561K
|
79K
$1.91M
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-12.5K- 41.84% |
$601K - $609K
|
17.4K
$420K
|
|
|
May 06, 2024
Q1 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-13.4K- 6.39% |
$643K - $651K
|
196K
$4.73M
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-13.8K- 14.81% |
$662K - $670K
|
79.3K
$1.91M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-13.9K- 13.4% |
$666K - $674K
|
89.6K
$2.16M
|
|
|
Apr 17, 2024
Q1 2024
|
D.B. Root & Company, LLC
|
SELL
|
- |
-14.7K- 23.94% |
$707K - $716K
|
46.8K
$1.13M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-14.8K- 5.36% |
$713K - $721K
|
262K
$6.32M
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-15.1K- 47.94% |
$728K - $737K
|
16.4K
$397K
|
|
|
Apr 29, 2024
Q1 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-15.6K- 19.97% |
$750K - $760K
|
62.6K
$1.51M
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-16K- 61.18% |
$771K - $780K
|
10.2K
$246K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-16.9K- 55.73% |
$814K - $823K
|
13.4K
$325K
|
|
|
May 09, 2024
Q1 2024
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-17.5K- 45.05% |
$841K - $852K
|
21.4K
$516K
|
|
|
May 01, 2024
Q1 2024
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-17.5K- 45.57% |
$843K - $853K
|
21K
$506K
|
|
|
Apr 26, 2024
Q1 2024
|
Members Advisory Group LLC
Williamsville, NY |
SELL
|
- |
-18.9K- 47.73% |
$910K - $921K
|
20.7K
$501K
|
|
|
May 03, 2024
Q1 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-20.2K- 50.47% |
$969K - $980K
|
19.8K
$477K
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-20.5K- 80.72% |
$983K - $995K
|
4.89K
$118K
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-22.2K- 40.63% |
$1.07M - $1.08M
|
32.4K
$782K
|
|
|
Apr 22, 2024
Q1 2024
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-26.6K- 40.69% |
$1.28M - $1.29M
|
38.8K
$936K
|
|
|
Apr 15, 2024
Q1 2024
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-29.1K- 26.89% |
$1.4M - $1.42M
|
79.2K
$1.91M
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-29.7K- 90.11% |
$1.43M - $1.45M
|
3.26K
$78.8K
|
|
|
Apr 11, 2024
Q1 2024
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-31.9K- 26.89% |
$1.53M - $1.55M
|
86.8K
$2.1M
|
|
|
Apr 15, 2024
Q1 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-35.1K- 47.88% |
$1.69M - $1.71M
|
38.3K
$923K
|