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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-1.64K- 22.77% |
$78.6K - $80.5K
|
5.56K
$135K
|
|
|
Nov 07, 2024
Q3 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-1.68K- 2.57% |
$80.5K - $82.4K
|
63.8K
$1.54M
|
|
|
Nov 12, 2024
Q3 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-1.7K- 28.29% |
$81.5K - $83.4K
|
4.31K
$104K
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1.93K- 13.87% |
$92.6K - $94.7K
|
12K
$290K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.98K- 8.54% |
$94.8K - $97K
|
21.2K
$513K
|
|
|
Oct 21, 2024
Q3 2024
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-1.99K- 24.09% |
$95.5K - $97.7K
|
6.28K
$152K
|
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-2.02K- 24.31% |
$97K - $99.3K
|
6.3K
$153K
|
|
|
Nov 08, 2024
Q3 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-2.04K- 5.81% |
$97.8K - $100K
|
33K
$800K
|
|
|
Dec 03, 2024
Q3 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-2.07K- 9.66% |
$99.3K - $102K
|
19.4K
$469K
|
|
|
Oct 24, 2024
Q3 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-2.13K- 10.9% |
$102K - $104K
|
17.4K
$421K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-2.15K- 6.45% |
$103K - $105K
|
31.1K
$754K
|
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-2.25K- 12.47% |
$108K - $110K
|
15.8K
$383K
|
|
|
Oct 15, 2024
Q3 2024
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-2.37K- 7.41% |
$113K - $116K
|
29.6K
$716K
|
|
|
Nov 04, 2024
Q3 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-2.37K- 2.39% |
$114K - $116K
|
97K
$2.35M
|
|
|
Nov 12, 2024
Q3 2024
|
Clear Investment Research, LLC
|
SELL
|
- |
-2.47K- 6.09% |
$119K - $121K
|
38.1K
$923K
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-2.51K- 6.73% |
$120K - $123K
|
34.8K
$843K
|
|
|
Nov 14, 2024
Q3 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
SELL
|
- |
-2.53K- 12.96% |
$121K - $124K
|
17K
$411K
|
|
|
Oct 21, 2024
Q3 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-2.55K- 3.23% |
$122K - $125K
|
76.6K
$1.86M
|
|
|
Nov 05, 2024
Q3 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-2.62K- 14.08% |
$126K - $128K
|
16K
$387K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.64K- 5.85% |
$126K - $129K
|
42.4K
$1.03M
|
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-2.64K- 3.25% |
$127K - $130K
|
78.6K
$1.9M
|
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-2.65K- 8.86% |
$127K - $130K
|
27.2K
$659K
|
|
|
Nov 07, 2024
Q3 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-2.67K- 0.37% |
$128K - $131K
|
716K
$17.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-2.85K- 34.05% |
$137K - $140K
|
5.52K
$134K
|
|
|
Nov 14, 2024
Q3 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-2.85K- 8.77% |
$137K - $140K
|
29.7K
$719K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.92K- 1.87% |
$140K - $143K
|
153K
$3.7M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.92K- 1.72% |
$140K - $143K
|
167K
$4.05M
|
|
|
Nov 13, 2024
Q3 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-2.94K- 15.98% |
$141K - $144K
|
15.5K
$374K
|
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-3.05K- 1.59% |
$146K - $150K
|
188K
$4.56M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-3.05K- 24.61% |
$146K - $150K
|
9.35K
$226K
|
|
|
Nov 12, 2024
Q3 2024
|
Members Advisory Group LLC
Williamsville, NY |
SELL
|
- |
-3.05K- 22.04% |
$146K - $150K
|
10.8K
$262K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.11K- 6.31% |
$149K - $153K
|
46.2K
$1.12M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.18K- 4.73% |
$153K - $156K
|
64K
$1.55M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-3.45K- 14.15% |
$165K - $169K
|
20.9K
$506K
|
|
|
Oct 09, 2024
Q3 2024
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-3.49K- 3.33% |
$167K - $171K
|
101K
$2.45M
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-3.54K- 5.28% |
$170K - $174K
|
63.5K
$1.54M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-3.67K- 11.64% |
$176K - $180K
|
27.8K
$674K
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-3.71K- 30.88% |
$178K - $182K
|
8.3K
$201K
|
|
|
Jan 16, 2025
Q3 2024
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-3.75K- 4.31% |
$180K - $184K
|
83.3K
$2.02M
|
|
|
Nov 07, 2024
Q3 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-3.98K- 46.14% |
$191K - $195K
|
4.64K
$112K
|
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-3.99K- 14.83% |
$191K - $196K
|
22.9K
$555K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-4.12K- 31.46% |
$197K - $202K
|
8.97K
$217K
|
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-4.28K- 37.33% |
$205K - $210K
|
7.19K
$174K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-4.28K- 4.52% |
$205K - $210K
|
90.6K
$2.19M
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-4.34K- 25.93% |
$208K - $213K
|
12.4K
$300K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-4.35K- 1.75% |
$209K - $214K
|
244K
$5.92M
|
|
|
Nov 04, 2024
Q3 2024
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-4.83K- 10.35% |
$232K - $237K
|
41.9K
$1.01M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-4.95K- 19.75% |
$237K - $243K
|
20.1K
$487K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-5.05K- 21.3% |
$242K - $248K
|
18.7K
$452K
|
|
|
Nov 05, 2024
Q3 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-5.31K- 39.69% |
$255K - $261K
|
8.07K
$195K
|