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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2023
Q1 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-138K- 13.81% |
$6.59M - $6.75M
|
861K
$20.8M
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-151K- 18.35% |
$7.22M - $7.4M
|
672K
$16.2M
|
|
|
Apr 18, 2023
Q1 2023
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-164K- 80.4% |
$7.82M - $8.01M
|
39.9K
$963K
|
|
|
Sep 01, 2023
Q1 2023
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-172K- 95.26% |
$8.21M - $8.42M
|
8.54K
$206K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-189K- 87.84% |
$9.03M - $9.26M
|
26.2K
$632K
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-199K- 54.3% |
$9.51M - $9.75M
|
168K
$4.05M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-199K- 54.3% |
$9.51M - $9.75M
|
168K
$4.05M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-200K- 25.91% |
$9.54M - $9.78M
|
571K
$13.8M
|
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-280K- 85.97% |
$13.4M - $13.7M
|
45.8K
$1.11M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-316K- 19.02% |
$15.1M - $15.5M
|
1.34M
$32.5M
|
|
|
Apr 17, 2023
Q1 2023
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-384K- 56.15% |
$18.4M - $18.8M
|
300K
$7.25M
|
|
|
Apr 19, 2023
Q1 2023
|
Manchester Financial Inc
|
SELL
|
- |
-386K- 62.96% |
$18.4M - $18.9M
|
227K
$5.48M
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-418K- 93.79% |
$20M - $20.5M
|
27.7K
$669K
|