Purchases and Sales Made in Q3 2024 in Schwab Short Term Us Treasury (SCHO)

SCHO Quotes by TradingView

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
Oct 08, 2024 Q3 2024
Future Financial Wealth Managment LLC

BUY
 -
1.04K
New
$50K - $51.2K
1.04K $25.3K
Nov 14, 2024 Q3 2024
Valley Forge Investment Consultants Inc Adv

BUY
 -
1.03K
+ 5.52%
$49.3K - $50.5K
19.7K $477K
Oct 03, 2024 Q3 2024
Marotta Asset Management

BUY
 -
1.02K
+ 0.36%
$48.8K - $50K
287K $6.96M
Nov 07, 2024 Q3 2024
Mid Atlantic Capital Management, Inc.

Richmond, VA
BUY
 -
992
New
$47.5K - $48.7K
992 $24K
Nov 05, 2024 Q3 2024
Angeles Investment Advisors, LLC

BUY
 -
920
+ 10.89%
$44.1K - $45.1K
9.37K $227K
Oct 30, 2024 Q3 2024
Milestone Investment Advisors LLC

Middleton, WI
BUY
 -
905
+ 2.11%
$43.4K - $44.4K
43.8K $1.06M
Oct 28, 2024 Q3 2024
Cache Tech Inc.

Logan, UT
BUY
 -
868
+ 6.92%
$41.6K - $42.6K
13.4K $325K
Oct 28, 2024 Q3 2024
Adams Wealth Management

BUY
 -
868
+ 6.92%
$41.6K - $42.6K
13.4K $325K
Nov 08, 2024 Q3 2024
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
804
New
$38.5K - $39.4K
804 $19.5K
Oct 10, 2024 Q3 2024
Koshinski Asset Management, Inc.

BUY
 -
792
+ 2.42%
$38K - $38.9K
33.6K $813K
Oct 30, 2024 Q3 2024
Foster & Motley Inc

Cincinnati, OH
BUY
 -
764
+ 16.63%
$36.6K - $37.5K
5.36K $130K
Nov 25, 2024 Q3 2024
Bryn Mawr Trust CO

Bryn Mawr, PA
BUY
 -
756
New
$36.2K - $37.1K
756 $18.3K
Nov 14, 2024 Q3 2024
Caitlin John, LLC

Brighton, MI
BUY
 -
736
+ 94.85%
$35.3K - $36.1K
1.51K $36.6K
Jan 10, 2025 Q3 2024
Florida Financial Advisors, LLC

Tampa, FL
BUY
 -
621
+ 14.45%
$29.8K - $30.5K
4.92K $119K
Nov 05, 2024 Q3 2024
Hc Advisors, LLC

BUY
 -
600
+ 8.46%
$28.8K - $29.4K
7.69K $186K
Nov 04, 2024 Q3 2024
Kennebec Savings Bank

Augusta, ME
BUY
 -
536
New
$25.7K - $26.3K
536 $13K
Nov 13, 2024 Q3 2024
Bnp Paribas

New York, NY
BUY
 -
528
+ 4.08%
$25.3K - $25.9K
13.5K $326K
Oct 08, 2024 Q3 2024
Planned Solutions, Inc.

BUY
 -
525
+ 3.35%
$25.2K - $25.8K
16.2K $393K
Oct 31, 2024 Q3 2024
Envestnet Portfolio Solutions, Inc.

Berwyn, PA
BUY
 -
501
+ 2.12%
$24K - $24.6K
24.1K $584K
Nov 13, 2024 Q3 2024
Smartleaf Asset Management LLC

Boston, MA
BUY
 -
500
+ 555.56%
$24K - $24.5K
590 $14.3K
Nov 07, 2024 Q3 2024
Islay Capital Management, LLC

Lubbock, TX
BUY
 -
489
+ 1.02%
$23.4K - $24K
48.6K $1.18M
Oct 23, 2024 Q3 2024
Team Financial Group, LLC

Temecula, CA
BUY
 -
488
+ 5.89%
$23.4K - $23.9K
8.78K $213K
Oct 30, 2024 Q3 2024
Beacon Financial Advisory LLC

BUY
 -
485
+ 1.86%
$23.2K - $23.8K
26.6K $644K
Nov 13, 2024 Q3 2024
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
484
+ 17.07%
$23.2K - $23.7K
3.32K $80.4K
Oct 28, 2024 Q3 2024
Creative Financial Designs Inc

BUY
 -
467
+ 3.9%
$22.4K - $22.9K
12.4K $301K
Nov 06, 2024 Q3 2024
Huntington National Bank

Columbus, OH
BUY
 -
451
New
$21.6K - $22.1K
451 $10.9K
Oct 29, 2024 Q3 2024
Princeton Global Asset Management LLC

BUY
 -
436
+ 1.34%
$20.9K - $21.4K
32.9K $797K
Nov 14, 2024 Q3 2024
Windsor Advisory Group, LLC

Columbus, OH
BUY
 -
430
New
$20.6K - $21.1K
430 $10.4K
Nov 05, 2024 Q3 2024
Savvy Advisors, Inc.

