Purchases and Sales Made in Q3 2024 in Schwab Short Term Us Treasury (SCHO)
This table provides information about the institutional ownership of Schwab Short Term Us Treasury (SCHO) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-5.38K- 33.37% |
$258K - $264K
|
10.8K
$260K
|
|
|
Oct 18, 2024
Q3 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-5.7K- 13.11% |
$273K - $280K
|
37.8K
$915K
|
|
|
Nov 12, 2024
Q3 2024
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-5.86K- 50.89% |
$281K - $287K
|
5.65K
$137K
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-5.86K- 48.36% |
$281K - $288K
|
6.26K
$152K
|
|
|
Oct 21, 2024
Q3 2024
|
Asset Planning Corporation
|
SELL
|
- |
-5.91K- 30.34% |
$283K - $290K
|
13.6K
$329K
|
|
|
Nov 08, 2024
Q3 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-6.12K- 23.87% |
$293K - $300K
|
19.5K
$473K
|
|
|
Oct 25, 2024
Q3 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-6.33K- 17.82% |
$303K - $310K
|
29.2K
$707K
|
|
|
Nov 13, 2024
Q3 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-6.41K- 11.33% |
$307K - $315K
|
50.2K
$1.22M
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
SELL
|
- |
-6.49K- 1.41% |
$311K - $319K
|
455K
$11M
|
|
|
Oct 15, 2024
Q3 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-7.16K- 11.75% |
$343K - $351K
|
53.7K
$1.3M
|
|
|
Oct 17, 2024
Q3 2024
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-7.52K- 35.31% |
$360K - $369K
|
13.8K
$333K
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
SELL
|
- |
-7.59K- 95.3% |
$364K - $372K
|
374
$9.06K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-8.18K- 3.92% |
$392K - $401K
|
201K
$4.86M
|
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-8.73K- 67.84% |
$419K - $428K
|
4.14K
$100K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-9.1K- 2.16% |
$436K - $447K
|
412K
$9.97M
|
|
|
Nov 07, 2024
Q3 2024
|
Lindenwold Advisors
|
SELL
|
- |
-10.2K- 26.58% |
$491K - $502K
|
28.3K
$685K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-10.8K- 34.78% |
$519K - $531K
|
20.3K
$492K
|
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-11.2K- 32.05% |
$537K - $550K
|
23.8K
$575K
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-11.3K- 11.02% |
$543K - $556K
|
91.5K
$2.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-12K- 20.84% |
$576K - $590K
|
45.7K
$1.11M
|
|
|
Nov 06, 2024
Q3 2024
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-12.4K- 73.55% |
$594K - $608K
|
4.46K
$108K
|
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-12.7K- 18.65% |
$611K - $625K
|
55.6K
$1.35M
|
|
|
Oct 08, 2024
Q3 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-13.7K- 6.8% |
$657K - $672K
|
188K
$4.55M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-15.7K- 8.39% |
$755K - $772K
|
172K
$4.16M
|
|
|
Nov 08, 2024
Q3 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-16.1K- 28.02% |
$772K - $790K
|
41.4K
$1M
|
|
|
Oct 25, 2024
Q3 2024
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-16.3K- 16.74% |
$783K - $801K
|
81.2K
$1.97M
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
SELL
|
- |
-16.4K- 8.22% |
$788K - $807K
|
184K
$4.45M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-19.1K- 7.03% |
$916K - $937K
|
253K
$6.12M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-20.1K- 55.14% |
$965K - $988K
|
16.4K
$397K
|
|
|
Nov 12, 2024
Q3 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-22.9K- 4.28% |
$1.1M - $1.12M
|
512K
$12.4M
|
|
|
Oct 23, 2024
Q3 2024
|
Busey Wealth Management
|
SELL
|
- |
-24.2K- 4.49% |
$1.16M - $1.19M
|
514K
$12.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Bouchey Financial Group LTD
|
SELL
|
- |
-24.3K- 11.06% |
$1.16M - $1.19M
|
195K
$4.72M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-25.6K- 11.17% |
$1.23M - $1.26M
|
203K
$4.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
SELL
|
- |
-27.7K- 40.32% |
$1.33M - $1.36M
|
41K
$994K
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-28.6K- 71.08% |
$1.37M - $1.4M
|
11.6K
$282K
|
|
|
Nov 14, 2024
Q3 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-29.7K- 11.69% |
$1.42M - $1.46M
|
224K
$5.44M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-36.4K- 6.91% |
$1.74M - $1.79M
|
491K
$11.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-39.4K- 32.12% |
$1.89M - $1.93M
|
83.3K
$2.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-39.6K- 19.37% |
$1.9M - $1.94M
|
165K
$4M
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-42.2K- 99.09% |
$2.02M - $2.07M
|
388
$9.4K
|
|
|
Oct 24, 2024
Q3 2024
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-43.5K- 42.52% |
$2.08M - $2.13M
|
58.8K
$1.42M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-47.2K- 3.48% |
$2.26M - $2.31M
|
1.31M
$31.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-51.5K- 3.69% |
$2.47M - $2.53M
|
1.34M
$32.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-51.9K- 91.1% |
$2.49M - $2.54M
|
5.06K
$123K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-55.6K- 38.82% |
$2.66M - $2.73M
|
87.6K
$2.12M
|
|
|
Oct 23, 2024
Q3 2024
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-85.2K- 94.92% |
$4.08M - $4.18M
|
4.56K
$110K
|
|
|
Oct 09, 2024
Q3 2024
|
Stephens Group Asset Management, LLC
|
SELL
|
- |
-95.3K- 19.58% |
$4.57M - $4.67M
|
391K
$9.48M
|
|
|
Nov 06, 2024
Q3 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-143K- 38.46% |
$6.85M - $7.01M
|
229K
$5.54M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-168K- 51.94% |
$8.05M - $8.24M
|
156K
$3.77M
|
|
|
Nov 14, 2024
Q3 2024
|
Valley Financial Group, Inc.
Ambler, PA |
SELL
|
- |
-185K- 77.49% |
$8.85M - $9.06M
|
53.6K
$1.3M
|