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 |
|---|---|---|---|---|---|---|---|
|
Jan 25, 2024
Q4 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-9.57K- 8.33% |
$456K - $464K
|
105K
$2.54M
|
|
|
Jan 30, 2024
Q4 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-10.9K- 8.7% |
$518K - $526K
|
114K
$2.75M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-11.3K- 30.01% |
$537K - $546K
|
26.3K
$634K
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-11.5K- 11.04% |
$550K - $559K
|
93K
$2.24M
|
|
|
Feb 09, 2024
Q4 2023
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-11.7K- 6.43% |
$557K - $566K
|
170K
$4.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Win Advisors, Inc
|
SELL
|
- |
-11.7K- 56.32% |
$560K - $569K
|
9.11K
$220K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-11.8K- 19.36% |
$564K - $574K
|
49.3K
$1.19M
|
|
|
Feb 13, 2024
Q4 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-12K- 21.7% |
$573K - $582K
|
43.4K
$1.05M
|
|
|
Jan 08, 2024
Q4 2023
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-12.5K- 19.11% |
$597K - $607K
|
53K
$1.28M
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
SELL
|
- |
-12.7K- 46.63% |
$603K - $613K
|
14.5K
$349K
|
|
|
Feb 06, 2024
Q4 2023
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-13K- 14.21% |
$617K - $628K
|
78.2K
$1.89M
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-13.1K- 58.78% |
$626K - $636K
|
9.21K
$222K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-13.4K- 4.61% |
$637K - $647K
|
276K
$6.67M
|
|
|
Jan 23, 2024
Q4 2023
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-13.5K- 34.73% |
$644K - $654K
|
25.4K
$612K
|
|
|
Jan 24, 2024
Q4 2023
|
Clean Yield Group
|
SELL
|
- |
-14.8K- 69.48% |
$705K - $717K
|
6.5K
$157K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-14.8K- 62.0% |
$707K - $718K
|
9.09K
$219K
|
|
|
Feb 13, 2024
Q4 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-15K- 27.32% |
$715K - $727K
|
39.9K
$963K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-15.7K- 15.34% |
$748K - $760K
|
86.5K
$2.09M
|
|
|
Jan 19, 2024
Q4 2023
|
Courage Miller Partners, LLC
|
SELL
|
- |
-16.5K- 4.58% |
$786K - $799K
|
344K
$8.29M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-16.8K- 13.5% |
$802K - $815K
|
108K
$2.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-16.9K- 6.07% |
$806K - $819K
|
262K
$6.31M
|
|
|
Feb 07, 2024
Q4 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-17.4K- 39.58% |
$831K - $844K
|
26.6K
$641K
|
|
|
Jan 18, 2024
Q4 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-19.7K- 15.77% |
$941K - $956K
|
105K
$2.54M
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-19.9K- 54.93% |
$947K - $963K
|
16.3K
$393K
|
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-19.9K- 8.1% |
$948K - $963K
|
226K
$5.44M
|
|
|
Jan 09, 2024
Q4 2023
|
Resource Planning Group
|
SELL
|
- |
-20K- 19.69% |
$955K - $971K
|
81.7K
$1.97M
|
|
|
Feb 14, 2024
Q4 2023
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-20.2K- 1.35% |
$960K - $976K
|
1.47M
$35.4M
|
|
|
May 01, 2024
Q4 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-21.5K- 22.7% |
$1.02M - $1.04M
|
73.2K
$1.76M
|
|
|
Feb 06, 2024
Q4 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-21.5K- 22.7% |
$1.02M - $1.04M
|
73.2K
$1.76M
|
|
|
Nov 14, 2024
Q4 2023
|
High Probability Advisors, LLC
Pittsford, NY |
SELL
|
- |
-21.7K- 4.1% |
$1.03M - $1.05M
|
508K
$12.2M
|
|
|
Jan 25, 2024
Q4 2023
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-21.8K- 3.7% |
$1.04M - $1.06M
|
568K
$13.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-22.1K- 44.93% |
$1.05M - $1.07M
|
27.1K
$654K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-22.6K- 22.7% |
$1.08M - $1.1M
|
77.1K
$1.86M
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-22.9K- 45.32% |
$1.09M - $1.11M
|
27.6K
$667K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-23.5K- 66.87% |
$1.12M - $1.14M
|
11.7K
$281K
|
|
|
Feb 05, 2024
Q4 2023
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-24.4K- 14.85% |
$1.16M - $1.18M
|
140K
$3.38M
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-25.7K- 70.7% |
$1.23M - $1.25M
|
10.7K
$257K
|
|
|
Jan 16, 2024
Q4 2023
|
D.B. Root & Company, LLC
|
SELL
|
- |
-26.1K- 29.83% |
$1.25M - $1.27M
|
61.5K
$1.48M
|
|
|
Jan 03, 2024
Q4 2023
|
Marotta Asset Management
|
SELL
|
- |
-26.8K- 8.44% |
$1.28M - $1.3M
|
291K
$7.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-30.9K- 68.59% |
$1.47M - $1.49M
|
14.1K
$341K
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-34.7K- 2.49% |
$1.65M - $1.68M
|
1.36M
$32.8M
|
|
|
Jan 08, 2024
Q4 2023
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-39.2K- 51.59% |
$1.87M - $1.9M
|
36.8K
$886K
|
|
|
Feb 14, 2024
Q4 2023
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-41.8K- 0.63% |
$1.99M - $2.03M
|
6.63M
$160M
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-42K- 71.8% |
$2M - $2.04M
|
16.5K
$398K
|
|
|
Feb 07, 2024
Q4 2023
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-44.8K- 23.22% |
$2.14M - $2.17M
|
148K
$3.58M
|
|
|
Jan 19, 2024
Q4 2023
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-45.8K- 27.84% |
$2.18M - $2.22M
|
119K
$2.86M
|
|
|
Feb 09, 2024
Q4 2023
|
Members Advisory Group LLC
Williamsville, NY |
SELL
|
- |
-48.7K- 55.11% |
$2.32M - $2.36M
|
39.7K
$957K
|
|
|
Jan 19, 2024
Q4 2023
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-49.2K- 23.3% |
$2.34M - $2.38M
|
162K
$3.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-50.8K- 57.49% |
$2.42M - $2.46M
|
37.5K
$905K
|
|
|
Jan 25, 2024
Q4 2023
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-51K- 84.97% |
$2.43M - $2.47M
|
9.01K
$217K
|