Purchases and Sales Made in Q4 2024 in Schwab Short Term Us Treasury (SCHO)
This table provides information about the institutional ownership of Schwab Short Term Us Treasury (SCHO) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1.67M+ 133.51% |
$40.3M - $81.9M
|
2.93M
$70.9M
|
|
|
Jan 14, 2025
Q4 2024
|
West Coast Financial LLC
|
BUY
|
- |
1.52M+ 162.21% |
$36.6M - $74.3M
|
2.46M
$59.5M
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
870K+ 109.21% |
$20.9M - $42.5M
|
1.67M
$40.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
758K+ 103.62% |
$18.2M - $37M
|
1.49M
$36.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
676K+ 94.45% |
$16.3M - $33M
|
1.39M
$33.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
615K+ 133.07% |
$14.8M - $30.1M
|
1.08M
$26.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
BUY
|
- |
597K+ 102.53% |
$14.4M - $29.2M
|
1.18M
$28.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
552K+ 97.67% |
$13.3M - $27M
|
1.12M
$27.1M
|
|
|
Jan 17, 2025
Q4 2024
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
531K+ 92.78% |
$12.8M - $25.9M
|
1.1M
$26.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
530K+ 100.32% |
$12.7M - $25.9M
|
1.06M
$25.6M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
478K+ 73.44% |
$11.5M - $23.4M
|
1.13M
$27.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
455K+ 123.18% |
$10.9M - $22.2M
|
824K
$20M
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
444K+ 113.77% |
$10.7M - $21.7M
|
835K
$20.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
430K+ 109.62% |
$10.3M - $21M
|
822K
$19.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
423K+ 170.28% |
$10.2M - $20.7M
|
672K
$16.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
419K+ 106.7% |
$10.1M - $20.5M
|
812K
$19.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
404K+ 105.36% |
$9.71M - $19.7M
|
787K
$19.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
396K+ 101.08% |
$9.52M - $19.3M
|
787K
$19.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Courage Miller Partners, LLC
|
BUY
|
- |
390K+ 107.45% |
$9.39M - $19.1M
|
754K
$18.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
340K+ 144.43% |
$8.17M - $16.6M
|
575K
$13.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
328K+ 72.08% |
$7.89M - $16M
|
783K
$19M
|
|
|
Jan 17, 2025
Q4 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
318K+ 156.66% |
$7.65M - $15.5M
|
521K
$12.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
310K+ 113.54% |
$7.46M - $15.2M
|
583K
$14.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
297K+ 56.01% |
$7.15M - $14.5M
|
828K
$20M
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
297K+ 100.75% |
$7.15M - $14.5M
|
592K
$14.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
276K+ 143.56% |
$6.65M - $13.5M
|
469K
$11.4M
|
|
|
Jan 10, 2025
Q4 2024
|
Marotta Asset Management
|
BUY
|
- |
274K+ 95.21% |
$6.58M - $13.4M
|
561K
$13.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
256K+ 111.8% |
$6.16M - $12.5M
|
485K
$11.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Prairiewood Capital, LLC
|
BUY
|
- |
213K+ 134.93% |
$5.12M - $10.4M
|
370K
$8.97M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
209K+ 111.15% |
$5.04M - $10.2M
|
398K
$9.63M
|
|
|
Jan 24, 2025
Q4 2024
|
Asset Planning Corporation
|
BUY
|
- |
201K+ 1479.86% |
$4.83M - $9.82M
|
214K
$5.19M
|
|
|
Jan 17, 2025
Q4 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
196K+ 114.87% |
$4.72M - $9.59M
|
367K
$8.89M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
189K+ 1524.23% |
$4.54M - $9.23M
|
201K
$4.87M
|
|
|
Jan 22, 2025
Q4 2024
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
180K+ 138.49% |
$4.33M - $8.81M
|
310K
$7.51M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
154K+ 84.02% |
$3.71M - $7.54M
|
338K
$8.18M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
149K+ 86.84% |
$3.59M - $7.3M
|
321K
$7.78M
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
149K+ 112.7% |
$3.58M - $7.28M
|
281K
$6.81M
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
BUY
|
- |
148K+ 156.55% |
$3.57M - $7.25M
|
243K
$5.89M
|
|
|
Jan 24, 2025
Q4 2024
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
146KNew |
$3.52M - $7.16M
|
146K
$3.55M
|
|
|
Jan 17, 2025
Q4 2024
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
146K+ 94.7% |
$3.5M - $7.12M
|
299K
$7.25M
|
|
|
Jan 22, 2025
Q4 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
127K+ 122.8% |
$3.06M - $6.22M
|
231K
$5.59M
|
|
|
Jan 27, 2025
Q4 2024
|
Meritage Portfolio Management
|
BUY
|
- |
107K+ 110.48% |
$2.58M - $5.24M
|
204K
$4.95M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
100K+ 114.41% |
$2.41M - $4.9M
|
188K
$4.55M
|
|
|
Jan 17, 2025
Q4 2024
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
98K+ 102.52% |
$2.36M - $4.79M
|
194K
$4.69M
|
|
|
Jan 16, 2025
Q4 2024
|
Successful Portfolios LLC
|
BUY
|
- |
97.5K+ 92.2% |
$2.35M - $4.77M
|
203K
$4.92M
|
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
96.6K+ 104.74% |
$2.32M - $4.72M
|
189K
$4.57M
|
|
|
Jan 16, 2025
Q4 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
92.4K+ 91.26% |
$2.22M - $4.52M
|
194K
$4.69M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
90K+ 216.64% |
$2.17M - $4.4M
|
132K
$3.19M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
86.8K+ 105.43% |
$2.09M - $4.24M
|
169K
$4.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
79.7K+ 104.71% |
$1.92M - $3.9M
|
156K
$3.78M
|