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
$70.8M
|
|
|
Jan 14, 2025
Q4 2024
|
West Coast Financial LLC
|
BUY
|
- |
1.52M+ 162.21% |
$36.6M - $74.3M
|
2.46M
$59.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
915K+ 134.85% |
$22M - $44.7M
|
1.59M
$38.5M
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
870K+ 109.21% |
$20.9M - $42.5M
|
1.67M
$40.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
804K+ 107.82% |
$19.3M - $39.3M
|
1.55M
$37.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
758K+ 103.62% |
$18.2M - $37M
|
1.49M
$36M
|
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
676K+ 94.45% |
$16.3M - $33M
|
1.39M
$33.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
641KNew |
$15.4M - $31.3M
|
641K
$15.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
615K+ 133.07% |
$14.8M - $30.1M
|
1.08M
$26M
|
|
|
Feb 05, 2025
Q4 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
600K+ 108.76% |
$14.4M - $29.3M
|
1.15M
$27.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
BUY
|
- |
597K+ 102.53% |
$14.4M - $29.2M
|
1.18M
$28.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
552K+ 97.67% |
$13.3M - $27M
|
1.12M
$27M
|
|
|
Jan 17, 2025
Q4 2024
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
531K+ 92.78% |
$12.8M - $25.9M
|
1.1M
$26.6M
|
|
|
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
$27.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
475K+ 87.12% |
$11.4M - $23.2M
|
1.02M
$24.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
455K+ 123.18% |
$10.9M - $22.2M
|
824K
$19.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
444K+ 113.77% |
$10.7M - $21.7M
|
835K
$20.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
436K+ 1797.02% |
$10.5M - $21.3M
|
460K
$11.1M
|
|
|
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
$16.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
419K+ 106.7% |
$10.1M - $20.5M
|
812K
$19.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
404K+ 105.36% |
$9.71M - $19.7M
|
787K
$19M
|
|
|
Jan 14, 2025
Q4 2024
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
396K+ 101.08% |
$9.52M - $19.3M
|
787K
$19M
|
|
|
Jan 16, 2025
Q4 2024
|
Courage Miller Partners, LLC
|
BUY
|
- |
390K+ 107.45% |
$9.39M - $19.1M
|
754K
$18.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Sims Investment Management, LLC
Cincinnati, OH |
BUY
|
- |
353KNew |
$8.49M - $17.2M
|
353K
$8.53M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
349K+ 84.76% |
$8.4M - $17.1M
|
761K
$18.4M
|
|
|
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
$18.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Grove Street Fiduciary, LLC
Peterborough, NH |
BUY
|
- |
321KNew |
$7.73M - $15.7M
|
321K
$7.76M
|
|
|
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
|
|
|
Feb 04, 2025
Q4 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
279KNew |
$6.72M - $13.7M
|
279K
$6.75M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
276K+ 143.56% |
$6.65M - $13.5M
|
469K
$11.3M
|
|
|
Jan 10, 2025
Q4 2024
|
Marotta Asset Management
|
BUY
|
- |
274K+ 95.21% |
$6.58M - $13.4M
|
561K
$13.5M
|
|
|
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
$8.94M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
209K+ 111.15% |
$5.04M - $10.2M
|
398K
$9.61M
|
|
|
Jan 24, 2025
Q4 2024
|
Asset Planning Corporation
|
BUY
|
- |
201K+ 1479.86% |
$4.83M - $9.82M
|
214K
$5.18M
|
|
|
Jan 17, 2025
Q4 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
196K+ 114.87% |
$4.72M - $9.59M
|
367K
$8.87M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
189K+ 1524.23% |
$4.54M - $9.23M
|
201K
$4.86M
|
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
182K+ 98.35% |
$4.37M - $8.87M
|
366K
$8.85M
|
|
|
Jan 22, 2025
Q4 2024
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
180K+ 138.49% |
$4.33M - $8.81M
|
310K
$7.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
174K+ 112.97% |
$4.19M - $8.5M
|
328K
$7.92M
|
|
|
Jan 31, 2025
Q4 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
163K+ 492.13% |
$3.91M - $7.95M
|
196K
$4.73M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
157K+ 369.62% |
$3.77M - $7.66M
|
199K
$4.81M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
154K+ 84.02% |
$3.71M - $7.54M
|
338K
$8.16M
|
|
|
Jan 31, 2025
Q4 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
149K+ 93.22% |
$3.59M - $7.3M
|
310K
$7.48M
|