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 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
35.6K+ 49.59% |
$857K - $1.74M
|
107K
$2.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
34.7KNew |
$834K - $1.69M
|
34.7K
$838K
|
|
|
Feb 05, 2025
Q4 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
34K+ 17.44% |
$818K - $1.66M
|
229K
$5.53M
|
|
|
Jan 13, 2025
Q4 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
33.9K+ 123.35% |
$815K - $1.66M
|
61.3K
$1.48M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
33.4KNew |
$805K - $1.63M
|
33.4K
$808K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
32.6KNew |
$785K - $1.59M
|
32.6K
$788K
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
31.8K+ 108.88% |
$764K - $1.55M
|
60.9K
$1.47M
|
|
|
Jan 30, 2025
Q4 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
31.6K+ 208.81% |
$760K - $1.54M
|
46.7K
$1.13M
|
|
|
Jan 24, 2025
Q4 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
30.9K+ 120.51% |
$743K - $1.51M
|
56.5K
$1.37M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
30K+ 73.33% |
$721K - $1.47M
|
70.9K
$1.71M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
30K+ 65.96% |
$721K - $1.46M
|
75.4K
$1.82M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
29.7K+ 106.69% |
$715K - $1.45M
|
57.5K
$1.39M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
29.6K+ 88.32% |
$713K - $1.45M
|
63.2K
$1.53M
|
|
|
Jan 17, 2025
Q4 2024
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
29.3K+ 437.89% |
$705K - $1.43M
|
36K
$869K
|
|
|
Jan 14, 2025
Q4 2024
|
Guardian Financial Partners, LLC
|
BUY
|
- |
28.2K+ 190.92% |
$678K - $1.38M
|
42.9K
$1.04M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
27.6K+ 889.49% |
$664K - $1.35M
|
30.7K
$741K
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
26.9K+ 100.0% |
$647K - $1.31M
|
53.8K
$1.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
26.3K+ 91.43% |
$632K - $1.28M
|
55K
$1.33M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
26.2K+ 98.44% |
$630K - $1.28M
|
52.8K
$1.27M
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
25.9K+ 76.42% |
$623K - $1.27M
|
59.8K
$1.45M
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
25.3KNew |
$608K - $1.24M
|
25.3K
$610K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
25.2K+ 125.34% |
$606K - $1.23M
|
45.3K
$1.09M
|
|
|
Jan 23, 2025
Q4 2024
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
25.1K+ 98.35% |
$604K - $1.23M
|
50.6K
$1.22M
|
|
|
Feb 04, 2025
Q4 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
24.7K+ 100.0% |
$594K - $1.21M
|
49.4K
$1.19M
|
|
|
Jan 17, 2025
Q4 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
24.5K+ 71.13% |
$589K - $1.2M
|
58.9K
$1.42M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
24.4K+ 82.38% |
$586K - $1.19M
|
53.9K
$1.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
24K+ 100.0% |
$578K - $1.17M
|
48K
$1.16M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
22.5K+ 94.81% |
$542K - $1.1M
|
46.3K
$1.12M
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
22.1KNew |
$532K - $1.08M
|
22.1K
$535K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
22K+ 156.05% |
$530K - $1.08M
|
36.1K
$873K
|
|
|
Feb 03, 2025
Q4 2024
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
21.2K+ 87.39% |
$510K - $1.04M
|
45.5K
$1.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Anderson Hoagland & CO
|
BUY
|
- |
20.8K+ 69.43% |
$500K - $1.02M
|
50.7K
$1.22M
|
|
|
Jan 14, 2025
Q4 2024
|
Twele Capital Management, Inc.
|
BUY
|
- |
20.5K+ 107.81% |
$493K - $1M
|
39.5K
$955K
|
|
|
Jan 29, 2025
Q4 2024
|
Mc Broom & Associates, LLC
|
BUY
|
- |
19.8K+ 88.58% |
$477K - $968K
|
42.2K
$1.02M
|
|
|
Jan 16, 2025
Q4 2024
|
True Link Financial Advisors, LLC
|
BUY
|
- |
19.4K+ 105.09% |
$466K - $948K
|
37.8K
$914K
|
|
|
Jan 15, 2025
Q4 2024
|
Veery Capital, LLC
|
BUY
|
- |
18.8K+ 64.13% |
$453K - $921K
|
48.2K
$1.16M
|
|
|
Jan 16, 2025
Q4 2024
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
18.4K+ 82.67% |
$443K - $899K
|
40.6K
$982K
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
18.4K+ 117.34% |
$442K - $897K
|
34K
$822K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
18.2K+ 85.93% |
$438K - $890K
|
39.4K
$951K
|
|
|
Jan 21, 2025
Q4 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
17.8K+ 101.48% |
$429K - $872K
|
35.4K
$856K
|
|
|
Jan 24, 2025
Q4 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
17.7K+ 101.73% |
$426K - $865K
|
35.1K
$847K
|
|
|
Feb 06, 2025
Q4 2024
|
Scratch Capital LLC
Boise, ID |
BUY
|
- |
17.6KNew |
$424K - $861K
|
17.6K
$426K
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
17.6K+ 118.05% |
$423K - $860K
|
32.5K
$785K
|
|
|
Jan 30, 2025
Q4 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
17.5K+ 103.06% |
$421K - $856K
|
34.5K
$833K
|
|
|
Jan 16, 2025
Q4 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
17.4K+ 107.51% |
$419K - $852K
|
33.6K
$813K
|
|
|
Jan 14, 2025
Q4 2024
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
17.2K+ 102.69% |
$414K - $841K
|
34K
$820K
|
|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
16.4K+ 99.27% |
$394K - $800K
|
32.8K
$793K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
16.3KNew |
$392K - $797K
|
16.3K
$394K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
16.3K+ 85.01% |
$392K - $796K
|
35.4K
$856K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
16.3K+ 97.51% |
$391K - $794K
|
32.9K
$795K
|