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 |
|---|---|---|---|---|---|---|---|
|
Dec 05, 2024
Q1 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
358+ 0.75% |
$17.2K - $17.4K
|
48.3K
$1.17M
|
|
|
May 09, 2024
Q1 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
350+ 6.95% |
$16.8K - $17K
|
5.39K
$130K
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
299New |
$14.4K - $14.5K
|
299
$7.22K
|
|
|
May 10, 2024
Q1 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
293+ 4.56% |
$14.1K - $14.2K
|
6.72K
$162K
|
|
|
Apr 09, 2024
Q1 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
271+ 2.82% |
$13K - $13.2K
|
9.89K
$239K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
266+ 198.51% |
$12.8K - $12.9K
|
400
$9.66K
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
259New |
$12.4K - $12.6K
|
259
$6.25K
|
|
|
Apr 22, 2024
Q1 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
258+ 2.07% |
$12.4K - $12.5K
|
12.8K
$308K
|
|
|
Apr 24, 2024
Q1 2024
|
Win Advisors, Inc
|
BUY
|
- |
254+ 2.79% |
$12.2K - $12.4K
|
9.36K
$226K
|
|
|
May 13, 2024
Q1 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
252+ 6.14% |
$12.1K - $12.3K
|
4.36K
$105K
|
|
|
Apr 25, 2024
Q1 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
228New |
$11K - $11.1K
|
228
$5.5K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
214New |
$10.3K - $10.4K
|
214
$5.17K
|
|
|
Apr 11, 2024
Q1 2024
|
Anderson Hoagland & CO
|
BUY
|
- |
205+ 0.67% |
$9.85K - $9.97K
|
30.8K
$743K
|
|
|
Apr 29, 2024
Q1 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
203+ 0.63% |
$9.75K - $9.87K
|
32.5K
$785K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
200New |
$9.61K - $9.73K
|
200
$4.83K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
200New |
$9.61K - $9.73K
|
200
$4.83K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
198+ 17.77% |
$9.51K - $9.63K
|
1.31K
$31.7K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
189+ 590.63% |
$9.08K - $9.19K
|
221
$5.33K
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
175+ 22.88% |
$8.41K - $8.51K
|
940
$22.7K
|
|
|
May 08, 2024
Q1 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
169+ 1.08% |
$8.12K - $8.22K
|
15.8K
$382K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
167New |
$8.02K - $8.12K
|
167
$4.03K
|
|
|
Apr 24, 2024
Q1 2024
|
Krilogy Financial LLC
|
BUY
|
- |
163+ 0.45% |
$7.83K - $7.93K
|
36.7K
$886K
|
|
|
May 13, 2024
Q1 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
155+ 1.47% |
$7.45K - $7.54K
|
10.7K
$259K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
BUY
|
- |
155+ 155.0% |
$7.45K - $7.54K
|
255
$6.16K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
147+ 163.33% |
$7.06K - $7.15K
|
237
$5.72K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
147+ 163.33% |
$7.06K - $7.15K
|
237
$5.72K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
137New |
$6.58K - $6.66K
|
137
$3.31K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
113+ 42.8% |
$5.43K - $5.5K
|
377
$9.1K
|
|
|
Apr 29, 2024
Q1 2024
|
Asset Planning Corporation
|
BUY
|
- |
110+ 0.51% |
$5.29K - $5.35K
|
21.7K
$524K
|
|
|
Apr 25, 2024
Q1 2024
|
Financial Architects, LLC
Woodstock, GA |
BUY
|
- |
100+ 1.26% |
$4.81K - $4.86K
|
8.03K
$194K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
100New |
$4.81K - $4.86K
|
100
$2.41K
|
|
|
Apr 25, 2024
Q1 2024
|
First Personal Financial Services
|
BUY
|
- |
96New |
$4.61K - $4.67K
|
96
$2.32K
|
|
|
Apr 22, 2024
Q1 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
96+ 0.5% |
$4.61K - $4.67K
|
19.4K
$468K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
88+ 0.66% |
$4.23K - $4.28K
|
13.5K
$325K
|
|
|
Apr 22, 2024
Q1 2024
|
Blossom Wealth Management
|
BUY
|
- |
84+ 0.75% |
$4.04K - $4.08K
|
11.2K
$271K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
82+ 25.62% |
$3.94K - $3.99K
|
402
$9.7K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
76+ 0.44% |
$3.65K - $3.7K
|
17.4K
$420K
|
|
|
May 08, 2024
Q1 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
75+ 0.75% |
$3.6K - $3.65K
|
10.1K
$244K
|
|
|
Aug 30, 2024
Q1 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
74New |
$3.56K - $3.6K
|
74
$1.79K
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
BUY
|
- |
72New |
$3.46K - $3.5K
|
72
$1.74K
|
|
|
May 15, 2024
Q1 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
70+ 0.6% |
$3.36K - $3.4K
|
11.7K
$283K
|
|
|
Apr 22, 2024
Q1 2024
|
Financial Consulate, Inc
|
BUY
|
- |
69+ 0.73% |
$3.32K - $3.36K
|
9.48K
$229K
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
69New |
$3.32K - $3.36K
|
69
$1.67K
|
|
|
Apr 15, 2024
Q1 2024
|
Papp L Roy & Associates
|
BUY
|
- |
67+ 0.9% |
$3.22K - $3.26K
|
7.52K
$182K
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
65New |
$3.12K - $3.16K
|
65
$1.57K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
61New |
$2.93K - $2.97K
|
61
$1.47K
|
|
|
Apr 12, 2024
Q1 2024
|
Gleason Group, Inc.
|
BUY
|
- |
60+ 0.75% |
$2.88K - $2.92K
|
8.01K
$193K
|
|
|
May 10, 2024
Q1 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
58+ 0.24% |
$2.79K - $2.82K
|
24.1K
$581K
|
|
|
Apr 22, 2024
Q1 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
57+ 0.64% |
$2.74K - $2.77K
|
8.98K
$217K
|
|
|
Apr 29, 2024
Q1 2024
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
48+ 0.56% |
$2.31K - $2.33K
|
8.62K
$208K
|