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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2024
Q2 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-800- 12.78% |
$38.2K - $38.5K
|
5.46K
$132K
|
|
|
Jul 18, 2024
Q2 2024
|
Veery Capital, LLC
|
SELL
|
- |
-880- 6.63% |
$42K - $42.4K
|
12.4K
$300K
|
|
|
Jul 26, 2024
Q2 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-901- 5.87% |
$43K - $43.4K
|
14.4K
$350K
|
|
|
Jul 16, 2024
Q2 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-930- 10.27% |
$44.4K - $44.8K
|
8.12K
$197K
|
|
|
Jul 19, 2024
Q2 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-934- 0.88% |
$44.6K - $45K
|
105K
$2.54M
|
|
|
Jul 29, 2024
Q2 2024
|
Iron Financial, LLC
|
SELL
|
- |
-941- 7.53% |
$44.9K - $45.3K
|
11.6K
$280K
|
|
|
Jul 30, 2024
Q2 2024
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-964- 0.61% |
$46K - $46.4K
|
157K
$3.81M
|
|
|
Jul 22, 2024
Q2 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-970- 10.13% |
$46.3K - $46.7K
|
8.61K
$208K
|
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-973- 10.08% |
$46.5K - $46.8K
|
8.68K
$210K
|
|
|
Aug 05, 2024
Q2 2024
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-990- 11.01% |
$47.3K - $47.6K
|
8K
$194K
|
|
|
Aug 01, 2024
Q2 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-992- 14.17% |
$47.4K - $47.7K
|
6.01K
$145K
|
|
|
Aug 07, 2024
Q2 2024
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-994- 78.58% |
$47.5K - $47.8K
|
271
$6.56K
|
|
|
Aug 09, 2024
Q2 2024
|
Black Diamond Financial, LLC
|
SELL
|
- |
-995- 4.52% |
$47.5K - $47.9K
|
21K
$508K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-1K- 14.42% |
$47.8K - $48.1K
|
5.93K
$144K
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.03K- 7.07% |
$49.1K - $49.5K
|
13.5K
$327K
|
|
|
Jul 29, 2024
Q2 2024
|
Callahan Advisors, LLC
|
SELL
|
- |
-1.1K- 19.88% |
$52.4K - $52.8K
|
4.42K
$107K
|
|
|
Jul 26, 2024
Q2 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-1.13K- 2.6% |
$54K - $54.4K
|
42.4K
$1.03M
|
|
|
Jul 15, 2024
Q2 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-1.13K- 19.96% |
$54.1K - $54.5K
|
4.54K
$110K
|
|
|
Aug 01, 2024
Q2 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-1.19K- 1.72% |
$57K - $57.5K
|
68.3K
$1.65M
|
|
|
Aug 15, 2024
Q2 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-1.2K- 4.66% |
$57.4K - $57.9K
|
24.6K
$595K
|
|
|
Aug 14, 2024
Q2 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-1.21K- 12.71% |
$57.9K - $58.3K
|
8.33K
$201K
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.22K- 4.16% |
$58.1K - $58.5K
|
28K
$678K
|
|
|
Jul 16, 2024
Q2 2024
|
Financial Architects, LLC
Woodstock, GA |
SELL
|
- |
-1.25K- 15.58% |
$59.7K - $60.2K
|
6.78K
$164K
|
|
|
Aug 09, 2024
Q2 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.29K- 1.4% |
$61.6K - $62.1K
|
90.6K
$2.19M
|
|
|
Jul 10, 2024
Q2 2024
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
SELL
|
- |
-1.3K- 13.73% |
$62.3K - $62.8K
|
8.19K
$198K
|
|
|
Aug 13, 2024
Q2 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-1.38K- 18.21% |
$65.8K - $66.3K
|
6.19K
$150K
|
|
|
Jul 31, 2024
Q2 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-1.39K- 1.28% |
$66.5K - $67K
|
108K
$2.6M
|
|
|
Jul 15, 2024
Q2 2024
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-1.54K- 0.99% |
$73.6K - $74.2K
|
154K
$3.73M
|
|
|
Jul 16, 2024
Q2 2024
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-1.59K- 5.86% |
$75.9K - $76.5K
|
25.5K
$617K
|
|
|
Jul 11, 2024
Q2 2024
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-1.61K- 3.07% |
$76.6K - $77.2K
|
50.6K
$1.23M
|
|
|
Aug 07, 2024
Q2 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-1.63K- 1.54% |
$77.6K - $78.3K
|
104K
$2.52M
|
|
|
Jul 24, 2024
Q2 2024
|
Herold Advisors, Inc.
|
SELL
|
- |
-1.63K- 4.05% |
$78K - $78.6K
|
38.7K
$937K
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.68K- 4.25% |
$80.1K - $80.8K
|
37.8K
$915K
|
|
|
Jul 22, 2024
Q2 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-1.76K- 4.79% |
$84K - $84.7K
|
35K
$846K
|
|
|
Jul 25, 2024
Q2 2024
|
Courage Miller Partners, LLC
|
SELL
|
- |
-1.76K- 0.51% |
$84.1K - $84.8K
|
346K
$8.38M
|
|
|
Aug 12, 2024
Q2 2024
|
Somerset Group LLC
Wayzata, MN |
SELL
|
- |
-1.79K- 14.48% |
$85.3K - $86K
|
10.6K
$255K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.82K- 97.91% |
$87.1K - $87.8K
|
39
$944
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-1.84K- 13.78% |
$87.9K - $88.6K
|
11.5K
$279K
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.93K- 5.01% |
$92.3K - $93K
|
36.7K
$887K
|
|
|
Jul 24, 2024
Q2 2024
|
Papp L Roy & Associates
|
SELL
|
- |
-1.94K- 25.84% |
$92.8K - $93.6K
|
5.58K
$135K
|
|
|
Aug 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-2K- 16.48% |
$95.6K - $96.4K
|
10.1K
$246K
|
|
|
Jul 19, 2024
Q2 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-2.07K- 28.32% |
$98.7K - $99.5K
|
5.23K
$127K
|
|
|
Jul 08, 2024
Q2 2024
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-2.07K- 6.62% |
$98.8K - $99.6K
|
29.2K
$707K
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-2.12K- 19.0% |
$101K - $102K
|
9.02K
$218K
|
|
|
Jul 12, 2024
Q2 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-2.14K- 2.0% |
$102K - $103K
|
104K
$2.53M
|
|
|
Jul 31, 2024
Q2 2024
|
Asset Planning Corporation
|
SELL
|
- |
-2.25K- 10.35% |
$107K - $108K
|
19.5K
$471K
|
|
|
Aug 13, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-2.28K- 6.55% |
$109K - $110K
|
32.5K
$788K
|
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-2.28K- 6.55% |
$109K - $110K
|
32.5K
$788K
|
|
|
Jul 16, 2024
Q2 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-2.33K- 15.31% |
$111K - $112K
|
12.9K
$311K
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.42K- 11.06% |
$116K - $117K
|
19.5K
$472K
|