Purchases and Sales Made in Q3 2023 in Schwab Short Term Us Treasury (SCHO)
This table provides information about the institutional ownership of Schwab Short Term Us Treasury (SCHO) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-4.46K- 10.61% |
$213K - $215K
|
37.5K
$906K
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-4.55K- 50.27% |
$217K - $219K
|
4.5K
$109K
|
|
|
Nov 28, 2023
Q3 2023
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-4.55K- 76.09% |
$217K - $219K
|
1.43K
$34.5K
|
|
|
Oct 31, 2023
Q3 2023
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-4.64K- 11.86% |
$222K - $224K
|
34.5K
$833K
|
|
|
Oct 23, 2023
Q3 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-4.66K- 50.02% |
$223K - $224K
|
4.65K
$112K
|
|
|
Nov 09, 2023
Q3 2023
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-4.8K- 5.67% |
$229K - $231K
|
79.7K
$1.92M
|
|
|
Oct 12, 2023
Q3 2023
|
Twele Capital Management, Inc.
|
SELL
|
- |
-4.84K- 17.83% |
$231K - $233K
|
22.3K
$539K
|
|
|
Oct 26, 2023
Q3 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-5.04K- 4.2% |
$241K - $243K
|
115K
$2.77M
|
|
|
Nov 08, 2023
Q3 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-5.07K- 2.66% |
$242K - $244K
|
185K
$4.47M
|
|
|
Jan 15, 2025
Q3 2023
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-5.37KClosed |
$256K - $259K
|
0
$0
|
|
|
Nov 03, 2023
Q3 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-5.37K- 71.78% |
$257K - $259K
|
2.11K
$51K
|
|
|
Nov 08, 2023
Q3 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-5.44K- 29.98% |
$260K - $262K
|
12.7K
$307K
|
|
|
Oct 18, 2023
Q3 2023
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-5.68K- 82.11% |
$271K - $274K
|
1.24K
$29.9K
|
|
|
Jan 18, 2024
Q3 2023
|
Flc Capital Advisors
|
SELL
|
- |
-5.72K- 0.8% |
$273K - $276K
|
708K
$17.1M
|
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-5.87K- 4.23% |
$281K - $283K
|
133K
$3.21M
|
|
|
Oct 23, 2023
Q3 2023
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-6.09K- 9.62% |
$291K - $294K
|
57.2K
$1.38M
|
|
|
Nov 09, 2023
Q3 2023
|
American Investment Services, Inc.
|
SELL
|
- |
-6.1K- 13.28% |
$291K - $294K
|
39.8K
$961K
|
|
|
Mar 11, 2024
Q3 2023
|
Nepc LLC
Boston, MA |
SELL
|
- |
-6.26KClosed |
$299K - $302K
|
0
$0
|
|
|
Oct 24, 2023
Q3 2023
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-6.89K- 7.03% |
$329K - $332K
|
91.2K
$2.2M
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-7.04K- 6.5% |
$336K - $339K
|
101K
$2.44M
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-7.24K- 23.05% |
$346K - $349K
|
24.2K
$584K
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-7.53K- 7.86% |
$360K - $363K
|
88.3K
$2.13M
|
|
|
Jun 25, 2024
Q3 2023
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-7.91K- 29.25% |
$378K - $381K
|
19.1K
$462K
|
|
|
Oct 16, 2023
Q3 2023
|
Asset Planning Corporation
|
SELL
|
- |
-7.94K- 3.67% |
$379K - $383K
|
208K
$5.03M
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-8.01K- 14.0% |
$383K - $386K
|
49.2K
$1.19M
|
|
|
Oct 18, 2023
Q3 2023
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-8.15K- 51.63% |
$389K - $393K
|
7.64K
$184K
|
|
|
Oct 24, 2023
Q3 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-8.22K- 1.11% |
$393K - $396K
|
732K
$17.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-8.24K- 7.3% |
$394K - $397K
|
105K
$2.52M
|
|
|
Oct 16, 2023
Q3 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-8.6K- 2.28% |
$411K - $415K
|
368K
$8.89M
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-10.3K- 15.25% |
$492K - $497K
|
57.3K
$1.38M
|
|
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-10.3K- 15.25% |
$492K - $497K
|
57.3K
$1.38M
|
|
|
Oct 25, 2023
Q3 2023
|
Brighton Jones LLC
|
SELL
|
- |
-10.3K- 66.74% |
$494K - $498K
|
5.15K
$124K
|
|
|
Oct 26, 2023
Q3 2023
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-10.5K- 21.74% |
$502K - $506K
|
37.8K
$912K
|
|
|
Oct 23, 2023
Q3 2023
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-10.7K- 6.09% |
$509K - $514K
|
165K
$3.97M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-11.1K- 9.74% |
$529K - $534K
|
103K
$2.48M
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-11.4K- 28.06% |
$545K - $549K
|
29.2K
$705K
|
|
|
Oct 13, 2023
Q3 2023
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-11.7K- 22.01% |
$559K - $564K
|
41.5K
$1M
|
|
|
Oct 10, 2023
Q3 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-12K- 8.78% |
$576K - $581K
|
125K
$3.02M
|
|
|
Nov 13, 2023
Q3 2023
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-12.2K- 0.81% |
$582K - $587K
|
1.49M
$35.9M
|
|
|
Oct 24, 2023
Q3 2023
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-13K- 25.11% |
$623K - $628K
|
38.9K
$939K
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-13.8K- 70.29% |
$658K - $664K
|
5.83K
$141K
|
|
|
Nov 09, 2023
Q3 2023
|
Act Two Investors LLC
Santa Cruz, CA |
SELL
|
- |
-14K- 12.38% |
$668K - $674K
|
99K
$2.39M
|
|
|
Nov 09, 2023
Q3 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-15.2K- 25.67% |
$727K - $733K
|
44K
$1.06M
|
|
|
Nov 03, 2023
Q3 2023
|
D.B. Root & Company, LLC
|
SELL
|
- |
-15.3K- 14.85% |
$730K - $736K
|
87.6K
$2.11M
|
|
|
Oct 10, 2023
Q3 2023
|
Apella Capital, LLC
|
SELL
|
- |
-15.4K- 3.11% |
$735K - $742K
|
480K
$11.6M
|
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-15.5K- 69.01% |
$741K - $748K
|
6.96K
$168K
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-17.5K- 22.27% |
$837K - $845K
|
61.2K
$1.48M
|
|
|
Nov 02, 2023
Q3 2023
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-17.7K- 23.7% |
$847K - $854K
|
57.1K
$1.38M
|
|
|
Nov 30, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-17.8K- 72.33% |
$850K - $858K
|
6.81K
$164K
|
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-21.5KClosed |
$1.03M - $1.04M
|
0
$0
|