Purchases and Sales Made in Q1 2023 in Schwab Short Term Us Treasury (SCHO)

SCHO Quotes by TradingView

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
Citigroup Inc

SELL
 -
-61
- 0.26%
$2.92K - $2.99K
23.7K $577K
Apr 20, 2023 Q1 2023
Altfest L J & CO Inc

SELL
 -
-62
- 0.86%
$2.96K - $3.04K
7.12K $173K
Apr 27, 2023 Q1 2023
Stratos Wealth Advisors, LLC

SELL
 -
-83
- 0.09%
$3.97K - $4.07K
87.6K $2.13M
May 12, 2023 Q1 2023
Twin Focus Capital Partners, LLC

Boston, MA
SELL
 -
-83
- 1.3%
$3.97K - $4.07K
6.32K $154K
Aug 15, 2023 Q1 2023
Hbk Sorce Advisory LLC

Erie, PA
SELL
 -
-84
- 0.81%
$4.02K - $4.12K
10.2K $249K
Apr 18, 2023 Q1 2023
Darwin Advisors, LLC

SELL
 -
-94
- 2.06%
$4.49K - $4.61K
4.46K $109K
May 15, 2023 Q1 2023
Segall Bryant & Hamill, LLC

Chicago, IL
SELL
 -
-100
- 0.75%
$4.78K - $4.9K
13.3K $323K
May 15, 2023 Q1 2023
Founders Financial Alliance, LLC

Raleigh, NC
SELL
 -
-113
- 7.4%
$5.4K - $5.54K
1.41K $34.4K
Apr 25, 2023 Q1 2023
Twele Capital Management, Inc.

SELL
 -
-114
- 0.42%
$5.45K - $5.59K
27.1K $659K
May 11, 2023 Q1 2023
Somerset Group LLC

Wayzata, MN
SELL
 -
-117
- 0.71%
$5.59K - $5.73K
16.4K $399K
May 15, 2023 Q1 2023
Coldstream Capital Management Inc

SELL
 -
-122
- 1.29%
$5.83K - $5.98K
9.35K $227K
Apr 10, 2023 Q1 2023
Appleton Partners Inc

SELL
 -
-125
- 2.28%
$5.98K - $6.13K
5.36K $130K
Apr 13, 2023 Q1 2023
Landmark Financial Advisors, LLC

SELL
 -
-143
- 1.74%
$6.84K - $7.01K
8.08K $196K
Apr 18, 2023 Q1 2023
Genesee Capital Advisors, LLC

SELL
 -
-143
- 0.73%
$6.84K - $7.01K
19.3K $470K
May 10, 2023 Q1 2023
Huntington National Bank

Columbus, OH
SELL
 -
-151
- 58.53%
$7.22K - $7.4K
107 $2.6K
May 16, 2023 Q1 2023
Atlas Capital Advisors LLC

San Francisco, CA
SELL
 -
-154
- 3.9%
$7.36K - $7.55K
3.79K $92.3K
Apr 24, 2023 Q1 2023
Hexagon Capital Partners LLC

SELL
 -
-156
- 1.46%
$7.46K - $7.64K
10.5K $256K
May 15, 2023 Q1 2023
Dravo Bay LLC

Wilmington, DE
SELL
 -
-166
- 0.7%
$7.93K - $8.13K
23.5K $573K
Apr 25, 2023 Q1 2023
Freedom Wealth Alliance, LLC

Brookfield, WI
SELL
 -
-170
- 3.23%
$8.13K - $8.33K
5.09K $124K
May 10, 2023 Q1 2023
Tilia Fiduciary Partners, Inc.

SELL
 -
-172
- 22.48%
$8.22K - $8.43K
593 $14.4K
May 11, 2023 Q1 2023
Providence Wealth Advisors, LLC

Frankfort, IL
SELL
 -
-172
- 1.47%
$8.22K - $8.43K
11.6K $281K
Apr 21, 2023 Q1 2023
Acas, LLC

SELL
 -
-197
- 3.76%
$9.42K - $9.65K
5.04K $123K
May 26, 2023 Q1 2023
Fortis Group Advisors, LLC

Westwood, NJ
SELL
 -
-201
Closed
$9.61K - $9.85K
0 $0
Apr 25, 2023 Q1 2023
Creative Financial Designs Inc

SELL
 -
-231
- 7.15%
$11K - $11.3K
3K $73K
May 03, 2023 Q1 2023
Northwest Capital Management Inc

SELL
 -
-245
- 2.37%
$11.7K - $12K
10.1K $246K
May 15, 2023 Q1 2023
First Horizon Advisors, Inc.

