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 10, 2024
Q1 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
3.85K+ 29.17% |
$185K - $187K
|
17.1K
$412K
|
|
|
May 02, 2024
Q1 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
3.83K+ 140.26% |
$184K - $186K
|
6.56K
$158K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.8K+ 3.52% |
$183K - $185K
|
112K
$2.7M
|
|
|
Apr 26, 2024
Q1 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
3.59K+ 3.41% |
$172K - $175K
|
109K
$2.63M
|
|
|
May 09, 2024
Q1 2024
|
Act Two Investors LLC
Santa Cruz, CA |
BUY
|
- |
3.57K+ 3.0% |
$172K - $174K
|
123K
$2.96M
|
|
|
May 13, 2024
Q1 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
3.46K+ 3.38% |
$166K - $168K
|
106K
$2.55M
|
|
|
Apr 15, 2024
Q1 2024
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
3.41K+ 2.9% |
$164K - $166K
|
121K
$2.92M
|
|
|
Apr 17, 2024
Q1 2024
|
Bremer Bank National Association
|
BUY
|
- |
3.32K+ 53.53% |
$160K - $162K
|
9.53K
$230K
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
3.2K+ 35.23% |
$154K - $156K
|
12.3K
$297K
|
|
|
Apr 19, 2024
Q1 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
3.15K+ 35.35% |
$151K - $153K
|
12K
$291K
|
|
|
Apr 29, 2024
Q1 2024
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
3.14K+ 13.09% |
$151K - $153K
|
27.1K
$654K
|
|
|
May 15, 2024
Q1 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
3.07K+ 1.17% |
$148K - $149K
|
265K
$6.39M
|
|
|
Apr 16, 2024
Q1 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
3.06K+ 1.19% |
$147K - $149K
|
260K
$6.27M
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.99K+ 8.18% |
$143K - $145K
|
39.5K
$953K
|
|
|
Apr 09, 2024
Q1 2024
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
2.94K+ 23.43% |
$141K - $143K
|
15.5K
$373K
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
2.83K+ 19.56% |
$136K - $138K
|
17.3K
$418K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
2.79K+ 34.73% |
$134K - $135K
|
10.8K
$261K
|
|
|
May 01, 2024
Q1 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
2.7K+ 12.31% |
$130K - $131K
|
24.6K
$594K
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.55KNew |
$122K - $124K
|
2.55K
$61.5K
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.4K+ 1.87% |
$115K - $117K
|
131K
$3.15M
|
|
|
May 02, 2024
Q1 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
2.38K+ 3.53% |
$115K - $116K
|
69.9K
$1.69M
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
2.32K+ 40.47% |
$112K - $113K
|
8.06K
$195K
|
|
|
Apr 16, 2024
Q1 2024
|
Mc Broom & Associates, LLC
|
BUY
|
- |
2.17K+ 11.11% |
$104K - $105K
|
21.7K
$523K
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
2.17K+ 18.35% |
$104K - $105K
|
14K
$337K
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.12K+ 5.69% |
$102K - $103K
|
39.4K
$951K
|
|
|
May 08, 2024
Q1 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
2.07K+ 0.81% |
$99.4K - $101K
|
257K
$6.2M
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.98KNew |
$95.3K - $96.5K
|
1.98K
$47.9K
|
|
|
May 09, 2024
Q1 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
1.97K+ 6.88% |
$94.7K - $95.8K
|
30.6K
$739K
|
|
|
Apr 19, 2024
Q1 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
1.96K+ 14.87% |
$93.9K - $95.1K
|
15.1K
$365K
|
|
|
May 02, 2024
Q1 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
1.95K+ 2.15% |
$93.6K - $94.7K
|
92.5K
$2.23M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.86KNew |
$89.5K - $90.6K
|
1.86K
$45K
|
|
|
May 10, 2024
Q1 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
1.84K+ 4.79% |
$88.6K - $89.7K
|
40.4K
$974K
|
|
|
May 14, 2024
Q1 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
1.84K+ 4.79% |
$88.6K - $89.7K
|
40.4K
$974K
|
|
|
Apr 26, 2024
Q1 2024
|
Guardian Financial Partners, LLC
|
BUY
|
- |
1.79K+ 12.36% |
$85.8K - $86.8K
|
16.2K
$392K
|
|
|
May 14, 2024
Q1 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
1.77K+ 22.77% |
$85K - $86K
|
9.54K
$230K
|
|
|
May 15, 2024
Q1 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
1.74K+ 25.83% |
$83.7K - $84.7K
|
8.49K
$205K
|
|
|
May 15, 2024
Q1 2024
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
1.72K+ 19.08% |
$82.6K - $83.6K
|
10.7K
$259K
|
|
|
Apr 16, 2024
Q1 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
1.69K+ 2.96% |
$81.3K - $82.3K
|
58.9K
$1.42M
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1.67K+ 7.27% |
$80.4K - $81.4K
|
24.7K
$596K
|
|
|
May 08, 2024
Q1 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
1.66K+ 14.44% |
$79.9K - $80.8K
|
13.2K
$318K
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
1.66K+ 10.52% |
$79.8K - $80.8K
|
17.5K
$421K
|
|
|
Apr 24, 2024
Q1 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
1.66K+ 25.95% |
$79.6K - $80.6K
|
8.04K
$194K
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.65K+ 5.51% |
$79.3K - $80.2K
|
31.6K
$763K
|
|
|
May 06, 2024
Q1 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
1.62K+ 1.65% |
$78K - $78.9K
|
100K
$2.42M
|
|
|
May 15, 2024
Q1 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
1.62K+ 3.07% |
$77.6K - $78.5K
|
54.2K
$1.31M
|
|
|
May 07, 2024
Q1 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
1.59K+ 7.71% |
$76.4K - $77.3K
|
22.2K
$536K
|
|
|
Apr 15, 2024
Q1 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
1.49K+ 2.1% |
$71.4K - $72.3K
|
72.3K
$1.74M
|
|
|
May 06, 2024
Q1 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
BUY
|
- |
1.46K+ 24.99% |
$70.2K - $71K
|
7.3K
$176K
|
|
|
Apr 24, 2024
Q1 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
1.44K+ 4.42% |
$69.2K - $70K
|
34.1K
$822K
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.41K+ 3.45% |
$67.6K - $68.4K
|
42.2K
$1.02M
|