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 27, 2025
Q4 2024
|
Win Advisors, Inc
|
BUY
|
- |
3.79K+ 25.37% |
$91.1K - $185K
|
18.7K
$452K
|
|
|
Jan 16, 2025
Q4 2024
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
3.74K+ 27.11% |
$89.9K - $183K
|
17.5K
$423K
|
|
|
Feb 04, 2025
Q4 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
3.54K+ 68.84% |
$85.1K - $173K
|
8.67K
$209K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
3.42K+ 104.07% |
$82.4K - $167K
|
6.71K
$162K
|
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
3.21K+ 100.0% |
$77.2K - $157K
|
6.42K
$155K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.11K+ 66.61% |
$74.8K - $152K
|
7.77K
$188K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
2.84K+ 301.6% |
$68.2K - $139K
|
3.78K
$91.2K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
2.78K+ 97.44% |
$66.9K - $136K
|
5.64K
$136K
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
BUY
|
- |
2.7K+ 100.0% |
$65K - $132K
|
5.4K
$130K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
2.67KNew |
$64.2K - $131K
|
2.67K
$64.5K
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
2.52K+ 107.06% |
$60.5K - $123K
|
4.87K
$118K
|
|
|
Jan 22, 2025
Q4 2024
|
Legacy Bridge, LLC
|
BUY
|
- |
2.3K+ 100.0% |
$55.3K - $112K
|
4.6K
$111K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
2.27KNew |
$54.6K - $111K
|
2.27K
$54.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
2.24KNew |
$54K - $110K
|
2.24K
$54.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
2.06K+ 116.07% |
$49.5K - $101K
|
3.83K
$92.6K
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
1.94K+ 23.14% |
$46.6K - $94.6K
|
10.3K
$249K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
1.81KNew |
$43.6K - $88.6K
|
1.81K
$43.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
1.52K+ 102.23% |
$36.5K - $74.1K
|
3K
$72.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
1.31KNew |
$31.5K - $63.9K
|
1.31K
$31.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
1.27KNew |
$30.6K - $62.1K
|
1.27K
$30.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
1.24K+ 102.48% |
$29.8K - $60.6K
|
2.45K
$59.2K
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
1.14K+ 100.35% |
$27.3K - $55.5K
|
2.27K
$54.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.07KNew |
$25.8K - $52.4K
|
1.07K
$25.9K
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
1.07KNew |
$25.7K - $52.2K
|
1.07K
$25.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1.06K+ 101.82% |
$25.6K - $51.9K
|
2.11K
$50.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
1KNew |
$24.1K - $48.9K
|
1K
$24.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
992+ 100.0% |
$23.9K - $48.5K
|
1.98K
$47.9K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
942+ 4.11% |
$22.7K - $46K
|
23.9K
$576K
|
|
|
Jan 17, 2025
Q4 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
876+ 78.49% |
$21.1K - $42.8K
|
1.99K
$48.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
864New |
$20.8K - $42.2K
|
864
$20.9K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
864+ 213.33% |
$20.8K - $42.2K
|
1.27K
$30.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Hendershot Investments Inc.
|
BUY
|
- |
825+ 185.39% |
$19.8K - $40.3K
|
1.27K
$30.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
806New |
$19.4K - $39.4K
|
806
$19.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
759+ 353.02% |
$18.3K - $37.1K
|
974
$23.5K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
721New |
$17.3K - $35.2K
|
721
$17.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
676+ 48.99% |
$16.3K - $33K
|
2.06K
$49.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
663+ 87.7% |
$16K - $32.4K
|
1.42K
$34.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
654+ 100.0% |
$15.7K - $32K
|
1.31K
$31.6K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
612+ 100.0% |
$14.7K - $29.9K
|
1.22K
$29.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
609+ 344.07% |
$14.7K - $29.8K
|
786
$19K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
591+ 100.17% |
$14.2K - $28.9K
|
1.18K
$28.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
573+ 169.53% |
$13.8K - $28K
|
911
$22K
|
|
|
Jan 27, 2025
Q4 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
544New |
$13.1K - $26.6K
|
544
$13.1K
|
|
|
Jan 23, 2025
Q4 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
536+ 100.0% |
$12.9K - $26.2K
|
1.07K
$25.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
476+ 643.24% |
$11.5K - $23.3K
|
550
$13.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
470New |
$11.3K - $23K
|
470
$11.4K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
428New |
$10.3K - $20.9K
|
428
$10.3K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
392+ 100.0% |
$9.43K - $19.2K
|
784
$18.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
376+ 100.0% |
$9.05K - $18.4K
|
752
$18.2K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
349+ 4.1% |
$8.4K - $17.1K
|
8.86K
$214K
|