Purchases and Sales Made in Q1 2024 in Schwab Short Term Us Treasury (SCHO)

SCHO Quotes by TradingView

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 14, 2024 Q1 2024
Wedbush Securities Inc

BUY
 -
8.96K
+ 203.64%
$430K - $436K
13.4K $322K
May 02, 2024 Q1 2024
Empower Advisory Group, LLC

Greenwood Village, CO
BUY
 -
8.23K
New
$395K - $400K
8.23K $199K
Jul 22, 2024 Q1 2024
Harbour Investments, Inc.

Madison, WI
BUY
 -
8.16K
+ 4.68%
$392K - $397K
182K $4.4M
May 10, 2024 Q1 2024
Truist Financial Corp

BUY
 -
8.14K
+ 2.06%
$391K - $396K
404K $9.75M
May 14, 2024 Q1 2024
Dean Investment Associates, LLC

Beavercreek, OH
BUY
 -
8.08K
+ 4.76%
$388K - $393K
178K $4.3M
Apr 23, 2024 Q1 2024
Wesbanco Bank Inc

BUY
 -
8.07K
New
$388K - $392K
8.07K $195K
May 07, 2024 Q1 2024
Significant Wealth Partners LLC

Cary, IL
BUY
 -
7.98K
New
$383K - $388K
7.98K $193K
Apr 22, 2024 Q1 2024
Towneley Capital Management, Inc / De

Laguna Hills, CA
BUY
 -
7.78K
+ 2.22%
$374K - $378K
359K $8.66M
Apr 18, 2024 Q1 2024
Diversified Trust CO

BUY
 -
7.59K
+ 21.33%
$365K - $369K
43.2K $1.04M
May 14, 2024 Q1 2024
Rmb Capital Management, LLC

BUY
 -
7.57K
New
$364K - $368K
7.57K $183K
Apr 19, 2024 Q1 2024
Zrc Wealth Management, LLC

Santa Rosa, CA
BUY
 -
7.28K
New
$350K - $354K
7.28K $176K
May 01, 2024 Q1 2024
Ballast Advisors LLC

BUY
 -
7.12K
+ 6.24%
$342K - $346K
121K $2.92M
Apr 17, 2024 Q1 2024
Stephens Group Asset Management, LLC

BUY
 -
7.01K
+ 1.51%
$337K - $341K
471K $11.4M
May 09, 2024 Q1 2024
Associated Banc Corp

Green Bay, WI
BUY
 -
6.98K
+ 6.18%
$335K - $339K
120K $2.89M
May 03, 2024 Q1 2024
Rede Wealth, LLC

BUY
 -
6.96K
+ 26.53%
$334K - $338K
33.2K $801K
May 14, 2024 Q1 2024
Islay Capital Management, LLC

Lubbock, TX
BUY
 -
6.82K
+ 9.04%
$328K - $332K
82.2K $1.99M
May 09, 2024 Q1 2024
Tortoise Investment Management, LLC

BUY
 -
6.44K
+ 7.21%
$309K - $313K
95.7K $2.31M
May 13, 2024 Q1 2024
Burns Matteson Capital Management, LLC

Corning, NY
BUY
 -
6.42K
New
$309K - $312K
6.42K $155K
May 13, 2024 Q1 2024
Transatlantique Private Wealth LLC

BUY
 -
6.42K
+ 31.11%
$308K - $312K
27K $653K
Apr 18, 2024 Q1 2024
Mbm Wealth Consultants, LLC

Chesterfield, MO
BUY
 -
6.35K
+ 4.16%
$305K - $309K
159K $3.84M
Apr 19, 2024 Q1 2024
Rosenberg Matthew Hamilton

BUY
 -
6.32K
+ 6.04%
$304K - $307K
111K $2.68M
May 15, 2024 Q1 2024
Northwestern Mutual Wealth Management CO

BUY
 -
6.11K
+ 2.11%
$294K - $297K
296K $7.15M
May 13, 2024 Q1 2024
Graves Light Lenhart Wealth, Inc.

Harrisonburg, VA
BUY
 -
6.04K
New
$290K - $294K
6.04K $146K
May 02, 2024 Q1 2024
Clear Investment Research, LLC

BUY
 -
5.56K
+ 20.24%
$267K - $271K
33K $798K
Apr 17, 2024 Q1 2024
Hennion & Walsh Asset Management, Inc.