SELL
 -
-255
- 46.2%
$12.2K - $12.5K
297 $7.22K
May 12, 2023 Q1 2023
Prudential Financial Inc

Newark, NJ
SELL
 -
-263
- 2.08%
$12.6K - $12.9K
12.4K $301K
May 15, 2023 Q1 2023
Steward Partners Investment Advisory, LLC

SELL
 -
-276
- 54.01%
$13.2K - $13.5K
235 $5.72K
May 11, 2023 Q1 2023
Cahill Financial Advisors Inc

Edina, MN
SELL
 -
-280
- 3.44%
$13.4K - $13.7K
7.86K $191K
Apr 14, 2023 Q1 2023
Signal Point Asset Management, LLC

SELL
 -
-285
- 0.6%
$13.6K - $14K
47.4K $1.15M
Apr 20, 2023 Q1 2023
Mbe Wealth Management, LLC

SELL
 -
-329
- 3.78%
$15.7K - $16.1K
8.38K $204K
May 05, 2023 Q1 2023
Capital Analysts, LLC

Fort Washington, PA
SELL
 -
-341
- 14.2%
$16.3K - $16.7K
2.06K $50.1K
Apr 10, 2023 Q1 2023
Sound Income Strategies, LLC

SELL
 -
-361
- 12.72%
$17.3K - $17.7K
2.48K $60.2K
Apr 27, 2023 Q1 2023
Bensler, LLC

Bellevue, WA
SELL
 -
-388
- 1.28%
$18.5K - $19K
29.8K $725K
Apr 27, 2023 Q1 2023
Comerica Securities,Inc.

SELL
 -
-410
- 1.57%
$19.6K - $20.1K
25.6K $623K
Apr 19, 2023 Q1 2023
Alpha Omega Wealth Management LLC

SELL
 -
-430
- 5.58%
$20.6K - $21.1K
7.28K $177K
May 15, 2023 Q1 2023
Avitas Wealth Management LLC

SELL
 -
-433
- 1.49%
$20.7K - $21.2K
28.7K $698K
May 12, 2023 Q1 2023
Stonebridge Capital Advisors LLC

St Paul, MN
SELL
 -
-444
- 40.96%
$21.2K - $21.8K
640 $15.6K
May 05, 2023 Q1 2023
Prairie View Partners, LLC

SELL
 -
-453
- 1.08%
$21.7K - $22.2K
41.6K $1.01M
Apr 17, 2023 Q1 2023
Lederer & Associates Investment Counsel

Long Beach, CA
SELL
 -
-484
- 3.63%
$23.1K - $23.7K
12.8K $312K
May 15, 2023 Q1 2023
Baird Financial Group, Inc.

Milwaukee, WI
SELL
 -
-488
- 1.9%
$23.3K - $23.9K
25.1K $612K
May 11, 2023 Q1 2023
Black Diamond Financial, LLC

SELL
 -
-493
- 3.4%
$23.6K - $24.2K
14K $341K
Apr 13, 2023 Q1 2023
Cambridge Advisors Inc.

SELL
 -
-500
- 2.83%
$23.9K - $24.5K
17.2K $418K
Apr 13, 2023 Q1 2023
Hb Wealth Management, LLC

SELL
 -
-509
- 1.96%
$24.3K - $24.9K
25.4K $619K
May 15, 2023 Q1 2023
Chilton Capital Management LLC

Houston, TX
SELL
 -
-550
- 8.37%
$26.3K - $27K
6.02K $146K
May 15, 2023 Q1 2023
Ima Wealth, Inc.

Wichita, KS
SELL
 -
-556
- 2.52%
$26.6K - $27.2K
21.5K $523K
May 04, 2023 Q1 2023
Hutchinson Capital Management

San Rafael, CA
SELL
 -
-585
- 0.68%
$28K - $28.7K
85.9K $2.09M
May 10, 2023 Q1 2023
Rock Point Advisors, LLC

Burlington, VT
SELL
 -
-588
- 8.59%
$28.1K - $28.8K
6.26K $152K
Apr 19, 2023 Q1 2023
Blossom Wealth Management

SELL
 -
-609
- 5.39%
$29.1K - $29.8K
10.7K $260K

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