Purchases and Sales Made in Q1 2023 in Schwab Short Term Us Treasury (SCHO)
This table provides information about the institutional ownership of Schwab Short Term Us Treasury (SCHO) during Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
51.3M+ 74.8% |
$2.45B - $2.52B
|
120M
$2.9B
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
6M+ 54.96% |
$287M - $294M
|
16.9M
$409M
|
|
|
May 15, 2023
Q1 2023
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
2.06MNew |
$98.5M - $101M
|
2.06M
$49.8M
|
|
|
May 15, 2023
Q1 2023
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
1.12M+ 9271.15% |
$53.8M - $55.1M
|
1.14M
$27.5M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
687K+ 5.36% |
$32.8M - $33.7M
|
13.5M
$326M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
620K+ 206.99% |
$29.6M - $30.4M
|
919K
$22.2M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
448K+ 18.49% |
$21.4M - $22M
|
2.87M
$69.4M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
368K+ 815.02% |
$17.6M - $18M
|
413K
$9.98M
|
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
266K+ 483.66% |
$12.7M - $13M
|
321K
$7.76M
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
241KNew |
$11.5M - $11.8M
|
241K
$5.81M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
234K+ 11.66% |
$11.2M - $11.5M
|
2.24M
$54.2M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
214K+ 24.5% |
$10.2M - $10.5M
|
1.09M
$26.3M
|
|
|
May 12, 2023
Q1 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
204K+ 290.83% |
$9.76M - $10M
|
274K
$6.63M
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
178K+ 186.19% |
$8.53M - $8.74M
|
274K
$6.62M
|
|
|
Apr 20, 2023
Q1 2023
|
Evensky & Katz LLC
|
BUY
|
- |
174K+ 40.0% |
$8.31M - $8.52M
|
609K
$14.7M
|
|
|
May 01, 2024
Q1 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
152K+ 208.05% |
$7.28M - $7.46M
|
226K
$5.45M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
143K+ 57.92% |
$6.84M - $7.02M
|
390K
$9.43M
|
|
|
Apr 09, 2024
Q1 2023
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
143K+ 7.53% |
$6.84M - $7.01M
|
2.04M
$49.4M
|
|
|
May 03, 2023
Q1 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
130K+ 84.76% |
$6.21M - $6.37M
|
283K
$6.84M
|
|
|
May 12, 2023
Q1 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
129K+ 2.04% |
$6.14M - $6.3M
|
6.44M
$156M
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
124K+ 1177.77% |
$5.94M - $6.09M
|
135K
$3.26M
|
|
|
May 11, 2023
Q1 2023
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
121KNew |
$5.81M - $5.95M
|
121K
$2.93M
|
|
|
Apr 26, 2023
Q1 2023
|
Gw Henssler & Associates LTD
|
BUY
|
- |
113KNew |
$5.41M - $5.55M
|
113K
$2.73M
|
|
|
May 05, 2023
Q1 2023
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
100K+ 625.32% |
$4.8M - $4.92M
|
117K
$2.82M
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
94.8K+ 11.93% |
$4.53M - $4.64M
|
889K
$21.5M
|
|
|
May 08, 2023
Q1 2023
|
Donoghue Forlines LLC
|
BUY
|
- |
87.6K+ 79.75% |
$4.19M - $4.29M
|
198K
$4.77M
|
|
|
Apr 18, 2023
Q1 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
87.2K+ 9.96% |
$4.17M - $4.27M
|
963K
$23.3M
|
|
|
May 08, 2023
Q1 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
86.1K+ 61.71% |
$4.11M - $4.22M
|
226K
$5.45M
|
|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
84.6KNew |
$4.04M - $4.15M
|
84.6K
$2.04M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
82.3K+ 761.11% |
$3.93M - $4.03M
|
93.1K
$2.25M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
80.8K+ 26.71% |
$3.86M - $3.96M
|
383K
$9.26M
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
69.6KNew |
$3.33M - $3.41M
|
69.6K
$1.68M
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
69.3K+ 805.61% |
$3.31M - $3.4M
|
77.9K
$1.88M
|
|
|
May 02, 2023
Q1 2023
|
Curran Financial Partners, LLC
|
BUY
|
- |
68.6KNew |
$3.28M - $3.36M
|
68.6K
$1.66M
|
|
|
May 11, 2023
Q1 2023
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
67.9KNew |
$3.25M - $3.33M
|
67.9K
$1.64M
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
66.1K+ 8.7% |
$3.16M - $3.24M
|
826K
$20M
|
|
|
May 26, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
60.7K+ 123777.55% |
$2.9M - $2.97M
|
60.7K
$1.47M
|
|
|
Apr 06, 2023
Q1 2023
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
56.1K+ 138.7% |
$2.68M - $2.75M
|
96.5K
$2.33M
|
|
|
May 15, 2023
Q1 2023
|
Act Two Investors LLC
Santa Cruz, CA |
BUY
|
- |
55.1K+ 122.53% |
$2.64M - $2.7M
|
100K
$2.42M
|
|
|
May 11, 2023
Q1 2023
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
54.9KNew |
$2.63M - $2.69M
|
54.9K
$1.33M
|
|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
53.8K+ 1.63% |
$2.57M - $2.64M
|
3.36M
$81.3M
|
|
|
May 09, 2023
Q1 2023
|
Ballast Advisors LLC
|
BUY
|
- |
53.3K+ 57.37% |
$2.55M - $2.61M
|
146K
$3.53M
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
51.3K+ 455.78% |
$2.45M - $2.52M
|
62.6K
$1.51M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
46.3K+ 84.04% |
$2.21M - $2.27M
|
101K
$2.45M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
46.1K+ 5.2% |
$2.2M - $2.26M
|
932K
$22.5M
|
|
|
May 15, 2023
Q1 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
45.8KNew |
$2.19M - $2.25M
|
45.8K
$1.11M
|
|
|
Apr 24, 2023
Q1 2023
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
42.1K+ 4.49% |
$2.01M - $2.06M
|
980K
$23.7M
|
|
|
May 04, 2023
Q1 2023
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
41K+ 30.57% |
$1.96M - $2.01M
|
175K
$4.23M
|
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
40.2KNew |
$1.92M - $1.97M
|
40.2K
$971K
|
|
|
Apr 27, 2023
Q1 2023
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
40K+ 8.32% |
$1.91M - $1.96M
|
520K
$12.6M
|