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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
93+ 25.62% |
$4.44K - $4.48K
|
456
$11K
|
|
|
Aug 13, 2024
Q2 2024
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
89+ 1.09% |
$4.25K - $4.28K
|
8.29K
$201K
|
|
|
Jul 19, 2024
Q2 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
89+ 1.08% |
$4.25K - $4.28K
|
8.32K
$201K
|
|
|
Jul 10, 2024
Q2 2024
|
Apella Capital, LLC
|
BUY
|
- |
84+ 0.02% |
$4.01K - $4.04K
|
461K
$11.2M
|
|
|
Jul 16, 2024
Q2 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
75+ 0.28% |
$3.58K - $3.61K
|
27.1K
$655K
|
|
|
Jul 16, 2024
Q2 2024
|
Apeiron Ria LLC
|
BUY
|
- |
73+ 1.55% |
$3.49K - $3.51K
|
4.78K
$116K
|
|
|
Jul 11, 2024
Q2 2024
|
Twele Capital Management, Inc.
|
BUY
|
- |
73+ 0.38% |
$3.49K - $3.51K
|
19.2K
$465K
|
|
|
Aug 13, 2024
Q2 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
72+ 0.6% |
$3.44K - $3.47K
|
12.1K
$293K
|
|
|
Aug 02, 2024
Q2 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
70+ 1.55% |
$3.34K - $3.37K
|
4.59K
$111K
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
70+ 1.17% |
$3.34K - $3.37K
|
6.04K
$146K
|
|
|
Jul 25, 2024
Q2 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
69+ 1.08% |
$3.29K - $3.32K
|
6.44K
$156K
|
|
|
Aug 12, 2024
Q2 2024
|
Econ Financial Services Corp
|
BUY
|
- |
59+ 0.41% |
$2.82K - $2.84K
|
14.3K
$347K
|
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
54New |
$2.58K - $2.6K
|
54
$1.31K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
50New |
$2.39K - $2.41K
|
50
$1.21K
|
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
48+ 1.61% |
$2.29K - $2.31K
|
3.02K
$73.1K
|
|
|
Aug 07, 2024
Q2 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
46+ 0.25% |
$2.2K - $2.21K
|
18.5K
$447K
|
|
|
Jul 15, 2024
Q2 2024
|
Guardian Financial Partners, LLC
|
BUY
|
- |
42+ 0.26% |
$2.01K - $2.02K
|
16.3K
$394K
|
|
|
Jul 18, 2024
Q2 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
37+ 14.4% |
$1.77K - $1.78K
|
294
$7.11K
|
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
35+ 10.54% |
$1.67K - $1.68K
|
367
$8.88K
|
|
|
Jul 30, 2024
Q2 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
33+ 0.2% |
$1.58K - $1.59K
|
16.9K
$408K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
30+ 14.02% |
$1.43K - $1.44K
|
244
$5.9K
|
|
|
Jul 18, 2024
Q2 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
29+ 1.27% |
$1.38K - $1.4K
|
2.31K
$55.8K
|
|
|
Jul 17, 2024
Q2 2024
|
Live Oak Private Wealth LLC
|
BUY
|
- |
21+ 0.18% |
$1K - $1.01K
|
11.8K
$286K
|
|
|
Aug 05, 2024
Q2 2024
|
Seven Post Investment Office LP
San Francisco, CA |
BUY
|
- |
21+ 0.17% |
$1K - $1.01K
|
12.2K
$296K
|
|
|
Aug 02, 2024
Q2 2024
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
15+ 0.17% |
$716 - $722
|
8.63K
$209K
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
11+ 0.24% |
$525 - $529
|
4.56K
$110K
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
9+ 0.13% |
$430 - $433
|
6.73K
$163K
|
|
|
Jul 11, 2024
Q2 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
7New |
$334 - $337
|
7
$169
|
|
|
Jul 26, 2024
Q2 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
7New |
$334 - $337
|
7
$169
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
7+ 350.0% |
$334 - $337
|
9
$218
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
4+ 2.4% |
$191 - $193
|
171
$4.14K
|
|
|
Jul 16, 2024
Q2 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
3+ 0.05% |
$143 - $144
|
6.23K
$151K
|
|
|
Aug 12, 2024
Q2 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
3+ 0.06% |
$143 - $144
|
4.68K
$113K
|
|
|
Jul 25, 2024
Q2 2024
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
2+ 1.43% |
$95.5 - $96.3
|
142
$3.44K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 1.37% |
$47.8 - $48.1
|
74
$1.79K
|
|
|
Jul 17, 2024
Q2 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
1+ 0.09% |
$47.8 - $48.1
|
1.13K
$27.3K
|
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
1+ 1.09% |
$47.8 - $48.1
|
93
$2.25K
|
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 11, 2024
Q2 2024
|
Carlson Capital Management
|
SELL
|
- |
-3- 0.06% |
$143 - $144
|
4.82K
$117K
|
|
|
Aug 08, 2024
Q2 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-4- 2.82% |
$191 - $193
|
138
$3.34K
|
|
|
Jul 10, 2024
Q2 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-16- 0.19% |
$764 - $770
|
8.36K
$202K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-22- 9.95% |
$1.05K - $1.06K
|
199
$4.82K
|
|
|
Aug 14, 2024
Q2 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-24- 0.4% |
$1.15K - $1.16K
|
6.01K
$146K
|
|
|
Aug 12, 2024
Q2 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-33- 0.1% |
$1.58K - $1.59K
|
32.5K
$786K
|
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-39- 0.28% |
$1.86K - $1.88K
|
13.9K
$337K
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-39- 0.62% |
$1.86K - $1.88K
|
6.26K
$152K
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-62- 0.7% |
$2.96K - $2.98K
|
8.85K
$214K
|
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-72- 1.13% |
$3.44K - $3.47K
|
6.28K
$152K
|
|
|
Jul 30, 2024
Q2 2024
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-76- 1.61% |
$3.63K - $3.66K
|
4.66K
$113K
|
|
|
Jul 02, 2024
Q2 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-82- 5.93% |
$3.92K - $3.95K
|
1.3K
$31.5K
|