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
Apr 25, 2024 Q1 2024
Latitude Advisors, LLC

BUY
 -
47
+ 0.74%
$2.26K - $2.29K
6.37K $154K
Apr 12, 2024 Q1 2024
Southland Equity Partners LLC

Wildwood, MO
BUY
 -
30
+ 0.04%
$1.44K - $1.46K
78.5K $1.89M
May 08, 2024 Q1 2024
Lauterbach Financial Advisors, LLC

BUY
 -
24
+ 0.49%
$1.15K - $1.17K
4.89K $118K
Apr 17, 2024 Q1 2024
Private Ocean, LLC

BUY
 -
22
+ 11.46%
$1.06K - $1.07K
214 $5.17K
Jul 31, 2024 Q1 2024
Rothschild Investment LLC

Chicago, IL
BUY
 -
14
+ 28.0%
$673 - $681
64 $1.54K
Apr 19, 2024 Q1 2024
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
13
+ 0.21%
$625 - $632
6.06K $146K
May 15, 2024 Q1 2024
Perritt Capital Management Inc

Chicago, IL
BUY
 -
10
+ 0.8%
$481 - $486
1.27K $30.5K
Apr 11, 2024 Q1 2024
Pflug Koory, LLC

BUY
 -
7
+ 1.46%
$336 - $340
487 $11.8K
May 08, 2024 Q1 2024
Sandy Spring Bank

BUY
 -
6
+ 0.27%
$288 - $292
2.25K $54.3K
Apr 19, 2024 Q1 2024
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
5
+ 0.07%
$240 - $243
6.93K $167K
May 01, 2024 Q1 2024
Palisade Asset Management, LLC

BUY
 -
3
New
$144 - $146
3 $72.4
May 10, 2024 Q1 2024
Vision Point Advisory Group, LLC

Dallas, TX
BUY
 -
2
New
$96.1 - $97.3
2 $48.3
Apr 10, 2024 Q1 2024
Cva Family Office, LLC

BUY
 -
2
+ 0.03%
$96.1 - $97.3
6.93K $167K
May 14, 2024 Q1 2024
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
1
+ 1.39%
$48.1 - $48.6
73 $1.76K
Apr 18, 2024 Q1 2024
Weatherly Asset Management L. P.

SELL
 -
-1
- 0.02%
$48.1 - $48.6
4.25K $103K
Apr 01, 2024 Q1 2024
Global Wealth Strategies & Associates

Denver, CO
SELL
 -
-2
Closed
$96.1 - $97.3
0 $0
Apr 18, 2024 Q1 2024
Foster & Motley Inc

Cincinnati, OH
SELL
 -
-3
- 0.07%
$144 - $146
4.52K $109K
Apr 30, 2024 Q1 2024
Patriot Financial Group Insurance Agency, LLC

SELL
 -
-4
- 0.04%
$192 - $195
11.1K $267K
May 14, 2024 Q1 2024
Guardian Wealth Management, Inc.

Peoria, IL
SELL
 -
-4
- 2.74%
$192 - $195
142 $3.43K
May 13, 2024 Q1 2024
Bayshore Asset Management, LLC

SELL
 -
-5
- 0.1%
$240 - $243
5.12K $124K
Apr 16, 2024 Q1 2024
Cordant, Inc.

Portland, OR
SELL
 -
-8
- 5.41%
$384 - $389
140 $3.38K
Apr 12, 2024 Q1 2024
Carlson Capital Management

SELL
 -
-9
- 0.19%
$432 - $438
4.82K $116K
May 13, 2024 Q1 2024
Venture Visionary Partners LLC

SELL
 -
-11
- 0.07%
$529 - $535
15.4K $373K
May 16, 2024 Q1 2024
Lummis Asset Management, LP

Fort Worth, TX
SELL
 -
-15
- 0.04%
$721 - $729
37.1K $895K
May 09, 2024 Q1 2024
Brighton Jones LLC

SELL
 -
-27
- 0.43%
$1.3K - $1.31K
6.24K $151K
May 03, 2024 Q1 2024
Geneos Wealth Management Inc.

