Purchases and Sales Made in Q4 2023 in Schwab Short Term Us Treasury (SCHO)
This table provides information about the institutional ownership of Schwab Short Term Us Treasury (SCHO) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
27.4M+ 314.57% |
$1.31B - $1.33B
|
36.1M
$871M
|
|
|
Feb 06, 2024
Q4 2023
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
787K+ 95.22% |
$37.5M - $38.1M
|
1.61M
$38.9M
|
|
|
Jan 25, 2024
Q4 2023
|
Busey Wealth Management
|
BUY
|
- |
637KNew |
$30.4M - $30.9M
|
637K
$15.4M
|
|
|
Jan 17, 2024
Q4 2023
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
351KNew |
$16.7M - $17M
|
351K
$8.46M
|
|
|
Feb 06, 2024
Q4 2023
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
316K+ 3757.61% |
$15M - $15.3M
|
324K
$7.82M
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
306K+ 160.72% |
$14.6M - $14.8M
|
496K
$12M
|
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
291KNew |
$13.9M - $14.1M
|
291K
$7.02M
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
288K+ 87.08% |
$13.7M - $14M
|
619K
$14.9M
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
276K+ 150.19% |
$13.2M - $13.4M
|
460K
$11.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
239K+ 379.68% |
$11.4M - $11.6M
|
303K
$7.29M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
204K+ 130.53% |
$9.73M - $9.89M
|
361K
$8.69M
|
|
|
Feb 13, 2024
Q4 2023
|
Valley Financial Group, Inc.
Ambler, PA |
BUY
|
- |
199KNew |
$9.46M - $9.62M
|
199K
$4.79M
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
198K+ 868.51% |
$9.42M - $9.58M
|
220K
$5.32M
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
182KNew |
$8.67M - $8.82M
|
182K
$4.39M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
176K+ 14.89% |
$8.4M - $8.54M
|
1.36M
$32.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
152KNew |
$7.26M - $7.38M
|
152K
$3.67M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
150K+ 42.17% |
$7.14M - $7.25M
|
505K
$12.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
127K+ 10.64% |
$6.05M - $6.15M
|
1.32M
$31.8M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
121KNew |
$5.75M - $5.84M
|
121K
$2.91M
|
|
|
Feb 13, 2024
Q4 2023
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
108K+ 26.27% |
$5.14M - $5.22M
|
518K
$12.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
93.7KNew |
$4.46M - $4.54M
|
93.7K
$2.26M
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
91KNew |
$4.34M - $4.41M
|
91K
$2.19M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
86.9K+ 3.76% |
$4.14M - $4.21M
|
2.4M
$57.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
83KNew |
$3.95M - $4.02M
|
83K
$2M
|
|
|
Aug 08, 2024
Q4 2023
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
81.2KNew |
$3.87M - $3.93M
|
81.2K
$1.96M
|
|
|
Feb 20, 2024
Q4 2023
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
75.4KNew |
$3.59M - $3.65M
|
75.4K
$1.82M
|
|
|
Aug 13, 2024
Q4 2023
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
74.9K+ 5.37% |
$3.57M - $3.63M
|
1.47M
$35.4M
|
|
|
Jan 10, 2024
Q4 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
73.4KNew |
$3.5M - $3.56M
|
73.4K
$1.77M
|
|
|
Feb 05, 2024
Q4 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
67.5KNew |
$3.22M - $3.27M
|
67.5K
$1.63M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
66.1K+ 124.58% |
$3.15M - $3.2M
|
119K
$2.87M
|
|
|
Jan 11, 2024
Q4 2023
|
West Coast Financial LLC
|
BUY
|
- |
65.2K+ 17.26% |
$3.11M - $3.16M
|
443K
$10.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
63.9K+ 62.3% |
$3.05M - $3.1M
|
167K
$4.02M
|
|
|
Jan 31, 2024
Q4 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
52.2K+ 39.22% |
$2.49M - $2.53M
|
185K
$4.47M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
46.7K+ 81.51% |
$2.23M - $2.26M
|
104K
$2.51M
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
46.7K+ 81.51% |
$2.23M - $2.26M
|
104K
$2.51M
|
|
|
Jan 11, 2024
Q4 2023
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
44.6K+ 35.18% |
$2.12M - $2.16M
|
171K
$4.13M
|
|
|
Feb 12, 2024
Q4 2023
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
42.3KNew |
$2.01M - $2.05M
|
42.3K
$1.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
42K+ 436.99% |
$2M - $2.04M
|
51.6K
$1.24M
|
|
|
Jan 18, 2024
Q4 2023
|
Bouchey Financial Group LTD
|
BUY
|
- |
41.2K+ 13.18% |
$1.96M - $2M
|
354K
$8.53M
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
BUY
|
- |
40.8K+ 8.8% |
$1.94M - $1.98M
|
504K
$12.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
40.7K+ 87.81% |
$1.94M - $1.97M
|
87K
$2.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
39.5K+ 11.01% |
$1.88M - $1.91M
|
398K
$9.59M
|
|
|
Jan 30, 2024
Q4 2023
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
38.9K+ 61.2% |
$1.85M - $1.88M
|
102K
$2.47M
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
BUY
|
- |
38.6K+ 44.66% |
$1.84M - $1.87M
|
125K
$3.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
38.5KNew |
$1.84M - $1.87M
|
38.5K
$929K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
38K+ 303.21% |
$1.81M - $1.84M
|
50.5K
$1.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
37.2K+ 43.06% |
$1.77M - $1.8M
|
124K
$2.98M
|
|
|
Feb 14, 2024
Q4 2023
|
Lummis Asset Management, LP
Fort Worth, TX |
BUY
|
- |
37.1KNew |
$1.77M - $1.8M
|
37.1K
$894K
|
|
|
Jan 25, 2024
Q4 2023
|
Hc Advisors, LLC
|
BUY
|
- |
36.5K+ 297.53% |
$1.74M - $1.77M
|
48.8K
$1.18M
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
34.9K+ 41.55% |
$1.66M - $1.69M
|
119K
$2.87M
|