Purchases and Sales Made in Q2 2024 in Schwab Short Term Us Treasury (SCHO)
This table provides information about the institutional ownership of Schwab Short Term Us Treasury (SCHO) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.18K+ 5.5% |
$104K - $105K
|
41.8K
$1.01M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2.11K+ 4.46% |
$101K - $101K
|
49.3K
$1.19M
|
|
|
Jul 30, 2024
Q2 2024
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
2.05K+ 10.24% |
$98K - $98.8K
|
22.1K
$535K
|
|
|
Jul 16, 2024
Q2 2024
|
Adams Wealth Management
|
BUY
|
- |
2.04K+ 19.39% |
$97.3K - $98K
|
12.5K
$303K
|
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.99K+ 465.19% |
$95.1K - $95.8K
|
2.42K
$58.5K
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.99K+ 3.0% |
$94.9K - $95.7K
|
68.2K
$1.65M
|
|
|
Jul 11, 2024
Q2 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
1.98K+ 3.37% |
$94.7K - $95.5K
|
60.9K
$1.47M
|
|
|
Aug 14, 2024
Q2 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.94K+ 9.33% |
$92.5K - $93.3K
|
22.7K
$550K
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
1.92K+ 23.76% |
$91.4K - $92.2K
|
9.97K
$241K
|
|
|
Aug 13, 2024
Q2 2024
|
Bnp Paribas
New York, NY |
BUY
|
- |
1.9K+ 17.16% |
$90.5K - $91.2K
|
12.9K
$313K
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1.83K+ 7.4% |
$87.3K - $88K
|
26.5K
$642K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.81K+ 17.08% |
$86.4K - $87.1K
|
12.4K
$300K
|
|
|
Aug 09, 2024
Q2 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
1.75K+ 26.7% |
$83.6K - $84.3K
|
8.31K
$201K
|
|
|
Aug 08, 2024
Q2 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
1.75K+ 4.19% |
$83.5K - $84.1K
|
43.5K
$1.05M
|
|
|
Jul 18, 2024
Q2 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
1.73K+ 1.11% |
$82.4K - $83.1K
|
158K
$3.82M
|
|
|
Aug 08, 2024
Q2 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
1.73K+ 5.64% |
$82.4K - $83K
|
32.3K
$782K
|
|
|
Aug 13, 2024
Q2 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
1.69K+ 10.12% |
$80.5K - $81.1K
|
18.3K
$444K
|
|
|
Aug 09, 2024
Q2 2024
|
Bank Of Marin
Novato, CA |
BUY
|
- |
1.64K+ 4.85% |
$78.5K - $79.1K
|
35.6K
$861K
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.51K+ 6.82% |
$72.2K - $72.8K
|
23.7K
$574K
|
|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1.48K+ 42.46% |
$70.8K - $71.3K
|
4.97K
$120K
|
|
|
Jul 26, 2024
Q2 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.48K+ 6.01% |
$70.7K - $71.2K
|
26.1K
$632K
|
|
|
Jul 22, 2024
Q2 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
1.47K+ 4.56% |
$70.3K - $70.9K
|
33.8K
$818K
|
|
|
Jul 31, 2024
Q2 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
1.45K+ 5.85% |
$69.4K - $69.9K
|
26.3K
$636K
|
|
|
Jul 24, 2024
Q2 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
1.45K+ 4.26% |
$69.3K - $69.8K
|
35.5K
$859K
|
|
|
Aug 14, 2024
Q2 2024
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
1.45K+ 1.56% |
$69.1K - $69.7K
|
94.1K
$2.28M
|
|
|
Jul 16, 2024
Q2 2024
|
Diversified Trust CO
|
BUY
|
- |
1.36K+ 3.16% |
$65.1K - $65.6K
|
44.5K
$1.08M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.33K+ 1.43% |
$63.7K - $64.2K
|
94.3K
$2.28M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.21K+ 1.34% |
$57.5K - $58K
|
90.8K
$2.2M
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1.16K+ 10.74% |
$55.4K - $55.9K
|
12K
$290K
|
|
|
Jul 31, 2024
Q2 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
1.16K+ 1.34% |
$55.3K - $55.7K
|
87.9K
$2.13M
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
1.12K+ 11.03% |
$53.6K - $54K
|
11.3K
$274K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.1K+ 14.17% |
$52.6K - $53K
|
8.87K
$215K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.05K+ 490.65% |
$50.1K - $50.5K
|
1.26K
$30.6K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
1.04K+ 5.95% |
$49.6K - $50K
|
18.5K
$448K
|
|
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
1KNew |
$47.8K - $48.1K
|
1K
$24.2K
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
1K+ 5.87% |
$47.8K - $48.1K
|
18.1K
$437K
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
986+ 15.81% |
$47.1K - $47.5K
|
7.22K
$175K
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
969+ 1.01% |
$46.3K - $46.6K
|
96.6K
$2.34M
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
864+ 4.97% |
$41.3K - $41.6K
|
18.3K
$442K
|
|
|
Aug 12, 2024
Q2 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
861+ 0.86% |
$41.1K - $41.4K
|
101K
$2.44M
|
|
|
Jul 12, 2024
Q2 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
846+ 4.04% |
$40.4K - $40.7K
|
21.8K
$528K
|
|
|
Aug 06, 2024
Q2 2024
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
843+ 3.95% |
$40.3K - $40.6K
|
22.2K
$537K
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
835+ 12.29% |
$39.9K - $40.2K
|
7.63K
$185K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
825+ 37.86% |
$39.4K - $39.7K
|
3K
$72.7K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
770+ 0.69% |
$36.8K - $37.1K
|
112K
$2.72M
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
753+ 15060.0% |
$36K - $36.2K
|
758
$18.3K
|
|
|
Jul 30, 2024
Q2 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
729+ 2.03% |
$34.8K - $35.1K
|
36.6K
$885K
|
|
|
Jul 16, 2024
Q2 2024
|
Friedenthal Financial
|
BUY
|
- |
696+ 6.71% |
$33.2K - $33.5K
|
11.1K
$268K
|
|
|
Jul 11, 2024
Q2 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
694+ 15.18% |
$33.1K - $33.4K
|
5.27K
$127K
|
|
|
Aug 06, 2024
Q2 2024
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
662+ 4.43% |
$31.6K - $31.9K
|
15.6K
$378K
|