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 |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2024
Q1 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-35.1K- 47.88% |
$1.69M - $1.71M
|
38.3K
$925K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-36K- 10.64% |
$1.73M - $1.75M
|
303K
$7.32M
|
|
|
Apr 08, 2024
Q1 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-37.3K- 14.46% |
$1.79M - $1.81M
|
220K
$5.33M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-37.7K- 22.66% |
$1.81M - $1.84M
|
129K
$3.11M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-39.9K- 79.13% |
$1.92M - $1.94M
|
10.5K
$255K
|
|
|
Apr 23, 2024
Q1 2024
|
Busey Wealth Management
|
SELL
|
- |
-40.5K- 6.36% |
$1.95M - $1.97M
|
597K
$14.4M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-41K- 41.58% |
$1.97M - $1.99M
|
57.6K
$1.39M
|
|
|
May 03, 2024
Q1 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-44.9K- 48.91% |
$2.16M - $2.18M
|
46.9K
$1.13M
|
|
|
May 15, 2024
Q1 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-46.2K- 53.12% |
$2.22M - $2.25M
|
40.8K
$986K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-48.8K- 63.27% |
$2.34M - $2.37M
|
28.3K
$684K
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-50.5K- 10.45% |
$2.43M - $2.46M
|
433K
$10.5M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-50.6K- 30.11% |
$2.43M - $2.46M
|
118K
$2.84M
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-54K- 25.78% |
$2.59M - $2.63M
|
155K
$3.76M
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-54.9K- 31.4% |
$2.64M - $2.67M
|
120K
$2.9M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-69.2K- 38.87% |
$3.33M - $3.37M
|
109K
$2.63M
|
|
|
May 14, 2024
Q1 2024
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-74.9K- 5.1% |
$3.6M - $3.64M
|
1.39M
$33.7M
|
|
|
Aug 13, 2024
Q1 2024
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-74.9K- 5.1% |
$3.6M - $3.64M
|
1.39M
$33.7M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-76.4K- 20.96% |
$3.67M - $3.72M
|
288K
$6.97M
|
|
|
Apr 19, 2024
Q1 2024
|
Advisor Resource Council
|
SELL
|
- |
-81.1K- 89.14% |
$3.9M - $3.94M
|
9.88K
$239K
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-87K- 69.1% |
$4.18M - $4.23M
|
38.9K
$940K
|
|
|
Apr 29, 2024
Q1 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-89.8K- 30.85% |
$4.31M - $4.37M
|
201K
$4.86M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-96K- 27.69% |
$4.61M - $4.67M
|
251K
$6.06M
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-97.5K- 91.62% |
$4.68M - $4.74M
|
8.91K
$215K
|
|
|
Apr 23, 2024
Q1 2024
|
Bouchey Financial Group LTD
|
SELL
|
- |
-98.1K- 27.73% |
$4.71M - $4.77M
|
256K
$6.18M
|
|
|
Apr 03, 2024
Q1 2024
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-99.9K- 67.38% |
$4.8M - $4.86M
|
48.4K
$1.17M
|
|
|
Apr 29, 2024
Q1 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-143K- 80.75% |
$6.89M - $6.97M
|
34.2K
$826K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-145K- 60.95% |
$6.97M - $7.05M
|
93K
$2.25M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-158K- 11.21% |
$7.61M - $7.71M
|
1.25M
$30.3M
|
|
|
May 10, 2024
Q1 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-160K- 46.43% |
$7.69M - $7.78M
|
185K
$4.46M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-166K- 33.86% |
$8M - $8.09M
|
325K
$7.86M
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
SELL
|
- |
-168K- 85.72% |
$8.09M - $8.19M
|
28.1K
$678K
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-215K- 53.97% |
$10.3M - $10.4M
|
183K
$4.43M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-231K- 95.22% |
$11.1M - $11.2M
|
11.6K
$280K
|
|
|
May 13, 2024
Q1 2024
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-385K- 20.23% |
$18.5M - $18.7M
|
1.52M
$36.7M
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-418K- 11.72% |
$20.1M - $20.3M
|
3.15M
$76.2M
|
|
|
May 08, 2024
Q1 2024
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-597K- 81.73% |
$28.7M - $29M
|
133K
$3.22M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-5.46M- 6.82% |
$262M - $265M
|
74.6M
$1.8B
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-26.9M- 74.38% |
$1.29B - $1.31B
|
9.26M
$224M
|