Purchases and Sales Made in Q1 2023 in Schwab Short Term Us Treasury (SCHO)
This table provides information about the institutional ownership of Schwab Short Term Us Treasury (SCHO) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 20, 2023
Q1 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-12.7K- 19.91% |
$606K - $621K
|
51K
$1.23M
|
|
|
May 12, 2023
Q1 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-12.8K- 45.55% |
$612K - $627K
|
15.3K
$369K
|
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-13.1K- 15.83% |
$626K - $641K
|
69.6K
$1.68M
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-13.8K- 12.88% |
$659K - $676K
|
93.3K
$2.25M
|
|
|
Apr 17, 2023
Q1 2023
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-15.5K- 50.93% |
$741K - $760K
|
14.9K
$360K
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-15.5K- 18.5% |
$743K - $762K
|
68.5K
$1.65M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-15.9K- 60.79% |
$760K - $779K
|
10.3K
$247K
|
|
|
May 09, 2023
Q1 2023
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-16.6K- 22.6% |
$793K - $813K
|
56.8K
$1.37M
|
|
|
Apr 11, 2023
Q1 2023
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-17.2K- 32.38% |
$821K - $842K
|
35.9K
$865K
|
|
|
Apr 28, 2023
Q1 2023
|
Harrington Investments, Inc
|
SELL
|
- |
-18K- 14.71% |
$861K - $882K
|
104K
$2.51M
|
|
|
Apr 12, 2023
Q1 2023
|
Planned Solutions, Inc.
|
SELL
|
- |
-18.3K- 54.16% |
$877K - $899K
|
15.5K
$374K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-19.1K- 13.59% |
$914K - $937K
|
122K
$2.93M
|
|
|
May 15, 2023
Q1 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-19.2K- 35.34% |
$918K - $941K
|
35.2K
$847K
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-21.2K- 99.33% |
$1.01M - $1.04M
|
143
$3.44K
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-21.4K- 78.05% |
$1.02M - $1.05M
|
6.01K
$145K
|
|
|
May 15, 2023
Q1 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-21.7K- 77.19% |
$1.04M - $1.06M
|
6.4K
$154K
|
|
|
Apr 25, 2023
Q1 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-21.8K- 46.24% |
$1.04M - $1.07M
|
25.3K
$610K
|
|
|
Apr 20, 2023
Q1 2023
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-23.5K- 27.84% |
$1.12M - $1.15M
|
60.9K
$1.47M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-24.4K- 21.92% |
$1.17M - $1.2M
|
87.1K
$2.1M
|
|
|
Apr 07, 2023
Q1 2023
|
Diversified Trust CO
|
SELL
|
- |
-24.8K- 41.2% |
$1.19M - $1.22M
|
35.4K
$854K
|
|
|
Apr 27, 2023
Q1 2023
|
Strategic Advisors LLC
|
SELL
|
- |
-25.5K- 67.54% |
$1.22M - $1.25M
|
12.2K
$295K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-26.8K- 15.47% |
$1.28M - $1.31M
|
147K
$3.53M
|
|
|
Apr 17, 2023
Q1 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-27.3K- 37.97% |
$1.3M - $1.34M
|
44.6K
$1.07M
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-28.1K- 19.63% |
$1.34M - $1.38M
|
115K
$2.77M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-28.1K- 14.26% |
$1.35M - $1.38M
|
169K
$4.08M
|
|
|
Apr 14, 2023
Q1 2023
|
Bridge Advisory, LLC
|
SELL
|
- |
-29.2K- 72.01% |
$1.4M - $1.43M
|
11.4K
$274K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-29.8K- 33.65% |
$1.43M - $1.46M
|
58.8K
$1.42M
|
|
|
Apr 19, 2023
Q1 2023
|
Advocate Group LLC
|
SELL
|
- |
-30.8K- 31.74% |
$1.47M - $1.51M
|
66.2K
$1.59M
|
|
|
May 12, 2023
Q1 2023
|
Cambridge Associates LLC
Boston, MA |
SELL
|
- |
-30.8K- 38.3% |
$1.47M - $1.51M
|
49.7K
$1.2M
|
|
|
Apr 24, 2023
Q1 2023
|
Imc Chicago, LLC
|
SELL
|
- |
-31.4K- 70.92% |
$1.5M - $1.54M
|
12.9K
$310K
|
|
|
May 12, 2023
Q1 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-31.7K- 23.25% |
$1.51M - $1.55M
|
105K
$2.52M
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-34.5K- 24.59% |
$1.65M - $1.69M
|
106K
$2.55M
|
|
|
Apr 26, 2023
Q1 2023
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-35.4K- 20.6% |
$1.69M - $1.74M
|
137K
$3.29M
|
|
|
May 04, 2023
Q1 2023
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-36.2K- 68.5% |
$1.73M - $1.78M
|
16.7K
$401K
|
|
|
Apr 11, 2023
Q1 2023
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-36.9K- 31.42% |
$1.76M - $1.81M
|
80.4K
$1.94M
|
|
|
Apr 12, 2023
Q1 2023
|
Worth Asset Management, LLC
|
SELL
|
- |
-44.5K- 50.08% |
$2.13M - $2.18M
|
44.3K
$1.07M
|
|
|
May 05, 2023
Q1 2023
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-49.3K- 4.87% |
$2.36M - $2.42M
|
962K
$23.2M
|
|
|
Apr 19, 2023
Q1 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-49.5K- 31.91% |
$2.37M - $2.42M
|
106K
$2.54M
|
|
|
Apr 25, 2023
Q1 2023
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-50.2K- 58.45% |
$2.4M - $2.46M
|
35.7K
$860K
|
|
|
May 02, 2023
Q1 2023
|
Lvw Advisors, LLC
|
SELL
|
- |
-51K- 14.69% |
$2.44M - $2.5M
|
296K
$7.14M
|
|
|
May 12, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-56K- 99.91% |
$2.68M - $2.74M
|
49
$1.18K
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-57.7K- 85.95% |
$2.76M - $2.83M
|
9.43K
$227K
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-58.9K- 85.93% |
$2.82M - $2.89M
|
9.65K
$233K
|
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-69.5K- 25.75% |
$3.32M - $3.4M
|
200K
$4.83M
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-70K- 60.63% |
$3.35M - $3.43M
|
45.5K
$1.1M
|
|
|
May 15, 2023
Q1 2023
|
Roof Eidam & Maycock
|
SELL
|
- |
-74K- 52.19% |
$3.54M - $3.63M
|
67.8K
$1.63M
|
|
|
May 11, 2023
Q1 2023
|
Edgehill Endowment Partners, LLC
|
SELL
|
- |
-75.2K- 5.64% |
$3.59M - $3.68M
|
1.26M
$30.3M
|
|
|
Apr 20, 2023
Q1 2023
|
Cabot Wealth Management Inc
|
SELL
|
- |
-75.9K- 64.63% |
$3.63M - $3.72M
|
41.5K
$1M
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-76.4K- 64.1% |
$3.65M - $3.74M
|
42.8K
$1.03M
|
|
|
May 09, 2023
Q1 2023
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-97.4K- 91.3% |
$4.66M - $4.78M
|
9.29K
$224K
|