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 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
205New |
$9.8K - $10K
|
205
$4.95K
|
|
|
May 02, 2023
Q1 2023
|
Jacobsen Capital Management
|
BUY
|
- |
199+ 2.2% |
$9.51K - $9.75K
|
9.25K
$224K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
166+ 37.64% |
$7.93K - $8.13K
|
607
$14.7K
|
|
|
May 10, 2023
Q1 2023
|
Redw Wealth LLC
|
BUY
|
- |
153+ 2.44% |
$7.31K - $7.5K
|
6.42K
$155K
|
|
|
Apr 24, 2023
Q1 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
152+ 7.34% |
$7.27K - $7.45K
|
2.22K
$53.7K
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
149+ 12.87% |
$7.12K - $7.3K
|
1.31K
$31.6K
|
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
BUY
|
- |
137+ 2.01% |
$6.55K - $6.71K
|
6.96K
$168K
|
|
|
May 09, 2023
Q1 2023
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
125+ 2.2% |
$5.98K - $6.13K
|
5.8K
$140K
|
|
|
May 12, 2023
Q1 2023
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
93+ 2.08% |
$4.45K - $4.56K
|
4.56K
$110K
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
85New |
$4.06K - $4.17K
|
85
$2.05K
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
BUY
|
- |
64+ 1.19% |
$3.06K - $3.14K
|
5.44K
$131K
|
|
|
Apr 13, 2023
Q1 2023
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
58+ 0.31% |
$2.77K - $2.84K
|
18.9K
$456K
|
|
|
May 11, 2023
Q1 2023
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
55New |
$2.63K - $2.7K
|
55
$1.33K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
54+ 50.0% |
$2.58K - $2.65K
|
162
$3.91K
|
|
|
Apr 17, 2023
Q1 2023
|
Financial Consulate, Inc
|
BUY
|
- |
45+ 0.5% |
$2.15K - $2.21K
|
9.08K
$219K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
37New |
$1.77K - $1.81K
|
37
$894
|
|
|
May 02, 2023
Q1 2023
|
Friedenthal Financial
|
BUY
|
- |
35+ 0.31% |
$1.67K - $1.72K
|
11.4K
$277K
|
|
|
Apr 21, 2023
Q1 2023
|
Moneywise, Inc.
|
BUY
|
- |
33+ 0.6% |
$1.58K - $1.62K
|
5.51K
$133K
|
|
|
Apr 27, 2023
Q1 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
31+ 0.51% |
$1.48K - $1.52K
|
6.12K
$148K
|
|
|
Apr 20, 2023
Q1 2023
|
Tompkins Financial Corp
|
BUY
|
- |
30New |
$1.43K - $1.47K
|
30
$725
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
25New |
$1.2K - $1.23K
|
25
$604
|
|
|
Apr 20, 2023
Q1 2023
|
West Branch Capital LLC
|
BUY
|
- |
19+ 0.53% |
$908 - $931
|
3.61K
$87.2K
|
|
|
May 17, 2023
Q1 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
19+ 2.94% |
$908 - $931
|
666
$16.1K
|
|
|
Apr 28, 2023
Q1 2023
|
Lansing Street Advisors
|
BUY
|
- |
17+ 0.49% |
$813 - $833
|
3.49K
$84.3K
|
|
|
Apr 12, 2023
Q1 2023
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
16+ 0.37% |
$765 - $784
|
4.33K
$105K
|
|
|
Apr 10, 2023
Q1 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
15+ 0.38% |
$717 - $735
|
4.01K
$96.8K
|
|
|
Apr 17, 2023
Q1 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
11+ 0.18% |
$526 - $539
|
6.22K
$150K
|
|
|
May 05, 2023
Q1 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
9+ 0.08% |
$430 - $441
|
11.2K
$270K
|
|
|
Apr 18, 2023
Q1 2023
|
Empirical Asset Management, LLC
|
BUY
|
- |
3+ 0.05% |
$143 - $147
|
5.72K
$138K
|
|
|
May 15, 2023
Q1 2023
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
2+ 0.2% |
$95.6 - $98
|
1.01K
$24.3K
|
|
|
Apr 19, 2023
Q1 2023
|
Hengehold Capital Management LLC
|
BUY
|
- |
2+ 0.02% |
$95.6 - $98
|
8.17K
$197K
|
|
|
Apr 13, 2023
Q1 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
1+ 0.01% |
$47.8 - $49
|
17.8K
$431K
|
|
|
Apr 18, 2023
Q1 2023
|
Domani Wealth, LLC
|
BUY
|
- |
1+ 0.0% |
$47.8 - $49
|
20.9K
$505K
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1+ 2.08% |
$47.8 - $49
|
49
$1.18K
|
|
|
May 03, 2023
Q1 2023
|
Exchange Capital Management, Inc.
|
BUY
|
- |
1+ 0.02% |
$47.8 - $49
|
5.7K
$138K
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
1New |
$47.8 - $49
|
1
$24.2
|
|
|
May 08, 2023
Q1 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 01, 2023
Q1 2023
|
Sfmg, LLC
|
SELL
|
- |
-2- 0.02% |
$95.6 - $98
|
8.88K
$215K
|
|
|
Apr 20, 2023
Q1 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-2- 0.01% |
$95.6 - $98
|
33.1K
$799K
|
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-3- 0.02% |
$143 - $147
|
13.8K
$334K
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-8Closed |
$382 - $392
|
0
$0
|
|
|
May 09, 2023
Q1 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-9- 5.2% |
$430 - $441
|
164
$3.96K
|
|
|
Apr 21, 2023
Q1 2023
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-17- 3.85% |
$813 - $833
|
424
$10.2K
|
|
|
Apr 11, 2023
Q1 2023
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-19- 0.13% |
$908 - $931
|
14.9K
$361K
|
|
|
Apr 14, 2023
Q1 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-43- 0.16% |
$2.06K - $2.11K
|
27.3K
$661K
|
|
|
May 09, 2023
Q1 2023
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-44- 50.57% |
$2.1K - $2.16K
|
43
$1.04K
|
|
|
May 05, 2023
Q1 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-54- 91.53% |
$2.58K - $2.65K
|
5
$121
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-60- 89.55% |
$2.87K - $2.94K
|
7
$169
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
SELL
|
- |
-61- 0.26% |
$2.92K - $2.99K
|
23.7K
$573K
|
|
|
Apr 20, 2023
Q1 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-62- 0.86% |
$2.96K - $3.04K
|
7.12K
$172K
|