SELL
 -
-62
- 59.05%
$2.98K - $3.02K
43 $1.04K
May 09, 2024 Q1 2024
Pro Vise Management Group, LLC

Clearwater, FL
SELL
 -
-63
- 1.33%
$3.03K - $3.06K
4.67K $113K
May 10, 2024 Q1 2024
Ark & Tlk Investments, LLC

Oklahoma City, OK
SELL
 -
-65
- 0.69%
$3.12K - $3.16K
9.33K $225K
May 03, 2024 Q1 2024
Huntington National Bank

Columbus, OH
SELL
 -
-79
- 10.84%
$3.8K - $3.84K
650 $15.7K
Apr 16, 2024 Q1 2024
Toth Financial Advisory Corp

SELL
 -
-80
- 0.88%
$3.84K - $3.89K
9.05K $219K
Apr 17, 2024 Q1 2024
Roberts Wealth Advisors, LLC

SELL
 -
-80
- 0.53%
$3.84K - $3.89K
15K $361K
May 17, 2024 Q1 2024
Kozak & Associates, Inc.

Highlands Ranch, CO
SELL
 -
-87
Closed
$4.18K - $4.23K
0 $0
Apr 23, 2024 Q1 2024
Live Oak Private Wealth LLC

SELL
 -
-87
- 0.73%
$4.18K - $4.23K
11.8K $285K
May 14, 2024 Q1 2024
Per Stirling Capital Management, Llc.

Austin, TX
SELL
 -
-95
- 0.57%
$4.56K - $4.62K
16.7K $402K
May 07, 2024 Q1 2024
All Square Wealth Management LLC

Albany, NY
SELL
 -
-100
- 15.48%
$4.81K - $4.86K
546 $13.2K
May 08, 2024 Q1 2024
Bigelow Investment Advisors, LLC

SELL
 -
-104
- 0.25%
$5K - $5.06K
41.7K $1.01M
Apr 16, 2024 Q1 2024
Patriot Investment Management Inc.

SELL
 -
-117
- 2.38%
$5.62K - $5.69K
4.79K $116K
May 03, 2024 Q1 2024
Householder Group Estate & Retirement Specialist, LLC

SELL
 -
-118
- 9.21%
$5.67K - $5.74K
1.16K $28.1K
May 15, 2024 Q1 2024
Geo Wealth Management, LLC

Chicago, IL
SELL
 -
-153
- 99.35%
$7.35K - $7.44K
1 $24.1
May 06, 2024 Q1 2024
Hutchinson Capital Management

San Rafael, CA
SELL
 -
-154
- 0.2%
$7.4K - $7.49K
78K $1.88M
Apr 10, 2024 Q1 2024
Mc Lean Asset Management Corp

SELL
 -
-167
- 0.45%
$8.02K - $8.12K
36.6K $883K
May 16, 2024 Q1 2024
National Asset Management, Inc.

Boca Raton, FL
SELL
 -
-168
- 0.1%
$8.07K - $8.17K
163K $3.94M
May 10, 2024 Q1 2024
Kuhn & CO Investment Counsel

Chicago, IL
SELL
 -
-170
- 0.88%
$8.17K - $8.27K
19.2K $465K
Apr 22, 2024 Q1 2024
Hendershot Investments Inc.

SELL
 -
-170
- 27.64%
$8.17K - $8.27K
445 $10.7K
Apr 12, 2024 Q1 2024
Evanson Asset Management, LLC

SELL
 -
-179
- 0.95%
$8.6K - $8.7K
18.7K $452K
May 14, 2024 Q1 2024
Clarkston Capital Partners, LLC

Bloomfield Hills, MI
SELL
 -
-184
- 36.8%
$8.84K - $8.95K
316 $7.63K
May 06, 2024 Q1 2024
Parallel Advisors, LLC

SELL
 -
-185
- 64.46%
$8.89K - $9K
102 $2.46K
May 03, 2024 Q1 2024
Diligent Investors, LLC

SELL
 -
-191
- 3.25%
$9.18K - $9.29K
5.68K $137K
Apr 30, 2024 Q1 2024
Fortis Group Advisors, LLC

Westwood, NJ
SELL
 -
-201
- 50.0%
$9.66K - $9.77K
201 $4.85K

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