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 09, 2024
Q3 2024
|
Stephens Group Asset Management, LLC
|
SELL
|
- |
-95.3K- 19.58% |
$4.57M - $4.67M
|
391K
$9.49M
|
|
|
Nov 06, 2024
Q3 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-143K- 38.46% |
$6.85M - $7.01M
|
229K
$5.55M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-168K- 51.94% |
$8.05M - $8.24M
|
156K
$3.77M
|
|
|
Nov 14, 2024
Q3 2024
|
Valley Financial Group, Inc.
Ambler, PA |
SELL
|
- |
-185K- 77.49% |
$8.85M - $9.06M
|
53.6K
$1.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-197K- 51.42% |
$9.44M - $9.66M
|
186K
$4.51M
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-200K- 35.13% |
$9.59M - $9.81M
|
369K
$8.95M
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
SELL
|
- |
-204K- 27.83% |
$9.76M - $9.99M
|
528K
$12.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-232K- 17.88% |
$11.1M - $11.4M
|
1.06M
$25.8M
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-273K- 93.95% |
$13.1M - $13.4M
|
17.6K
$427K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-281K- 69.43% |
$13.5M - $13.8M
|
124K
$3M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-349K- 79.99% |
$16.7M - $17.1M
|
87.3K
$2.12M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-370K- 4.07% |
$17.7M - $18.2M
|
8.71M
$211M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-370K- 4.07% |
$17.7M - $18.2M
|
8.71M
$211M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-439K- 13.77% |
$21.1M - $21.6M
|
2.75M
$66.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-556K- 32.31% |
$26.6M - $27.3M
|
1.16M
$28.2M
|