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 24, 2024
Q1 2024
|
Callahan Advisors, LLC
|
SELL
|
- |
-223- 3.88% |
$10.7K - $10.8K
|
5.52K
$133K
|
|
|
May 14, 2024
Q1 2024
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-235- 1.31% |
$11.3K - $11.4K
|
17.6K
$426K
|
|
|
Apr 23, 2024
Q1 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-254- 32.11% |
$12.2K - $12.4K
|
537
$13K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-266- 5.52% |
$12.8K - $12.9K
|
4.55K
$110K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-271- 8.97% |
$13K - $13.2K
|
2.75K
$66.4K
|
|
|
Apr 19, 2024
Q1 2024
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-282- 0.32% |
$13.6K - $13.7K
|
86.7K
$2.09M
|
|
|
Apr 16, 2024
Q1 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-293- 0.41% |
$14.1K - $14.2K
|
70.9K
$1.71M
|
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-303- 5.13% |
$14.6K - $14.7K
|
5.6K
$135K
|
|
|
Apr 17, 2024
Q1 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-327- 2.06% |
$15.7K - $15.9K
|
15.5K
$375K
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-332- 68.31% |
$16K - $16.1K
|
154
$3.72K
|
|
|
May 01, 2024
Q1 2024
|
Redw Wealth LLC
|
SELL
|
- |
-334- 2.99% |
$16K - $16.2K
|
10.8K
$262K
|
|
|
Apr 24, 2024
Q1 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-354- 5.15% |
$17K - $17.2K
|
6.52K
$157K
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-354- 6.13% |
$17K - $17.2K
|
5.42K
$131K
|
|
|
May 10, 2024
Q1 2024
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-397- 4.78% |
$19.1K - $19.3K
|
7.91K
$191K
|
|
|
Apr 25, 2024
Q1 2024
|
Friedenthal Financial
|
SELL
|
- |
-398- 3.7% |
$19.1K - $19.4K
|
10.4K
$250K
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-403- 50.56% |
$19.4K - $19.6K
|
394
$9.51K
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-408- 6.4% |
$19.6K - $19.8K
|
5.97K
$144K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-410- 27.68% |
$19.7K - $19.9K
|
1.07K
$25.9K
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-420- 87.5% |
$20.2K - $20.4K
|
60
$1.45K
|
|
|
May 14, 2024
Q1 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-470- 1.3% |
$22.6K - $22.9K
|
35.8K
$864K
|
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-493- 3.48% |
$23.7K - $24K
|
13.7K
$331K
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-517- 84.89% |
$24.8K - $25.1K
|
92
$2.22K
|
|
|
May 15, 2024
Q1 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-517- 6.88% |
$24.8K - $25.1K
|
7K
$169K
|
|
|
Apr 29, 2024
Q1 2024
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-538- 10.2% |
$25.9K - $26.2K
|
4.74K
$114K
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-571- 1.68% |
$27.4K - $27.8K
|
33.4K
$807K
|
|
|
Apr 23, 2024
Q1 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-589- 69.62% |
$28.3K - $28.6K
|
257
$6.2K
|
|
|
May 03, 2024
Q1 2024
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-593- 3.4% |
$28.5K - $28.8K
|
16.8K
$406K
|
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-600- 12.03% |
$28.8K - $29.2K
|
4.39K
$106K
|
|
|
Apr 16, 2024
Q1 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
SELL
|
- |
-605- 2.19% |
$29.1K - $29.4K
|
27K
$652K
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-609- 27.01% |
$29.3K - $29.6K
|
1.65K
$39.7K
|
|
|
Apr 08, 2024
Q1 2024
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-617- 1.93% |
$29.6K - $30K
|
31.3K
$755K
|
|
|
Apr 15, 2024
Q1 2024
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-625- 0.91% |
$30K - $30.4K
|
68.1K
$1.64M
|
|
|
May 06, 2024
Q1 2024
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-645- 6.69% |
$31K - $31.4K
|
8.99K
$217K
|
|
|
May 02, 2024
Q1 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-675- 0.92% |
$32.4K - $32.8K
|
72.5K
$1.75M
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-677- 12.95% |
$32.5K - $32.9K
|
4.55K
$110K
|
|
|
May 10, 2024
Q1 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-714- 1.59% |
$34.3K - $34.7K
|
44.3K
$1.07M
|
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-743- 23.29% |
$35.7K - $36.1K
|
2.45K
$59.1K
|
|
|
Apr 05, 2024
Q1 2024
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-772- 1.46% |
$37.1K - $37.5K
|
52.2K
$1.26M
|
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-811- 9.87% |
$39K - $39.4K
|
7.4K
$179K
|
|
|
May 09, 2024
Q1 2024
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-827- 2.38% |
$39.7K - $40.2K
|
33.9K
$819K
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-831- 8.17% |
$39.9K - $40.4K
|
9.34K
$225K
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-831- 8.17% |
$39.9K - $40.4K
|
9.34K
$225K
|
|
|
May 14, 2024
Q1 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-848- 2.26% |
$40.7K - $41.2K
|
36.7K
$885K
|
|
|
Apr 22, 2024
Q1 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-849- 3.35% |
$40.8K - $41.3K
|
24.5K
$592K
|
|
|
Apr 23, 2024
Q1 2024
|
Iron Financial, LLC
|
SELL
|
- |
-969- 7.2% |
$46.6K - $47.1K
|
12.5K
$302K
|
|
|
May 10, 2024
Q1 2024
|
Somerset Group LLC
Wayzata, MN |
SELL
|
- |
-1.06K- 7.94% |
$51.1K - $51.7K
|
12.3K
$298K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.09K- 4.54% |
$52.1K - $52.8K
|
22.8K
$551K
|
|
|
May 07, 2024
Q1 2024
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-1.1K- 1.01% |
$53K - $53.6K
|
108K
$2.61M
|
|
|
Apr 19, 2024
Q1 2024
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-1.14K- 4.04% |
$54.8K - $55.5K
|
27.1K
$654K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.15K- 4.25% |
$55.3K - $56K
|
26K
$627K
|