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 26, 2024
Q1 2024
|
First National Trust CO
|
BUY
|
- |
37.9K+ 12.9% |
$1.82M - $1.84M
|
332K
$8.01M
|
|
Apr 19, 2024
Q1 2024
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
37.1K+ 6.53% |
$1.78M - $1.8M
|
605K
$14.6M
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
35.2K+ 17.04% |
$1.69M - $1.71M
|
242K
$5.84M
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
35K+ 332.11% |
$1.68M - $1.7M
|
45.5K
$1.1M
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
34.8K+ 9.65% |
$1.67M - $1.69M
|
395K
$9.55M
|
|
Apr 25, 2024
Q1 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
34.6K+ 139.64% |
$1.66M - $1.68M
|
59.4K
$1.43M
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
33.5KNew |
$1.61M - $1.63M
|
33.5K
$809K
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
31.4K+ 6.22% |
$1.51M - $1.53M
|
536K
$12.9M
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
30KNew |
$1.44M - $1.46M
|
30K
$723K
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
29.8K+ 82.11% |
$1.43M - $1.45M
|
66.2K
$1.6M
|
|
May 15, 2024
Q1 2024
|
Valley Financial Group, Inc.
Ambler, PA |
BUY
|
- |
29.5K+ 14.84% |
$1.42M - $1.43M
|
228K
$5.5M
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
29.2K+ 75.11% |
$1.4M - $1.42M
|
68.1K
$1.64M
|
|
Apr 12, 2024
Q1 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
26.7K+ 9.82% |
$1.28M - $1.3M
|
299K
$7.21M
|
|
May 09, 2024
Q1 2024
|
Journey Advisory Group, LLC
|
BUY
|
- |
26.6K+ 12.91% |
$1.28M - $1.29M
|
232K
$5.61M
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
26.2K+ 8.65% |
$1.26M - $1.27M
|
329K
$7.93M
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
25.8K+ 7.01% |
$1.24M - $1.26M
|
394K
$9.52M
|
|
Apr 15, 2024
Q1 2024
|
Rmr Wealth Builders
|
BUY
|
- |
25K+ 43.68% |
$1.2M - $1.22M
|
82.3K
$1.99M
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
24.6K+ 7.16% |
$1.18M - $1.19M
|
368K
$8.88M
|
|
Apr 15, 2024
Q1 2024
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
22.2K+ 165.44% |
$1.06M - $1.08M
|
35.5K
$858K
|
|
May 08, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
21KNew |
$1.01M - $1.02M
|
21K
$506K
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
20.8K+ 75.39% |
$1M - $1.01M
|
48.5K
$1.17M
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
20.5K+ 248.87% |
$987K - $998K
|
28.8K
$695K
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
20.5K+ 2518.3% |
$985K - $997K
|
21.3K
$514K
|
|
Apr 15, 2024
Q1 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
20.4K+ 11.9% |
$979K - $991K
|
192K
$4.62M
|
|
Apr 11, 2024
Q1 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
19.1K+ 2.54% |
$918K - $929K
|
771K
$18.6M
|
|
Jun 28, 2024
Q1 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
18.4KNew |
$886K - $897K
|
18.4K
$445K
|
|
Apr 25, 2024
Q1 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
18.4KNew |
$886K - $896K
|
18.4K
$445K
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
17.3K+ 122.39% |
$831K - $841K
|
31.4K
$759K
|
|
Apr 15, 2024
Q1 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
17.2K+ 12.37% |
$826K - $836K
|
156K
$3.77M
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
15.6K+ 31.62% |
$749K - $758K
|
64.9K
$1.57M
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
15.3K+ 27.87% |
$734K - $743K
|
70.1K
$1.69M
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
15K+ 6.81% |
$721K - $730K
|
235K
$5.68M
|
|
May 01, 2024
Q1 2024
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
14.3K+ 319.84% |
$685K - $694K
|
18.7K
$452K
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
14K+ 11.4% |
$672K - $680K
|
137K
$3.3M
|
|
May 15, 2024
Q1 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
13.8K+ 20.94% |
$662K - $670K
|
79.5K
$1.92M
|
|
Apr 18, 2024
Q1 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
13.2K+ 2.54% |
$633K - $641K
|
531K
$12.8M
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
12.8K+ 3.33% |
$615K - $623K
|
398K
$9.6M
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
12.8K+ 71.12% |
$615K - $623K
|
30.8K
$744K
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
11.5K+ 6.29% |
$550K - $557K
|
193K
$4.67M
|
|
May 01, 2024
Q1 2024
|
Bnp Paribas
New York, NY |
BUY
|
- |
11KNew |
$531K - $537K
|
11K
$267K
|
|
Apr 02, 2024
Q1 2024
|
Marotta Asset Management
|
BUY
|
- |
10.8K+ 3.71% |
$518K - $524K
|
302K
$7.29M
|
|
Dec 19, 2024
Q1 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
10.5K+ 12.24% |
$503K - $509K
|
95.9K
$2.32M
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
10.3KNew |
$496K - $502K
|
10.3K
$249K
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
10.2KNew |
$491K - $497K
|
10.2K
$247K
|
|
May 13, 2024
Q1 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
9.94K+ 91.75% |
$478K - $483K
|
20.8K
$501K
|
|
May 07, 2024
Q1 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
9.58KNew |
$460K - $466K
|
9.58K
$231K
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
9.39K+ 34.23% |
$451K - $457K
|
36.8K
$889K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
9.19K+ 9.69% |
$442K - $447K
|
104K
$2.51M
|
|
May 20, 2024
Q1 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
8.99KNew |
$432K - $437K
|
8.99K
$217K
|
|
May 14, 2024
Q1 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
8.97KNew |
$431K - $436K
|
8.97K
$217K
|