New York, NY
BUY
 -
430
+ 1.89%
$20.6K - $21.1K
23.1K $560K
Nov 05, 2024 Q3 2024
Aptus Capital Advisors, LLC

BUY
 -
414
+ 1061.54%
$19.8K - $20.3K
453 $11K
Nov 14, 2024 Q3 2024
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
412
+ 9.03%
$19.7K - $20.2K
4.98K $120K
Oct 10, 2024 Q3 2024
Sound Income Strategies, LLC

BUY
 -
405
New
$19.4K - $19.9K
405 $9.81K
Nov 01, 2024 Q3 2024
Verdence Capital Advisors LLC

Hunt Valley, MD
BUY
 -
399
+ 3.91%
$19.1K - $19.6K
10.6K $257K
Oct 22, 2024 Q3 2024
Blossom Wealth Management

BUY
 -
381
+ 3.24%
$18.3K - $18.7K
12.1K $294K
Oct 10, 2024 Q3 2024
Hart & Patterson Financial Group LLC

Amherst, MA
BUY
 -
374
+ 1.38%
$17.9K - $18.3K
27.5K $665K
Nov 12, 2024 Q3 2024
Towercrest Capital Management

Newtown, PA
BUY
 -
366
+ 1.65%
$17.5K - $18K
22.6K $547K
Nov 13, 2024 Q3 2024
Alliance Wealth Management Group

Flemington, NJ
BUY
 -
366
+ 1.68%
$17.5K - $18K
22.2K $537K
Oct 11, 2024 Q3 2024
Compagnie Lombard Odier S Cm A

1204 Geneva, V8
BUY
 -
360
New
$17.3K - $17.7K
360 $8.72K
Nov 06, 2024 Q3 2024
Summit Asset Management, LLC

Memphis, TN
BUY
 -
359
+ 4.49%
$17.2K - $17.6K
8.36K $203K
Dec 06, 2024 Q3 2024
Logan Capital Management Inc

Newtown Square, PA
BUY
 -
350
+ 8.03%
$16.8K - $17.2K
4.71K $114K
Nov 12, 2024 Q3 2024
Financial Engines Advisors L.L.C.

Santa Clara, CA
BUY
 -
336
+ 2.61%
$16.1K - $16.5K
13.2K $320K
Oct 17, 2024 Q3 2024
Sonoma Private Wealth LLC

San Francisco, CA
BUY
 -
329
+ 6.11%
$15.8K - $16.1K
5.71K $138K
Oct 31, 2024 Q3 2024
Seven Post Investment Office LP

San Francisco, CA
BUY
 -
312
+ 2.55%
$15K - $15.3K
12.5K $304K
Oct 11, 2024 Q3 2024
Rise Advisors, LLC

BUY
 -
309
New
$14.8K - $15.2K
309 $7.48K
Oct 25, 2024 Q3 2024
Gsb Wealth Management, LLC

BUY
 -
304
New
$14.6K - $14.9K
304 $7.36K
Oct 21, 2024 Q3 2024
Northwest Investment Counselors, LLC

BUY
 -
298
New
$14.3K - $14.6K
298 $7.22K
Oct 23, 2024 Q3 2024
St. Johns Investment Management Company, LLC

BUY
 -
295
New
$14.1K - $14.5K
295 $7.14K
Oct 17, 2024 Q3 2024
Kohmann Bosshard Financial Services, LLC

BUY
 -
280
+ 3.31%
$13.4K - $13.7K
8.73K $211K
Nov 14, 2024 Q3 2024
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
268
+ 8.87%
$12.8K - $13.1K
3.29K $79.7K

Track Institutional and Insider Activities on SCHO

Follow SCHWAB SHORT-TERM US TREASURY and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells SCHO shares.

Notify only if

Insider Trading

Get notified when an Schwab Short Term Us Treasury insider buys or sells SCHO shares.

Notify only if

News

Receive news related to SCHWAB SHORT-TERM US TREASURY

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on SCHO