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 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-656- 7.31% |
$31.4K - $32.1K
|
8.32K
$200K
|
|
|
May 08, 2023
Q1 2023
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-681- 5.28% |
$32.6K - $33.4K
|
12.2K
$294K
|
|
|
Apr 26, 2023
Q1 2023
|
Clean Yield Group
|
SELL
|
- |
-689- 2.64% |
$32.9K - $33.8K
|
25.4K
$612K
|
|
|
May 05, 2023
Q1 2023
|
Pillar Wealth Advisors, LLC
|
SELL
|
- |
-710- 1.81% |
$33.9K - $34.8K
|
38.5K
$927K
|
|
|
May 09, 2023
Q1 2023
|
Clear Investment Research, LLC
|
SELL
|
- |
-716- 2.24% |
$34.2K - $35.1K
|
31.3K
$753K
|
|
|
May 05, 2023
Q1 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-732- 13.56% |
$35K - $35.9K
|
4.67K
$112K
|
|
|
May 28, 2024
Q1 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-741- 6.55% |
$35.4K - $36.3K
|
10.6K
$255K
|
|
|
Apr 13, 2023
Q1 2023
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-787- 1.05% |
$37.6K - $38.6K
|
74.4K
$1.79M
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-793- 7.49% |
$37.9K - $38.9K
|
9.79K
$236K
|
|
|
May 05, 2023
Q1 2023
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-799- 2.04% |
$38.2K - $39.2K
|
38.3K
$922K
|
|
|
Apr 27, 2023
Q1 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-814- 8.27% |
$38.9K - $39.9K
|
9.02K
$217K
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-930- 3.69% |
$44.5K - $45.6K
|
24.3K
$585K
|
|
|
Apr 24, 2023
Q1 2023
|
Legacy Bridge, LLC
|
SELL
|
- |
-932- 24.97% |
$44.5K - $45.7K
|
2.8K
$67.5K
|
|
|
Jan 02, 2024
Q1 2023
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-941- 1.24% |
$45K - $46.1K
|
74.7K
$1.8M
|
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-950- 7.21% |
$45.4K - $46.6K
|
12.2K
$295K
|
|
|
Apr 28, 2023
Q1 2023
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-991- 0.24% |
$47.4K - $48.6K
|
408K
$9.82M
|
|
|
May 12, 2023
Q1 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.05K- 8.24% |
$50.2K - $51.5K
|
11.7K
$282K
|
|
|
May 08, 2023
Q1 2023
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-1.06K- 9.85% |
$50.6K - $51.9K
|
9.69K
$234K
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-1.08K- 95.08% |
$51.7K - $53K
|
56
$1.35K
|
|
|
May 15, 2023
Q1 2023
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-1.09K- 19.63% |
$52.1K - $53.5K
|
4.47K
$108K
|
|
|
Apr 18, 2023
Q1 2023
|
Riversedge Advisors, LLC
|
SELL
|
- |
-1.1K- 2.4% |
$52.8K - $54.1K
|
44.9K
$1.08M
|
|
|
Apr 20, 2023
Q1 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-1.11K- 1.75% |
$52.9K - $54.2K
|
62.1K
$1.5M
|
|
|
May 03, 2023
Q1 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.13K- 3.34% |
$54.1K - $55.5K
|
32.8K
$789K
|
|
|
May 10, 2023
Q1 2023
|
Diligent Investors, LLC
|
SELL
|
- |
-1.15K- 10.75% |
$54.9K - $56.3K
|
9.54K
$230K
|
|
|
Apr 05, 2023
Q1 2023
|
Weitzel Financial Services, Inc.
|
SELL
|
- |
-1.15K- 4.5% |
$55K - $56.4K
|
24.4K
$587K
|
|
|
May 02, 2023
Q1 2023
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-1.28K- 11.99% |
$61.1K - $62.7K
|
9.39K
$226K
|
|
|
Apr 28, 2023
Q1 2023
|
Members Advisory Group LLC
Williamsville, NY |
SELL
|
- |
-1.28K- 1.09% |
$61.2K - $62.8K
|
116K
$2.8M
|
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
SELL
|
- |
-1.28K- 42.11% |
$61.4K - $62.9K
|
1.77K
$42.5K
|
|
|
Apr 19, 2023
Q1 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-1.35K- 10.26% |
$64.7K - $66.3K
|
11.8K
$285K
|
|
|
Apr 17, 2023
Q1 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-1.49K- 8.75% |
$71.3K - $73.1K
|
15.6K
$375K
|
|
|
Apr 26, 2023
Q1 2023
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-1.49K- 44.88% |
$71.4K - $73.2K
|
1.84K
$44.2K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-1.5K- 83.33% |
$71.7K - $73.5K
|
300
$7.23K
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.59K- 1.64% |
$76K - $78K
|
95.5K
$2.3M
|
|
|
May 01, 2023
Q1 2023
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-1.62K- 22.59% |
$77.6K - $79.6K
|
5.57K
$134K
|
|
|
Apr 25, 2023
Q1 2023
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-1.63K- 14.19% |
$77.8K - $79.7K
|
9.84K
$237K
|
|
|
Apr 20, 2023
Q1 2023
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-1.67K- 9.54% |
$79.6K - $81.6K
|
15.8K
$380K
|
|
|
May 02, 2023
Q1 2023
|
Seven Post Investment Office LP
San Francisco, CA |
SELL
|
- |
-1.7K- 2.78% |
$81K - $83.1K
|
59.2K
$1.43M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.73K- 25.19% |
$82.7K - $84.8K
|
5.14K
$124K
|
|
|
Apr 24, 2023
Q1 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-1.74K- 13.76% |
$83K - $85.1K
|
10.9K
$262K
|
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.78K- 5.7% |
$85.1K - $87.2K
|
29.4K
$709K
|
|
|
Apr 17, 2023
Q1 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1.84K- 15.73% |
$88.1K - $90.4K
|
9.88K
$238K
|
|
|
Apr 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-1.85K- 9.4% |
$88.4K - $90.6K
|
17.8K
$429K
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-1.89K- 48.74% |
$90.4K - $92.7K
|
1.99K
$47.9K
|
|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-1.89K- 49.12% |
$90.5K - $92.8K
|
1.96K
$47.3K
|
|
|
May 05, 2023
Q1 2023
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-1.91K- 4.62% |
$91.1K - $93.4K
|
39.4K
$948K
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-2K- 89.16% |
$95.5K - $97.9K
|
243
$5.85K
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-2.02K- 1.4% |
$96.4K - $98.8K
|
142K
$3.42M
|
|
|
Apr 17, 2023
Q1 2023
|
Arkfeld Wealth Strategies, L.L.C.
|
SELL
|
- |
-2.1K- 6.96% |
$100K - $103K
|
28K
$674K
|
|
|
May 09, 2023
Q1 2023
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-2.24K- 17.31% |
$107K - $110K
|
10.7K
$258K
|
|
|
Apr 04, 2023
Q1 2023
|
Modus Advisors, LLC
|
SELL
|
- |
-2.27K- 25.72% |
$108K - $111K
|
6.55K
$158K
|