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 08, 2024
Q2 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
631+ 0.8% |
$30.1K - $30.4K
|
79.2K
$1.92M
|
|
|
Aug 07, 2024
Q2 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
627+ 4.92% |
$29.9K - $30.2K
|
13.4K
$324K
|
|
|
Jul 11, 2024
Q2 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
591+ 0.72% |
$28.2K - $28.4K
|
82.2K
$1.99M
|
|
|
Jul 19, 2024
Q2 2024
|
Blossom Wealth Management
|
BUY
|
- |
517+ 4.6% |
$24.7K - $24.9K
|
11.8K
$284K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
465+ 2.66% |
$22.2K - $22.4K
|
18K
$435K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
442+ 0.58% |
$21.1K - $21.3K
|
76.5K
$1.85M
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
441+ 110.25% |
$21.1K - $21.2K
|
841
$20.4K
|
|
|
Aug 09, 2024
Q2 2024
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
BUY
|
- |
434New |
$20.7K - $20.9K
|
434
$10.5K
|
|
|
Aug 12, 2024
Q2 2024
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
422+ 8.64% |
$20.2K - $20.3K
|
5.31K
$128K
|
|
|
Aug 14, 2024
Q2 2024
|
Lummis Asset Management, LP
Fort Worth, TX |
BUY
|
- |
397+ 1.07% |
$19K - $19.1K
|
37.5K
$907K
|
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
385New |
$18.4K - $18.5K
|
385
$9.32K
|
|
|
Jul 30, 2024
Q2 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
383+ 7.96% |
$18.3K - $18.4K
|
5.19K
$126K
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
364+ 0.23% |
$17.4K - $17.5K
|
156K
$3.77M
|
|
|
Aug 13, 2024
Q2 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
346+ 6.76% |
$16.5K - $16.7K
|
5.47K
$132K
|
|
|
Jul 30, 2024
Q2 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
333+ 2.1% |
$15.9K - $16K
|
16.2K
$391K
|
|
|
Aug 08, 2024
Q2 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
333+ 0.69% |
$15.9K - $16K
|
48.6K
$1.18M
|
|
|
Dec 05, 2024
Q2 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
314+ 0.65% |
$15K - $15.1K
|
48.6K
$1.18M
|
|
|
Jul 22, 2024
Q2 2024
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
310+ 1.66% |
$14.8K - $14.9K
|
19K
$461K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
310New |
$14.8K - $14.9K
|
310
$7.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
292+ 2.49% |
$13.9K - $14.1K
|
12K
$291K
|
|
|
Jul 30, 2024
Q2 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
280+ 5.81% |
$13.4K - $13.5K
|
5.1K
$123K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
272+ 2.02% |
$13K - $13.1K
|
13.7K
$332K
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
269New |
$12.8K - $12.9K
|
269
$6.51K
|
|
|
Aug 08, 2024
Q2 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
265+ 1.38% |
$12.7K - $12.8K
|
19.5K
$472K
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
BUY
|
- |
234+ 24.63% |
$11.2K - $11.3K
|
1.18K
$28.7K
|
|
|
Jul 24, 2024
Q2 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
234+ 1.51% |
$11.2K - $11.3K
|
15.7K
$380K
|
|
|
Jul 31, 2024
Q2 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
231+ 4.26% |
$11K - $11.1K
|
5.65K
$137K
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
231+ 0.75% |
$11K - $11.1K
|
31.1K
$754K
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
229+ 0.16% |
$10.9K - $11K
|
143K
$3.47M
|
|
|
Aug 02, 2024
Q2 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
227+ 2.82% |
$10.8K - $10.9K
|
8.27K
$200K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
222+ 8.08% |
$10.6K - $10.7K
|
2.97K
$71.9K
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
220+ 2.25% |
$10.5K - $10.6K
|
9.99K
$242K
|
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
219+ 1.11% |
$10.5K - $10.5K
|
19.9K
$481K
|
|
|
Jul 18, 2024
Q2 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
216+ 2.4% |
$10.3K - $10.4K
|
9.2K
$223K
|
|
|
Jul 23, 2024
Q2 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
208+ 3.65% |
$9.93K - $10K
|
5.91K
$143K
|
|
|
Jul 08, 2024
Q2 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
189+ 2.94% |
$9.02K - $9.1K
|
6.61K
$160K
|
|
|
Jul 19, 2024
Q2 2024
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
185+ 1.95% |
$8.83K - $8.9K
|
9.66K
$234K
|
|
|
Jul 12, 2024
Q2 2024
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
179+ 1.01% |
$8.55K - $8.62K
|
17.8K
$431K
|
|
|
Aug 07, 2024
Q2 2024
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
176+ 0.23% |
$8.4K - $8.47K
|
78.2K
$1.89M
|
|
|
Aug 09, 2024
Q2 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
166+ 1.85% |
$7.93K - $7.99K
|
9.14K
$221K
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
146New |
$6.97K - $7.03K
|
146
$3.53K
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
144+ 2.95% |
$6.88K - $6.93K
|
5.03K
$122K
|
|
|
Jul 19, 2024
Q2 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
140+ 0.72% |
$6.69K - $6.74K
|
19.5K
$472K
|
|
|
Jul 30, 2024
Q2 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
119+ 1.18% |
$5.68K - $5.73K
|
10.2K
$248K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
115+ 0.05% |
$5.49K - $5.53K
|
242K
$5.86M
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
113+ 1.67% |
$5.4K - $5.44K
|
6.88K
$167K
|
|
|
Jul 10, 2024
Q2 2024
|
Anderson Hoagland & CO
|
BUY
|
- |
107+ 0.35% |
$5.11K - $5.15K
|
30.9K
$748K
|
|
|
Jul 30, 2024
Q2 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
102+ 0.27% |
$4.87K - $4.91K
|
37.7K
$913K
|
|
|
Jul 19, 2024
Q2 2024
|
Financial Consulate, Inc
|
BUY
|
- |
101+ 1.07% |
$4.82K - $4.86K
|
9.58K
$232K
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
95New |
$4.54K - $4.57K
|
95
$2.3K
|