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 19, 2024
Q4 2023
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-957- 2.43% |
$45.6K - $46.4K
|
38.5K
$928K
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-970- 8.43% |
$46.2K - $47K
|
10.5K
$254K
|
|
|
Feb 09, 2024
Q4 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-978- 1.05% |
$46.6K - $47.4K
|
91.9K
$2.21M
|
|
|
Feb 13, 2024
Q4 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-986- 9.34% |
$47K - $47.8K
|
9.57K
$231K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.06K- 78.72% |
$50.6K - $51.5K
|
287
$6.92K
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-1.09K- 44.1% |
$52K - $52.9K
|
1.38K
$33.3K
|
|
|
Jan 29, 2024
Q4 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-1.1K- 6.47% |
$52.3K - $53.1K
|
15.9K
$382K
|
|
|
Feb 08, 2024
Q4 2023
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-1.12K- 6.65% |
$53.2K - $54.1K
|
15.7K
$378K
|
|
|
Feb 08, 2024
Q4 2023
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-1.14K- 2.86% |
$54.5K - $55.4K
|
38.9K
$937K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.17K- 5.61% |
$55.9K - $56.8K
|
19.7K
$475K
|
|
|
Feb 08, 2024
Q4 2023
|
Wt Wealth Management
|
SELL
|
- |
-1.18K- 5.05% |
$56.2K - $57.1K
|
22.2K
$535K
|
|
|
Jan 23, 2024
Q4 2023
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-1.18K- 8.24% |
$56.2K - $57.2K
|
13.1K
$317K
|
|
|
Jan 18, 2024
Q4 2023
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-1.24K- 6.78% |
$59K - $59.9K
|
17K
$410K
|
|
|
Jan 26, 2024
Q4 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-1.25K- 3.3% |
$59.5K - $60.5K
|
36.6K
$881K
|
|
|
Feb 06, 2024
Q4 2023
|
Seven Post Investment Office LP
San Francisco, CA |
SELL
|
- |
-1.37K- 9.18% |
$65.2K - $66.3K
|
13.5K
$326K
|
|
|
Jan 23, 2024
Q4 2023
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-1.38K- 18.01% |
$65.5K - $66.6K
|
6.26K
$151K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1.5K- 65.24% |
$71.3K - $72.5K
|
797
$19.2K
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
SELL
|
- |
-1.52K- 0.77% |
$72.3K - $73.5K
|
197K
$4.74M
|
|
|
Feb 09, 2024
Q4 2023
|
Wbi Investments, Inc.
|
SELL
|
- |
-1.52K- 3.88% |
$72.4K - $73.6K
|
37.6K
$908K
|
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1.52K- 11.97% |
$72.4K - $73.6K
|
11.2K
$270K
|
|
|
Jan 26, 2024
Q4 2023
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-1.56K- 1.4% |
$74.2K - $75.4K
|
109K
$2.64M
|
|
|
Feb 07, 2024
Q4 2023
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-1.56K- 1.95% |
$74.2K - $75.4K
|
78.2K
$1.88M
|
|
|
Feb 09, 2024
Q4 2023
|
Solitude Financial Services
|
SELL
|
- |
-1.58K- 5.67% |
$75.1K - $76.3K
|
26.2K
$632K
|
|
|
Jan 24, 2024
Q4 2023
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-1.63K- 28.73% |
$77.4K - $78.7K
|
4.03K
$97.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1.72K- 10.82% |
$82K - $83.4K
|
14.2K
$342K
|
|
|
Jan 17, 2024
Q4 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-1.73K- 26.06% |
$82.5K - $83.8K
|
4.91K
$118K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-1.79K- 40.66% |
$85.1K - $86.5K
|
2.61K
$62.8K
|
|
|
Feb 06, 2024
Q4 2023
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-1.81K- 7.02% |
$86.1K - $87.5K
|
23.9K
$577K
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.9K- 48.56% |
$90.7K - $92.2K
|
2.02K
$48.6K
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-1.94K- 17.66% |
$92.2K - $93.8K
|
9.02K
$218K
|
|
|
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-1.95K- 3.87% |
$92.8K - $94.4K
|
48.4K
$1.17M
|
|
|
Jan 25, 2024
Q4 2023
|
Redw Wealth LLC
|
SELL
|
- |
-1.98K- 15.06% |
$94.4K - $96K
|
11.2K
$269K
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-2.03K- 14.71% |
$96.9K - $98.5K
|
11.8K
$284K
|
|
|
Feb 05, 2024
Q4 2023
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
SELL
|
- |
-2.06K- 15.66% |
$98.3K - $99.9K
|
11.1K
$268K
|
|
|
Jan 23, 2024
Q4 2023
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-2.1K- 27.07% |
$100K - $102K
|
5.66K
$136K
|
|
|
Jan 22, 2024
Q4 2023
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-2.2K- 9.46% |
$105K - $107K
|
21.1K
$508K
|
|
|
Feb 12, 2024
Q4 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-2.2K- 4.66% |
$105K - $107K
|
45K
$1.09M
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-2.21K- 89.34% |
$105K - $107K
|
264
$6.37K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.22K- 31.58% |
$106K - $108K
|
4.82K
$116K
|
|
|
Feb 14, 2024
Q4 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-2.23K- 22.92% |
$106K - $108K
|
7.51K
$181K
|
|
|
Jan 19, 2024
Q4 2023
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-2.26K- 5.45% |
$108K - $110K
|
39.2K
$946K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.29K- 19.22% |
$109K - $111K
|
9.64K
$232K
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-2.3K- 9.89% |
$109K - $111K
|
20.9K
$504K
|
|
|
Jan 24, 2024
Q4 2023
|
Capital Insight Partners, LLC
|
SELL
|
- |
-2.3K- 26.77% |
$110K - $112K
|
6.3K
$152K
|
|
|
Jan 24, 2024
Q4 2023
|
Callahan Advisors, LLC
|
SELL
|
- |
-2.32K- 28.79% |
$111K - $112K
|
5.74K
$138K
|
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-2.41K- 14.61% |
$115K - $117K
|
14.1K
$340K
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.47K- 10.69% |
$118K - $120K
|
20.6K
$497K
|
|
|
Jan 17, 2024
Q4 2023
|
Harrington Investments, Inc
|
SELL
|
- |
-2.55K- 2.61% |
$122K - $124K
|
95.2K
$2.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-2.57K- 16.67% |
$123K - $125K
|
12.9K
$310K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.69K- 2.53% |
$128K - $130K
|
103K
$2.49M
|