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 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-76- 0.23% |
$3.62K - $3.68K
|
33.1K
$800K
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-100- 50.0% |
$4.77K - $4.85K
|
100
$2.42K
|
|
|
Feb 12, 2024
Q4 2023
|
Somerset Group LLC
Wayzata, MN |
SELL
|
- |
-100- 0.74% |
$4.77K - $4.85K
|
13.4K
$324K
|
|
|
Feb 12, 2024
Q4 2023
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-106- 2.06% |
$5.05K - $5.14K
|
5.04K
$122K
|
|
|
Feb 14, 2024
Q4 2023
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-124- 2.93% |
$5.91K - $6.01K
|
4.11K
$99.2K
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-126- 85.14% |
$6.01K - $6.1K
|
22
$532
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-154- 1.88% |
$7.34K - $7.46K
|
8.02K
$194K
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-163- 1.58% |
$7.77K - $7.9K
|
10.2K
$246K
|
|
|
Feb 14, 2024
Q4 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-165- 6.6% |
$7.86K - $7.99K
|
2.33K
$56.4K
|
|
|
Jan 31, 2024
Q4 2023
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-217- 0.25% |
$10.3K - $10.5K
|
87K
$2.1M
|
|
|
Jan 10, 2024
Q4 2023
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-248- 2.81% |
$11.8K - $12K
|
8.58K
$207K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-255- 14.69% |
$12.2K - $12.4K
|
1.48K
$35.8K
|
|
|
Jan 30, 2024
Q4 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
SELL
|
- |
-270- 3.17% |
$12.9K - $13.1K
|
8.25K
$199K
|
|
|
Jan 10, 2024
Q4 2023
|
Veery Capital, LLC
|
SELL
|
- |
-295- 1.98% |
$14.1K - $14.3K
|
14.6K
$353K
|
|
|
Feb 05, 2024
Q4 2023
|
Triumph Capital Management
|
SELL
|
- |
-310- 5.3% |
$14.8K - $15K
|
5.54K
$134K
|
|
|
Jan 29, 2024
Q4 2023
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-311- 3.37% |
$14.8K - $15.1K
|
8.93K
$216K
|
|
|
Jan 10, 2024
Q4 2023
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-341- 0.24% |
$16.3K - $16.5K
|
139K
$3.36M
|
|
|
Feb 14, 2024
Q4 2023
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-364- 1.99% |
$17.3K - $17.6K
|
17.9K
$432K
|
|
|
Jan 29, 2024
Q4 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-366- 0.97% |
$17.4K - $17.7K
|
37.2K
$900K
|
|
|
Jan 09, 2024
Q4 2023
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-369- 4.33% |
$17.6K - $17.9K
|
8.16K
$197K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-378- 0.18% |
$18K - $18.3K
|
207K
$5M
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-403- 75.05% |
$19.2K - $19.5K
|
134
$3.24K
|
|
|
Feb 14, 2024
Q4 2023
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-413- 45.24% |
$19.7K - $20K
|
500
$12.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
SELL
|
- |
-415- 2.33% |
$19.8K - $20.1K
|
17.4K
$421K
|
|
|
Jan 26, 2024
Q4 2023
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-446- 36.05% |
$21.3K - $21.6K
|
791
$19.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-480- 8.78% |
$22.9K - $23.3K
|
4.99K
$121K
|
|
|
Jan 18, 2024
Q4 2023
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-520- 7.72% |
$24.8K - $25.2K
|
6.21K
$150K
|
|
|
Feb 12, 2024
Q4 2023
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-525- 5.94% |
$25K - $25.4K
|
8.31K
$201K
|
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-536- 11.44% |
$25.5K - $26K
|
4.15K
$100K
|
|
|
Jan 16, 2024
Q4 2023
|
Carlson Capital Management
|
SELL
|
- |
-555- 10.31% |
$26.5K - $26.9K
|
4.83K
$117K
|
|
|
Jan 16, 2024
Q4 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-600- 3.51% |
$28.6K - $29.1K
|
16.5K
$398K
|
|
|
Feb 06, 2024
Q4 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-612- 0.78% |
$29.2K - $29.7K
|
78K
$1.88M
|
|
|
Jan 08, 2024
Q4 2023
|
Diversified Trust CO
|
SELL
|
- |
-652- 1.8% |
$31.1K - $31.6K
|
35.6K
$860K
|
|
|
Jan 10, 2024
Q4 2023
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-677- 2.34% |
$32.3K - $32.8K
|
28.2K
$682K
|
|
|
Feb 08, 2024
Q4 2023
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-735- 12.18% |
$35K - $35.6K
|
5.3K
$128K
|
|
|
Jan 26, 2024
Q4 2023
|
Blossom Wealth Management
|
SELL
|
- |
-758- 6.36% |
$36.1K - $36.7K
|
11.2K
$269K
|
|
|
Feb 13, 2024
Q4 2023
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-771- 9.53% |
$36.7K - $37.4K
|
7.32K
$177K
|
|
|
Jan 10, 2024
Q4 2023
|
Diligent Investors, LLC
|
SELL
|
- |
-785- 11.8% |
$37.4K - $38K
|
5.87K
$142K
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-804- 38.09% |
$38.3K - $39K
|
1.31K
$31.6K
|
|
|
Jan 19, 2024
Q4 2023
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-822- 8.75% |
$39.2K - $39.8K
|
8.57K
$207K
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
SELL
|
- |
-823- 5.29% |
$39.2K - $39.9K
|
14.7K
$356K
|
|
|
Jan 25, 2024
Q4 2023
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-825- 8.37% |
$39.3K - $40K
|
9.03K
$218K
|
|
|
Jan 16, 2024
Q4 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-835- 1.02% |
$39.8K - $40.5K
|
80.8K
$1.95M
|
|
|
Jan 25, 2024
Q4 2023
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-868- 4.75% |
$41.4K - $42.1K
|
17.4K
$421K
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-922- 5.83% |
$43.9K - $44.7K
|
14.9K
$360K
|
|
|
Jan 08, 2024
Q4 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-948- 0.37% |
$45.2K - $45.9K
|
257K
$6.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-953- 11.46% |
$45.4K - $46.2K
|
7.37K
$178K
|
|
|
Jan 19, 2024
Q4 2023
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-957- 2.43% |
$45.6K - $46.4K
|
38.5K
$930K
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-970- 8.43% |
$46.2K - $47K
|
10.5K
$255K
|
|
|
Feb 09, 2024
Q4 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-978- 1.05% |
$46.6K - $47.4K
|
91.9K
$2.22M
|