BUY
 -
5.52K
New
$265K - $268K
5.52K $133K
May 09, 2024 Q1 2024
Rfp Financial Group LLC

Atlanta, GA
BUY
 -
5.35K
+ 41.75%
$257K - $260K
18.2K $438K
Apr 22, 2024 Q1 2024
Eagle Strategies LLC

New York, NY
BUY
 -
5.32K
New
$256K - $259K
5.32K $128K
May 14, 2024 Q1 2024
Modera Wealth Management, LLC

BUY
 -
5.2K
New
$250K - $253K
5.2K $126K
Nov 22, 2024 Q1 2024
Freestone Capital Holdings, LLC

Seattle, WA
BUY
 -
5.14K
+ 17.3%
$247K - $250K
34.8K $841K
May 14, 2024 Q1 2024
Gateway Wealth Partners, LLC

Appleton, WI
BUY
 -
4.99K
New
$240K - $243K
4.99K $120K
May 10, 2024 Q1 2024
Principal Securities, Inc.

Des Moines, IA
BUY
 -
4.89K
+ 20.99%
$235K - $238K
28.2K $681K
Apr 26, 2024 Q1 2024
Prairiewood Capital, LLC

BUY
 -
4.86K
+ 3.75%
$233K - $236K
134K $3.25M
May 03, 2024 Q1 2024
Litman Gregory Wealth Management LLC

BUY
 -
4.82K
New
$232K - $234K
4.82K $116K
May 07, 2024 Q1 2024
Wmg Financial Advisors, LLC

BUY
 -
4.81K
New
$231K - $234K
4.81K $116K
May 08, 2024 Q1 2024
Sage View Advisory Group, LLC

Newport Beach, CA
BUY
 -
4.8K
New
$231K - $234K
4.8K $116K
May 15, 2024 Q1 2024
Vestmark Advisory Solutions, Inc.

BUY
 -
4.75K
New
$228K - $231K
4.75K $115K
Apr 15, 2024 Q1 2024
Apeiron Ria LLC

BUY
 -
4.71K
New
$226K - $229K
4.71K $114K
Sep 25, 2024 Q1 2024
Passive Capital Management, Llc.

Baltimore, MD
BUY
 -
4.67K
+ 0.91%
$224K - $227K
516K $12.4M
May 15, 2024 Q1 2024
Svb Wealth LLC

Boston, MA
BUY
 -
4.65K
New
$223K - $226K
4.65K $112K
May 09, 2024 Q1 2024
Hbk Sorce Advisory LLC

Erie, PA
BUY
 -
4.52K
+ 38.1%
$217K - $220K
16.4K $396K
Apr 11, 2024 Q1 2024
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
4.46K
New
$214K - $217K
4.46K $108K
Apr 10, 2024 Q1 2024
Compass Financial Group, Inc/Sd

Sioux Falls, SD
BUY
 -
4.4K
New
$211K - $214K
4.4K $106K
May 10, 2024 Q1 2024
Cibc Private Wealth Group, LLC

BUY
 -
4.4K
New
$211K - $214K
4.4K $106K
Apr 26, 2024 Q1 2024
Clear Creek Financial Management, LLC

BUY
 -
4.25K
New
$204K - $207K
4.25K $103K
Aug 13, 2024 Q1 2024
Prospera Financial Services Inc

BUY
 -
4.15K
+ 55.75%
$199K - $202K
11.6K $280K
May 14, 2024 Q1 2024
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
4.15K
+ 131.02%
$199K - $202K
7.31K $177K
May 10, 2024 Q1 2024
Team Financial Group, LLC

Temecula, CA
BUY
 -
4.09K
+ 99.63%
$197K - $199K
8.2K $198K
Apr 15, 2024 Q1 2024
Courage Miller Partners, LLC

BUY
 -
3.97K
+ 1.15%
$191K - $193K
348K $8.4M
Apr 22, 2024 Q1 2024
Revisor Wealth Management LLC

Akron, OH
BUY
 -
3.87K
+ 45.11%
$186K - $188K
12.4K $300K

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