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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2023
Q1 2023
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-2.51K- 5.77% |
$120K - $123K
|
41.1K
$992K
|
|
|
Nov 20, 2023
Q1 2023
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-2.73K- 30.98% |
$131K - $134K
|
6.09K
$147K
|
|
|
Apr 17, 2023
Q1 2023
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-2.77K- 1.3% |
$132K - $136K
|
210K
$5.07M
|
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-2.87K- 35.39% |
$137K - $141K
|
5.25K
$127K
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.06K- 2.82% |
$146K - $150K
|
105K
$2.54M
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-3.07K- 99.9% |
$147K - $150K
|
3
$72.5
|
|
|
May 11, 2023
Q1 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-3.14K- 2.58% |
$150K - $154K
|
119K
$2.87M
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-3.2K- 35.01% |
$153K - $157K
|
5.93K
$143K
|
|
|
May 01, 2023
Q1 2023
|
Lutz Financial Services LLC
|
SELL
|
- |
-3.22K- 25.95% |
$154K - $158K
|
9.19K
$222K
|
|
|
May 15, 2023
Q1 2023
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-3.34K- 35.51% |
$160K - $164K
|
6.07K
$147K
|
|
|
May 08, 2023
Q1 2023
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-3.44K- 17.19% |
$164K - $168K
|
16.6K
$400K
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-3.6K- 32.33% |
$172K - $176K
|
7.54K
$182K
|
|
|
May 11, 2023
Q1 2023
|
Resource Planning Group
|
SELL
|
- |
-4.12K- 3.78% |
$197K - $202K
|
105K
$2.53M
|
|
|
Apr 28, 2023
Q1 2023
|
Callahan Advisors, LLC
|
SELL
|
- |
-4.17K- 21.77% |
$199K - $204K
|
15K
$362K
|
|
|
May 05, 2023
Q1 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-4.24K- 16.85% |
$203K - $208K
|
20.9K
$505K
|
|
|
May 11, 2023
Q1 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-4.55K- 34.12% |
$218K - $223K
|
8.79K
$212K
|
|
|
Apr 13, 2023
Q1 2023
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-4.58K- 4.78% |
$219K - $224K
|
91.3K
$2.2M
|
|
|
Apr 13, 2023
Q1 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-4.71K- 33.59% |
$225K - $231K
|
9.32K
$225K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-4.72K- 45.28% |
$225K - $231K
|
5.7K
$138K
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.74K- 34.04% |
$227K - $232K
|
9.18K
$222K
|
|
|
Apr 27, 2023
Q1 2023
|
Capital Insight Partners, LLC
|
SELL
|
- |
-4.84K- 33.1% |
$231K - $237K
|
9.78K
$236K
|
|
|
Apr 13, 2023
Q1 2023
|
Bremer Bank National Association
|
SELL
|
- |
-5K- 44.62% |
$239K - $245K
|
6.2K
$150K
|
|
|
May 03, 2023
Q1 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-5.44K- 46.05% |
$260K - $267K
|
6.37K
$154K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-5.89K- 44.71% |
$282K - $289K
|
7.29K
$176K
|
|
|
Apr 26, 2023
Q1 2023
|
Rhs Financial, LLC
|
SELL
|
- |
-6.09K- 22.22% |
$291K - $298K
|
21.3K
$515K
|
|
|
Apr 10, 2023
Q1 2023
|
Pacific Wealth Management
|
SELL
|
- |
-6.93K- 54.17% |
$331K - $340K
|
5.86K
$142K
|
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-7.15K- 5.85% |
$342K - $350K
|
115K
$2.78M
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-7.25K- 32.79% |
$346K - $355K
|
14.9K
$359K
|
|
|
Apr 14, 2023
Q1 2023
|
Asset Planning Corporation
|
SELL
|
- |
-7.28K- 3.31% |
$348K - $356K
|
212K
$5.13M
|
|
|
May 12, 2023
Q1 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-7.28K- 10.73% |
$348K - $357K
|
60.5K
$1.46M
|
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
SELL
|
- |
-7.42K- 24.14% |
$355K - $363K
|
23.3K
$563K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-7.72K- 4.58% |
$369K - $378K
|
161K
$3.89M
|
|
|
May 12, 2023
Q1 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-8.22K- 24.04% |
$393K - $403K
|
26K
$628K
|
|
|
May 05, 2023
Q1 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-8.24K- 39.03% |
$394K - $404K
|
12.9K
$311K
|
|
|
May 08, 2023
Q1 2023
|
West Coast Financial LLC
|
SELL
|
- |
-8.33K- 2.28% |
$398K - $408K
|
356K
$8.61M
|
|
|
May 15, 2023
Q1 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-8.33K- 56.04% |
$398K - $408K
|
6.54K
$158K
|
|
|
Apr 26, 2023
Q1 2023
|
Flc Capital Advisors
|
SELL
|
- |
-8.65K- 1.27% |
$414K - $424K
|
675K
$16.3M
|
|
|
Apr 20, 2023
Q1 2023
|
Mason & Associates Inc
|
SELL
|
- |
-8.94K- 3.35% |
$427K - $438K
|
258K
$6.23M
|
|
|
Dec 18, 2023
Q1 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-9.33K- 42.22% |
$446K - $457K
|
12.8K
$308K
|
|
|
Apr 11, 2023
Q1 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-9.42K- 5.08% |
$450K - $462K
|
176K
$4.25M
|
|
|
Jun 25, 2024
Q1 2023
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-9.57K- 35.4% |
$457K - $469K
|
17.5K
$422K
|
|
|
May 11, 2023
Q1 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-9.84K- 35.77% |
$470K - $482K
|
17.7K
$427K
|
|
|
Apr 21, 2023
Q1 2023
|
Mc Broom & Associates, LLC
|
SELL
|
- |
-10.1K- 23.51% |
$484K - $496K
|
32.9K
$795K
|
|
|
Apr 14, 2023
Q1 2023
|
Ledge Wealth Management, Inc.
|
SELL
|
- |
-10.3K- 18.62% |
$493K - $505K
|
45K
$1.09M
|
|
|
Apr 25, 2023
Q1 2023
|
Meritage Portfolio Management
|
SELL
|
- |
-10.5K- 8.01% |
$501K - $514K
|
120K
$2.91M
|
|
|
May 15, 2023
Q1 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-11.1K- 52.15% |
$532K - $545K
|
10.2K
$247K
|
|
|
Apr 13, 2023
Q1 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-11.2K- 62.28% |
$534K - $548K
|
6.77K
$164K
|
|
|
Apr 12, 2023
Q1 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-11.2K- 12.28% |
$535K - $548K
|
79.9K
$1.93M
|
|
|
Apr 21, 2023
Q1 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-11.5K- 6.15% |
$551K - $565K
|
176K
$4.25M
|
|
|
Apr 20, 2023
Q1 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-12.7K- 19.91% |
$606K - $621K
|
51K
$1.23M
|