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 07, 2024
Q1 2024
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
7.98KNew |
$383K - $388K
|
7.98K
$391K
|
|
Apr 22, 2024
Q1 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
7.78K+ 2.22% |
$374K - $378K
|
359K
$17.6M
|
|
Apr 18, 2024
Q1 2024
|
Diversified Trust CO
|
BUY
|
- |
7.59K+ 21.33% |
$365K - $369K
|
43.2K
$2.12M
|
|
May 14, 2024
Q1 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
7.57KNew |
$364K - $368K
|
7.57K
$371K
|
|
May 10, 2024
Q1 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
7.41K+ 100.6% |
$356K - $360K
|
14.8K
$725K
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
7.28KNew |
$350K - $354K
|
7.28K
$357K
|
|
May 01, 2024
Q1 2024
|
Ballast Advisors LLC
|
BUY
|
- |
7.12K+ 6.24% |
$342K - $346K
|
121K
$5.94M
|
|
Apr 17, 2024
Q1 2024
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
7.01K+ 1.51% |
$337K - $341K
|
471K
$23.1M
|
|
May 09, 2024
Q1 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
6.98K+ 6.18% |
$335K - $339K
|
120K
$5.88M
|
|
May 03, 2024
Q1 2024
|
Rede Wealth, LLC
|
BUY
|
- |
6.96K+ 26.53% |
$334K - $338K
|
33.2K
$1.63M
|
|
May 14, 2024
Q1 2024
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
6.82K+ 9.04% |
$328K - $332K
|
82.2K
$4.03M
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
6.44K+ 7.21% |
$309K - $313K
|
95.7K
$4.69M
|
|
May 13, 2024
Q1 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
6.42KNew |
$309K - $312K
|
6.42K
$315K
|
|
May 13, 2024
Q1 2024
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
6.42K+ 31.11% |
$308K - $312K
|
27K
$1.33M
|
|
Apr 18, 2024
Q1 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
6.35K+ 4.16% |
$305K - $309K
|
159K
$7.8M
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
6.32K+ 6.04% |
$304K - $307K
|
111K
$5.44M
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
6.11K+ 2.11% |
$294K - $297K
|
296K
$14.5M
|
|
May 13, 2024
Q1 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
6.04KNew |
$290K - $294K
|
6.04K
$296K
|
|
May 02, 2024
Q1 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
5.56K+ 20.24% |
$267K - $271K
|
33K
$1.62M
|
|
Apr 17, 2024
Q1 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
5.52KNew |
$265K - $268K
|
5.52K
$271K
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
5.35K+ 41.75% |
$257K - $260K
|
18.2K
$891K
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
5.32KNew |
$256K - $259K
|
5.32K
$261K
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
5.2KNew |
$250K - $253K
|
5.2K
$255K
|
|
May 14, 2024
Q1 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
4.99KNew |
$240K - $243K
|
4.99K
$245K
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
4.89K+ 20.99% |
$235K - $238K
|
28.2K
$1.38M
|
|
Apr 26, 2024
Q1 2024
|
Prairiewood Capital, LLC
|
BUY
|
- |
4.86K+ 3.75% |
$233K - $236K
|
134K
$6.6M
|
|
May 03, 2024
Q1 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
4.82KNew |
$232K - $234K
|
4.82K
$236K
|
|
May 07, 2024
Q1 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
4.81KNew |
$231K - $234K
|
4.81K
$236K
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
4.8KNew |
$231K - $234K
|
4.8K
$236K
|
|
May 15, 2024
Q1 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
4.75KNew |
$228K - $231K
|
4.75K
$233K
|
|
Apr 15, 2024
Q1 2024
|
Apeiron Ria LLC
|
BUY
|
- |
4.71KNew |
$226K - $229K
|
4.71K
$231K
|
|
Sep 25, 2024
Q1 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
4.67K+ 0.91% |
$224K - $227K
|
516K
$25.3M
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
4.65KNew |
$223K - $226K
|
4.65K
$228K
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
4.52K+ 38.1% |
$217K - $220K
|
16.4K
$804K
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
4.46KNew |
$214K - $217K
|
4.46K
$219K
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
4.4KNew |
$211K - $214K
|
4.4K
$216K
|
|
Apr 10, 2024
Q1 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
4.4KNew |
$211K - $214K
|
4.4K
$216K
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
4.25KNew |
$204K - $207K
|
4.25K
$209K
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
4.15K+ 55.75% |
$199K - $202K
|
11.6K
$569K
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
4.15K+ 131.02% |
$199K - $202K
|
7.31K
$359K
|
|
May 10, 2024
Q1 2024
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
4.09K+ 99.63% |
$197K - $199K
|
8.2K
$402K
|
|
Apr 15, 2024
Q1 2024
|
Courage Miller Partners, LLC
|
BUY
|
- |
3.97K+ 1.15% |
$191K - $193K
|
348K
$17.1M
|
|
Apr 22, 2024
Q1 2024
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
3.87K+ 45.11% |
$186K - $188K
|
12.4K
$610K
|
|
Apr 10, 2024
Q1 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
3.85K+ 29.17% |
$185K - $187K
|
17.1K
$836K
|
|
May 02, 2024
Q1 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
3.83K+ 140.26% |
$184K - $186K
|
6.56K
$322K
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.8K+ 3.52% |
$183K - $185K
|
112K
$5.48M
|
|
Apr 26, 2024
Q1 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
3.59K+ 3.41% |
$172K - $175K
|
109K
$5.34M
|
|
May 09, 2024
Q1 2024
|
Act Two Investors LLC
Santa Cruz, CA |
BUY
|
- |
3.57K+ 3.0% |
$172K - $174K
|
123K
$6.02M
|
|
May 13, 2024
Q1 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
3.46K+ 3.38% |
$166K - $168K
|
106K
$5.19M
|
|
Apr 15, 2024
Q1 2024
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
3.41K+ 2.9% |
$164K - $166K
|
121K
$5.94M
|