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 12, 2024
Q1 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.4K+ 20.09% |
$67.4K - $68.2K
|
8.38K
$202K
|
|
|
May 10, 2024
Q1 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.38K+ 3.65% |
$66.3K - $67.1K
|
39.1K
$945K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.36K+ 6.63% |
$65.3K - $66K
|
21.8K
$527K
|
|
|
May 13, 2024
Q1 2024
|
American Investment Services, Inc.
|
BUY
|
- |
1.35K+ 3.01% |
$64.9K - $65.7K
|
46.2K
$1.11M
|
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
BUY
|
- |
1.34K+ 14.18% |
$64.4K - $65.2K
|
10.8K
$261K
|
|
|
May 13, 2024
Q1 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
1.33K+ 3.06% |
$63.8K - $64.5K
|
44.7K
$1.08M
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.32K+ 9.97% |
$63.3K - $64.1K
|
14.5K
$351K
|
|
|
Apr 19, 2024
Q1 2024
|
True Link Financial Advisors, LLC
|
BUY
|
- |
1.3K+ 6.05% |
$62.7K - $63.4K
|
22.9K
$552K
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.3K+ 6.3% |
$62.4K - $63.1K
|
21.9K
$529K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.25K+ 15.57% |
$60.2K - $60.9K
|
9.29K
$224K
|
|
|
May 09, 2024
Q1 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
1.25K+ 2.9% |
$59.9K - $60.6K
|
44.3K
$1.07M
|
|
|
Apr 17, 2024
Q1 2024
|
Successful Portfolios LLC
|
BUY
|
- |
1.18K+ 1.12% |
$56.8K - $57.5K
|
107K
$2.57M
|
|
|
Apr 30, 2024
Q1 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
1.04K+ 13.49% |
$49.9K - $50.5K
|
8.73K
$211K
|
|
|
Apr 09, 2024
Q1 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
1.03K+ 10.22% |
$49.6K - $50.2K
|
11.1K
$269K
|
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1.03KNew |
$49.4K - $50K
|
1.03K
$24.8K
|
|
|
May 09, 2024
Q1 2024
|
Lindenwold Advisors
|
BUY
|
- |
979+ 2.59% |
$47K - $47.6K
|
38.8K
$937K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
957+ 9.93% |
$46K - $46.5K
|
10.6K
$256K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
BUY
|
- |
950New |
$45.6K - $46.2K
|
950
$22.9K
|
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
914+ 18.39% |
$43.9K - $44.4K
|
5.88K
$142K
|
|
|
May 20, 2024
Q1 2024
|
Adams Wealth Management
|
BUY
|
- |
886+ 9.21% |
$42.6K - $43.1K
|
10.5K
$254K
|
|
|
Apr 12, 2024
Q1 2024
|
Twele Capital Management, Inc.
|
BUY
|
- |
884+ 4.84% |
$42.5K - $43K
|
19.1K
$462K
|
|
|
May 02, 2024
Q1 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
874+ 1.08% |
$42K - $42.5K
|
81.7K
$1.97M
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
857+ 2.21% |
$41.2K - $41.7K
|
39.7K
$957K
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
845+ 14.26% |
$40.6K - $41.1K
|
6.77K
$163K
|
|
|
Apr 17, 2024
Q1 2024
|
Rhs Financial, LLC
|
BUY
|
- |
772+ 6.95% |
$37.1K - $37.5K
|
11.9K
$287K
|
|
|
Apr 30, 2024
Q1 2024
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
734+ 3.8% |
$35.3K - $35.7K
|
20K
$484K
|
|
|
Apr 26, 2024
Q1 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
711+ 4.82% |
$34.2K - $34.6K
|
15.5K
$373K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
670+ 9.44% |
$32.2K - $32.6K
|
7.77K
$188K
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
663+ 0.64% |
$31.9K - $32.2K
|
105K
$2.53M
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
BUY
|
- |
660New |
$31.7K - $32.1K
|
660
$15.9K
|
|
|
May 09, 2024
Q1 2024
|
Motco
|
BUY
|
- |
635New |
$30.5K - $30.9K
|
635
$15.3K
|
|
|
May 10, 2024
Q1 2024
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
632+ 0.76% |
$30.4K - $30.7K
|
83.6K
$2.02M
|
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
627+ 6.95% |
$30.1K - $30.5K
|
9.65K
$233K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
622+ 37.22% |
$29.9K - $30.2K
|
2.29K
$55.4K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
563+ 6.12% |
$27.1K - $27.4K
|
9.77K
$236K
|
|
|
May 14, 2024
Q1 2024
|
Mengis Capital Management, Inc.
|
BUY
|
- |
556+ 12.42% |
$26.7K - $27K
|
5.03K
$121K
|
|
|
May 14, 2024
Q1 2024
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
537+ 5.61% |
$25.8K - $26.1K
|
10.1K
$244K
|
|
|
Apr 29, 2024
Q1 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
534+ 11.63% |
$25.7K - $26K
|
5.13K
$124K
|
|
|
Apr 30, 2024
Q1 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
530+ 3.71% |
$25.5K - $25.8K
|
14.8K
$358K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
477+ 37.12% |
$22.9K - $23.2K
|
1.76K
$42.5K
|
|
|
Apr 22, 2024
Q1 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
473+ 6.1% |
$22.7K - $23K
|
8.23K
$199K
|
|
|
May 03, 2024
Q1 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
452+ 5.24% |
$21.7K - $22K
|
9.08K
$219K
|
|
|
Apr 29, 2024
Q1 2024
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
437+ 4.84% |
$21K - $21.3K
|
9.47K
$229K
|
|
|
Apr 17, 2024
Q1 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
420+ 6.08% |
$20.2K - $20.4K
|
7.33K
$177K
|
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
410+ 3.49% |
$19.7K - $19.9K
|
12.1K
$293K
|
|
|
Apr 25, 2024
Q1 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
395+ 1.06% |
$19K - $19.2K
|
37.6K
$909K
|
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
384+ 12.36% |
$18.5K - $18.7K
|
3.49K
$84.2K
|
|
|
Apr 29, 2024
Q1 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
374+ 7.13% |
$18K - $18.2K
|
5.62K
$136K
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
368+ 14.12% |
$17.7K - $17.9K
|
2.97K
$71.8K
|
|
|
May 13, 2024
Q1 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
358+ 0.75% |
$17.2K - $17.4K
|
48.3K
$1.17M
|