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 01, 2024
Q2 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
24.4K+ 10.48% |
$1.16M - $1.17M
|
257K
$6.22M
|
|
|
Aug 06, 2024
Q2 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
24.1K+ 1.42% |
$1.15M - $1.16M
|
1.72M
$41.6M
|
|
|
Jul 31, 2024
Q2 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
22.4KNew |
$1.07M - $1.08M
|
22.4K
$541K
|
|
|
Aug 08, 2024
Q2 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
22KNew |
$1.05M - $1.06M
|
22K
$532K
|
|
|
Aug 16, 2024
Q2 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
21.9K+ 439.62% |
$1.05M - $1.06M
|
26.9K
$651K
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
19.6K+ 14.38% |
$938K - $945K
|
156K
$3.78M
|
|
|
Aug 13, 2024
Q2 2024
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
17.8K+ 8.67% |
$852K - $858K
|
224K
$5.41M
|
|
|
Aug 02, 2024
Q2 2024
|
Rede Wealth, LLC
|
BUY
|
- |
17.7K+ 53.21% |
$843K - $849K
|
50.8K
$1.23M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
17.1K+ 4.23% |
$816K - $823K
|
421K
$10.2M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
16.7K+ 59.16% |
$800K - $806K
|
45.1K
$1.09M
|
|
|
Jul 15, 2024
Q2 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
16.4K+ 2.13% |
$785K - $791K
|
787K
$19M
|
|
|
Jul 29, 2024
Q2 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
16.3K+ 174.79% |
$779K - $785K
|
25.6K
$620K
|
|
|
Aug 14, 2024
Q2 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
16.2KNew |
$772K - $778K
|
16.2K
$391K
|
|
|
Jul 10, 2024
Q2 2024
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
15.7K+ 3.34% |
$750K - $756K
|
487K
$11.8M
|
|
|
Jul 23, 2024
Q2 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
15.6K+ 4.34% |
$743K - $749K
|
374K
$9.06M
|
|
|
Jul 12, 2024
Q2 2024
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
15.4K+ 17.77% |
$736K - $742K
|
102K
$2.47M
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
14.5K+ 6.69% |
$692K - $697K
|
231K
$5.59M
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
14.4K+ 31.57% |
$686K - $692K
|
59.9K
$1.45M
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
13.5KNew |
$643K - $648K
|
13.5K
$326K
|
|
|
Aug 01, 2024
Q2 2024
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
12.5KNew |
$599K - $604K
|
12.5K
$303K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
11.5K+ 40.88% |
$551K - $555K
|
39.7K
$961K
|
|
|
Aug 07, 2024
Q2 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
11.4K+ 14.37% |
$546K - $550K
|
91K
$2.2M
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
11.3K+ 92.19% |
$541K - $545K
|
23.6K
$572K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
11.2K+ 120.3% |
$534K - $538K
|
20.5K
$495K
|
|
|
Jul 18, 2024
Q2 2024
|
Prairiewood Capital, LLC
|
BUY
|
- |
11.1K+ 8.23% |
$529K - $533K
|
146K
$3.52M
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
10.8K+ 4.15% |
$517K - $521K
|
272K
$6.58M
|
|
|
Aug 06, 2024
Q2 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
10.6KNew |
$507K - $511K
|
10.6K
$257K
|
|
|
Aug 12, 2024
Q2 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
10.3K+ 96.09% |
$492K - $495K
|
21K
$508K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
10.2K+ 3.95% |
$489K - $493K
|
270K
$6.53M
|
|
|
Jul 25, 2024
Q2 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
10.2KNew |
$487K - $491K
|
10.2K
$247K
|
|
|
Aug 14, 2024
Q2 2024
|
Valley Financial Group, Inc.
Ambler, PA |
BUY
|
- |
10.2K+ 4.46% |
$485K - $489K
|
238K
$5.76M
|
|
|
Aug 14, 2024
Q2 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
9.68KNew |
$462K - $466K
|
9.68K
$234K
|
|
|
Jul 26, 2024
Q2 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
9.6KNew |
$458K - $462K
|
9.6K
$232K
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
9.32K+ 2.36% |
$445K - $449K
|
405K
$9.79M
|
|
|
Aug 14, 2024
Q2 2024
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
9.3K+ 86.68% |
$444K - $448K
|
20K
$485K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
8.93K+ 2.43% |
$426K - $430K
|
377K
$9.11M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
8.91K+ 4.75% |
$426K - $429K
|
196K
$4.76M
|
|
|
Jul 26, 2024
Q2 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
8.69K+ 7.83% |
$415K - $418K
|
120K
$2.89M
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
8.64KNew |
$412K - $416K
|
8.64K
$209K
|
|
|
Aug 09, 2024
Q2 2024
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
8.45KNew |
$403K - $407K
|
8.45K
$204K
|
|
|
Jul 10, 2024
Q2 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
8.45KNew |
$403K - $407K
|
8.45K
$204K
|
|
|
Jul 11, 2024
Q2 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
8.04K+ 13.52% |
$384K - $387K
|
67.5K
$1.63M
|
|
|
Jul 29, 2024
Q2 2024
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
7.99KNew |
$382K - $385K
|
7.99K
$193K
|
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
7.62K+ 173.61% |
$364K - $367K
|
12K
$291K
|
|
|
Aug 08, 2024
Q2 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
7.55K+ 22.84% |
$361K - $363K
|
40.6K
$982K
|
|
|
Aug 08, 2024
Q2 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
7.51KNew |
$359K - $361K
|
7.51K
$182K
|
|
|
Jul 18, 2024
Q2 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
7.42K+ 2.86% |
$354K - $357K
|
267K
$6.46M
|
|
|
Aug 12, 2024
Q2 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
7.23KNew |
$345K - $348K
|
7.23K
$175K
|
|
|
Jul 10, 2024
Q2 2024
|
Madden Securities Corp
|
BUY
|
- |
7.14KNew |
$341K - $344K
|
7.14K
$173K
|
|
|
Jul 17, 2024
Q2 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
7.1K+ 3.71% |
$339K - $342K
|
199K
$4.81M
|