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 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
4.58KNew |
$218K - $222K
|
4.58K
$110K
|
|
|
Feb 09, 2024
Q4 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
4.57K+ 65.78% |
$218K - $221K
|
11.5K
$278K
|
|
|
Feb 08, 2024
Q4 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.56K+ 13.75% |
$217K - $221K
|
37.8K
$910K
|
|
|
Feb 01, 2024
Q4 2023
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
4.53KNew |
$216K - $219K
|
4.53K
$109K
|
|
|
Feb 13, 2024
Q4 2023
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
4.46KNew |
$213K - $216K
|
4.46K
$108K
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
4.42KNew |
$211K - $214K
|
4.42K
$107K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
4.4KNew |
$210K - $213K
|
4.4K
$106K
|
|
|
Jan 22, 2024
Q4 2023
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
4.27K+ 7.0% |
$204K - $207K
|
65.4K
$1.58M
|
|
|
Feb 13, 2024
Q4 2023
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
4.27K+ 31.96% |
$204K - $207K
|
17.6K
$425K
|
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
4.11KNew |
$196K - $199K
|
4.11K
$99K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
4.11K+ 112.07% |
$196K - $199K
|
7.77K
$187K
|
|
|
Feb 07, 2024
Q4 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
4K+ 86.27% |
$191K - $194K
|
8.64K
$208K
|
|
|
Jan 31, 2024
Q4 2023
|
Curran Financial Partners, LLC
|
BUY
|
- |
3.87K+ 4.47% |
$184K - $188K
|
90.5K
$2.18M
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
3.85KNew |
$183K - $187K
|
3.85K
$92.8K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
3.53K+ 12.61% |
$168K - $171K
|
31.5K
$759K
|
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
3.52K+ 2687.79% |
$168K - $171K
|
3.65K
$88K
|
|
|
Dec 19, 2024
Q4 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
3.52K+ 4.29% |
$168K - $170K
|
85.5K
$2.06M
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
3.19KNew |
$152K - $155K
|
3.19K
$76.9K
|
|
|
Jan 25, 2024
Q4 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
3.15K+ 746.45% |
$150K - $153K
|
3.57K
$86.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.15K+ 64.26% |
$150K - $152K
|
8.04K
$194K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
3.14KNew |
$150K - $152K
|
3.14K
$75.6K
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
3.13KNew |
$149K - $151K
|
3.13K
$75.3K
|
|
|
Jan 11, 2024
Q4 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
2.9K+ 28.16% |
$138K - $141K
|
13.2K
$318K
|
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
2.81K+ 9.52% |
$134K - $136K
|
32.3K
$779K
|
|
|
Jan 26, 2024
Q4 2023
|
Nelson Capital Management, LLC
|
BUY
|
- |
2.76K+ 18.82% |
$132K - $134K
|
17.4K
$421K
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.56K+ 28.5% |
$122K - $124K
|
11.5K
$278K
|
|
|
Jan 08, 2024
Q4 2023
|
Ewg Elevate Inc.
|
BUY
|
- |
2.37K+ 32.74% |
$113K - $115K
|
9.61K
$232K
|
|
|
Feb 09, 2024
Q4 2023
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
2.33K+ 19.49% |
$111K - $113K
|
14.3K
$345K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
2.28KNew |
$108K - $110K
|
2.28K
$54.9K
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
2.17KNew |
$103K - $105K
|
2.17K
$52.2K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.14K+ 1646.15% |
$102K - $104K
|
2.27K
$54.7K
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.99K+ 21.87% |
$94.6K - $96.2K
|
11.1K
$267K
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.88K+ 5.47% |
$89.7K - $91.2K
|
36.3K
$876K
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
1.88KNew |
$89.4K - $90.8K
|
1.88K
$45.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.81K+ 7.71% |
$86.5K - $87.9K
|
25.3K
$611K
|
|
|
Mar 21, 2024
Q4 2023
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
1.79KNew |
$85.4K - $86.8K
|
1.79K
$43.2K
|
|
|
Jan 23, 2024
Q4 2023
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
1.75K+ 3.51% |
$83.5K - $84.9K
|
51.6K
$1.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
1.71K+ 13.35% |
$81.6K - $82.9K
|
14.5K
$350K
|
|
|
Feb 12, 2024
Q4 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
1.49K+ 7.8% |
$71.1K - $72.3K
|
20.6K
$497K
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
1.49K+ 194.39% |
$71K - $72.1K
|
2.26K
$54.4K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
1.47KNew |
$70K - $71.1K
|
1.47K
$35.4K
|
|
|
Jan 24, 2024
Q4 2023
|
Avitas Wealth Management LLC
|
BUY
|
- |
1.39K+ 4.46% |
$66.3K - $67.4K
|
32.6K
$786K
|
|
|
Feb 15, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.36K+ 9.66% |
$64.9K - $65.9K
|
15.4K
$372K
|
|
|
Feb 12, 2024
Q4 2023
|
Black Diamond Financial, LLC
|
BUY
|
- |
1.27K+ 6.14% |
$60.7K - $61.7K
|
22K
$530K
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
1.25K+ 19.66% |
$59.4K - $60.4K
|
7.59K
$183K
|
|
|
Jan 31, 2024
Q4 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
1.17K+ 20.39% |
$55.8K - $56.7K
|
6.91K
$167K
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
1.11K+ 21.62% |
$53K - $53.9K
|
6.26K
$151K
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.08K+ 10.0% |
$51.4K - $52.3K
|
11.9K
$286K
|
|
|
Jan 23, 2024
Q4 2023
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
1.05K+ 19.57% |
$49.8K - $50.6K
|
6.39K
$154K
|
|
|
Feb 08, 2024
Q4 2023
|
Lindenwold Advisors
|
BUY
|
- |
972+ 2.64% |
$46.3K - $47.1K
|
37.9K
$913K
|