Purchases and Sales Made in Q2 2023 in Schwab Short Term Us Treasury (SCHO)
This table provides information about the institutional ownership of Schwab Short Term Us Treasury (SCHO) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
23.7M+ 140.22% |
$1.14B - $1.16B
|
40.7M
$983M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7.22M+ 774.99% |
$347M - $353M
|
8.15M
$197M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.5M+ 2.08% |
$120M - $122M
|
122M
$2.96B
|
|
|
Aug 14, 2023
Q2 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
1.55MNew |
$74.5M - $75.8M
|
1.55M
$37.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
883K+ 552.98% |
$42.4M - $43.2M
|
1.04M
$25.2M
|
|
|
Aug 08, 2023
Q2 2023
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
793KNew |
$38.1M - $38.8M
|
793K
$19.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
612K+ 18.2% |
$29.4M - $29.9M
|
3.98M
$96.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
581K+ 4.3% |
$27.9M - $28.4M
|
14.1M
$340M
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
417KNew |
$20M - $20.4M
|
417K
$10.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
364K+ 32.03% |
$17.5M - $17.8M
|
1.5M
$36.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
340KNew |
$16.3M - $16.6M
|
340K
$8.21M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
333K+ 11.59% |
$16M - $16.3M
|
3.21M
$77.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
332KNew |
$15.9M - $16.2M
|
332K
$8.01M
|
|
|
Aug 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
331K+ 1501.59% |
$15.9M - $16.2M
|
353K
$8.53M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
205K+ 1997.09% |
$9.84M - $10M
|
215K
$5.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
191K+ 28.41% |
$9.18M - $9.34M
|
863K
$20.9M
|
|
|
Jul 17, 2023
Q2 2023
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
184K+ 51.49% |
$8.84M - $8.99M
|
541K
$13.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
126K+ 505228.0% |
$6.07M - $6.18M
|
126K
$3.05M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
123K+ 17.66% |
$5.91M - $6.01M
|
819K
$19.8M
|
|
|
Jul 13, 2023
Q2 2023
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
122K+ 1123.9% |
$5.88M - $5.98M
|
133K
$3.22M
|
|
|
Jul 24, 2023
Q2 2023
|
Evensky & Katz LLC
|
BUY
|
- |
118K+ 19.46% |
$5.69M - $5.79M
|
727K
$17.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
114K+ 19.9% |
$5.46M - $5.55M
|
684K
$16.5M
|
|
|
Jul 24, 2023
Q2 2023
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
98.1KNew |
$4.71M - $4.79M
|
98.1K
$2.37M
|
|
|
Jul 31, 2023
Q2 2023
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
89.8K+ 317.49% |
$4.32M - $4.39M
|
118K
$2.85M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
76.9K+ 7.07% |
$3.7M - $3.76M
|
1.17M
$28.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
75.6K+ 46.91% |
$3.63M - $3.7M
|
237K
$5.72M
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
75.6K+ 45.13% |
$3.63M - $3.7M
|
243K
$5.87M
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
75.6K+ 45.13% |
$3.63M - $3.7M
|
243K
$5.87M
|
|
|
Jul 24, 2023
Q2 2023
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
73.5K+ 164.92% |
$3.53M - $3.59M
|
118K
$2.85M
|
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
BUY
|
- |
66.9KNew |
$3.21M - $3.27M
|
66.9K
$1.62M
|
|
|
Aug 08, 2023
Q2 2023
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
65.6KNew |
$3.15M - $3.21M
|
65.6K
$1.58M
|
|
|
Sep 25, 2024
Q2 2023
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
57.5K+ 13.11% |
$2.76M - $2.81M
|
496K
$12M
|
|
|
Jul 17, 2023
Q2 2023
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
56.3K+ 155.64% |
$2.71M - $2.75M
|
92.5K
$2.23M
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
52.6K+ 38.99% |
$2.53M - $2.57M
|
187K
$4.53M
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
51.2KNew |
$2.46M - $2.5M
|
51.2K
$1.24M
|
|
|
Aug 09, 2023
Q2 2023
|
Journey Advisory Group, LLC
|
BUY
|
- |
47.2K+ 45.38% |
$2.27M - $2.31M
|
151K
$3.66M
|
|
|
Aug 04, 2023
Q2 2023
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
46.8KNew |
$2.25M - $2.29M
|
46.8K
$1.13M
|
|
|
Aug 04, 2023
Q2 2023
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
46.3K+ 8.91% |
$2.23M - $2.27M
|
566K
$13.7M
|
|
|
Jul 17, 2023
Q2 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
43.2K+ 802.38% |
$2.07M - $2.11M
|
48.5K
$1.17M
|
|
|
Aug 08, 2023
Q2 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
39.4KNew |
$1.89M - $1.93M
|
39.4K
$951K
|
|
|
Aug 11, 2023
Q2 2023
|
Flc Capital Advisors
|
BUY
|
- |
38.6K+ 5.72% |
$1.86M - $1.89M
|
714K
$17.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
37.8K+ 83.76% |
$1.82M - $1.85M
|
83K
$2.01M
|
|
|
Nov 14, 2024
Q2 2023
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
35.5K+ 7.68% |
$1.71M - $1.73M
|
498K
$12M
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
33.9K+ 8.21% |
$1.63M - $1.66M
|
447K
$10.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
31K+ 1.38% |
$1.49M - $1.52M
|
2.27M
$55M
|
|
|
Aug 03, 2023
Q2 2023
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
30.7K+ 1.9% |
$1.48M - $1.5M
|
1.64M
$39.7M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
30K+ 29.61% |
$1.44M - $1.47M
|
131K
$3.17M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
29.6K+ 31.77% |
$1.42M - $1.45M
|
123K
$2.96M
|
|
|
Aug 15, 2023
Q2 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
29.4KNew |
$1.41M - $1.44M
|
29.4K
$710K
|
|
|
Jul 13, 2023
Q2 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
28.8K+ 4.9% |
$1.38M - $1.41M
|
617K
$14.9M
|