Purchases and Sales Made in Q2 2024 in Schwab Short Term Us Treasury (SCHO)
This table provides information about the institutional ownership of Schwab Short Term Us Treasury (SCHO) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-9.17K- 1.71% |
$438K - $441K
|
527K
$12.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-9.45K- 4.05% |
$451K - $455K
|
224K
$5.42M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-9.9K- 3.34% |
$473K - $476K
|
286K
$6.92M
|
|
|
Aug 14, 2024
Q2 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-10.6K- 3.99% |
$504K - $508K
|
254K
$6.15M
|
|
|
Aug 13, 2024
Q2 2024
|
Pillar Wealth Advisors, LLC
|
SELL
|
- |
-10.6K- 33.61% |
$507K - $511K
|
21K
$507K
|
|
|
Aug 01, 2024
Q2 2024
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-10.7K- 9.92% |
$513K - $517K
|
97.5K
$2.36M
|
|
|
Aug 07, 2024
Q2 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-12.4K- 17.8% |
$594K - $599K
|
57.5K
$1.39M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-12.8K- 4.9% |
$612K - $617K
|
249K
$6.02M
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-12.9K- 9.88% |
$616K - $621K
|
118K
$2.85M
|
|
|
Aug 01, 2024
Q2 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-13.8K- 38.46% |
$657K - $663K
|
22K
$533K
|
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-14.7K- 14.01% |
$700K - $706K
|
90K
$2.18M
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-14.7K- 14.01% |
$700K - $706K
|
90K
$2.18M
|
|
|
Jul 10, 2024
Q2 2024
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-14.7K- 18.53% |
$700K - $706K
|
64.5K
$1.56M
|
|
|
Jul 17, 2024
Q2 2024
|
Marotta Asset Management
|
SELL
|
- |
-15.6K- 5.15% |
$743K - $749K
|
286K
$6.93M
|
|
|
Aug 05, 2024
Q2 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-15.6K- 21.52% |
$745K - $751K
|
56.9K
$1.38M
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-15.7K- 32.41% |
$750K - $756K
|
32.8K
$793K
|
|
|
Jul 15, 2024
Q2 2024
|
D.B. Root & Company, LLC
|
SELL
|
- |
-16.3K- 34.88% |
$779K - $785K
|
30.4K
$737K
|
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-17.2K- 14.33% |
$822K - $828K
|
103K
$2.49M
|
|
|
Jul 26, 2024
Q2 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-18.8K- 8.52% |
$897K - $904K
|
202K
$4.88M
|
|
|
Aug 05, 2024
Q2 2024
|
ETF Store, Inc.
|
SELL
|
- |
-20.5K- 25.97% |
$980K - $988K
|
58.5K
$1.42M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-21K- 18.33% |
$1M - $1.01M
|
93.6K
$2.26M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-22.7K- 19.29% |
$1.08M - $1.09M
|
94.8K
$2.3M
|
|
|
Jul 26, 2024
Q2 2024
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-26.6K- 68.73% |
$1.27M - $1.28M
|
12.1K
$293K
|
|
|
Jul 11, 2024
Q2 2024
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-27.1K- 56.01% |
$1.29M - $1.3M
|
21.3K
$515K
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-29.2K- 69.03% |
$1.39M - $1.4M
|
13.1K
$317K
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-31K- 82.44% |
$1.48M - $1.49M
|
6.6K
$160K
|
|
|
Jul 16, 2024
Q2 2024
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-31.3K- 25.85% |
$1.49M - $1.51M
|
89.7K
$2.17M
|
|
|
Aug 13, 2024
Q2 2024
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-34.1K- 41.45% |
$1.63M - $1.64M
|
48.2K
$1.17M
|
|
|
Jul 12, 2024
Q2 2024
|
Bouchey Financial Group LTD
|
SELL
|
- |
-36.3K- 14.19% |
$1.73M - $1.75M
|
219K
$5.31M
|
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-36.6K- 46.23% |
$1.75M - $1.76M
|
42.6K
$1.03M
|
|
|
Aug 07, 2024
Q2 2024
|
Hc Advisors, LLC
|
SELL
|
- |
-39.9K- 84.91% |
$1.91M - $1.92M
|
7.09K
$172K
|
|
|
Aug 05, 2024
Q2 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-44K- 70.28% |
$2.1M - $2.12M
|
18.6K
$450K
|
|
|
Aug 02, 2024
Q2 2024
|
First National Trust CO
|
SELL
|
- |
-44.5K- 13.41% |
$2.13M - $2.14M
|
287K
$6.95M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-53.3K- 99.77% |
$2.54M - $2.56M
|
123
$2.98K
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
SELL
|
- |
-55.4K- 87.43% |
$2.65M - $2.67M
|
7.97K
$193K
|
|
|
Jul 23, 2024
Q2 2024
|
Busey Wealth Management
|
SELL
|
- |
-58.6K- 9.82% |
$2.8M - $2.82M
|
538K
$13M
|
|
|
Aug 01, 2024
Q2 2024
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-70.2K- 83.94% |
$3.35M - $3.38M
|
13.4K
$325K
|
|
|
Jul 16, 2024
Q2 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-71.1K- 41.07% |
$3.4M - $3.42M
|
102K
$2.47M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-73.7K- 24.36% |
$3.52M - $3.55M
|
229K
$5.54M
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-83.5K- 28.99% |
$3.99M - $4.02M
|
205K
$4.95M
|
|
|
Oct 01, 2024
Q2 2024
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-97.6K- 7.0% |
$4.66M - $4.7M
|
1.3M
$31.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-114K- 39.84% |
$5.46M - $5.51M
|
173K
$4.18M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-122K- 8.02% |
$5.8M - $5.85M
|
1.39M
$33.7M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-122K- 8.02% |
$5.8M - $5.85M
|
1.39M
$33.7M
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-127K- 18.22% |
$6.06M - $6.11M
|
569K
$13.8M
|
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
SELL
|
- |
-131K- 15.2% |
$6.26M - $6.31M
|
732K
$17.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-148K- 63.05% |
$7.09M - $7.14M
|
87K
$2.11M
|
|
|
Jul 15, 2024
Q2 2024
|
Flc Capital Advisors
|
SELL
|
- |
-153K- 21.28% |
$7.32M - $7.38M
|
567K
$13.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-173K- 1.87% |
$8.25M - $8.31M
|
9.08M
$220M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-179K- 12.93% |
$8.55M - $8.62M
|
1.21M
$29.2M
|